Business Expense Analyst

California, United States
07 Dec 2018
End of advertisement period
07 Feb 2019
Contract Type
Full Time

In this rewarding position we need someone to understand, interpret and apply Travel, Expense/Reimbursement and TCard policies and procedures. 

  • Audit expense reports, receipts and third party transactions on a daily basis for validity, reasonableness and compliance to University policy and Governmental regulations 
  • Analyze and apply State and Federal tax withholding's to identify reportable transactions
  • Analyze and apply IRS regulations to moving expenses
  • Analyze and apply use tax to transactions subject to sales tax 
  • Perform post-audits on high risk transactions identified by the analytics tool capturing results in the appropriate system
  • Perform random audits identified by the analytics tool capturing results in the appropriate system 
  • Prepare clear and concise documentation to adequately support all audit conclusions and findings
  • Resolve problems associated with exceptions and improper procedures

Perform highly analytical, complex finance and control functions; multi-dimensional and complex reconciliations and related analysis; prepare or review and approve complex transactions and higher level dollar value transactions.

  • Design and run reports to research, and synthesize data; interpolate results from large amounts of data, identify trends in data, draw conclusions, develop solutions, present and implement recommendations, and create follow up analysis.
  • Identify and resolve unique issues with substantial significance; recognize exceptions, and conduct in-depth analysis using advanced technical knowledge and experience. Recommend and develop solutions that may require policy changes or the development of new processes; maintain broader organizational and university perspective in decision making.
  • Review, design, and implement appropriate internal control programs, research new regulations, and implement approved changes. Manage compliance program for area of responsibility, interpret internal policy and external regulations, and create and/or review complex compliance reports.
  • Lead and execute unit or cross functional projects and teams, make decisions regarding projects and programs affecting operational effectiveness, policies, or processes.
  • Engage in continuous critical analysis of existing systems and processes; make recommendations to achieve greater efficiencies and improve internal controls. Define requirements, develop and implement complex test cases, perform testing and analyze results.
  • Lead and support unit and organization strategy and change management initiatives.
  • Provide training on policy/procedures to client groups. Represent organization to client group(s) and external partners; serve as subject matter expert on matters that involve complex technical, financial, or subject matter expertise.
  • Assess client and business needs, and formulate recommendations to determine approach to managing and completing processes


  • Minimum education: Bachelor's degree in a related discipline
  • Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel.
  • Advanced knowledge of Enterprise Resource Planning and financial systems; internet and computer literacy.
  • Knowledge of Generally Accepted Accounting Principles (GAAP).
  • Advanced professional communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and management.
  • Strong project management skills and ability to contribute to or lead part of a multi-functional team.
  • Experience with Tableau reports is a strong plus
  • Ability to take initiative, work independently with minimal supervision

*Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.