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Travel and Expense Specialist

New York, NY

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

The Role

We're looking for a highly organized and proactive Travel & Expense (T&E) Specialist to join our team. In this critical role, you'll be the primary point of contact for all company travel and expense-related matters, ensuring seamless operations and optimal cost efficiency. You'll have the opportunity to shape our travel program, leveraging your expertise to recommend and implement best practices.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $85,000 - $133,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • T&E Program Ownership: Own, manage, and continuously improve our global travel and expense program. This includes developing, updating, and enforcing our travel policy to align with company goals and industry best practices
  • System Management: Be the subject matter expert for our travel management platform (currently Navan, but open to your recommendations for alternative solutions). You'll be responsible for configuration, user support, training, and optimizing the tool's capabilities
  • Inquiry Management: Serve as the main point of contact for all employee travel and expense inquiries, providing timely and accurate support and guidance
  • Vendor Relationships & Negotiations: Manage relationships with travel vendors, including airlines, hotels, and car rental agencies. You'll also be responsible for negotiating favorable rates and contracts for company travel and events
  • Event Planning Support: Provide comprehensive support for company onsites, internal events, and offsites. This includes identifying and vetting venues, negotiating contracts, coordinating logistics, and ensuring all necessary internal approvals are obtained
  • Reporting & Analysis: Generate and analyze T&E data to identify trends, cost-saving opportunities, and areas for improvement. Present findings and recommendations to leadership
  • Compliance: Ensure all travel and expense activities comply with relevant regulations, tax requirements, and internal policies
  • Training & Education: Develop and deliver training sessions for employees on travel policy, expense reporting procedures, and travel tool usage

Who You Are 

  • 4+ years of experience managing corporate travel and expense programs in an individual contributor capacity
  • Proven expertise with travel management platforms; experience with Navan is highly preferred, but strong proficiency with other similar systems (e.g., Concur, Egencia) is also valuable
  • In-depth knowledge of corporate travel best practices, including policy development and enforcement
  • Strong understanding of expense management processes and systems
  • Demonstrated experience in vendor negotiation and relationship management
  • Excellent communication and interpersonal skills, with the ability to effectively support employees at all levels
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously
  • Analytical mindset with the ability to interpret data and make data-driven recommendations
  • Proficiency in Microsoft Office Suite, especially Excel
  • Proactive and resourceful with a problem-solving attitude

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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