772 Expense Management Jobs - Page 15

Job description: -Financial Planning & Strategy: Develop short- and long-term financial strategies, manage the annual budget, and track performance metrics. -Financial Analysis & Reporting: Prepare monthly, quarterly, and annual financial reports, forecasts, and variance analysis. -Cash Flow & Expense Management: Oversee cash flow, manage expenses, and identify cost-saving opportunities. -Accounting & Compliance: Ensure accurate accounting (payroll, AP/AR, general ledger) and compliance with financial regulations, including leading audits. -Team Leadership & Collaboration: Lead and develop the finance team, collaborating with other departments and the CEO to support business growth. -Risk Management: Identify and mitigate financial risks, ensuring robust controls and compliance with evolving regulations.

Job Responsibilities Focus is primarily on the Expense Management responsibilities of submitting invoices as per Firm-wide expense policies and procedures in conjunction with CIB Expense Process & Exception Procedures. Develops partnerships with team members and cross-functional peers and is willing to do what is necessary to get work done for the good of the team. Act as a subject matter expert and is able to guide and mentor the team members. Effectively handle escalations and find appropriate resolutions. Proactively take on additional responsibilities, demonstrating a strong commitment to the growth and success of the organization. Partner with global counter-parts and Global Supplier Services teams. Implement process improvements and efficiencies Required qualifications, capabilities, and skills Strong communication skills , both verbal and written - ability to articulate clearly, logically and concisely, including handling of challenging conversations with regards to policy and procedures. Ability to review data efficiently in compliance with the policy and procedures with data (intermediate Excel skills are essential) and with an appreciation of the importance of process and a robust control framework. Strong sense of client service and responsiveness coupled with judgment to show urgency when immediate follow up/ escalation is required. Self-starter , work independently whilst also operating effectively in a team based environment. Capable of multi-tasking and managing a demanding workload. Analyze and problem solve. Preferred qualifications, capabilities, and skills Bachelor s degree (or equivalent experience) Proficiency in Excel, PowerPoint, Word, Access Demonstrated ability to work as team player, and to develop alternative solutions to complex problems Detail oriented with strong organizational skills; ability to manage multiple tasks simultaneously and prioritize work efforts.

Job Responsibilities Focus is primarily on the Expense Management responsibilities of submitting invoices as per Firm-wide expense policies and procedures in conjunction with CIB Expense Process & Exception Procedures. Develops partnerships with team members and cross-functional peers and is willing to do what is necessary to get work done for the good of the team. Act as a subject matter expert and is able to guide and mentor the team members. Effectively handle escalations and find appropriate resolutions. Proactively take on additional responsibilities, demonstrating a strong commitment to the growth and success of the organization. Partner with global counter-parts and Global Supplier Services teams. Implement process improvements and efficiencies Required qualifications, capabilities, and skills Strong communication skills , both verbal and written - ability to articulate clearly, logically and concisely, including handling of challenging conversations with regards to policy and procedures. Ability to review data efficiently in compliance with the policy and procedures with data (intermediate Excel skills are essential) and with an appreciation of the importance of process and a robust control framework. Strong sense of client service and responsiveness coupled with judgment to show urgency when immediate follow up/ escalation is required. Self-starter , work independently whilst also operating effectively in a team based environment. Capable of multi-tasking and managing a demanding workload. Analyze and problem solve. Preferred qualifications, capabilities, and skills Bachelor s degree (or equivalent experience) Proficiency in Excel, PowerPoint, Word, Access Demonstrated ability to work as team player, and to develop alternative solutions to complex problems Detail oriented with strong organizational skills; ability to manage multiple tasks simultaneously and prioritize work efforts.

