Global Relocation Expense Team Lead
Orion Mobility, LLC is a privately held firm headquartered in Danbury, CT, with offices in Chicago and around the world. We have been providing innovative relocation, payment, audit, and software solutions for over 30 years. We offer a unique combination of both state-of-the-art technology and expert services. These offerings are designed to augment existing operations or to function as a complete outsourced solution. We help employers effectively manage their mobile workforces to save time, money, and frustration.
Job Description
Our Team Leader is responsible for coordinating client expense management processes to ensure adherence to protocols, controls and metrics throughout all activities. They will also be responsible for assisting management with development and updating of client/department documentation as well as training of new team members. Expense management errors may be escalated to you, so this position requires excellent overall accounting skills along with research and analysis skills. The ideal person will have a strong focus on teamwork, the ability to collaborate well with both internal and external customers, be detail oriented with a continuous process improvement approach. You need to demonstrate excellent organizational and prioritization, communication, and customer service skills. Your ability to be effective and maintain accuracy in a very fast-paced, heavy volume, client-driven environment is critical to success.
Required Skills
Principal/Essential Duties and Responsibilities:
1. Coordinate day-to-day workload and priorities of team and assist Manager
2. Responsible for all AP batches and funds requests for assigned clients
3. Responsible for invoicing all assigned clients to their respective fees
4. Ensure payroll scheduled and running
5. Work with the Accounting Department to meet all client deadlines for invoicing and disbursements
6. Ability to create, execute and audit accounts payable files and funding reports
7. Assist Manager in the training and development of expense management staff
8. Assist Manager in implementation of new clients
9. Assist Manager in monitoring team performance and accuracy weekly
10. Ability to identify areas for process improvement within Department, Team or Client Specific
11. Coordinate Client Service Level Agreement tracking and reporting
12. Follow up on any open queries and/or to ensure timely resolution
13. Help resolve issues and problems that are raised by other team members
14. Responsible for day-to-day client audits and approval to ensure timely invoicing and payments
15. Research general issues and coordinate correcting entries for payroll and payment accuracy
16. Ensure adherence to established operating procedures and expense management controls
17. Identify and document existing or new processes/procedures for assigned clients
18. Escalate any issues to Manager
19. Promote the company’s services and products to clients making recommendations for cost saving and process improvement opportunities
Secondary Duties and Responsibilities:
1. Backup to team at each level for assigned clients (analyst, auditor, service team) as required due to vacation, seasonal volume or interim growth.
2. Ability to create, execute and audit payroll calculations and reporting
3. Design and implement new client payroll schedules, formats and reports to assist the Payroll Team
4. Design, audit and ensure completeness with all Client expense processing instructions
5. Assist the Accounting Team and Expense Management Manager in designing billing, funding and financial reporting requirements
6. Ability to accurately execute year end processing and reporting to assist the Payroll Team
7. Responsible for auditing work of Expense Analysts for accuracy and adherence to policy and department process guidelines
8. Assist in the interview process of prospective new employees
Benchmarking and Accuracy Goals:
- Responsible for the team under you reaching 98% or above accuracy each month
- Ensure team is cross trained and handling 30% of work not part of their primary assigned clients.
- Invoicing timing, 2nd business day of the month.
- Accuracy: 100% on AP only as it relates to internal errors e.g. not client and EE caused
- Accuracy: 100% invoicing on assigned clients e.g., all fees owed, invoiced
- Accuracy: 98% or above for any expenses you enter
- Accuracy: 99% on any expenses you audit
- Completion of any additional assigned projects
What We’re Looking For In You
- Treat every detail like it is the most critical
- Thrive in a fast paced, dynamic environment with multiple and evolving priorities and deadlines
- Comfortable communicating feedback to peers be it over the phone or email
- Ability to develop and maintain collaborative relationships with peers and colleagues across the organization
- Ability to work well autonomously and within a team
- Self-motivated with critical attention to deadlines and prioritization skills
What You Need
- 7+ years of experience in the relocation industry
- 1-3 years as an auditor or similar position
- Bachelor’s degree or equivalent work experience
What You Will Enjoy
- Competitive salary
- WFH days
- Benefits package including medical, dental, and vision plans
- 401(k) Plan
- Paid time off
We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital, veteran, or disability status.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Corporate Relocation: 7 years (Required)
Work Location: Hybrid remote in Danbury, CT 06810
