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Relocation Expense Analyst
Milwaukee, WI
Job Description
As a Relocation Expense Analyst you will process the expenses incurred by our clients' employees that are being relocated for a new assignment or promotion. In this capacity you will audit, assign account coding, and process financial relocation benefits provided to our clients' employees as specified by client policies and according to defined business practices. Work closely with Operations and Account Management to ensure clients and customers receive a high level of support and customer service.
Essential Job Functions
Minimum Requirements
This position is considered light duty with frequent phone and computer use. Must be able to climb stairs and lift up to 25 pounds.
Equal Opportunity Employer - Disability/Vet. TRC will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Essential Job Functions
- Audit and code transferee expense reports, online expense reports, and expense requests from the operations team for compliance to policy, accuracy, and appropriate documentation.
- Audit and code supplier invoices efficiently, accurately, and timely for compliance to policy, including all appropriate documentation.
- Process transferee expense reports, supplier invoices, and expense requests from the operations team into the relocation software system in compliance with established Expense Management and Accounting department business practices.
- Coordinate with operations team members to document all policy exceptions.
- Escalate invoices and transferee expense reports for review due to inaccuracies, missing information, or payment status.
- Establish strong, collaborative working relationships with operations team members to ensure a seamless customer service experience for transferees and clients.
- Establish strong, positive working relationships with suppliers to ensure effective environment for troubleshooting invoice issues, requesting revised invoices, and notifying of short payments.
- Follow all established conventions for data entry such as dates, descriptions, dollar amounts, etc.
- Review and respond to weekly report audits conducted by the Director of Expense Management or others.
- Maintain accurate, relevant, and timely expense management related notes and documents in the relocation software system.
- Generate, audit, and distribute client tax and accounting reports on predefined schedules..
Minimum Requirements
- High school diploma or equivalent
- At least two years experience in professional position that required significant work with spreadsheets, bookkeeping, accounting terminology, and calculation of numbers
- Associate’s degree in accounting or related field or 3 years of professional accounting experience
- 3+ years of experience in relocation industry
- Excellent verbal and written communication skills with the ability to develop technical business correspondence both internally and externally
- Work under minimal direction, organized, and have the ability to prioritize commitments and projects
- Demonstrated attention to detail, accuracy, and ability to follow data entry/department standards
- Demonstrated ability to achieve balance between speed and accuracy in processing daily work
- Demonstrated ability to think critically and problem solve
- Act with persistence and tact in resolving issues both internally and externally
- Strong customer relations skills that include the ability to work with discretion and integrity
- Team player with a strong work ethic
- Proficient in Microsoft Office (Outlook, Word, PowerPoint and Excel)
- Understanding of accounting, accounts payable, and tax practices for the relocation industry
This position is considered light duty with frequent phone and computer use. Must be able to climb stairs and lift up to 25 pounds.
Equal Opportunity Employer - Disability/Vet. TRC will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Job Summary
Company
Start Date
10/1/2016
Employment Term and Type
Regular, Full Time
Hours per Week
40
Work Hours (i.e. shift)
1st shift
Required Education
High School or Equivalent
Required Experience
1 to 5 years
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