Expense & Compliance Manager

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.

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

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

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

Software: - Experience with Oracle Cloud Fusion Expense, preferred - Advanced Excel and data analysis skills, required - Familiarity with automation and workflow tools, preferred

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