P2P Travel & Expense (T&E) Team Leader at World Vision

About The Job

Key Responsibilities:
Operational Management: 

• Take responsibility for operational management of the expense report audit process handled by the team.
• Responsible for service quality and KPIs of the T&E team.
• Ensure daily business execution for the Travel & Expense operation.
• Request the adjustment and configuration of the workflow in Concur as needed.
• Weekly & monthly KPI generation.
• Organize and distribute daily workload coordination.
• Perform the daily revision and approval of the cash advances.

Customer Relationship and Engagement:

• Act as first stage escalation for any customer issues; resolving and investigating queries as necessary. 
• Performs root cause analysis for major escalations.
• Assists the team when a response / resolution from the stakeholder is needed and not obtained.
• Coordinates and drives bi-monthly sessions with the finance managers.
• Organizes training sessions with FO when needed (or upon customer´s request)

Continuous Improvement:

• Performs testing and ensure that the workflow is correct in Concur, when transitioning new offices to the Service Center.
• Helps identify process standardization and improvement enhancements and supports implementation.
• Acts as the main point of contact for each FO; supporting them when there are escalations or situations that need a prompt resolution.

Management Responsibility:

• Conduct people management activities such as: 
  • Vacation approval 
  • 1:1 monthly execution and documentation 
  • Ensure mandatory trainings are completed on time
  • Review and follow up the performance and development plans with the team 
  • Document and execute disciplinary actions when needed, among others.
  • Ensure that new staff is fully trained before assigning them new tasks.
• Work with other peers (from P2P and the other finance work streams as well) to ensure business continuity and for process alignment.
• Drive bi-weekly huddle with the team (30-minute session to align and establish weekly goals)
• Works on a backup plan among the team and ensures that it is constantly updated.

Qualifications: Education/Knowledge/Technical Skills and Experience.

• Bachelor´s Degree, preferably in Accounting or Finance
• With 5+ years of related professional experience, or equivalent combination of education and experience.
• Proficient in using accounting and financial systems.
• Knowledge of Microsoft Office suite.
• Experience in interfacing with business customers in resolving expense reports and cash advances.
• Strong analytical skills.
• Excellent customer service skills.
• Lean six sigma yellow or greenbelt belt (certification achieved or in progress).
• Ability to work independently and collaborate with other team members.
• Excellent initiative and ability to commit to a course of action.
• Pro-active and innovative with ideas to improve processes / services.
• Experience working within a Shared Service environment.
• Familiarity with accounting / finance experience at World Vision or any NGOs.