Expense Management Specialist (Hybrid)

We’re seeking someone to join our team as an Expense Management Specialist to manage the expense process (reviews and approvals) for the ISG business division and support the wider expense operation. This role is crucial in ensuring that all expense reports are processed in compliance with company and regulatory policies. The candidate will be based in Montreal, Canada, and report to the ISG Expense Lead based in New York, United States.

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do‒and‒win business. This is an Associate position within Travel and Meetings Management, which specializes in the Firm’s travel and meetings management activities. We may work with outside travel-related companies and agents, such as airlines, hotels, travel agents, and car rental agencies.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role:

• Familiar with the Concur Expense tool and the respective expense reimbursement workflows.

• Perform daily operation of the expense reimbursement processes for the ISG business division (~162k expense reports/ year), ensuring team SLAs and standard operating procedures are met.

• Familiar with regional/divisional policy and exception handling, adhering to the firm’s compliance standards and best practices while providing support and guidance to employees throughout the end-to-end expense process.

• Promptly address ad-hoc inquiries related to expense policy, Concur features, expense report submission, or expense report errors.

• Identify errors and policy violations to ensure operational health of the expense reimbursement operations through routing, reviewing, and auditing of the expense reports.

• Collaborate with the ISG Expense Lead on long-term strategy plans and continuously evolve and provide value to employees regarding the expense experience.

What you’ll bring to the role:

• At least 4 years of experience in Expense Reimbursement required, with a bachelor’s degree preferably in Accounting or Finance.

• Knowledgeable of industry standards, firm policy guidelines for financial institutions like Morgan Stanley.

• Familiar with the employee expense reimbursement process, including expense platforms such as Concur.

• Experience with AI integrated expense tools will be a bonus.

• Strong software skills in the use of Microsoft products (i.e., Excel, PowerPoint).

• Ability to collaborate with remote teams across the globe.

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, data analytics, cloud engineering, cybersecurity and digital technologies. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.