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Expense Processing Administrator - 17-01859
Ref No.: 17-01859
Location: New York, New York
Position Type:Contract
Our division works on some of the most complex financial challenges and transactions in the market today.
Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones.
We work with corporations, pension funds, financial sponsors, and governments and are a team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas.

  • Prepare and process client, meal and travel expenses for IBD Americas bankers
  • Track travel and expense management reports (T&Es) from time of creation, through submission and final approval
  • Prioritize aged expenses, any emails from the team or notifications from Accounting Services
  • Coordinate closely with the Expense Admin team
  • Meet expense processing deadlines set by the Division
  • Maintain understanding of Divisional expense guidelines, Compliance guidelines, use of project codes
  • Coordinate with bankers to obtain receipts, further information, and any money owed to the Firm (personal checks or wire transfers)
  • Works well with other team members, Expense Admins and department heads
  • Demonstrates high degree of integrity, professionalism and confidentiality
  • Demonstrates dependability and sense of urgency about getting results
  • Willingness to learn
  • High level of organizational skills and follow-through
  • Strong attention to detail and ability to multi-task in a fast paced environment
  • Handles pressure well and maintains a positive attitude