Pacific Life · 7 hours ago
Travel and Expense Analyst
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$24.49/hr - $29.93/hr
5+ years expPacific Life is a company committed to providing for its policyholders and transforming the industry. They are seeking a Travel and Expense Analyst to provide administrative support and guidance related to Travel & Expense reimbursement services, while managing the Concur expense system.
FinanceFinancial ServicesInsurance
Responsibilities
You'll serve as the main point of contact for all employee Travel & Expense and Concur system-related inquiries
Audit expense reports for accuracy, completeness, and adherence to company policies, providing excellent customer service and discreetly escalating issues to Upper Management
Monitor employee T&E reports to ensure compliance with FINRA standards
Maintain timely and appropriate communication with all levels of the company’s management
Assist in the development and monitoring of audit rules and procedures in compliance with company policy
Update and sustain training on expense reporting policies, standards, tutorials, and system enhancements
Maintain professional and technical knowledge by attending educational workshops, formal training, and reviewing professional publications, as well as establishing and expanding professional networks and relationships
Perform ad-hoc project requests and additional duties as assigned
Log and track expense report errors through MS TEAMS, preparing data for quarterly reports
Aid in treasury functions including knowledge of PeopleSoft, check deposits, check processing and wire approval
Qualification
Required
Bachelor's degree or 5+ years' experience in the Travel Industry or Banking preferred
Strong understanding of Travel and Expense best practices and supporting systems, preferably SAP Concur
Proven experience in accounts payable and Travel & Entertainment processing
Excellent organizational and time/project management skills
Experience with FINRA (Financial Industry Regulatory Authority) requirements and regulations
Demonstrated experience with general ledger account reconciliations, including month-end closing processes and a solid understanding of accounting principles
Strong communication skills, both verbal and written
Ability to multi-task and a willingness to learn new skills
Proficiency with Excel for developing account reconciliations and PeopleSoft experience
Team-oriented individual with strong analytical abilities and keen attention to detail
Preferred
Experience with internal expense auditing/processing and banking functions
Knowledge of SAP Concur expense/travel system, Excel, PeopleSoft
Self-starter, motivated, able to conduct tasks with minimum supervision
Must be detail oriented, have the ability to prioritize work following timelines, adhering to policy and apply internal performance standards
Benefits
Medical
Dental
Vision
Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President and Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase