Junior Expense Analyst

Northbound Executive Search
New York, NY

Job Title: Junior Expense Analyst

Location: New York, NY


Overview

Our client, a financial services firm in NYC, is seeking a Junior Expense Analyst Consultant with 2–5 years of experience. This role focuses on Workday expense processing, compliance, and supporting senior leadership with administrative tasks.


Key Responsibilities

  • Process and review expense reports in Workday
  • Provide light administrative support (calendars, meetings, materials)
  • Ensure compliance with company policies and resolve discrepancies
  • Support expense analysis, reporting, and month-end close
  • Prepare expense reports and coordinate travel for senior leadership


Qualifications

  • 2–5 years of relevant experience
  • Workday experience
  • Strong attention to detail and organizational skills
  • Proficiency in Excel and Microsoft Office
  • Financial services experience preferred

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