Travel Account Specialist

Job Requisition:
JR101660 Travel Account Specialist (Open)

Department:
CC00452 WM001 | WMUO |
Travel

Job Description Summary:
Financial Operations mission is to provide high-quality, comprehensive reliable and timely
financial information and transactional processing in support of the university’s education, research and public service objectives while
ensuring compliance with extensive finance-related regulations and providing a system of controls to ensure the protection of assets and
integrity of financial data.

The Travel Accounts Specialist ensures that expenses comply with Federal, State, and university policies
and procedures and reimbursement payments are prompt and accurate.

The Travel Accounts Specialist processes all requests for travel
and business meal reimbursements for the university. This includes the final audit and review of local, nationwide, and international travel
and business meal expenditure vouchers prior to actual payment.

The position provides exceptional customer service to internal and
external customers; ensures compliance with State Travel Regulations required by the Commonwealth of Virginia, CAPP (Commonwealth Accounting
Policies and Procedures Manual), Prompt Payment regulations, university guidelines and Financial Operations Procedures Manual.

Job
Description:

Required Qualifications:

• High School diploma or equivalent.
• Demonstrated knowledge of
  Generally Accepted Accounting Principles (GAAP).
• Knowledge of government travel processes and procedures. Proficiency in software
  programs, specifically automated accounting systems and MS Office Suite (Word Excel, Outlook), with the ability to learn new software
  applications quickly.
• Strong attention to detail and accuracy, with the mathematical ability to perform basic calculations, analyze
  audit expense reports in conjunction with state, federal and the university’s policies and procedures.
• Excellent problem solving
  skills; the ability to exercise sound judgment and follow tasks through completion with minimal supervision.
• Demonstrates effective
  interpersonal and communication skills, with a strong customer service orientation and the ability to work collaboratively with internal and
  external
• Excellent oral and written communication skills, with strong customer service skills and the ability to work within a team
  environment.
• Strong organization skills with the ability to work independently in a fast pace environment and handle multiple
  priorities concurrently within the allotted deadlines.
• Experience working in an accounts payable field or function or other fiscal
  related position applying state and federal regulations and adhering to an organizations processes and/or procedures.
• Demonstrated
  experience working with an automated accounting system.

Preferred Qualifications:

• Bachelor’s degree in
  accounting, finance, business management, or other related field or the equivalent combination of education, experience, and
  training.
• Strong working knowledge with Oracle based systems.
• Prior experience processing travel
  reimbursements.
• Experience with Banner (finance) is a plus.
• Experience with Workday is a plus.

Conditions of
Employment:

• This is a non-exempt position, eligible to receive overtime in accordance with the fair labor standards
  act.
• Occasional weekends/overtime may be required during high peak times, upon pre-approval from supervisor.

Essential
Designation: No

Job Duties:
80% – Workday Expenses Audit and Processing:

• Perform necessary
  analysis, audit and review of travel related and business meal expense reports in accordance with the State Travel Regulations, IRS
  Regulations, and university policies and procedures to ensure compliance.
• Approve and process reimbursements in Workday Expenses
  accurately and timely.
• Meet production goals for expense report processing.
• Ensure that each expenditure is properly
  supported by documentation and receipts according to the policy.
• Timely processing of expense reports (within 10 days of submit
  date).
• All issues and escalations brought to the Travel Program Manager’s attention.

15% – Customer Service and
Workday Expenses Customer Support:

• Provide guidance to customers on travel regulations and other necessary information and
  documentation necessary for completing expense reports.
• Build and maintain key relationships with internal (department
  administrators, managers, and travelers) and external customers to aide in excellent customer service.
• Provide excellent customer
  service to the campus community ensuring that all emails and phone calls are returned in a timely basis (within 24 hours).
• Support
  and Assist as backup to the Travel Program Manager and Managing Director of Accounting, Tax and Compliance on all appointed tasks for the
  Workday Expenses module.
• Serve as a Help Desk and Technical Support for the Workday Expense system.

5% – Other
responsibilities:

• Monthly Taxable Meals reporting.
• Assist in the audit of travel-related and business meal direct
  payments in BuyW&M.
• Maintain any incoming mail for the Travel Office.

Annual Salary: Up to $45,000.00 commensurate
with experience

Resume and cover letter required as part of the application packet. For full consideration, apply by the review
date of May 26th. This position is open until filled.

Additional Job Description:

Job Profile:
JP0205 –
Administrative & Office Specialist III – Nonexempt – Salary – S05

Qualifications:

Position
Restrictions:
Continuing E&G funded position and not term-limited

EEO is the Law. Applicants can learn more about William &
Mary’s status as an equal opportunity employer by viewing the “Know Your Rights” poster published by the U.S. Equal Employment Opportunity
Commission. https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal

Background Check: William & Mary is
committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment.
Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or
driving history check.

Remote Work Disclaimer: Remote work eligibility is not guaranteed and is subject to approval. Employee
eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote
workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.

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