Position: Concur and Purchas Order Specialist

Position: Concur and Purchas Order Specialist

Department: Finance

Location: Hauppauge, NY

Job Summary

Under general supervision of the Assistant Controller, the Concur and Purchase Order Specialist will be responsible for all general expense reporting and tracking as required by company policy. This position will generate reports as needed and maintain communication with department managers to ensure expenses are properly updated in the Concur System. In addition to Concur expense reporting and maintenance, this position will be responsible for purchase orders. The responsibilities will include identifying, analyzing and resolving purchasing issues as well as reviewing and recognizing cost saving opportunities, processing improvements and negotiating agreements.

Essential Responsibilities

Concur:

1.  Maintain all user accounts / profiles: add, delete and update User Accounts as needed in coordination with HR.

2.  Update and maintain category master. Such as: adding new expense codes and events.

3.  Responsible for all reporting and analysis within Concur to mangers and executive team.

4.  Analysis of all travel and recommend cost savings.

5.  Review all Expense Reports to ensure they are coded properly, expenses are within travel and expense policy guidelines.

6.  Ensure all receipts are attached, clear and show correct expense amounts.

7.  Contact Managers with any questions regarding their employees’ expenses.

8.  Resolve any inquires or errors in a timely manner such as personal expenses incorrectly charged to corporate card.

9.  Process expense reports and send cash payment analysis to Finance for entry in G/L via excel document.

10.  Send emails monthly to Concur users who are delinquent in filing.

Purchase Order:

1.  Verify and input vendor data into system; develop reports to track vendors and category spending.

2.  Prepare and analyze purchase orders. Track and develop reports to identify progress of cost saving initiatives and process efficiencies.

3.  Review and process purchase requisitions, purchase order adjustments, and check-enclosed requisitions for purchases; develop and assist with implementation of processes for efficient improvements; provide customer service and departmental support.

4.  Analyze, identify, and communicate information regarding purchase orders utilizing out-of-network vendors; identify and research to resolve problems relating to purchasing issues.

5.  Create open PO report for AP and Management.

6.  Create monthly budget/variance analysis for each department.

7.  Perform other duties as may be assigned by Management.

Knowledge and Skills Required

·  Minimum 2 year degree in Business or related area, 4 year degree preferred

·  Must have Concur Experience

·  Must have expense reporting experience

·  Purchase order experience

·  3 Plus years in a similar role

·  Microsoft Office, Excel and Word

·  Organized & detail oriented

·  Good written and verbal communication skills

Expectation of Staff

Adheres to Company Policy and Procedures: Acts as a role model within and outside the Company: Performs duties as workload necessitates: Maintains a positive and respectful attitude: Communicates regularly with supervisor about Department issues: Demonstrates flexible and efficient time management and ability to prioritize workload: Consistently reports to work on time prepared to perform duties of position: Meets Department productivity standards.

Physical Requirements

While performing the duties of this job, the employee is frequently required to walk, stand; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee can regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and depth perception.

The above statements are meant to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.

The incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, completing task and demands and to seek supervisory assistance as appropriate.

Incumbents within this position may be required to assist or find appropriate assistance to make accommodations for disabled individuals in order to ensure access to the company’s services (may include: visitors, patients, employees, or others).