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Financial Services Specialist

Job Description - Financial Services Specialist

Description

Card administrator 


Key Responsibilities:


Card Program Management:



  • Maintenance of corporate T&E card program, including issuance, activation, deactivation of cards, manage card limits and cardholder inquiries.

  • Ensure timely and accurate reconciliation of card transactions with Concur or other expense systems.

  • Coordinate with the payments team to address and resolve any card-related payment issues.


Concur System Oversight:



  • Monitor Concur aging reports to identify any overdue expenses or exceptions.

  • Provide training and support for Concur users, helping troubleshoot and resolve system issues.


Compliance & Policy Enforcement:



  • Ensure adherence to corporate policies related to T&E spend and card usage.

  • Regularly review card activity for misuse or non-compliance, implementing corrective actions as necessary.


Cardholder Support & Communication:



  • Act as the primary point of contact for cardholders regarding inquiries, disputes, and troubleshooting.

  • Manage card suspensions, delinquency follow-up, and clearing.

  • Facilitate out-of-cycle payments and emergency card requests.


Data Analysis & Reporting:



  • Provide regular reporting on card usage, delinquency trends, and program effectiveness.

  • Assist in audits and compliance reviews as needed.


Process Improvement & Best Practices:



  • Drive continuous improvements to the T&E card program, including automation, workflow enhancements, and policy updates.

  • Stay informed of industry best practices and emerging technologies related to expense management and corporate card programs.



Responsibilities

Key Skills:

  • Proficiency in T&E systems, particularly Concur or bank platforms.
  • Strong knowledge of Excel, including pivot tables and data analysis
  • Strong analytical and problem-solving skills.
  • Large multinational environment experience
  • Ability to manage multiple priorities in a fast-paced environment.


Qualifications

Experience / Qualifications:

Education: Bachelor’s degree in finance, Accounting, Business Administration, or a related field. An MBA or relevant professional certifications

Experience:  A minimum of 6+ years of experience in corporate card administration, travel & expense management, or finance operations, with in-depth knowledge of T&E card programs.

  • Proven experience managing corporate card programs and systems like Concur, SAP, or other expense management platforms.

Demonstrated expertise in managing high-volume card transactions and expense workflows in large or complex organizations



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