PROFESSIONAL EXPERIENCE

Confidential

Manager

Responsibilities:

• Manages end to end T&E compliance and financial reporting KPIs, both domestically and globally, to influence and drive cost savings initiatives
• Implements and publishes Global Travel, Security and Corporate Card (AMEX) policies, procedures, regulations, and legislation
• Excels at liaising between business and technical areas to achieve sustainable organizational goals, while meeting critical deadlines
• Assists in outsourcing strategies such as bidding, vendor assessment, RFP, contract budgets & services scoping
• Maintains relationships with global suppliers ensuring travel related services meet or exceed contractual obligations and customer needs
• Continually reviews sourcing strategies, using current market research, to help streamline processes that affect: supplier information/products, payment terms and tax inefficiencies
• Communicates effectively with C - Suite Executives, providing guidance on all aspects of Global Travel Operations
• Administers the forecasted fiscal year travel budgets for each department within Lupin in excess of $6.5M
• Develops detailed plans, goals and business objectives for the short and long-range implementation projects
• Oversees Financial Shared Service Center team to ensure accuracy with travel auditing, and day to day travel operations.
• Manages the configuration, data migration, implementation of Concur, various ERP systems, TMCs and payment systems
• Provides formal, hands-on and ad hoc training to support learning and development
• Knowledge of the Concur reporting solution with the ability to write queries and develop reports
• Works directly with GL and AP team to provide support for: monthly, quarterly and yearly financial close calendar in SAP
• Proficient in Microsoft Office Suite, Google Suites, SAP, Concur, DTS, and ConcurGov

Confidential

Global Travel and Expense Specialist

Responsibilities:

• Participates in the month-end close process and complete travel expense close-related activities
• Resolves expense report discrepancies or issues; research and explore answers and alternative solutions; implement solutions; escalate unresolved problems
• Assists with on-boarding and training employees on how to enter expense reports into SAP Concur
• Evaluating, analyzing and interpreting policies to resolve complex financial management problems
• Coordinates with the accounting team to ensure diligent processing of expense reports Corporate Credit Cards (VISA)
• Manages day-to-day operations of the corporate credit card programs including issuance, cancellation and replacement of cards, review and maintenance of card restrictions, credit limit and resolving customer service and technology issues
• Supervises global office travel admins to ensure the travel process is streamlined effortlessly across all entities
• Reviews, reconciles and processes credit card invoice for payment
• Interface with corporate Travel Management Company (TMC) and global travel offices to create best practices and resolve issues
• Negotiates and bids on all travel-related contracts to optimize travel policy and program compliance, spend visibility, employee satisfaction and cost savings
• Checks fund balances and creates and receives requisitions; manages purchase orders and corresponding records while ensuring the correct coding of expenditures involving travel, entertainment, services, equipment, training, and supplies.
• Manages all implementation projects to completion with third-party suppliers, including but not limited to: Travel Systems, Passport and Visa Services, and Credit Card Companies
• Assists with expenses report system setup, testing, implementation/roll-out and training and troubleshooting system issues in collaboration with outside vendors/consultants
• Ensures WRI’s compliance with our Duty of Care/Loyalty responsibility and facilitating the necessary processes and systems to make it simple for Staff to comply with their responsibility
• Prepares corporate card spend analysis and other ad hoc reports for management and staff
• Manages budgets to include formulation, execution, reporting
• Performs reconciliations amongst credit card issuing bank, SAP Concur expense management software, Cognos/Deltek Intelligence, and other assigned GL accounts
• Serves as a backup accounts payable accountant

Confidential

Accounting Technician

Responsibilities:

• Agency/Organization Program Coordinator (VA/DOD) for Travel Department, managing interagency liaison functions.
• Manages US Bank/Citi Bank government travel credit card program (CBA) to reconcile account balances and records.
• Decreased delinquency notifications and accounting rejects in the Financial Management System by implementing monthly reviews of bank reports
• Perform a final review of all travel documents maintaining 98 % accuracy of manual requirements
• Corrects, edits, and audits fiscal errors associated with specific departmental budgets
• Lean Six Sigma/Rapid Improvement Events team member assisting VA employees to improve workflow and streamline new data processes
• Provides support for creation or travel reports to ensure proper routing for approval chain
• Certifies fund availability to cover all initiations, commitments and obligations pursuant to the Financial Management Systems instruction guide and daily report
• Train approximately 200-250 managers and employees per year on all aspects of the ConcurGov and the Defense Travel Management system (DTS).
• Administers orientation for all new hires, adhering to all Federal Travel Regulations (FTR), and Joint Travel Regulations (JTR)
• Point of contact relating to all Fund Control Point budget reviews in excess of $20M
• Senior travel officer, managing all facets of the electronic travel system ConcurGOV, E2 and DTS for foreign travel and foreign visitor access programs
• Initiate contact with other Federal agencies, financial institutions or private vendors to exchange information and resolve discrepancies
• Routinely handles program audits, projects and studies
• Researches, interprets, analyzes, and applies regulations, policies, procedures and legal decisions and issuances regarding the full range of financial and commercial services

Confidential

Administrative Officer

Responsibilities:

• Served as point of contact for activities relating to facilities, office automation, information technology, organization, correspondence, security, and other administrative inquiries for USS Tranquility 1007
• Provided advice and guidance to management and staff on human resources, budgeting/finance, procurement/contract activities and facilities services
• Appointed Department Security Officer, handling all department security issues related to: credentialing, program access and account revisions for current and on-boarding personnel
• Reviewed and provided training to Department of Defense and civilian staff to maintain compliance with educational/training requirements
• Routinely researched VA Handbooks regulations and policies to provide information related to the day to day clinical operations
• Participated in Core Value Stream projects which impact both the VA and Military campuses