Senior Analyst, Expense and Travel Management

Why you’ll love working here:

• high-performance, people-focused culture

• our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves

• learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth

• membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security

• competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).

• optional post-retirement health and dental benefits subsidized at 50%

• yoga classes, meditation workshops, nutritional consultations, and wellness seminars

• the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary:
 

The Corporate Accounting department within the Finance division is responsible for all activities relating to corporate payments, employee travel and expense reimbursements, pension contributions and payments, Payroll accounting,  Corporate Treasury and internal tax reporting.

Reporting to the Senior Manager, Corporate Payables, Expenses and Travel Management, the Senior Analyst, Expenses and Travel Management will be responsible for ensuring all employee and trustee expense reimbursements are in compliance with relevant policies and procedures, and for supporting the corporate credit card program, travel program and related activities.
 

What you will do:

Continuous Improvement & Risk Mitigation

• Act as Subject Matter Expert in relation to expense claims and policies, corporate credit cards, corporate travel and SAP Concur Expense and Travel module. This includes having a deep understanding of  company’s employee expenses and business travel activities, keeping current with developments in the industry, considering implications for HOOPP and proactively making recommendations.

• Recommend and implement process improvement initiatives to drive efficiency and mitigate operational risks in expense and travel management processes.

• In partnership with the Senior Manager, lead the implementation of expense and travel management solutions as required. Perform initial analyses, prepare presentations, and collaborate internally and externally to implement solutions.

• Oversee the audit procedures within SAP Concur and understand the importance of internal financial controls to identify potential gaps in internal controls.

• Test any systems upgrades and any other application(s) applicable to his/her process.

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Expense Reimbursement and Travel Management

• Accountable for ensuring expense reimbursements comply with HOOPP’s Expense Policy and Guidelines before payment.

• Review and approve the work performed by Senior Specialist, Expense and Travel Management and determine if further investigation or documentation is required.

• Review documentation of exceptions. Exercise professional skepticism when evaluating the validity of claims and escalate appropriately to the Senior Manager, Corporate Payables, Expenses and Travel Management.

• Oversee the timely follow-up of outstanding expense report audit enquiries.

• Responsible for reviewing and maintaining the Expense Guidelines and Policies for effectiveness and recommending changes as required.

• Work closely with HOOPP’s travel partner, ensuring operational effectiveness and monitoring service levels.

• Provide support such as training and troubleshooting for SAP Concur Expense and Travel modules.

• Accountable for the administration, reconciliation, issuance, and cancellation of corporate credit cards.

Reporting

• Identify, recommend, and generate key operational metrics for expense reimbursements and business travel.

• Responsible for KPI and operational oversight reporting for expense claim activity, business travel and recommending operational improvements

• Report on outstanding, aged corporate credit card transactions each week, recommending any process improvements to management.

• Support taxable benefit reporting, ensuring Tax and HR requirements are met.

Governance & Controls

• In partnership with the Sr. Manager, evaluate operational activities and recommend financial controls for areas of responsibility to support the objectives of the Internal Controls over Financial Reporting (ICFR) program.  Also responsible for ensuring that these controls are adhered to, and that evidence of the control(s) is properly documented for audit purposes.

• Organize the delivery of requested information to external auditors and respond to audit inquiries during the annual interim and year-end audits.

• Coordinate the delivery of materials for controls testing in scope under the Internal Controls Over Financial Reporting (ICFR) program, respond to questions from the ICFR team and auditors, and escalate any issues as needed.

• Update ICFR narratives on a timely basis.

Other Responsibilities

• Lead and review the documentation of desktop procedures, process narratives and training materials for expense reimbursement processing, business travel and compliance activities, ensuring all are current and effectively support expense claim activities both within the department and all lines of business.

• Act as backup for Senior Specialist, Expense and Travel Management

• Participate in ad-hoc projects as required.

What you bring:

• Minimum of 5 years' experience in Finance.

• University degree in accounting or a related discipline

• Proficiency in Concur Expense and Travel modules is an asset.

• Knowledge of Travel Management is an asset.

• Strong analytical skills and results-oriented mindset.

• Attention to detail, accuracy, and completeness.

• Ability to manage high volumes of work while meeting tight deadlines.

• Strong Microsoft Office product user (Excel, Word, PowerPoint)

• Organized and thorough in managing tasks.

• Knowledge of accounting standards & principles

• Must be able to work independently with minimal direction as well as part of a team.

• Strong customer service, collaboration, interpersonal and communication skills.

• Identify and implement process improvements where necessary.

• Willing to assume other responsibilities as required.