Job Responsibilities Focus is primarily on the Expense Management responsibilities of submitting invoices as per Firm-wide expense policies and procedures in conjunction with CIB Expense Process & Exception Procedures. Develops partnerships with team members and cross-functional peers and is willing to do what is necessary to get work done for the good of the team. Act as a subject matter expert and is able to guide and mentor the team members. Effectively handle escalations and find appropriate resolutions. Proactively take on additional responsibilities, demonstrating a strong commitment to the growth and success of the organization. Partner with global counter-parts and Global Supplier Services teams. Implement process improvements and efficiencies Required qualifications, capabilities, and skills Strong communication skills , both verbal and written - ability to articulate clearly, logically and concisely, including handling of challenging conversations with regards to policy and procedures. Ability to review data efficiently in compliance with the policy and procedures with data (intermediate Excel skills are essential) and with an appreciation of the importance of process and a robust control framework. Strong sense of client service and responsiveness coupled with judgment to show urgency when immediate follow up/ escalation is required. Self-starter , work independently whilst also operating effectively in a team based environment. Capable of multi-tasking and managing a demanding workload. Analyze and problem solve. Preferred qualifications, capabilities, and skills Bachelor s degree (or equivalent experience) Proficiency in Excel, PowerPoint, Word, Access Demonstrated ability to work as team player, and to develop alternative solutions to complex problems Detail oriented with strong organizational skills; ability to manage multiple tasks simultaneously and prioritize work efforts.

We are seeking a strategic and analytical thinker passionate about financial analysis and process improvement. In this role, you will collaborate closely with business and IT leadership to manage budgets, forecasts, and expense tracking for a designated technology group within Global Tech. You will also be responsible for producing key financial reports, analyzing variances, and recommending opportunities for efficiency and automation. Key Responsibilities Manage total expense base including direct and indirect costs, and vendor spend for the designated Technology group Prepare, consolidate, and present insightful financial analysis covering budget, forecast, and variance reports Track and analyze actual expenses against budgets and outlooks, identifying risks and opportunities Actively support business management initiatives including workforce planning, headcount tracking, and location strategy Develop and deliver clear, compelling presentations and dashboards for stakeholders and Finance Business Management (FBM) teams Identify opportunities for process improvement, control enhancement, and automation to drive operational efficiency Build and maintain strong working relationships with Global Tech FBM partners and cross-functional stakeholders (HR, Legal, Vendor Management, etc.) Required Qualifications, Capabilities, and Skills Bachelor's or Master's degree in Finance, Accounting, Business, or equivalent (Intermediate/Final CA, CWA, or CS also considered) Minimum 5+ years of experience in Financial Planning & Analysis (FPA), accounting, or business finance Advanced Microsoft Excel and PowerPoint skills; proficiency with Essbase Strong analytical and organizational skills with the ability to manage multiple priorities Excellent written and verbal communication skills with a focus on clarity and influence Ability to build effective relationships and work collaboratively across global teams Preferred Qualifications, Capabilities, and Skills Experience in Corporate or Technology Finance functions Familiarity with financial tools such as SAP, Ariba, Beeline Working knowledge of Tableau and Alteryx is a strong plus Proven track record of implementing process improvements and automation initiatives

We are seeking a highly organized, proactive, and trustworthy Personal Assistant (PA) to the Director . The ideal candidate will provide comprehensive administrative and personal support, manage schedules, coordinate communication, and ensure seamless day-to-day functioning of the Directors office. This role requires a high level of discretion, attention to detail, and the ability to handle sensitive information with the utmost confidentiality. Role & responsibilities Acting as a first point of contact for callers, dealing with emails and phone calls by responding, passing on messages or highlighting them for their managers attention Manage and maintain the Directors calendar, including scheduling appointments, meetings, and travel itineraries. Coordinate internal and external meetings, ensuring all necessary arrangements are made in advance. Act as a liaison between the Director and internal teams, clients, partners, and other stakeholders. Prepare reports, presentations, correspondence, and other documentation as required. Organize and maintain files and records, both physical and digital. Handle confidential documents and information with discretion. Accompany the Director to meetings or events when required and take minutes or follow-ups. Manage personal tasks or errands as assigned by the Director (e.g., bookings, reminders, personal purchases). Track tasks, deadlines, and ensure timely follow-up on deliverables. Screen phone calls, emails, and inquiries, and respond or delegate as appropriate. Assist with office-related administrative duties, when necessary. Preferred candidate profile Bachelor's degree in Business Administration, Management, or a related field preferred. Proven experience as a Personal Assistant, Executive Assistant, or in a similar administrative role. Excellent verbal and written communication skills. Strong organizational and time management skills. Ability to multitask and prioritize under pressure. High level of professionalism and discretion. Proficient in MS Office (Word, Excel, PowerPoint, Outlook) and basic tech tools. Flexible and adaptable to changing priorities. Strong interpersonal skills and a positive attitude.

