The Custom Group of Companies · 3 weeks ago
Financial Analyst - II
New York, NY
Full-time
Onsite
Mid Level
3+ years expThe Custom Group of Companies is seeking a Financial Analyst - II to join their Business Operations Department. The role involves managing the end-to-end travel reimbursement processing project, ensuring accuracy, compliance, and timely payments while supporting project coordination efforts and maintaining accurate database records.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Process, review and track a high-volume of expense reports and reimbursement requests
Validate submitted expense reports for accuracy and completeness
Ensure receipts and supporting documentation are attached
Check expenses against travel and expense (T&E) policies
Manage and enter data into expense management systems (e.g., SharePoint Online)
Track budgets, payments and reimbursements due to the Bank
Maintain accurate records of all processed and pending reimbursements
Generate reports on travel spending trends or employee behavior
Communicate with employees to resolve discrepancies or missing documentation
May assist in making travel arrangements, as needed
May assist and support the Director of Business Operations and staff by performing a wide variety of special and on-going projects, including report preparation, data input and analysis
May assist with office activities, i.e., mail, pantry, conference room maintenance, etc
Ability to work in a team environment, where workflow is subject to changing priorities
Other ad-hoc administrative and business support duties as required
Project-focused activities:
Coordinate end-to-end processing of travel reimbursement requests as part of a project-based initiative
Maintain a date-driven tracking database to monitor submission, approval, and payment milestones
Collaborate with cross-functional stakeholders to resolve issues and keep reimbursements on schedule
Prepare progress reports and timelines to support project oversight and decision-making
Review, verify, and process travel expense submission, ensure alignment with organizational policies and required documentation
Design and maintain a centralized database to track reimbursement requests, payment status, and approval timelines, using date-based records to monitor processing cycles and identify bottlenecks
Produce regular reports summarizing reimbursement activity by date, traveler, and expense type, supporting transparency, audit readiness, and improving turnaround time
Qualification
Required
Bachelor's degree in Accounting, Finance or Business Administration, or 3-5 years equivalent administrative or business support experience and equivalent combination of related higher education and experience
Familiarity with cost centers and accounting principles. Comfort with reviewing financial figures and reconciling expenses
Experience with expense management tools like Workday, etc
Ability to analyze and summarize reimbursement data using Excel (pivot tables, v-lookups, etc)
Excellent verbal and written communication skills: Ability to explain policies clearly and diplomatically manage non-compliance
Problem-Solving Skills: Investigate and resolve discrepancies or policy issues
Strong time management and organization skills: Manage a high volume of expense reports and reimbursements, deadlines, and documentation
Handle sensitive employee financial data
Excellent judgment and ability to prioritize workload
Meticulous attention to detail and strong proofreading skills: Catch errors and inconsistencies
Proficient in MS Office suite, principally Excel or similar expense reporting tools, Teams, SharePoint, Workday, Zoom, WebEx; and PowerPI a plus
Preferred
Experience with global reimbursements and understanding of currency conversion
Company
The Custom Group of Companies
For over 30 years, The Custom Group of Companies has been a leader in the recruitment industry, providing temporary/consulting, direct hire, and executive search services throughout New York.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Norton
Managing Director/Partner
Company data provided by crunchbase