Travel & Expense Program Lead (North America)

Travel And Expense Program Lead

The Travel and Expense (T&E) Program Lead supports the Global Director of Travel & Expense Management with T&E-related sourcing initiatives, overseeing the employee expense reimbursement process, and administering the Concur Expense system. This role serves as a primary point of contact for Gallagher employees with questions related to T&E expense submissions, the travel policy, and any reimbursement queries. This is a supervisory role with one or more direct reports (T&E Analysts) who audit identified out-of-policy T&E transactions for compliance with Gallagher policies. This position interacts frequently and directly with all levels of our employee base, with our T&E reimbursement vendor (Concur), 3rd party T&E audit firm (AppZen), and with other related service providers. This role will work closely with the Global Travel and Global Corporate Card teams and with Gallagher's IT team. The role encompasses significant responsibility for key program monitoring and reporting, measuring compliance with travel and expense policies, communicating items of importance to employees, and escalating issues to vendors. A critical component of this role includes recognizing and analyzing trends, identifying recurring issues, and developing and implementing process improvements to address those issues. The ideal candidate will have a background working in the travel and expense industry as well as a keen interest in T&E industry trends. They should feel confident in proposing changes and / or enhancements that will improve Gallagher's global programs.

How You'll Make an Impact

• Serving as a primary day-to-day contact for Concur and AppZen programs, including communicating with employees, researching issues, and providing solutions based on interpreting policies, procedures and country-specific regulatory requirements.
• Managing one or more T&E Analysts to ensure they complete accurate audits of employee expense reports.
• Training employees on the Concur Expense system or other T&E expense submission process.
• Creating and updating user guides and other training materials as necessary.
• Developing expertise in Concur's Intelligence reporting tool and Gallagher's financial reporting tools to produce ad-hoc reports on employee expenses.
• Supporting future global implementations of Concur Expense.
• Assisting in Concur and AppZen system administration and developing an understanding of policies, expense groups, forms, workflows, audit rules and integration with internal and external systems.
• Maintaining an understanding of the Egencia travel booking site and American Express corporate card program.
• Driving efficiencies and business process improvements related to T&E expense program management by : Assisting with recommendations on policy clarifications and updates. Assisting with recommendations for employee communication and training. Other project work supporting the Sourcing & Procurement department as required.

About You

Required : Bachelor's degree (Accounting, Finance, or Business Administration). Highly skilled in Microsoft Excel, Access, and Powerpoint. Strong written and verbal communication skills. Minimum of 5 years related experience

Preferred : Three to five years of progressive experience in corporate T&E program management and / or corporate card program management. Concur experience preferred. Basic familiarity with expense reimbursement / payables operations. Experience with Microsoft Office; proficiency in Excel. Ability to manage large amounts of data and use pivot tables, vlookup, etc. Experience in working and presenting financial information to develop consensus and buy-in for data-based decisions.

Desired : Degree in Accounting, Finance, or Business discipline Related work experience in accounting, payables, financial operations or audit Familiarity with General Ledger coding principles Prior administrative experience with Concur or similar T&E application

Work Traits : Demonstrated critical thinking and analytical skills Strong communication skills, both verbal and written Excellent interpersonal / customer service skills Ability to work in a team as well as self-directed Ability to handle confidential information with care and discretion

Compensation and Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We Value Inclusion and Diversity

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.