About this role
Expense Report Processing
- Review, validate, and process employee expense reports in Workday, ensuring all entries comply with company travel and expense (T&E) policies.
- Match receipts and supporting documentation stored/indexed in Hyland OnBase with submitted expense reports.
Compliance & Policy Adherence
- Ensure claims meet internal policies, regulatory guidelines, and approval hierarchies before reimbursement is issued.
- Flag non-compliant submissions and work with employees or approvers for corrections.
Exception Handling
- Identify and resolve exceptions such as duplicate claims, incorrect GL coding, or policy violations.
- Coordinate with employees, HR, or department heads to resolve open issues.
Reimbursement & Payment Coordination
- Ensure timely processing of reimbursements through scheduled payment runs.
- Track the status of reimbursements and address any delays or errors in payment.
Employee Support & Query Resolution
- Respond to employee inquiries related to expense submissions, reimbursement status, or system usage.
- Provide guidance and training to employees on proper expense report preparation.
Documentation & Indexing
Accurately index and maintain supporting documents in Hyland OnBase for audit readiness and easy retrieval.
Audit & Reporting Support
- Assist in internal and external audits by providing documentation and clarification on processed expense reports.
- Generate reports on outstanding or processed reimbursements, policy violations, and exception trends.
Process Improvement
Suggest and support enhancements to the expense reimbursement process, including automation, policy updates, or training materials.
Process Improvement
Bachelor Degree