Expense Processing Specialist

Requirements

• Strong attention to detail when reviewing expense reports, receipts, and policy compliance
• Ability to identify and resolve discrepancies in expense submissions and credit card transactions
• Clear written and verbal communication skills to support employees and explain policies in plain language
• Effective time management and prioritization skills to handle multiple expense reports and deadlines
• Proficiency with Microsoft Excel and standard office tools for tracking, reconciling, and reporting data
• Basic problem‑solving skills to troubleshoot Concur workflow or user issues
• Abilities
• Ability to work independently while following established procedures and approval workflows
• Ability to handle sensitive financial information with professionalism and discretion
• Ability to learn system updates and policy changes and apply them accurately
• Ability to collaborate with finance, employees, and card providers to resolve issues efficiently
• Ability to identify simple process improvement opportunities and suggest practical enhancements
• About Integrity
• Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity i

Benefits

Additional Information

About Integrity: Integrity is an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead! With billions in funding from HGGC, Harvest Partner, SilverLake, we leverage techniques that include predictive modeling, custom dynamic dashboards, next- best-action and behavior triggers, as well as other cutting-edge methods like natural language processing (NLP) to inform decision-making and streamline processes. Integrity has experienced significant growth in the past three years, increasing earnings more than 800%. We are an employee owned company and are also incredibly proud of our women in leadership, from our C-Suite executives to our managing partners and more (women also make up 63% of our workforce!) We recognize the importance of having equal representation throughout our organization - and that starts at the top! Job summary: Manages, audits, and reconciles employee travel and expense reports within the SAP Concur system. Ensure compliance with company policies, resolve discrepancies, provide user support, and assist with corporate card management. Key requirements include proficiency in SAP Concur, strong attention to detail, and experience in accounting or finance. Let's talk job responsibilities: Review and process employee expense reports in Concur to ensure accuracy and policy compliance Ensure all submitted expenses align with company travel and expense policies Manage Concur system workflows, including troubleshooting issues and updating configurations Provide guidance and support to employees regarding the Concur platform and expense processes Process credit card applications and distribution Reconcile corporate credit card transactions and generate financial reports in Concur for management when requested Monitor payment terms, agreements, and increases; resolve discrepancies quickly and thoroughly Research and document payment issues, escalations, and resolutions using data from customer accounts, contracts, and reports Identify opportunities for process improvement and automation to improve accuracy and efficiency Maintain ethical standards and uphold company policies and the employee code of conduct Perform other duties as assigned Your experience: 1-3 years of experience in expense processing, accounts payable, or finance Experience using data and reporting tools (e.g., Excel, Concur reporting, or similar systems) to analyze expense trends, identify errors or non‑compliance patterns, and support process improvements Demonstrated ability to document processes, identify inefficiencies, and recommend practical improvements or automation opportunities within finance or expense workflows Exposure to working with cross‑functional partners (e.g., Finance, Travel, HR, or IT) to resolve issues, implement system changes, or support policy updates Experience supporting or leading individual initiatives (e.g., reporting enhancements, pilot process changes, training materials, or user guides) within a finance or shared services environment. Knowledge, Skills, and Abilities Knowledge Working knowledge of SAP Concur expense and travel modules, including expense reports, approvals, and basic reporting Understanding of corporate travel and expense policies and how they apply to day‑to‑day transactions Basic knowledge of accounts payable and accounting principles, including expense classification and reconciliation Familiarity with corporate credit card programs, billing cycles, and common transaction issues Awareness of data privacy, ethics, and compliance standards related to financial information

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