Purpose
Supports multiple T&E processes for the U.S. business which for both GBM and all U.S. support functions.
Ensures all activities conducted in compliance with governing regulations, internal policies and procedures.
Accountabilities
- Oversee and perform audit of employee submitted T&Es within 2 business days of receipt
- Review submitted expenses for compliance to SB policies.
These policies include but not limited to: - Travel Expense
- Client Meals and Entertainment Policy
- Internal Meals and Event Policy
- GBM Expense Policy
- Daily Meal Allowance
- Education Reimbursement
- Commercial Card Policy
- Ensure submitted expenses have adequate support
- Itemized receipts
- Travel pre-approvals (where applicable)
- Where necessary, obtain approvals for SVP exceptions.
- T&Es audited and approved each week.
- Aging of T&Es in audit queue.
- Meet weekly with U.S Finance to review dashboard and address any issues/ escalations.
- Triage T&E Service Now tickets submitted by users
- Prepare and facilitate required training/refreshing sessions according to the business needs.
- T&E policy queries.
- T&E technical issues forwarded to IT team.
- Creates and develop the cross-training plan to achieve SLA goals.
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Creates and maintains updated the training material and process documentation.
- Support the staff development.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Position
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high-performance environment and contributes to an inclusive work environment.
Reporting Relationships
Primary Manager: AP Manager
Direct Reports: Not applicable
Dimensions
- Supports local and specific leadership, training, and development initiatives.
- Support and develop programs and initiatives in his/her role.
- Willing and able to adapt to changes in the work environment, manage competing demands and able to deal with frequent changes.
Education / Experience
- Bachelor’s degree in finance, BA, Accounting, or another related field.
- English level intermediate (written and spoken).
- Desirable Six sigma methodologies knowledge (Yellow/green belt).
- MS Office tools skilled.
- Excellent organizational skills and attention to detail.
- Excellent communication skills (verbal and written) and interpersonal skills.
Ability to deal effectively with all levels of the organization.
- Problem-solving skills.
- Ability to provide and receive constructive feedback.
- Ability to work efficiently as part of a team and individually, as needed.
- Desirable presentation and management skills, well developed in corporate environment.
- Results oriented and able to effectively execute in a fast past environment.
Working Conditions
Work in a standard office-based environment; non-standard hours are a common occurrence.
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