Commercial & Investment Bank - Expense Management Associate
On-siteBrooklyn, New York, United States
Job Summary
Serve as the primary point of contact for expense management guidance, approvals, and issue resolution for aligned business teams. Act as the expense exception approver and manage exception workflows in line with policy and control requirements. Partner with offshore facilitators as the onshore liaison to execute the expense facilitation model and deliver key milestones. Coach stakeholders to unblock workflows and improve right first time outcomes. Monitor expense data, metrics, and controls to identify trends, outliers, and potential issues including corporate card delinquency risk. Drive continuous improvement, including automation and AI-enabled enhancements that improve efficiency, quality, and controls. Deliver training and one-on-one support for new hires and ongoing education for administrative and stakeholder teams.
Required Qualifications
- Bachelor's degree
- 3+ years of relevant experience
- experience in operations
- experience in office management
- experience in project coordination/management
- experience in a client-facing role supporting senior stakeholders
- Strong customer service orientation
- sound judgment
- ability to handle sensitive matters professionally
- Excellent organization
- attention to detail
- ability to manage multiple priorities under time pressure
- Strong written and verbal communication skills
- ability to build relationships across levels and functions
- Demonstrated ability to influence outcomes
- ability to manage workflow challenges
- ability to deliver on time
- right first time mindset
- Comfort operating independently
- ability to contribute as part of a broader team
- Strong technology skills
- working with databases
- working with Excel
- equivalent analysis tools
Desired Qualifications
- Experience partnering with offshore and/or regional teams
- Background in travel and expense operations
- Background in facilitation models
- Background in control-focused operational roles
- Experience identifying and implementing process improvements
- Exposure to automation
- Exposure to AI-enabled enhancements
- small-scale prototypes
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