Expense Lead - AMER

Salesforce

Salesforce

Multiple locations
Posted on Dec 16, 2024

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Job Category

Finance

Job Details

About Salesforce

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The Expense team is a part of Finance Operations within the Finance organization. We are a global team that owns the company’s corporate credit card program and expense reporting function. Our employees are our customers, and we provide them with best in class support while ensuring we meet compliance and regulatory requirements.
We are looking for a resourceful and goal-oriented individual that will succeed in a fast-paced, constantly evolving environment and will thrive in managing and improving processes that will allow the company to scale with growth.
The Expense Lead - AMER will supervise the expense function for the AMER region and will be a subject matter expert on our expense policies and processes. This person will be the main point of contact for employee inquiries, our outsourced service team, key business partners, and projects and initiatives for the AMER region. The role will report directly to the Senior Manager - Global Expense.

Responsibilities:
  • Be a subject matter expert on the company’s expense policies and processes
  • Perform detailed expense research and credit card account reconciliations, and provide guidance to business partners at all levels of management
  • Work proactively to resolve inquiries in a timely manner and communicate clearly and concisely to our business partners
  • Supervise our outsourced team and ensure metrics are met (eg. expense report audit and ticket response SLAs), manage escalations, and coach and train as needed
  • Lead cross-functional projects and initiatives related to AMER Expense
  • Meet SOX compliance requirements; enforce and recommend improvements to company policies, internal controls, systems and processes
  • Propose and implement best practices that simplify, standardize, and scale how we work; roll out processes and systems in the region, justify and document regional/local exceptions due to local requirements
  • Partner with our team’s regional expense Leads and key cross-functional teams including Accounts Payable, Business Technology, Sourcing, Procurement, F&S, Controllership, Accounting, Legal, and executive leadership support

Skills/Experience

  • BA/BS degree required, Business, Finance, or Accounting concentration or equivalent experience preferred. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
  • 3-5+ years experience in an Expense Lead role with a comparably-sized global company (preferably technology or related industry)
  • Experience with major Expense reporting system required (e.g. Concur)
  • Understanding of end-to-end expense report process and corporate credit card program management
  • Ability to multi-task and prioritize effectively in a fast-paced environment
  • Excellent written and verbal communication skills, including sound judgment on when to escalate
  • Strong collaboration and teamwork skills across all management levels
  • Ability to identify and drive process improvement
  • Experience in managing an outsourced service team would also be an advantage

This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.

#LI-Hybrid

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