Job Description

Travel and Expense Coordinator

The Travel and Expense Coordinator is responsible for coordinating all aspects of travel and expense reimbursements at CSI Companies. This role focuses on ensuring accurate and timely processing while leveraging automation to improve efficiency. The Travel and Expense Coordinator works closely with employees and management to address travel-related questions and ensure compliance with company policies. As a key member of the Travel & Expense team, this position plays an important role in supporting the organization's financial operations and commitment to excellence.

As a vital part of our daily business your core responsibilities will include:

• Audit expense reports to proactively identify issues and ensure compliance with the T&E policies.
• Directly follow up with consultants regarding potential violations and assist with issue resolution if necessary.
• Manage and timely resolve inquiries on expense report payment policies, procedures, and practices.
• Perform all travel and expense responsibilities, including upkeep of auditing rules based on T&E policies.
• Maintain process and controls to ensure integrity processing of expense reports while promoting a customer service environment.
• Serve as the main point of contact for all consultants participating in the travel and expense programs to resolve issues, ensuring results and deliver great customer experience.
• Foster and ensure compliance to the travel and expense reimbursement policies through training, communication, and reinforcement.
• Ensure that all company credit card activity is properly billed to the end client.
• Prepare clear and concise documentation to adequately support all final client invoices to ensure accurate and timely end of week client invoicing.
• Assists Expense Team in support of administrative functions.
• Adaptable to changes in business priorities.
• Performs other duties as assigned or required.

Skills/Proficiencies

• Proactive and self-driven, with the ability to work both independently and collaboratively within a team.
• Exceptional analytical abilities and keen attention to detail.
• Strong verbal and written communication skills, ensuring clarity and professionalism.
• Diplomatic demeanor with the ability to handle sensitive information confidentially.
• Highly organized, with excellent task management capabilities.
• Proficient in Microsoft Office Suite, including Excel, Word, and Outlook.
• Experience with corporate travel and expense program administration is highly desirable.
• Thrives in a dynamic, fast-paced work environment.
• Adept at prioritizing and managing multiple tasks effectively.
• Background in efficiency-focused environments is a strong advantage.
• Bachelor’s degree preferred but not required.

Aside from a benefits package that is a cut above the rest, you will gain access to an award-winning company culture. Want to see for yourself?

With CSI, you will gain access to….

• Healthcare coverage plus HSA matching.
• Participation in 401(k) retirement plan.
• Onsite corporate gym with wellness challenges along with incentives & rewards for participation
• An award-winning corporate culture.

The CSI Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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