Expense Report Team Lead

About the role

Trace Systems is looking for an energetic and professional Expense Report Team Lead for its office in Tampa, Florida. The role focuses mainly on expense report administration, with a range of office administrative and related tasks as requested.

Key responsibilities

• Review submitted expense reports, verify receipts, code expenses to the correct category and check compliance with company travel and expense policies.
• Enter expense details into the expense management system (e.g. Costpoint) accurately and maintain data integrity.
• Identify potential policy violations such as excessive spending or improper expense categories and escalate them to the relevant stakeholders.
• Run regular audits of expense reports to find discrepancies and ensure accuracy.
• Investigate questions or issues raised by employees and clarify details with them when needed.
• Create reports on expense trends and spending patterns for management.
• Guide employees on expense reporting procedures and answer questions about related policies.
• Maintain user access in the expense system, update configurations and troubleshoot technical issues.

Required profile

• US citizenship is required due to the nature of the work.
• High school diploma.
• Attention to detail, analytical skills and strong communication and organizational skills.
• Intermediate expertise in Microsoft Excel, Microsoft Word, Microsoft SharePoint, Microsoft Outlook and Adobe Acrobat Pro.

Required skills

• Experience with Microsoft 365 and Deltek Costpoint.
• Desired: understanding of basic accounting principles and expense categories.

Candidates can apply through the company's website.