Corporate Card Analyst (Immediate Opening)

Corporate Card Analyst

Mission:

The Corporate Card Analyst will oversee reporting and program administration for IDEA Public Schools’ Corporate Card and Draw Down Card programs, including functions managed through American Express and Texas Capital Bank. This role is responsible for responding to cardholder audit requests and various data inquiries, ensuring all support documentation is collected, reviewed, analyzed, and provided to stakeholders in a timely and audit-ready manner. The Corporate Card Analyst will uphold strong internal controls, proactively identify and mitigate risk, and ensure compliance with organizational policies and best practices as outlined by the Texas Education Agency. This role is also responsible for driving continuous improvement across procurement and payment processes to enhance efficiency, transparency, and accountability.

Supervisory Responsibilities:

N/A

Location:

This is a full-time remote position based in Texas, with preference given to candidates who live in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or who are willing to relocate.

Travel Expectations:

Up to 10% for trainings and conferences

What You’ll Do – Accountabilities

Essential Duties:

· Conduct routine maintenance processes with a high degree of accuracy, ensuring system integrity and reliable financial operations.

· Build, revise, and maintain standard operating procedures (SOPs), one-pagers, and training materials to drive process consistency, efficiency, and end-user effectiveness.

· Compile and support financial reporting, including monthly compliance and year-end reporting (e.g., accruals, fringe benefits), ensuring audit readiness and data integrity.

· Conduct routine and periodic audits, internal control assessments, and corrective action planning (CAP) to identify gaps, mitigate risk, and strengthen compliance.

· Develop and facilitate training sessions (e.g., Financial Management, Summer Institute) to enhance user understanding, compliance, and operational execution.

· Develop, maintain, and enhance system workflows, audit rules, and approval structures (including grant-specific requirements) within Concur to ensure compliance with organizational and regulatory standards.

· Drive continuous improvement initiatives by analyzing trends, recommending enhancements, and implementing strategies to increase efficiency, reduce risk, and add organizational value.

Additional Duties and Responsibilities:

· Ensure accurate account coding and financial data integrity within Concur and ERP systems, including maintenance of segment codes aligned with FASRG and audit requirements.

· Investigate and resolve discrepancies, including reclassifications, coding corrections, and true credit processing.

· Maintain and manage financial coding structures within Concur and Texas Capital

· Bank systems to ensure alignment with organizational account structures and accurate reporting.

· Maintain organized and compliant record retention practices for audit requests, data inquiries, and supporting documentation.

· Manage and fulfill internal and external audit requests, ensuring timely data collection and implementation of corrective action plans.

· Monitor and analyze program data (e.g., delinquency, unsubmitted expenses, compliance trends), execute enforcement actions, and provide detailed reporting to leadership.

· Monitor daily system interfaces and reports (e.g., Standard Accounting Extract) to identify and resolve errors and ensure timely payment processing.

· Oversee and support Corporate Card (American Express) and Draw Down Card (Texas Capital Bank) program functions, ensuring compliance, accuracy, and operational effectiveness.

· Partner with internal stakeholders, including Accounts Payable, ERP Reporting & Integration, and leadership, to resolve system issues and improve financial data flow.

· Prepare and deliver recurring reports and stakeholder presentations with clear, data-driven insights on program performance, expenditures, and compliance.

· Maintain relationships with internal and external stakeholders and serve as a backup resource for Corporate Card and Draw Down Card operations as needed.

Knowledge and Skills – Competencies

• Make Strategic Decisions: This team member uses data, feedback, and insights to inform thoughtful decision-making, while considering the impact on their direct reports and team. They communicate decisions with clear rationale and begin to connect their choices to broader team objectives.

• Manage Work and Teams: This team member sets clear, measurable goals and regularly reflects on progress, adjusting actions as needed. They prioritize work aligned with their goals using a task management system and consistently meet deadlines through effective time management.

• Grow Self and Others: This team member demonstrates self-awareness by actively seeking and thoughtfully responding to feedback with curiosity and a growth mindset. They identify development areas, implement feedback when appropriate, and pursue opportunities to build their knowledge and skills.

• Build a Culture of Trust: This team member proactively builds strong personal and professional relationships with individual stakeholders and regularly seeks feedback to improve their work experience. They create a supportive environment where others feel safe to take risks and learn from mistakes without fear of retribution.

• Communicate Deliberately: This team member communicates thoughtfully by anticipating potential misunderstandings and providing necessary context to ensure clarity. They leverage structured communication channels to address challenges, ask meaningful questions, and guide conversations toward solutions, while actively listening to the concerns of others.

Required Education and Experience:

· High school diploma or GED required

· Ability to manage priorities and meet deadlines in a dynamic environment

· Strong attention to detail and organizational skills

Preferred Education and Experience:

· Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred (equivalent work experience may be considered)

· 1–3 years of experience in corporate card/purchasing card administration, expense processing, data analysis, and/or audit functions preferred

Physical Requirements:

· Prolonged periods of sitting at a desk and working on a computer.

· Frequent use of hands and fingers to operate a computer, keyboard, and other office equipment.

· Ability to communicate effectively, including speaking and hearing, in person and via phone or virtual platforms.

· Ability to review and analyze detailed information on a computer screen for extended periods.

· Must be able to work independently with minimal supervision.

· Ability to travel to campuses or headquarters offices as needed.

What We Offer:

Compensation & Benefits:

Salaries for people entering this role typically fall between $63,400 and $73,300, commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for performance pay based on organizational performance and goal attainment.

Additionally, we offer medical, dental, and vision plans, disability, life insurance, parenting benefits, flexible spending account options, generous vacation time, referral bonuses, professional development, and a 403(b) plan. You can find more information about our benefits at https://ideapublicschools.org/careers/benefits/.

* IDEA may offer a relocation stipend to defray the cost of moving for this role, if applicable.

Application process:

Submit your application online through Jobvite. Please note that applications will be reviewed on an ongoing basis until the position is filled. Applicants are encouraged to apply as early as possible.

Learn more about IDEA

At IDEA the Staff Experience Team uses our Core Values to promote human connection and a culture of integrity, respect, and belonging for all Team and Family members. Learn more about our Commitment to Core Values here: https://ideapublicschools.org/our-story/#core-values