Role & responsibilities Talbiya Umrah Pvt Ltd is looking for Accountant cum Admin (Front Desk ) to join our dynamic team and embark on a rewarding career journey Manage front desk operations Handle administrative tasks and maintain records. Handle accounting and financial tasks and duties. Ensure compliance with accounting and financial regulations. Process billing and payment transactions. Handle day-to-day office operations, including maintaining office supplies and facilities. Stay updated with advancements in accounting and financial practices and technologies. Assist with accounting tasks and financial reporting. Maintain and organize company records, files, and correspondence.

Responsibilities: Lead and facilitate design sessions with clients to gather and translate business requirements into effective Workday solutions. Design and build complex financial reports, including balance sheets and profit & loss statements. Configure and manage project templates, billing contracts, funding sources, revenue schedules, and billing rules. Customize and configure Workday Financials modules, including: General Ledger (GL),Procurement, Accounts Payable (AP), Expense Management, Projects, Billing Apply deep knowledge of accounting and financial concepts, including GL close processes, consolidations, allocations, and other core finance functions. Develop custom reports, calculated fields, and dashboards to support operational and strategic decision-making. Support production environments by troubleshooting and resolving system issues and identifying opportunities for optimization and enhancements. Assess new features and impacts during Workday releases, test changes, and implement enhancements. Develop technical specifications, test conditions, and perform system testing to ensure robust implementation. Assist in deployment activities and provide post-production support to ensure smooth transition and user adoption. Qualifications Minimum 8 years of relevant experience with Workday Financials, including full-cycle implementations and support. Strong functional knowledge and hands-on experience with multiple Workday Finance modules. Proven experience configuring Finance business processes and condition rules. Expertise in creating calculated fields and custom reports within Workday. Solid understanding of integrations, including Workday Studio and EIB (must-have). Deep understanding of Workday financial concepts, including GL, AP, AR, allocations, period close, and consolidations. Strong analytical and problem-solving skills; ability to translate business requirements into technical solutions. Excellent written and verbal communication skills; ability to work effectively with business users, technical teams, and leadership. Ability to analyze complex issues and drive them to resolution. Ability to work independently and as part of a team in a dynamic environment. Workday certification in Financials is preferred but not mandatory.

Oracle Cloud Finance Functional Lead Employment: Full-time Office Location: Hyderabad, India Remote Work: Allowed Compensation: Best in Industry Job Description Infovity is seeking an Oracle Cloud Financials Lead Consultant with 10+ years of experience working with Oracle Cloud. The role involves leading cross functional discussions at various levels with client business users to analyze requirements, brainstorm, and articulate solutions and recommend industry best practices to stakeholders. This role is responsible for documenting a gap analysis against standard Oracle functional flows and providing a solution using both standard and customized solutions. The role will document, configure, test, demonstrate and teach end users in the final solution throughout the implementation life cycle including support at go-live. Responsibilities Clear understanding of the implementation life cycle using Oracle Cloud Understand and document business requirements through client interviews and other research. Work with client to develop and document business solutions, ensuring that business requirements are met Create design and configuration documentation for modules being implemented. Configure Oracle Cloud modules based on design requirements. Help solution, document and test technical enhancements to Cloud including Reports, Interfaces, Conversions, Extensions, Workflows (RICEW) Lead regular project status meetings for assigned team and actively participate in projects regular status and/or issues meetings. Mandatory Skills 10+ years progressive experience in a consulting environment or related industry experience working directly with Oracle E-Business Suite or Oracle Cloud Fusion Applications Successful experience as an Oracle Cloud lead on at least 3 full life cycle implementations Experience with business processes around and in implementing the following Oracle Cloud modules: General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP), Order-to-Cash (OTC), Procure-to-Pay (PTP), Fixed Asset Management (FA), Budgeting, Cash Management and Tax Experience with Multi-Org setup (Set of books, legal entities, operating units) Self-motivated, positive attitude, with a can-do, jump-right-in attitude Work independently and manage multiple task assignments in a fast-paced environment Interact effectively with team and with clients through in person meetings, chat, email, phone, and video conferencing as appropriate Excellent verbal and written communication along with strong analytical skills Resolve problems in a timely and effective manner, involving project managers and executive management as appropriate Educational Qualifications Master's Degree in Business, Finance, Accounting or Technology Chartered Accountant or CPA highly preferred

