Job Description
Job Summary:
The Expense and Compliance Manager leads the firm's expense reimbursement and card programs, including PCard, VCard, and T&E cards, with accountability for policy compliance, internal controls, and process effectiveness. This role drives standardization, automation, and continuous improvement across expense and card-related activities while maintaining a strong control environment over employee and card-based disbursements.
The role partners closely with Accounts Payable, Procurement, Financial Systems, Tax, Internal Audit, and business stakeholders to support data integrity, policy compliance, and an efficient end-to-end expense management process.
Job Duties:
Expense Reimbursements & Card Program Oversight
• Leads the firm's expense reimbursement and card compliance programs, ensuring adherence to corporate policy and regulatory requirements
• Oversees the administration, governance, and oversight of PCard, VCard, and T&E card programs
• Oversees expense reimbursement review and approval processes to ensure accuracy, completeness, and policy compliance
• Monitors card usage and expense activity to identify exceptions, enforce compliance, and address policy violations
• Monitors evolving regulations and business needs affecting expense reimbursements and card programs, and implement updates as needed
• Develops and maintains short- and long-term roadmaps for the Expense & Compliance function to support strategic priorities, process maturity, and continuous improvement
Process Improvement & Automation
• Identifies and implements process improvements to enhance efficiency, accuracy, compliance, and user experience
• Leverages system capabilities, such as Oracle, or equivalent tools, to automate expense reimbursement and card workflows
• Partners with Financial Systems and Procure to Pay process leads to support system enhancements, upgrades, testing, and process optimization for expense and card programs
Controls & Risk Management
• Designs, implements, and maintains internal controls over expense reimbursements and card-related disbursements
• Monitors compliance metrics, identify trends, and proactively mitigate risks related to employee expenses and card usage
• Supports internal and external audit requests with timely and accurate responses
• Maintains documentation, controls, and escalation processes for policy exceptions and noncompliance
Data, Reporting & Insights
• Develops and maintains KPIs and reporting to track compliance, processing efficiency, card program performance, and policy adherence
• Provides leadership with insights and recommendations based on expense, card, and compliance data
Cross-Functional Collaboration
• Partners with Accounts Payable, Procurement, Tax, Financial Systems, and firm leadership to align expense and card-related processes
• Communicates policy updates, process changes, and compliance expectations clearly across the firm
• Supports training and awareness efforts to strengthen employee understanding of expense reimbursement and card program requirements
Supervisory Responsibilities:
• Leads and develops the Expense & Compliance team
• Sets clear performance expectations and provide ongoing coaching, feedback, and development
• Fosters a culture of accountability, continuous improvement, and customer service
• Manages staffing, workload prioritization, and performance management processes
• Supports team hiring, onboarding, and training
• Performs other duties as assigned
Qualifications, Knowledge, Skills, and Abilities:
Education:
• Bachelor's degree required; focus in Finance or Accounting, preferred
Experience:
• Five (5) or more years of experience in expense management, accounts payable, corporate card administration, and/or procure-to-pay, required
• Three (3) or more years of people leadership experience, preferred
• Experience in a multi-entity or multi-location environment, preferred
License/Certification:
• N/A
Software:
• Experience with Oracle Cloud Fusion Expense, preferred
• Advanced Excel and data analysis skills, required
• Familiarity with automation and workflow tools, preferred
Language:
• N/A
Other Knowledge, Skills, and Abilities:
• Strong knowledge of expense reimbursements, card program administration, compliance, and internal controls
• Ability to translate policy into effective processes and controls
• Excellent communication skills with the ability to influence stakeholders at all levels
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong attention to detail and accuracy
• Ability to work independently and collaboratively
• Strong customer service orientation
