The posting
Job Description
Position Overview:
The Travel & Expense Processor supports the day-to-day delivery of Jefferies’ travel and expense operations. The role is responsible for reviewing expense claims and travel requests, administering corporate card processes, responding to employee queries and supporting the effective use of SAP Concur. The successful candidate will apply company policy consistently, deliver a high standard of service and work closely with colleagues across EMEA, APAC and the US.
This position reports to the Head of Travel & Expense, EMEA & APAC.
Responsibilities include:
Expense Processing & Audit
- Review and audit expense claims for compliance with company policy, required approvals and supporting documentation.
- Assess out-of-policy or incomplete submissions and return, reject or escalate them as appropriate.
- Identify unusual transactions or potential policy breaches and refer material concerns to management.
- Support expense reallocations, corrections and other non-standard processing requirements.
- Monitor expense activity and prepare information or analysis as requested by management.
Corporate Card Administration
- Administer corporate card applications, account changes, transfers and cancellations across multiple locations.
- Coordinate joiner, mover and leaver activity with cardholders, management, Human Resources and the card provider.
- Monitor overdue balances and follow up with cardholders and management in line with established procedures.
- Respond to cardholder queries and support the resolution of declined transactions, account issues and other card-related matters.
Customer Service & Stakeholder Management
- Respond promptly and professionally to employee queries received through the T&E support desk.
- Provide clear guidance on expense policy, travel requests, corporate cards and system processes.
- Compare approved travel requests with submitted expense claims, investigate discrepancies and follow up where required.
- Build effective working relationships with employees, administrators, managers and internal stakeholders.
- Handle personal and financial information with appropriate confidentiality and discretion.
Training & System Support
- Assist employees and administrators with SAP Concur and related travel and expense processes.
- Support user training, process guidance and the maintenance of training materials and documentation.
- Help test and implement system enhancements, new products and process changes.
- Record, investigate and escalate system or processing issues, supporting resolution where appropriate.
Operational Support
- Maintain agreed service levels, procedures and controls across day-to-day T&E operations.
- Work with Accounts Payable, Compliance, Internal Audit and other teams to resolve operational matters.
- Collaborate with global Expense Processors to share knowledge and support consistent service delivery.
- Escalate issues appropriately and contribute to team projects, process improvements and management initiatives.
- Develop working knowledge of company policy, relevant controls and T&E platforms.
- Undertake other duties and projects as required.
Requirements:
Experience & Skills
- 1–2 years’ experience in expense management, accounting, financial services, operations or a comparable administrative role.
- Strong attention to detail, accuracy and organisational skills.
- Clear written and verbal communication skills, with a strong customer-service focus.
- Ability to interpret and apply policy consistently, exercise sound judgement and escalate issues appropriately.
- Ability to prioritise competing demands, meet deadlines and remain effective under pressure.
- Ability to work independently while contributing effectively within a regional and global team.
- Proficiency in Microsoft Outlook, Word, Excel and PowerPoint.
- Experience with SAP Concur or a comparable expense management platform is strongly preferred.
Personal Attributes
- Professional, proactive and adaptable, with a practical approach to problem-solving.
- High standards of integrity, discretion and accountability.
- Calm and dependable in a fast-paced environment.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