Hiring for Executive Assistant to CEO Day Shift Fixed Saturday & Sunday off Package up to 5.5 LPA Location - Noida For more details Call @ 9899487873

Position: Executive Assistant To CEO Manage CEO's calendar and set up meetings Make travel and accommodation arrangements Day Shift Note - only female candidates required Package up to 6LPA Location - Noida Contact HR - 9899487873

Responsibilities: Track and record all expenses promptly, ensuring accuracy and adherence to company policies and procedures. Maintain up-to-date and accurate expense records, including receipts, invoices, and supporting documentation. Ensure compliance with relevant laws and regulations on expense management. Monitor budgeting activities and provide regular updates on expenses to management. Generate comprehensive reports on expenses and budgeting, providing valuable insights and recommendations. Analyze existing expense policies and procedures, identifying areas for improvement and suggesting changes as needed. Develop and implement new expense policies and procedures to enhance efficiency and effectiveness. Stay updated on industry best practices and research emerging trends in expense management. Collaborate with other departments and vendors to ensure accurate and timely payment processing. Provide support and guidance to other departments on expense management-related matters. Identify areas of potential cost savings and propose strategies to optimize expense management. Develop and maintain strong relationships with vendors, negotiating favorable terms and resolving issues. Prepare and submit accurate and timely expense reports. Sounds like you To apply, you need to have: Requirements: Ability Degree in Accounting or relevant professional accountancy qualification. Preferably, 7 to 10 years of working experience in P2P role. Excellent organizational and time management skills, with the ability to handle multiple tasks and meet deadlines. Ability to multi-task and work in a dynamic and fast-paced environment Strong Excel & Domain Knowledge Strong Accounting Knowledge, Communication and Analytical Skills

Across Wealth Management, Goldman Sachs assists clients and customers globally in achieving their financial objectives. The wealth management businesses, led by advisors, offer a range of services including financial planning, investment management, banking, and comprehensive advice to various client segments such as ultra-high net worth individuals, high net worth individuals, family offices, foundations, endowments, corporations, and their employees. The consumer business focuses on providing digital solutions for customers to enhance their spending, borrowing, investing, and saving experiences. The growth within Wealth Management is fueled by a dedicated focus on people, clients, customers, as well as cutting-edge technology, data, and design. Marcus by Goldman Sachs, the firm's direct-to-consumer business, blends the entrepreneurial spirit of a start-up with over 150 years of experience. Serving millions of customers across multiple products, Marcus leverages innovative design, data, engineering, and core capabilities to offer customers valuable tools and products rooted in transparency, simplicity, and value. As a highly motivated Administrative Assistant with a minimum of 3-5 years of experience, you will be supporting leadership within the Marcus Delivery team. Your responsibilities will include calendar management, timesheet data entry, manager alignments, role management system administration, performance manager systems champion, office space system management, coordination of seating requirements, new hire accesses, employee transfers, contractor onboarding, expense management and preparation, logistics for local sessions and visitors, coordination with internal and external vendors for staff engagement events, as well as supporting teams in day-to-day issues, needs, and queries. Skills and experience we are seeking include prior experience as an assistant, solid organizational skills with the ability to multitask and prioritize effectively, strong attention to detail, excellent interpersonal skills, teamwork, clear and concise communication abilities, proactivity, strong work ethic, positive attitude, and proficiency in Microsoft Office applications such as Outlook, Word, and Excel. Goldman Sachs is committed to utilizing its people, capital, and ideas to facilitate the growth of clients, shareholders, and communities. Established in 1869, Goldman Sachs is a prominent global investment banking, securities, and investment management firm headquartered in New York with a global presence. Diversity and inclusion are core values at Goldman Sachs, fostering growth both professionally and personally through various opportunities such as training, development, firmwide networks, benefits, wellness programs, personal finance offerings, and mindfulness initiatives. The firm is dedicated to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process. Goldman Sachs is an equal employment/affirmative action employer, and all rights are reserved by The Goldman Sachs Group, Inc.,

