Job Title:
Expense Review Unit - Team Member
Location:
Worli ,Mumbai, India
About the Role
Join our Expense Review Unit and contribute to maintaining compliance, accuracy, and transparency in Travel & Expense (T&E) management across the organisation. In this role, you will help safeguard financial integrity by performing detailed reviews and supporting governance standards through effective controls and monitoring.
As a detail-oriented and proactive professional, you will ensure consistent application of global and local T&E policies, identify potential risks and deviations, and contribute to continuous process improvement.
In addition, the role places a strong emphasis on business analysis and data-driven insights, leveraging analytical tools and techniques to identify trends, enhance controls, improve decision-making, and drive operational efficiency across T&E processes.
Your Responsibilities
As part of the Expense Review Unit, you will support strong governance and effective controls over T&E activities. Key responsibilities include:
Expense Compliance & Controls
- Review employee expense claims and travel bookings for compliance with global and local T&E policies.
- Verify supporting documentation for completeness, accuracy, and adherence to policy.
- Identify non-compliant, duplicate, personal, or non-business-related expenses.
- Validate approval workflows to confirm proper delegation of authority and timely approvals.
- Escalate non-compliant or high-risk transactions for further review.
- Document findings and maintaining audit-ready evidence for internal and external audits.
- Support projects related to expense system enhancements, including testing and validation.
- Respond to queries on expense policy interpretation and system usage.
- Communicate with employees regarding rejected claims and resolving disputes in line with policy.
Business Analysis, Analytics, Reporting & Insights
· Perform business analysis of T&E processes, identifying inefficiencies, control gaps, and opportunities for improvement.
· Analyse large datasets to detect anomalies, patterns, and emerging risks in expense behaviour.
· Develop and maintain automated reports and dashboards using Tableau and Excel to monitor key metrics (exception rates, policy breaches, cost drivers)
· Use SQL to extract, clean, and analyse large volumes of expense data from backend systems.
· Analyse historical trend data to detect anomalies, recurring issues, and opportunities for control enhancement.
· Prepare regular summaries and ad-hoc analysis on compliance performance, departmental spend behaviour, and policy effectiveness.
· Collaborate with Finance, Risk, and Technology teams to translate business requirements into system and reporting solutions.
· Act as a bridge between business and technical teams during system enhancements or issue resolution.
· Contribute to continuous improvement initiatives by applying analytical thinking and structured problem-solving methodologies.
Professional and Technical Skills
· Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
· 2–3 years of experience in expense review and processing, internal controls, compliance, or finance operations.
· Solid understanding of corporate card programmes (e.g., Amex Business, Mastercard Commercial) and their integration into T&E ecosystems for automatic feed reconciliation.
· Proven familiarity with travel management tools/ platforms (e.g., SAP Concur, Workday) and corporate card programs.
· Technical proficiency in data extraction and analysis using SQL, enabling direct querying of relational databases (e.g., Oracle, Microsoft SQL Server) to validate transaction logs, trace data lineage, and perform deep-dive diagnostics on expense records.
· Hands-on experience with reporting and visualisation tools such as Tableau or Microsoft Power BI, including dashboard design, calculated field creation, and dynamic filtering for compliance monitoring.
· Strong analytical thinking, attention to detail, and problem-solving capabilities.
· Proficiency in MS Office, particularly Excel (advanced) and PowerPoint.
· Ability to work independently and handle sensitive information with discretion.
· Excellent communication skills for reporting and stakeholder interaction.
Personal and Social Skills
· High integrity and strong ethical standards
· Analytical, structured, and solution-oriented mindset
· Strong business acumen with a continuous improvement focus
· Professionalism and confidentiality
· Effective communication and interpersonal skills across all organisational levels
Pay: ₹30,000.00 - ₹50,000.00 per month
Benefits:
Work Location: In person
