Travel & Expense Analyst (ATLANTA, GA)

Job description

DESCRIPTION & REQUIREMENTS:

Position Overview:

To ensure timely and accurate review, approval, and issuance of Corporate Travel Cards and Purchase Card for TCCC employees.  Responsibility includes decision to approve or cancel Corporate Cards in line with Company policies and procedures.  Monitoring card activities, balances and follow-up with cardholder regarding outstanding issues.  Maintain positive relationships with customers and apply customer service skills in a manner that defuses -emotional- customer interactions in both a verbal and written context.  Work as backup and primary management of Level 2 Concur System help desk tickets and elevate as needed to the Travel Process and Systems Manager for resolution. 

PRIORITZED RESPONSIBILITIES:

Assist with administration of the Corporate Card and Purchasing Card Programs for Corporate, North America and Canada.  Interface with American Express and SunTrust to deliver services to our clients.

Daily management, administration and support of the Corporate T&E card and P-Card programs.

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Review applications and issue cards to new employees as necessary.

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Educate employees on the proper use of the card, policy information and changes to the card.

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Inform delinquent card holders of past due balances appropriately.

Manage help desk level 2 tickets and triage issues with the Concur T&E software and elevate issues to the Process & Systems Manager for change. Research, review and resolve T&E and P-Card Customer Service Inquiries as 2 nd level support. Research and analyze past due American Express accounts to assist clients in reconciliation process. 

Conduct specific card related reviews and address issues arising

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Review HR Termination/Cancels List daily

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Delinquencies for cancelled cards monthly

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Review 13 months no activity reports

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Monthly review of 30, 45, 60, 90, 120 & 180 days delinquencies and follow-up notices

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Monthly Review of Cardholders lists

Prepare regular system generated reports including monthly and quarterly management reports.  Review scheduled reports to make sure no errors in the runs.  Identify newly requested reports not in existence and send to Supervisor for approval and creation request.  Maintain desk procedures.

Provide monthly metrics for card administration of credit card programs.

Maintain all original documentation received to support issuance and activities related to card Programs.

Apply operational excellence/lean tools to make continuous improvements to processes

Analyst will need to communicate across all business units and with employees at all levels of management.  Must be able to review images and compare to expense report entries to ensure image is clear and readable and that expense entry matches.  Must be able to read travel itineraries for comparison to expense entry to ensure all required itemizations have been added.  Should be able to communicate with end user to obtain any missing receipts or unclear images and be able to direct end user on how to attach missing or unclear items.  Prepare clear and concise documentation to adequately support all audit findings and communicate to the appropriate authority. 

Analyst must know the Global Travel Policy, the Expense reporting policy and any country specific policy items when reviewing reports to ensure that all requirements are met in the reports.  Analyst may be required to elevate to manager any questionable reported items for further review and must be able to document reasons for elevation.   There is a current process in place for review of expense reports, but as this is a new system, a more detailed process will need to be developed.  As the business narrow’s down the enforcement of the Travel and Entertainment policies, Analyst will need to be able to reject expense items or reports with documented reasons.

As the business narrow’s down the enforcement of the Travel and Entertainment policies, Analyst will need to be able to review and help manage the corporate card program and be able to terminate cards as needed.  They will also need to be able to elevate to appropriate management any items that are questionable in nature and be able to identify when someone is abusing an allowable expense.   Ability to compare data from various data sources and identify and resolve inconsistencies or variances. 

Analyst will be expected to review and improve on any processes in place and advise where they feel improvements can be made or controls increased.  They will also be expected to watch for spend trends and alert where suspicious transactions may be and help develop process to prevent it from happening.  As the software updates, analyst will be responsible for following the updates and learning any new features within the system .

REQUIRED EDUCATION:

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High school diploma

 

REQUIRED QUALIFICATIONS:

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Proficiency with ERP computer systems

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Analytical skills and capabilities

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Strong Excel skills, Ability to compare data from various data sources and identify inconsistencies or variances. 

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Salesforce, Concur Travel and Expense and Cognos Reporting helpful

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Attention to detail,

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Inquisitive mind-set

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Ability to work across multiple levels within the organization.

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Strong integrity and ability to handle sensitive situations discreetly

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Fluency in English, both spoken and written

  PREFERRED QUALIFICATIONS:

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Concur experience, Experience with Card and Card Programs

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Knowledge of finance controls

  TRAVEL: 10%

LEADERSHIP BEHAVIORS:

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DRIVE INNOVATION :  Generate new or unique solutions and embrace new ideas that help sustain our business (encompassing everything from continuous improvement to new product and package innovation).

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COLLABORATE WITH SYSTEM, CUSTOMERS, AND OTHER STAKEHOLDERS :  Develop and leverage relationships with stakeholders to appropriately stretch and impact the System (Company and Bottler).

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ACT LIKE AN OWNER :  Deliver results, creating value for our brands, our System, our customers and key stakeholders.

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INSPIRE OTHERS :  Inspire people to deliver our mission and 2020 Vision, demonstrate passion for the business and give people a reason to believe anything is possible.

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DEVELOP SELF AND OTHERS :  Develop self and support others’ development to achieve full potential.

 

Honesty and integrity have always been cornerstone values of The Coca-Cola Company. Our passion for people of integrity mirrors our spirited drive for total quality in our brands. These and other elements allow the company to sustain strategic practices and drive business performance. The Personnel Integrity Assurance Program is another step toward making The Coca-Cola Company the premier workplace. This process includes a pre-employment background investigation that applies to all applicants employees and contractors of the company. The scope of this inquiry may cover such elements as education employment history a criminal history check reference checks and a pre-employment drug screen. Designated countries or sensitive positions within the company may have more stringent standards.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.