Key Responsibilities: * Process and review vendor invoices for accuracy and completeness. * Match purchase orders, delivery notes, and invoices to ensure proper documentation. * Prepare and schedule payments via cheques, NEFT, RTGS, or other modes as required. * Maintain and track provisions diligently. * Maintain records of all transactions and support documentation in compliance with company policy and audit requirements. * Reconcile vendor statements and resolve any discrepancies in a timely manner. * Ensure timely monthly, quarterly, and annual closings for accounts payable. * Support internal and external audits by providing required documentation. * Assist in month-end reporting and accruals. * Collaborate with procurement and other internal departments to resolve invoice-related issues. * Maintain and update the vendor master database. * Understands TDS, applicability and various rates Requirements: * Bachelors degree in Accounting, Finance, or a related field. * 5+ years of proven experience in accounts payable or general accounting. * Strong knowledge of accounting principles and accounts payable processes. * Experience with SAP B1 systems * Proficiency in MS Excel and other financial software. * Strong attention to detail and excellent organizational skills. * Ability to work independently and meet deadlines. * Good communication and interpersonal skills.

Key Responsibilities: - Efficiently manage executive schedules, appointments, and meetings. - Coordinate travel arrangements and accommodations. - Prepare and edit various documents and reports. - Maintain confidentiality and professionalism. - Assist in project coordination and follow-ups. - Act as a liaison between executives, clients, and teams. - Ensure smooth office operations and organized filing systems. Qualifications: - Minimum 5-10 years of secretarial management experience, preferably in engineering services. - Secretarial / EA course from Davar's College preferred. - Proficiency in Microsoft Office Suite. - Strong communication and organizational skills. - Attention to detail and multitasking abilities. - Professional appearance and demeanor. - Ability to work independently and collaboratively.

Our client is a global company in the fintech sector that is formed as a JV between two world leaders one, a global giant in the derivatives space and second, a world leader in financial research and analytics. This company works in the area of derivatives and OTC products, which are the most complex parts of the financial market. The company is laying the foundations of a great culture and the space to build a great organization. Their current objective is to identify individuals who have high expertise, to join their existing team of experts who are spread across the world. The Role Coordinating all aspects of travel policy, operations and expense management. The travel and expense manager will play an essential role in handling and overseeing the corporate travel arrangements, ensuring all trips align with the company's policies and budgets, and addressing cost efficiency and traveller satisfaction. S/he will contribute significantly to operational efficiencies through effective travel and expense management, system optimisation, and robust oversight of T&E card usage, all while optimising expenditure and supporting employee productivity. Key deliverables will include : Travel policy development and implementation in coordination with the CFO Supplier management: as airlines, hotels, and car rental companies Booking and itinerary management: Working with the Global Travel Partner Expense management: T&E spending reporting, analysis to optimise budgets, track travel expenses and ensure compliance with policy. Travel risk management: Legal, Risk, and Compliance to ensure safety and providing solutions for travel-related emergencies. Sustainability: Reduce the environmental impact of business travel. System Optimization: As the subject matter expert for travel booking and expense management systems (e.g., SAP Concur) Corporate Card (T&E, p-cards) Management Employee Contact & Management for policies, procedures & queries Your Profile You should be a graduate, preferably with a post-graduate or professional qualification and 8-15 years of experience in travel management and expenditure control. Your current role must be in a similar capacity with a global company, having responsibility for both domestic and extensive international travel. In particular, you must have: Experience in the travel industry, particularly in global corporate travel and expense management. Strong understanding of travel policies, procedures, and compliance requirements. Experience with expense management systems and travel booking tools, ideally SAP Concur and AMEX Global Travel platforms. Experience with vendor management and contract negotiation. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Project management skills to handle multiple priorities effectively.

You will be responsible for managing various accounting tasks on a day-to-day basis, such as ledger entries, journal entries, and reconciliation of accounts. Additionally, you will be preparing monthly, quarterly, and annual financial statements and reports in compliance with accounting principles and standards. Your role will also involve assisting in the preparation and filing of GST returns, TDS returns, and other statutory compliance reports. Furthermore, you will be expected to conduct regular bank reconciliations, monitor cash flow, and provide necessary financial documentation and information to support internal and external audits. Tracking and verifying business expenses to ensure adherence to budget limits will also be part of your responsibilities. Moreover, you will support financial analysis and budgeting processes to offer insights for management decision-making. To qualify for this role, you should hold a Bachelor's degree in commerce (B. Com, BBA, or related fields) and have a minimum of 2 years of experience in accounting or finance roles, preferably within the manufacturing or engineering sectors. Proficiency in accounting software such as MS Excel, Tally, and SAP is required. A strong understanding of accounting principles and financial regulations, excellent attention to detail, analytical skills, and good written and verbal communication skills are also essential. ,

