Accounting/Corporate Card & Expense - Hybrid

Job Description

We are seeking an Accounting/Corporate Card & Expense to support the accounting team. The associate will perform daily accounting and administrative functions for multiple entities. To be successful in this role, a candidate will have a strong attention to detail, an analytical mindset, and will be highly organized. This is an exciting opportunity to grow with a firm that recognizes high performers.

Responsibilities

Expense Monitoring and Compliance:

• Review employee expense reports for accuracy, completeness and compliance with company travel and expense policy
• Identify potentially fraudulent activity and investigate and resolve any discrepancies or disputes related to expense reports
• Monitor card spending patterns and alert appropriate personnel regarding excessive or suspicious transactions
  
  

Corporate Card Administration And Support

• Provide training and guidance to other associates on proper corporate card usage and expense reporting procedures
• Respond to associate inquiries regarding expense reporting procedures and clarify policy questions
• Process new card applications, including verification of eligibility
• Manage cardholder information, including updates to personal details and spending limits
• Issue and distribute new corporate credit cards
• Deactivate lost or stolen cards and facilitate replacement issuance
  
  

Cash Application

• Apply incoming payments (checks, wire transfers, ACH payment) to customer accounts for multiple legal entities in coordination with the billing team
• Match payments to corresponding invoices and resolve any discrepancies or mismatches
• Adhere to company policies and procedures related to cash application and financial regulations
• Investigate payment discrepancies and resolve complex issues
  
  

Qualifications

• 3 years experience in the above-listed responsibilities, preferred
• Associate’s degree preferred
  
  

Skills & Knowledge

• Strong knowledge and use of Microsoft Excel
• Experience with Oracle Fusion Cloud, Salesforce or CCH Axcess is a plus
• Experience with Center corporate card/expense management/travel software a plus
• Team-oriented personality with the ability to take direction from various leaders
  
  

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V

About Us

Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $253 billion in assets as of 9/30/24. Learn more at www.mariner.com .

About The Team

Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.