Travel Expense Analyst Job at Gallagher, Rolling Meadows, IL

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  • Gallagher
  • Rolling Meadows, IL

Job Description



Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

The Travel and Expense Analyst / Auditor reviews selected expense reports for compliance to Gallagher’s travel and expense policy using an automated tool. Primary responsibilities include auditing identified out-of-policy T&E expense submissions, recognizing and analyzing trends and recurring issues. This position interacts frequently and directly with all levels of our employee base, with our 3rd party audit firm and with other related service providers.  

How you'll make an impact

  • Auditing specific identified out of policy transactions on T&E reports for compliance to Gallagher policies
  • Reducing financial risk by researching potential fraud on expense reports
  • Understanding and following defined courses of action and deploying standard employee communications to resolve out of policy transactions based on audit results
  • Interacting with employees and managers to resolve issues of a confidential or sensitive nature
  • Aligning with corporate Payroll and Human Resources Departments on policy compliance issues
  • Working in Concur, Gallagher’s web based expense solution
  • Working with AppZen, Gallagher’s automated audit application
  • Working with Circulus, Gallagher’s accounts payable platform
  • Working with Gallagher’s corporate card provider, American Express
  • Creating reports, providing analysis, sharing results and supporting awareness of and solutions for all areas of responsibility
  • Determining an appropriate course of action for resolving issues based on results of the audit
  • Handling queries on Concur and AppZen systems via internal mailboxes
  • Participating in identifying, developing and documenting AppZen system procedures 
  • Maintaining understanding of  Egencia Travel Booking site, Concur Expense 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.
About You

Required:

  • Bachelor's degree and 2 years related experience required.

Highly Preferred:

  • Degree in Accounting, Finance, or Business discipline 
  • Related work experience in accounting, financial operations or audit 
  • Certified Management Accountant (CMA) or Chartered Financial Analyst (CFA)
  • Prior administrative experience with Concur or similar T&E application a plus  
  • Experience with Microsoft Office; proficiency in Excel. Knowledge to include management of large amounts of data and use of pivot tables, VLOOKUP and other EXCEL functions.

Work Traits:

  • Demonstrated critical thinking and keen analytical skills
  • Familiarity with General Ledger coding principles  
  • Excellent communication skills, both verbal and written
  • Excellent interpersonal/customer service skills
  • Strong ability to interact effectively and influence at all levels 
  • Demonstrated experience partnering with key stakeholders
  • Ability to work in a team and also self-directed
  • Ability to handle confidential information.

#APIntegration #LI-JS1 #LI-Remote

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

Click Here to review our U.S. Eligibility Requirements

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.

Job Tags

Full time, Work experience placement, Live out, Work at office, Local area, Remote work, Worldwide, Flexible hours,

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