We are looking for a skilled and versatile individual to join Daily Bowl as our Accounts & HR Executive. This is a fantastic opportunity for someone who thrives in a dynamic environment and can seamlessly manage both financial and human resources responsibilities. In terms of account responsibilities, you will be expected to manage daily accounting operations for our F&B business, ensuring compliance with all relevant regulations and taxation. You will need to utilise Tally extensively for all financial record-keeping, ledger management, and reporting. Additionally, you will handle expense management, ensuring proper documentation and adherence to budgets. Regular bank reconciliations to ensure the accuracy of financial records will also be part of your responsibilities. Furthermore, you will be required to generate MIS reports to provide insights for financial decision-making. Regarding HR responsibilities, you will need to ensure adherence to all HR compliances and regulations. Leading talent acquisition efforts, from identifying suitable candidates to conducting HR interviews, will also be a crucial part of your role. Conducting engaging induction programs for new joiners to ensure a smooth transition is essential. Organising and promoting culture-building activities to foster a positive and cohesive team environment will be another key responsibility. Addressing employee queries and grievances to foster harmonious workplace relations and assisting with performance appraisal processes and documentation are also part of your duties. Implementing and ensuring adherence to company HR policies and maintaining accurate and organised HR records will complete your HR responsibilities. Qualifications required for this role include proven experience in accounts management within the F&B industry, expertise in using Tally, a strong understanding of HR compliance, detail-oriented, organised, and a proactive problem-solver mindset, as well as excellent communication and interpersonal skills. If you are ready to make a significant impact at Daily Bowl and grow with us, apply today!,

As a Senior District Manager at Elanco, you will play a crucial role in managing and developing a team of individuals to effectively achieve business objectives. Your responsibilities will include overseeing the comprehensive product mix, ensuring efficient stock management, and driving sales growth quarter by quarter. Building and maintaining strong customer relationships will be key, along with implementing company strategies in the market through your team. Your role will involve mentoring and coaching team members to enhance their skills and performance, as well as creating developmental plans for their growth. You will be accountable for meeting or exceeding sales budgets, ensuring all brands contribute to growth objectives, and developing new sales initiatives to capture key demographics. Additionally, you will need to control expense budgets in alignment with company goals. To excel in this position, you should possess a Bachelor's degree, with a Master's degree (MS/MBA) being preferred. Strong communication skills in English, both written and spoken, are essential, along with advanced knowledge of MS Excel, Word, and PowerPoint. With a minimum of 12+ years of experience in Animal Health/Pharma or a related business, you should demonstrate effective leadership qualities in leading a team of 1-5 sales personnel. Your ability to interact with diverse staff, build relationships, negotiate effectively, and network within a matrixed organization will be critical for success. A strong work ethic, independent decision-making skills, and industry knowledge in Animal Health or related fields will set you up for success in this role. Your strategic mindset, combined with the ability to implement plans effectively, will be key in driving the growth and success of the business under your purview. Join Elanco today and be a part of a team dedicated to making animals" lives better, which in turn enriches life for all.,

Essential Responsibilities Facilitate the execution of all internal teams to effectively deliver Zetas contracted services to assigned clients. Issue Resolution - Tracking, triage and resolution of campaign, platform and/or infosec issues. Initial research of client issue in Zeta Marketing Platform. Coordination of Zeta SMEs, internal communications and ownership of resolution and follow-up actions. Script or revise RCA for client facing document. Client questions, research or data requests - tracking, initial triage, and resolution of all client questions or issues; coordination of requests that require an SME; keep client and CS informed of progress and/or potential need to escalate. Change Requests - Owns coordination of teams for project work from scoping, resource management, scheduling and delivery for project work, ownership of individual project status, calls and communications. Status Calls Coordinate updates related to service-based items for client status calls; present agenda items related to open issues/research/schedules of campaigns/project updates Resource Expense Management Ensures resources are effectively and profitably deployed in service of client. Collaborate with Client Success to identify areas for improvement and develop and implement plans to improve margin rates and continually monitor. Standards and procedures ensure adherence to all Zeta standards and procedures with an eye towards ways to elevate the client experience and improve efficiencies or speed to delivery. Desired Characteristics Experience 3-5 years working in a similar environment (service bureau, agency, digital marketing, or database experience) Strong verbal and written communication skills with client facing experience Cross functional team experience Project management, Process management experience Characteristics Ability to work under tight deadlines in a fast-paced environment Enthusiastic Team player Strong research and problem-solving skills Proficient in MS Word, PowerPoint, Excel Ability to work client time zone Strong written and verbal communication skills, supported by data and detail Flexible and adaptable to change (i.e., Can do attitude / self-starter / works well with others)

