T&E Vice President, Corporate Services

New York City

Company Overview:

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. 

Our Principal Locations are New York, London, Frankfurt, and Hong Kong.

Jefferies LLC is a wholly owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company.

Position Overview: 

Jefferies is seeking a motivated and detail-oriented T&E Vice President to support global ownership of the firm’s corporate card program, expense system, and related data/analytics. This role blends strategic sourcing, program governance, operational excellence, and strong customer service to deliver efficient, compliant, and cost-effective card and expense solutions. You will serve as a primary point of contact for employees, internal stakeholders, and suppliers focused on elevating the user experience, driving continuous program improvements, and optimizing operations and spend through data-driven insights. 

The ideal candidate is an experienced, independent self-starter with sound judgment, a proactive approach to problem solving, and the ability to partner effectively across internal and external parties including senior leadership in a hybrid work environment.

This position reports to the Head of Travel & Expense.

Responsibilities include: 

• Corporate Card Program Ownership (Global) 
  
  • Administer the global corporate card program including card issuance, maintenance, credit limit management, renewals, and cancellations 
  • Ensure adherence to policies, internal controls, and regulatory requirements 
  • Monitor card activity for compliance, accuracy, and potential fraud or misuse, escalating issues as appropriate
  • Partner with internal and/or external teams to resolve issues and disputes
  • Support integration of new or expanding business units or geographies into the global program
• Expense Platform and (T&E) Systems Ownership (Global)
  
  • Act as system owner for expense platforms including configuration, testing, troubleshooting, integrations, and policy enforcement 
  • Troubleshoot and lead resolution on issues
  • Identify or support developments; configure, test, and document system upgrades, enhancements, and new functionality
  • Identify opportunities to streamline workflows and improve the employee experience through system optimization 
• Integrations, Governance, Compliance, Close, and Controls
  
  • Ensure day-to-day T&E system workflows and integrations with up- and downstream applications
  • Identify and/or support change management requirements to develop, test, document, implement, and communicate changes to relevant parties
  • Oversee audit and compliance of expense reports for receipts and policy compliance; ensure workflow and timeliness are monitored and actioned as needed
  • Assist with out of policy requests to review, action, track, and influence future behavior for compliance 
  • Support expense management processes and month-end close activities including accruals, central account payments, reconciliations, audits, documentation
  • Lead related risk management initiatives, improvements, and monitoring
• Analytics, Vendors, and Continuous Improvement
  
  • Coordinate capture, analysis, and delivery of accurate and timely reporting
  • Review and support automation and digital transformation initiatives
  • Monitor and analyze spend, identify trends, and prepare dashboards and reporting for executive leadership
  • Drive continuous improvement initiatives to enhance usability, increase efficiency, and optimize program costs and operations
  • Review, verify accuracy, coordinate payments or receivables, and track vendor invoices
  • Ensure service level agreements (SLAs) and key performance indicators (KPIs) are monitored, upheld, and actioned as necessary 
• Other
  
  • Develop and deliver training and reference materials to educate employees on related topics
  • Ad hoc projects and duties as needed

Qualifications:

• 5-8 years of experience in professional environment (financial services preferred)
• College degree required
• Strong knowledge of corporate expense and payment programs and related emerging technology
• Experience negotiating vendor contracts and managing service level agreements (SLAs) and program utilization/performance
• Fluent in Microsoft Outlook, Excel, Word, and PowerPoint
• Ability to manage multiple priorities independently with the ability to convey complex concepts to non-financial stakeholders
• High degree of integrity with a strong commitment to confidentiality, compliance, and accuracy 
• Proven experience supporting and partnering with executive leadership
• Experience with enterprise-level expense and corporate card management platforms, preferably SAP Concur Expense and American Express corporate card including implementation, integrations, and configuration

Skills:

• Solutions-oriented approach with sound judgment and strong problem-solving abilities
• Excellent customer service skills
• Strong sourcing, cost management, and financial acumen
• Change management capability and adaptability in a dynamic environment
• Strong analytical and quantitative skills with high attention to detail and accuracy
• Quick learner and self-starter; strong team player able to work independently and meet deadlines
• Excellent written and oral communications skills with polished demeanor; listens carefully and able to synthesize and communicate information appropriately
• Ability to build trusted relationships and work effectively across all levels of the organization and with external parties

Primary Location: New York Full Time Salary Range of $120,000-140,000. 

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