Expense Management Specialist (hybrid)

Morgan Stanley

Montreal, Canada
On-site
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

Job Summary

  • Manage the expense process (reviews and approvals) for the ISG business division and support the wider expense operation.
  • 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.

Skills & Requirements

Must-have

  • Concur Expense tool
  • Expense reimbursement workflows
  • Company and regulatory policies
  • Regional/divisional policy and exception handling
  • Microsoft Excel and PowerPoint

Nice-to-have

  • AI integrated expense tools
  • Collaborate with remote teams globally

Key Requirements

  • At least 4 years of experience in Expense Reimbursement
  • Bachelor’s degree preferably in Accounting or Finance
  • Knowledge of industry standards, firm policy guidelines
  • Knowledge of French and English is required

Work Rights

Not specified

Tailored Resume

Cover Letter