Are you able to handle multiple priorities with energy and enthusiasmDo you enjoy working closely with senior management and a wide range of stakeholders to drive our prioritiesHave you got risk aware driven mindset We are looking for an exceptional individual to oversee and coordinate the operational risks associated with the companys travel and expense activities. This role involves ensuring compliance with global travel and expense policies, identifying and mitigating risks, and enhancing the overall risk management framework. Key responsibilities: ensure timely approval and reimbursement of expenses, following internal controls and policies. monitor and support expense data input into the company s financial systems. ensure adherence to company travel and expense policies, providing support to employees regarding compliance and policy queries. advise employees on best practices for submitting expenses and using the company s travel systems. maintain and update records of travel and expenses, ensuring accuracy and completeness. assist with month-end and year-end closing procedures related to T&E. perform periodic audits of travel and expense reports to ensure compliance with both internal policies and external regulations. assist in addressing any discrepancies or issues found during audits. provide training or guidance to employees regarding the company s T&E systems and procedures. identify opportunities for improvements in the T&E process, aiming to enhance efficiency, cost-effectiveness, and user experience. work with relevant teams to streamline workflows, automate processes, and implement new tools. able to adopt change management / project related protocols to improve processes, streamline BAU and support internal T&E initiatives. You will be working in UBS Group Real Estate and Supply Chain (GRESC), specifically with the Global Travel and Expense Management team focus on operations and located in our Pune office in India. GRESC manages UBS s global real estate portfolio, provides workplaces that support our employees and clients, and drives the sourcing and vendor strategy. As GRESC Expense Specialist you will report to the Expense Management Team Lead, and play an important role in managing and overseeing employee s expense process to ensure adherence to company policies and industry standards. You will assist in processing and auditing travel and expense claims, maintaining records, and collaborating with various departments to ensure smooth operations and positive end user support. bachelor s degree in Finance, Accounting, Business Administration, or a related field (or equivalent work experience). previous experience in travel and expense management, finance, or related administrative roles is highly preferred. familiarity with expense management software (e. g. , Concur, SAP, or similar platforms) is a plus. understanding of corporate travel policies, expense guidelines, and regulatory compliance requirements. proficient in Microsoft Office Suite, including Excel to support and facilitate data reviews relevant to expense management oversight. knowledge of finance or accounting principles is beneficial. proactive, with the ability to work independently and in a team-oriented environment. strong attention to detail and organizational skills. excellent communication skills, with the ability to assist employees and stakeholders with clarity. strong problem-solving skills and the ability to handle multiple priorities. ability to maintain confidentiality and handle sensitive financial information.

Delivery Management Essential Responsibilities: Facilitate the execution of all internal teams to effectively deliver Zetas contracted services to assigned clients. Issue Resolution - Tracking, triage and resolution of campaign, platform and/or infosec Initial research of client issue in Zeta Marketing Platform. Coordination of Zeta SMEs, internal communications and ownership of resolution and follow-up actions. Script or revise RCA for client facing document. Client questions, research or data requests - tracking, initial triage, and resolution of all client questions or issues; coordination of requests that require an SME; keep client and CS informed of progress and/or potential need to Change Requests - Owns coordination of teams for project work from scoping, resource management, scheduling and delivery for project work, ownership of individual project status, calls and Status Calls Coordinate updates related to service-based items for client status calls; present agenda items related to open issues/research/schedules of campaigns/project Resource Expense Management Ensures resources are effectively and profitably deployed in service of Collaborate with Client Success to identify areas for improvement and develop and implement plans to improve margin rates and continually monitor. Standards and procedures ensure adherence to all Zeta standards and procedures with an eye towards ways to elevate the client experience and improve efficiencies or speed to. Desired Characteristics: Experience 3-5 years working in a similar environment (service bureau, agency, digital marketing, or database experience). Strong verbal and written communication skills with client facing Cross functional team Project management, Process management. Characteristics: Ability to work under tight deadlines in a fast-paced Enthusiastic Team Strong research and problem-solving Proficient in MS Word, PowerPoint, Ability to work client time Strong written and verbal communication skills, supported by data and Flexible and adaptable to change (i.e., Can do attitude / self-starter / works well with others).

