Expense Report Processing:
• Review, validate, and process employee expense reports in Workday, ensuring all entries comply with company travel and expense (T&E) policies.
• Match receipts and supporting documentation stored/indexed in Hyland OnBase with submitted expense reports.
Compliance & Policy Adherence:
• Ensure claims meet internal policies, regulatory guidelines, and approval hierarchies before reimbursement is issued.
• Flag non-compliant submissions and work with employees or approvers for corrections.
Exception Handling:
• Identify and resolve exceptions such as duplicate claims, incorrect GL coding, or policy violations.
• Coordinate with employees, HR, or department heads to resolve open issues.
Reimbursement & Payment Coordination:
• Ensure timely processing of reimbursements through scheduled payment runs.
• Track the status of reimbursements and address any delays or errors in payment.
Employee Support & Query Resolution:
• Respond to employee inquiries related to expense submissions, reimbursement status, or system usage.
• Provide guidance and training to employees on proper expense report preparation.
Documentation & Indexing:
Accurately index and maintain supporting documents in Hyland OnBase for audit readiness and easy retrieval.
Audit & Reporting Support:
• Assist in internal and external audits by providing documentation and clarification on processed expense reports.
• Generate reports on outstanding or processed reimbursements, policy violations, and exception trends.
Process Improvement:
Suggest and support enhancements to the expense reimbursement process, including automation, policy updates, or training materials.
Expense Report Processing:
• Review, validate, and process employee expense reports in Workday, ensuring all entries comply with company travel and expense (T&E) policies.
• Match receipts and supporting documentation stored/indexed in Hyland OnBase with submitted expense reports.
Compliance & Policy Adherence:
• Ensure claims meet internal policies, regulatory guidelines, and approval hierarchies before reimbursement is issued.
• Flag non-compliant submissions and work with employees or approvers for corrections.
Exception Handling:
• Identify and resolve exceptions such as duplicate claims, incorrect GL coding, or policy violations.
• Coordinate with employees, HR, or department heads to resolve open issues.
Reimbursement & Payment Coordination:
• Ensure timely processing of reimbursements through scheduled payment runs.
• Track the status of reimbursements and address any delays or errors in payment.
Employee Support & Query Resolution:
• Respond to employee inquiries related to expense submissions, reimbursement status, or system usage.
• Provide guidance and training to employees on proper expense report preparation.
Documentation & Indexing:
Accurately index and maintain supporting documents in Hyland OnBase for audit readiness and easy retrieval.
Audit & Reporting Support:
• Assist in internal and external audits by providing documentation and clarification on processed expense reports.
• Generate reports on outstanding or processed reimbursements, policy violations, and exception trends.
Process Improvement:
Suggest and support enhancements to the expense reimbursement process, including automation, policy updates, or training materials.
Bachelor Degree
