Expense & Compliance Manager

Job Summary:

The Expense and Compliance Manager leads the firm’s expense reimbursement and card programs, including PCard, VCard, and T&E cards, with accountability for policy compliance, internal controls, and process effectiveness. This role drives standardization, automation, and continuous improvement across expense and card-related activities while maintaining a strong control environment over employee and card-based disbursements.
The role partners closely with Accounts Payable, Procurement, Financial Systems, Tax, Internal Audit, and business stakeholders to support data integrity, policy compliance, and an efficient end-to-end expense management process.
 

Job Duties:

Expense Reimbursements & Card Program Oversight
•    Leads the firm’s expense reimbursement and card compliance programs, ensuring adherence to corporate policy and regulatory requirements
•    Oversees the administration, governance, and oversight of PCard, VCard, and T&E card programs
•    Oversees expense reimbursement review and approval processes to ensure accuracy, completeness, and policy compliance
•    Monitors card usage and expense activity to identify exceptions, enforce compliance, and address policy violations
•    Monitors evolving regulations and business needs affecting expense reimbursements and card programs, and implement updates as needed
•    Develops and maintains short- and long-term roadmaps for the Expense & Compliance function to support strategic priorities, process maturity, and continuous improvement

Process Improvement & Automation
•    Identifies and implements process improvements to enhance efficiency, accuracy, compliance, and user experience
•    Leverages system capabilities, such as Oracle, or equivalent tools, to automate expense reimbursement and card workflows
•    Partners with Financial Systems and Procure to Pay process leads to support system enhancements, upgrades, testing, and process optimization for expense and card programs

Controls & Risk Management
•    Designs, implements, and maintains internal controls over expense reimbursements and card-related disbursements
•    Monitors compliance metrics, identify trends, and proactively mitigate risks related to employee expenses and card usage
•    Supports internal and external audit requests with timely and accurate responses
•    Maintains documentation, controls, and escalation processes for policy exceptions and noncompliance

Data, Reporting & Insights
•    Develops and maintains KPIs and reporting to track compliance, processing efficiency, card program performance, and policy adherence
•    Provides leadership with insights and recommendations based on expense, card, and compliance data

Cross-Functional Collaboration
•    Partners with Accounts Payable, Procurement, Tax, Financial Systems, and firm leadership to align expense and card-related processes
•    Communicates policy updates, process changes, and compliance expectations clearly across the firm
•    Supports training and awareness efforts to strengthen employee understanding of expense reimbursement and card program requirements

Supervisory Responsibilities:
•    Leads and develops the Expense & Compliance team
•    Sets clear performance expectations and provide ongoing coaching, feedback, and development
•    Fosters a culture of accountability, continuous improvement, and customer service
•    Manages staffing, workload prioritization, and performance management processes
•    Supports team hiring, onboarding, and training
•    Performs other duties as assigned

Qualifications, Knowledge, Skills, and Abilities:

Education:
•    Bachelor’s degree required; focus in Finance or Accounting, preferred

Experience:
•    Five (5) or more years of experience in expense management, accounts payable, corporate card administration, and/or procure-to-pay, required
•    Three (3) or more years of people leadership experience, preferred
•    Experience in a multi-entity or multi-location environment, preferred

License/Certification:
•    N/A

Software:
•    Experience with Oracle Cloud Fusion Expense, preferred
•    Advanced Excel and data analysis skills, required
•    Familiarity with automation and workflow tools, preferred

Language:
•    N/A

Other Knowledge, Skills, and Abilities:
•    Strong knowledge of expense reimbursements, card program administration, compliance, and internal controls
•    Ability to translate policy into effective processes and controls
•    Excellent communication skills with the ability to influence stakeholders at all levels
•    Strong analytical and problem-solving skills
•    Ability to manage multiple priorities and deadlines in a fast-paced environment
•    Strong attention to detail and accuracy
•    Ability to work independently and collaboratively
•    Strong customer service orientation