Responsibilities: Oversee and manage the end-to-end T&E process, including expense reporting, reimbursements, and audits. Conduct regular audits of expense reports to ensure compliance with company policies and identify potential violations or misuse. Generate detailed T&E reports and provide actionable insights to Finance leadership. Monitor and analyze T&E trends to identify cost-saving opportunities and recommend strategies for optimization. Maintain and update T&E policies to reflect changes in regulations, industry standards, or company requirements. Identify areas for process improvement, assist in the implementation and integration of new T&E software or tools, including testing and user support. Collaborate with internal and external auditors during T&E related audits and ensure all documentation is readily available. Handle escalated T&E issues and disputes, ensuring prompt resolution and employee satisfaction. Desired Qualifications: Proven 2+ years experience in travel and expense management. Strong analytical skills with expertise in T&E reporting tools and software (e.g., SAP Concur, Navan, or similar). Excellent attention to detail and ability to manage large datasets. Strong communication and interpersonal skills to work effectively across teams. Knowledge of regulatory requirements and best practices in T&E management.

Accountant. Career, The candidate should have effective Communication skills especially in English (Vocal and written) and should be able to communicate with the clients. Should be well versed with taxation and company laws. The candidate should be sincere, honest, hardworking and eager to learn. Responsibilities Time sheets, invoicing, follow-up payments, expense management etc. Pay rolls, bonus/incentive management & connected reimbursements. To manage all payables & receivables. Cash/Fund Flow management. Individual project profitability - monthly/quarterly basis. Knowledge of TDS, Service Tax etc. MIS reporting & Financial Statements. Maintaining records and Review monthly reconciliation of bank accounts Effective communication skills are essential. Knowledge of working on QuickBooks is essential. 1-2 years experience will be preferred. Co-ordinate activities with other departments readmore

Summary About the role: The Group Head role reports within the Functional Capabilities pillar of the US BPA team in Hyderabad. The person is responsible to lead and manage a team of associates accountable for end-to-end management of expenses (including personnel cost) related to the capability teams embedded within multiple functions in US (e.g. Market Access, Medical Affairs, Patient Services etc.). This role will report to US BPA Head and will work closely with US Functional Capabilities Director (based in East Hanover, US). This role will be a member of US Finance Hyderabad management team. About the Role Key Requirements: General Administration: Lead the US BPA Functional Capabilities team in Hyderabad (5 7 associates). Manage stakeholder relationships and partner with the US Functional Capabilities Director. Oversee headcount and expense management (budget and actuals) for 3 5 functions. Operations Management : Ensure seamless operations of the Functional Capabilities BPA team with adherence to timelines and quality standards. Lead monthly closing activities with insightful KPI and variance analysis. Manage planning cycles and ensure timely submissions in financial systems (SAP, BPC) Standardize tracking and reporting across functions. Provide value-added analysis and decision support to the US Functional Leadership Team. Business Partnering: Collaborate proactively with US Finance and business teams to drive strategic initiatives and performance. Monitor business performance and provide early warnings and solutions for risks. Challenge teams and senior management to deliver greater impact. People and Culture: Foster an inclusive, development-centred, and psychologically safe environment. Hire, develop, coach, and mentor talent to reduce attrition and improve performance. Promote a culture of curiosity, growth, and continuous development. Essential Requirements: Proven ability to deliver within defined timelines, scope, and quality standards. Experience managing multiple projects and priorities across internal and external stakeholders. Ability to work independently and thrive under pressure. Strong talent development skills to ensure robust succession planning. Desirable Requirements: 12+ years of experience in finance analysis/BPA, including 3 5 years managing teams. Strong team player with finance business partnering experience. Excellent analytical and communication skills. Ability to work cross-functionally with mid to senior-level management. Benefits and Rewards: Read our handbook to learn about all the ways we ll help you thrive personally and professionally: