Travel & Expense Processor - 6 month FTC

Position Overview: 

The Expense Processor team conducts crucial review and audit of expense claims to ensure compliance, timely reimbursement, and effective service to Jefferies employees. This role will offer a great opportunity for successful candidates to further develop the current processes and expectations in conjunction with counterparts in the US and management. The role will grow to include support for other related initiatives and projects.

This position reports to the Head of Travel & Expense EMEA & APAC

Responsibilities include: 

• Review and manage out-of-policy travel approval requests, ensuring appropriate documentation and approvals are in place
  • Assess submitted travel requests identified as out-of-policy
  • Liaise with the firms appointed Travel Management Companies
  • Consider business rationale, cost efficiency, and traveller safety/security
  • Ensure all decision align with the firms travel policies 
  • Liaise with senior management where needed
• Support the seamless reimbursement of employee expenses 
  • Review and audit expense reports submissions to ensure compliance to policy and supporting documentation meets the required standard 
  • Monitor and analyze expense reports as directed by operational management
  • Review and research potential policy or regulatory violations
  • Evaluate out-of-policy expense requests and reject or escalate as appropriate
  • Assist with adjustments or special circumstances such as the reallocation of expenses as necessary
• Support the global corporate card program
  • Approve or cancel cards for new joiners/leavers across multiple locations
  • Manage delinquent accounts, liaising with the corporate card provider, card members, and management etc.
  • Reconcile the firm’s American Express Business Travel Accounts
• Deliver excellent customer service 
  • Respond effectively and professionally to calls and emails to the T&E support desk 
  • Develop and maintain excellent relationships with internal clients, key points of contact, and employees
  • Exercise confidentiality and discretion with approvers and/or employees to resolve expense queries
  • Identify and close any gaps between approved travel and expense claims
• Conduct hands-on training and continuing education as needed
  • Assist end users of SAP Concur expense management and travel system
  • Support the implementation of new products or projects including training, documentation, troubleshooting, and escalation
• Support programmatic success 
  • Ensure all T&E service levels are maintained, and all procedures and standards are met
  • Coordinate with Accounts Payable and other departments as required 
  • Escalate issues as appropriate related to Compliance, Internal Audit, Corporate Events, Travel, etc.
  • Provide support and assistance to the T&E team on projects and management initiatives
  • Maintain regular contact with other Expense Processors globally for knowledge sharing and to ensure delivery alignment
  • Evolve to become a subject matter expert in policy, regulatory requirements, expense processes, and T&E platforms
• Other tasks and projects as required

Requirements: 

• 1-2 years of experience
• Interest in accounting, expense management, financial services, or operations
• Excellent written and oral communication and interpersonal skills
• High degree of accuracy
• Highest ethics and integrity
• Strong customer service skills
• Good analytical and interpretation skills
• Positive, proactive, calm, professional, focused, motivated, committed, and flexible
• Demonstrated ability to set priorities quickly under pressure, meet deadlines while managing multiple tasks, assess situations and act appropriately
• Able to exercise sound judgment with regard to company policy and procedures to determine appropriate course of action
• Ability to work cohesively in a team with all levels of staff, as well as independently
• Fluency in SAP Concur is a plus
• Strong computer skills with proficient knowledge of MS Outlook, Word, Excel, and PowerPoint 

Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.

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.