Expense Specialist - Specialty1 Partners
Houston, TX
About the Job
Department is Accounts Payable
Reports to Manager of Accounts Payable
FLSA Status is exempt
Objective and Purpose:
A Concur Expense Specialist manages and optimizes the expense reporting process using the Concur system to ensure compliance with company policies and regulations. They review and process expense reports, provide training and support to employees, configure the system, and enforce policies. Their role includes generating reports for analysis, acting as a liaison for expense-related queries, and implementing process improvements to enhance efficiency and accuracy. They also ensure proper reconciliation of expense reimbursements and corporate credit card transactions, aiming to streamline and control company spending effectively.
Primary Responsibilities:
- Reviewing and processing employee expense reports for compliance with company policies.
- Configuring and maintaining the Concur system, including user account setup and approval workflows.
- Optimizing the Concur system for improved performance and efficiency.
- Tracking expenses associated with employee travel, including credit card transactions, reimbursements, and accommodations, using Concur.
- Ensuring policy compliance and monitoring the aging of unsubmitted expense reports.
- Providing training and support to employees on using the Concur system.
- Fielding employee inquiries related to travel and expense reporting.
- Becoming a subject matter expert on company expense policies and guidelines.
- Troubleshooting Concur issues and technical errors with the Concur Support Team.
- Setting up and administering accounts for new employees and practices.
- Approving and submitting company expense report payment batches.
- Conducting routine training sessions for new practices and hires on how to use Concur.
- Participating in vendor management and 1099 reporting.
- Supporting the Accounts Payable (AP) team.
Requirements:
- Bachelor's degree in finance, accounting, business administration, or a related field
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Understanding of expense management policies and best practices
- Strong analytical, critical thinking, and problem-solving skills
- Excellent verbal and written communication skills
- Ability to work effectively with cross-functional teams
- Strong customer service orientation and team collaboration skills
- High level of accuracy and attention to detail
- Strong ethical standards and commitment to compliance
- Ability to manage multiple tasks and priorities
- Proactive approach to process improvements and adaptability to change
Benefits:
- BCBS High Deductible & PPO Medical insurance Options
- VSP Vision Coverage
- Principal PPO Dental Insurance
- Complimentary Life Insurance Policy
- Short-term & Long-Term Disability
- Pet Insurance Coverage
- 401(k) plan
- HSA / FSA Account Access
- Identity Theft Protection
- Legal Services Package
- Hospital/Accident/Critical Care Coverage
- Paid Time Off
- Diverse and Inclusive Work Environment
About Us:
Specialty1 Partners is a practice services organization committed to providing non-clinical, business support services to the nation's leading specialty dental practices. The company was founded in 2019 by four endodontists who wanted to provide unique and differentiated support to specialty dental practices. Originally focusing on support to endodontics practices (under the Endo1 brand), Specialty1 Partners quickly expanded its support to periodontics and oral surgery practices.
Since its founding, Specialty1 Partners has grown rapidly to become one of the largest private owners of specialty dental practices in the US. Headquartered in Houston, TX, Specialty1 Partners is led by its founders and a management team that is focused on ongoing growth and delivery of best-in-class services across its network of practices. Specialty1 Partners currently has over 225 locations across 28 states.
Work Conditions:
- Candidate must be able to work in office 4 days a week and 1 remote
- Candidate must be able to travel as required for business needs.
- Candidate must be able to lift up to 25 lbs as needed.
- Candidate must be able to sit or stand for extended periods of time.
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