Travel and Expense Analyst

Pacific Life • Charlotte, NC

2d

About The Position

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead—our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate—pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future—including your own. We’re actively seeking a talented Travel and Expense Analyst II to join our team in Charlotte, NC. As a Travel and Expense Analyst II you'll move Pacific Life, and your career forward by offering administrative support and guidance to all employees of the parent company and its subsidiaries relating to Travel & Expense reimbursement services, including the management of the Concur expense system. You will fill an existing role that sits on a team of 7 people in the Corporate division. Your colleagues will include AVP, Assistant Treasurer, Treasury Manager, Supervisor-Treasury Services and fellow treasury/travel professionals.

Requirements

• Bachelor’s degree or 5+ years’ experience in the Travel Industry or Banking preferred.
• Strong understanding of Travel and Expense best practices and supporting systems, preferably SAP Concur.
• Proven experience in accounts payable and Travel & Entertainment processing.
• Excellent organizational and time/project management skills.
• Experience with FINRA (Financial Industry Regulatory Authority) requirements and regulations.
• Demonstrated experience with general ledger account reconciliations, including month-end closing processes and a solid understanding of accounting principles.
• Strong communication skills, both verbal and written.
• Ability to multi-task and a willingness to learn new skills.
• Proficiency with Excel for developing account reconciliations and PeopleSoft experience.
• Team-oriented individual with strong analytical abilities and keen attention to detail.

Nice To Haves

• Experience with internal expense auditing/processing and banking functions
• Knowledge of SAP Concur expense/travel system, Excel, PeopleSoft
• Self-starter, motivated, able to conduct tasks with minimum supervision
• Must be detail oriented, have the ability to prioritize work following timelines, adhering to policy and apply internal performance standards

Responsibilities

• Serve as the main point of contact for all employee Travel & Expense and Concur system-related inquiries.
• Audit expense reports for accuracy, completeness, and adherence to company policies, providing excellent customer service and discreetly escalating issues to Upper Management.
• Monitor employee T&E reports to ensure compliance with FINRA standards.
• Maintain timely and appropriate communication with all levels of the company’s management.
• Assist in the development and monitoring of audit rules and procedures in compliance with company policy.
• Update and sustain training on expense reporting policies, standards, tutorials, and system enhancements.
• Maintain professional and technical knowledge by attending educational workshops, formal training, and reviewing professional publications, as well as establishing and expanding professional networks and relationships.
• Perform ad-hoc project requests and additional duties as assigned.
• Log and track expense report errors through MS TEAMS, preparing data for quarterly reports.
• Aid in treasury functions including knowledge of PeopleSoft, check deposits, check processing and wire approval.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level