Workday Expense Specialist, T&E Analyst

Job Description Workday Expense Specialist / T&E Analyst

Role Overview: The Workday Expense Specialist will be responsible for managing, maintaining, and supporting end-to-end Travel & Expense (T&E) processes within the Workday Expense module. The role involves creation, review, and administration of expense reports, expense items, credit card transactions, and configuration elements such as rate tables and business processes. The individual will also support users, ensure policy compliance, and contribute to continuous process improvements.

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Key Responsibilities:

1. Expense Report Management

• Create Expense Reports on behalf of workers and support employees in expense submission.
• Review, validate, and troubleshoot issues related to submitted expense reports.
• Locate and analyze expense reports using Workdays “Find Expense Report” functionality.
• View and manage Expense Line Reports across all company entities.
• Ensure compliance with corporate policy, audit requirements, and expense guidelines.

2. Credit Card Transaction Administration

• Reassign corporate credit card transactions to the correct worker as required.
• Monitor and review credit card transactions along with their expense status.
• Support employees in resolving mismatched or unassigned credit card expenses.

3. Expense Item & Rate Table Configuration

• Create new expense items based on business requirements.
• Edit and maintain existing expense items ensuring correct configuration of rules, categories, and policies.
• View, update, and maintain Expense Rate Tables (e.g., per diem rates, mileage rate tables).
• Ensure accuracy and compliance of rate structures with company and statutory policies.

4. Business Process & Event Configuration

• Understand and manage the Expense Report Business Process (BP: Expense).
• Work with stakeholders to update, modify, or troubleshoot workflow steps, approval chains, and routing.
• Support configurations related to Expense Report Events (Default Definition).

5. User Support, Delegations & Governance

• Manage and configure delegation settings for employees to ensure continuity during leave or role changes.
• Provide guidance to employees on Workday Expense processes, credit card usage, and policy requirements.
• Resolve end-user issues and coordinate with IT/Workday teams for complex escalations.

6. Reporting & Data Management

• Run Workday custom reports such as:
• CR – Expense Line for All Company
• CR – Credit Card Transaction with Expense Status
• Extract, analyze, and present data for audit purposes, finance reviews, or compliance checks.

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Skills & Qualifications:

• Hands-on experience with Workday Expense module (must-have).
• Strong understanding of T&E policies, corporate card processes, and reimbursement workflows.
• Ability to manage configuration components like expense items, rate tables, and business processes.
• Good analytical and troubleshooting skills.
• Excellent communication and stakeholder management abilities.
• Prior experience in global T&E operations, finance, expense audit, or shared services preferred.