BBF Wealth
Accounts Payable Analyst – Travel & Expense Audit
BBF Wealth, Florida, New York, United States
Accounts Payable Analyst – Travel & Expense Audit page is loaded## Accounts Payable Analyst – Travel & Expense Auditlocations:
St Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0008190**Job Description Summary****Job Description**The Accounts Payable (AP) Analyst will be responsible for managing and auditing employee travel and expense (T&E) reports to ensure compliance with company policies, regulatory requirements, and accurate financial reporting. This role requires strong attention to detail, analytical skills, and the ability to communicate effectively with employees and management regarding expense discrepancies and policy adherence.**Key Responsibilities:****T&E Audit & Compliance*** Review and audit employee expense reports for accuracy, completeness, and compliance with corporate travel and expense policies.* Identify and resolve discrepancies, duplicate submissions, and potential fraud.* Ensure adherence to IRS guidelines and other regulatory requirements for expense reimbursements.**Policy Enforcement & Support*** Act as a subject matter expert on T&E policies and procedures.* Provide guidance and training to employees on proper expense reporting and documentation.**Reporting & Analysis*** Prepare monthly and quarterly reports on T&E spend, trends, and compliance metrics.* Analyze expense data to identify cost-saving opportunities and policy improvements.* Assist with internal and external audits related to T&E transactions.**System & Process Management*** Ensure timely reimbursement of approved expenses.* Maintain and troubleshoot expense management systems.* Support automation initiatives to improve efficiency and accuracy in T&E processing.**Education Requirements:*** **Bachelor’s Degree (B.A.) in Accounting, Finance or Business Administration*** **Two (1) years’ experience preferred*** **OR**
Any equivalent combination of experience, education, and/or training approved by Human Resources**Qualifications:*** 1+ years of experience in Accounts Payable or Expense Audit roles.* Strong knowledge of T&E policies, IRS regulations, and GAAP principles.* Proficiency in expense management systems and ERP platforms.* Excellent analytical, problem-solving, and communication skills.* High attention to detail and ability to work in a fast-paced environment.**Preferred Skills:*** Experience with Emburse Enterprise or similar T&E platforms.* Advanced Excel skills for data analysis and reporting.**Education**High School (HS)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
St Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 30+ Days Agojob requisition id:
R-0008190**Job Description Summary****Job Description**The Accounts Payable (AP) Analyst will be responsible for managing and auditing employee travel and expense (T&E) reports to ensure compliance with company policies, regulatory requirements, and accurate financial reporting. This role requires strong attention to detail, analytical skills, and the ability to communicate effectively with employees and management regarding expense discrepancies and policy adherence.**Key Responsibilities:****T&E Audit & Compliance*** Review and audit employee expense reports for accuracy, completeness, and compliance with corporate travel and expense policies.* Identify and resolve discrepancies, duplicate submissions, and potential fraud.* Ensure adherence to IRS guidelines and other regulatory requirements for expense reimbursements.**Policy Enforcement & Support*** Act as a subject matter expert on T&E policies and procedures.* Provide guidance and training to employees on proper expense reporting and documentation.**Reporting & Analysis*** Prepare monthly and quarterly reports on T&E spend, trends, and compliance metrics.* Analyze expense data to identify cost-saving opportunities and policy improvements.* Assist with internal and external audits related to T&E transactions.**System & Process Management*** Ensure timely reimbursement of approved expenses.* Maintain and troubleshoot expense management systems.* Support automation initiatives to improve efficiency and accuracy in T&E processing.**Education Requirements:*** **Bachelor’s Degree (B.A.) in Accounting, Finance or Business Administration*** **Two (1) years’ experience preferred*** **OR**
Any equivalent combination of experience, education, and/or training approved by Human Resources**Qualifications:*** 1+ years of experience in Accounts Payable or Expense Audit roles.* Strong knowledge of T&E policies, IRS regulations, and GAAP principles.* Proficiency in expense management systems and ERP platforms.* Excellent analytical, problem-solving, and communication skills.* High attention to detail and ability to work in a fast-paced environment.**Preferred Skills:*** Experience with Emburse Enterprise or similar T&E platforms.* Advanced Excel skills for data analysis and reporting.**Education**High School (HS)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr