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LPL FinancialPosted 1 month ago

Travel & Expense Analyst

$48,818–$81,370 year

On-siteFort Mill, South Carolina, United States

Full TimeSenior LevelLarge

Job Summary

Monitor travel and expense activity, support SAP Concur administration, and ensure policy compliance while analyzing spend data and assisting with audits. Review transactions for internal controls, process reimbursement inquiries, and maintain documentation and knowledge-base content. Perform routine audits to identify violations, prepare reports for internal and external audits, and support remediation efforts. Generate recurring and ad hoc reports on spend, compliance, and vendor utilization to identify cost savings opportunities. Act as a primary contact for employee questions, coordinate with travel vendors, and partner with Finance, HR, and IT teams on process improvements.

Required Qualifications

  • 2–4 years of experience supporting corporate travel, expense management, accounts payable, finance operations, or a related function
  • Familiarity with travel policies, expense reporting, internal controls, and audit processes
  • Experience working with financial systems and reporting tools
  • Customer service orientation with the ability to support employees at all levels of the organization
  • Detail-oriented with strong organizational and problem-solving skills
  • Analytical mindset with the ability to interpret data and identify trends
  • Written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Proficiency in Microsoft Excel, reporting tools, and business applications
  • High degree of professionalism, discretion, and accountability

Desired Qualifications

  • Experience working with SAP Concur Travel & Expense
  • Experience in a financial services, banking, insurance, or other regulated environment
  • SAP Concur Travel & Expense certification or advanced user experience
  • Experience supporting travel policy audits and compliance programs
  • Familiarity with ERP systems, Accounts Payable processes, and expense reimbursement workflows
  • Exposure to travel vendor management, duty-of-care programs, or travel risk management platforms

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