Travel & Expense (T&E) Analyst, Sr

About the job

The Travel & Expense Analyst, Sr will be responsible for overseeing and managing the company's travel and expense processes, ensuring compliance with corporate policies, proper accounting, and effective systems management. This role will involve managing T&E reporting, corporate credit card administration, troubleshooting system or payment issues, ensuring tax classification is correct, and providing training and guidance on T&E policies and procedures to employees.

This role is based in Guadalajara, Mexico.

Main responsibilities:

• Oversee and ensure accurate and timely processing of employee expense reports.
• Review expense reports for completeness, appropriate tax classification, and adherence to company policy.
• Ensure accurate allocation and coding of expenses to the correct accounts, cost centers, and departments.
• Work closely with the finance team to ensure proper accounting for T&E expenses, including reconciling corporate credit card statements, accruals and general ledger entries.
• Proactively monitor and track employee expense report submissions and escalate unreported or late submissions to both employees and their managers.
• Manage and oversee the corporate credit card program, including issuance, tracking, and maintenance of credit card accounts.
• Oversee the administration of the expense reporting system (Concur, other) ensuring that all functionality is optimized and available to users.
• Provide ongoing support and troubleshooting assistance to employees with any system issues or problems related to expense submissions, approvals, or credit card transactions.
• Develop and deliver training programs for employees on travel and expense policies, including best practices for submitting reports, using corporate credit cards, and understanding tax implications of T&E expenses.
• Work with external auditors during annual audits to provide requested information.
• Develop and produce regular reports and dashboards to analyze T&E spend, identify trends and provide actionable insights to management.
• Track and report on key performance indicators (KPIs) related to travel and expense compliance, efficiency and cost control.
• Assist in the implementation of new or upgraded expense reporting systems and processes, working cross-functionally with IT, vendors, and other stakeholders to ensure successful deployment and adoption.

Who are we looking for?

• Accounting, Finance, or Business Administration professionals
• 3+ years of experience managing T&E processes and corporate credit card programs, preferably in a Shared Services Center environment
• Strong knowledge of T&E policies, accounting principles, and tax regulations related to business expenses and employee reimbursements
• Experience with expense reporting systems (e.g., Concur, SAP, etc.) is highly preferred
• Fluency in Spanish and English (verbal and written) is required
• Proficient using standard office software such as Word, PowerPoint, Excel, Outlook
• Strong communication and interpersonal skills, with the ability to work collaboratively with cross-functional teams
• High level of organizational and time management skills
• Excellent consulting, problem solving, and analytical skills
• Knowledge of Oracle (or similar ERP) and Concur is a plus
• Experience in managing or implementing expense reporting systems or ERP software is a plus

What do we offer:

As leaders in our industry, we offer a competitive base salary, annual bonus based on individual and company performance, additional above law benefits such as medical & life insurance, career development, supportive work culture and a healthy work- life balance and the opportunity to contribute to our social responsibility initiatives.