What are the responsibilities and job description for the Finance Specialist position at Insight Global?
Title : T&E (Travel & Expense) and Credit Card Policy Manager
Location : San Jose, CA (5 days a week onsite)
Bill Rate / Pay Rate : TBD
Duration : 3-month contract
Day to Day :
Insight Global is searching for a T&E (Travel & Expense) and Credit Card Policy Manager to join Archer's finance team. This role is critical in ensuring that the company’s travel, expense, and credit card policies are implemented effectively, adhered to consistently, and aligned with industry best practices. The contractor will also serve as the primary liaison with credit card providers to address operational and strategic needs.
Key Responsibilities :
- T&E Policy Management :
- Review, update, and maintain the company’s Travel & Expense policy to ensure compliance with organizational goals and regulatory requirements.
- Educate employees on T&E policies and provide guidance on compliance-related issues.
- Monitor T&E expense reports for adherence to policy and resolve escalations as needed.
- Analyze trends in travel and expense data to identify opportunities for cost savings.
- Work with employees and their managers to submit expense reports on time and review exceptions
- Work with Travel provider and Travel Team to guide, improve and resolve any on the ground travel related issues
- Credit Card Policy Oversight :
- Manage the company’s corporate credit card policy, ensuring alignment with company financial controls and employee needs.
- Handle card issuance, cancellations, and account updates in collaboration with credit card providers.
- Conduct periodic audits of corporate credit card usage to ensure compliance with company policies.
- Vendor Liaison :
- Act as the primary point of contact for corporate credit card providers.
- Negotiate terms, resolve disputes, and manage vendor relationships to ensure optimal service levels and cost efficiency.
- Stay updated on credit card offerings, including rewards programs, fraud protection, and digital tools, to enhance program effectiveness.
- Reporting and Analytics :
- Generate and analyze T&E and credit card program reports to monitor spending patterns, compliance, and policy effectiveness.
- Prepare and present periodic updates to leadership on program performance and opportunities for improvement.
5. Process Improvement
Must Haves :
