2022 Expense Processor, Corporate Services- New York

Company Overview:

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Our Principal Locations are New York, London, Frankfurt, and Hong Kong.

Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company.

Position Overview:

The Expense Processor team conducts crucial review and audit of expense claims to ensure compliance, timely reimbursement, and effective service to Jefferies employees. This role will offer a great opportunity for successful candidates to further develop the current processes and expectations in conjunction with counterparts in the UK and management. The role will grow to include support for other related initiatives and projects.

This position reports jointly to the Head of Travel & Expense and the COO for Corporate Services.

Responsibilities include:

• Support the seamless reimbursement of employee expenses
  • Review and audit expense reports submissions to ensure compliance to policy and supporting documentation meets the required standard
  • Monitor and analyze expense reports as directed by operational management
  • Review and research potential policy or regulatory violations
  • Evaluate out-of-policy expense requests and reject or escalate as appropriate
  • Assist with adjustments or special circumstances such as expatriate expenses as necessary
• Support the global corporate card program
  • Support cardmember and program management
  • Track, code, and reconcile firm’s American Express Business Travel Accounts
• Deliver excellent customer service
  • Respond effectively and professionally to calls and emails to the T&E support desk
  • Develop and maintain excellent relationships with internal clients, key points of contact, and employees
  • Exercise confidentiality and discretion with approvers and/or employees to resolve expense queries
  • Identify and close any gaps between approved travel and expense claims
• Conduct hands-on training and continuing education as needed
  • Assist end users of SAP Concur expense management and travel system
  • Support the implementation of new products or projects including transition to new Concur expense user interface implementation with training, documentation, troubleshooting, and escalation
• Support programmatic success
  • Ensure all T&E service levels are maintained and all procedures and standards are met
  • Coordinate with Accounts Payable and other departments as required
  • Escalate issues as appropriate related to Compliance, Internal Audit, Corporate Events, Travel, etc.
  • Provide support and assistance to the T&E team on projects and management initiatives
  • Maintain regular contact with other Expense Processors globally for knowledge sharing and to ensure delivery alignment
  • Provide coverage for out of policy approvals as needed
  • Evolve to become a subject matter expert in policy, regulatory requirements, expense processes, and T&E platforms
• Other tasks and projects as required

Requirements:

• Bachelor’s degree or equivalent education and experience
• 0-1 years of experience
• Interest in accounting, expense management, financial services, or operations
• Excellent written and oral communication and interpersonal skills
• High degree of accuracy
• Highest ethics and integrity
• Strong customer service skills
• Good analytical and interpretation skills
• Positive, proactive, calm, professional, focused, motivated, committed, and flexible
• Demonstrated ability to set priorities quickly under pressure, meet deadlines while managing multiple tasks, assess situations and act appropriately
• Able to exercise sound judgment with regard to company policy and procedures to determine appropriate course of action
• Ability to work cohesively in a team with all levels of staff, as well as independently
• Fluency in SAP Concur is a plus
• Strong computer skills with proficient knowledge of MS Outlook, Word, Excel, and PowerPoint

Diversity, Equal Employment Opportunity, Reasonable Accommodations and COVID

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is an equal employment opportunity workplace.  We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process.

It is Jefferies’ policy that all employees and visitors be fully vaccinated against COVID-19 in order to enter any Jefferies office or participate in any Jefferies or client event in person.  Should an offer of employment be made, your acceptance of that offer means that you will comply with this policy.