Agent expense review (entry level )

Descripción general

• Responsible for matching the Employee Expense Report and the Expense Receipts against the claimed/received supporting documentation
• Validate a perfect Match of the Expenses vs. Total Claimed
• Identify, Flag, and Report any items that require follow-up: this includes policy violation, mismatch of receipt and claim, and suspicious items for further clarification/research
• Communicate with employee on back-up required on any items in question; strong tracking of employee remediation next steps, timing, and ownership
• Understand and apply client’s policy to resolve issues
• Ability to perform a deep dive on the root cause analysis, the GL coding and source documentation, including the criteria review of a Receipt validation
• Assist with audits of expense and receipts, in collaboration with other teams such as TEC Admin, Help Desk, and payment reimbursement
• Escalate issues in accordance with escalation policy, notification to the client in the event of serious cases involving serious threat of procedures and policies
• Be flexible and responsive to dynamic workflow changes including but not limited to client driven updates and process improvements
• Identify opportunities to improve TEC support including automation, process changes, scripts, and FAQ enhancements
• Meet monthly collection targets

Requisitos para aplicar

• Bachelor's degree preferred, but a 2-year degree mandatory
• 1 years of experience
• Fluent in English, Strong communication skills
• Excellent working knowledge of MS Office (Excel)
• Adaptable to learn new processes, concepts, and skills
• Demonstrates the ability to work as part of a team
• Ability to work under time pressure, able to prioritize workload and meet strict deadlines
• Strong analytical and problem-solving skills
• Positive attitude and flexible, especially in the period of month/quarter/year-end closing