Expense & Compliance Manager

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