Expense Management Specialist (hybrid)

Morgan Stanley

Montreal, Quebec, Canada
Hybrid
Concur expense tool
Expense reimbursement workflows
Company and regulatory policies
Manage the expense process (reviews and approvals) for the ISG business division and support the wider expense operation, ensuring compliance with company and regulatory policies

Job Summary

  • Manage the expense process (reviews and approvals) for the ISG business division and support the wider expense operation, ensuring compliance with company and regulatory policies.
  • Perform daily operation of the expense reimbursement processes for the ISG business division (~162k expense reports/ year), ensuring team SLAs and standard operating procedures are met.
  • Collaborate with the ISG Expense Lead on long-term strategy plans and continuously evolve and provide value to employees regarding the expense experience.

Matching Summary

Manage the expense process (reviews and approvals) for the ISG business division and support the wider expense operation, ensuring compliance with company and regulatory policies.

Skills & Requirements

Must-have

  • Concur Expense tool
  • expense reimbursement workflows
  • company and regulatory policies
  • regional/divisional policy
  • Microsoft Excel and PowerPoint

Nice-to-have

  • AI integrated expense tools
  • collaborative workplace solutions
  • cutting edge technology and innovation

Key Requirements

  • At least 4 years of experience in Expense Reimbursement
  • Bachelor’s degree preferably in Accounting or Finance
  • Knowledgeable of industry standards, firm policy guidelines
  • Familiar with the employee expense reimbursement process
  • Ability to collaborate with remote teams

Work Rights

Not specified

Tailored Resume

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