THE TEAM YOU WILL BE JOININGA growing finance function within an insurance and retirement solutions organization, based in a newly expanded Charlotte office A team working across reinsurance, life insurance, and annuities, offering broader exposure than a traditional public accounting seat A flatter, less siloed structure than larger public accounting environments, where accountants work across a wider range of areas instead of one narrow lane An organization actively building out its Charlotte presence and finance headcount as the office growsWHAT THEY OFFER YOUVisibility with finance leadership in a growing office, not buried in a large, established team Room to shape process and structure as the office continues to build out, rather than stepping into something already fully set A path to build a differentiated, harder to replicate skill set that carries real long term career valueWHAT YOU WILL DOLead enterprise-wide expense management strategies, optimizing spending controls, policies, and processes to improve financial performance. Direct the management of employee expenses, corporate cards, travel, and expense reporting while ensuring policy compliance and financial accountability. Develop and implement cost-reduction initiatives that identify savings opportunities and improve operational efficiency across the organization. Partner with Finance, Procurement, HR, and business leaders to analyze spending trends, establish budgets, and drive data-informed decisions. Oversee expense management systems, reporting, audits, and internal controls while ensuring accurate, timely, and compliant financial reporting. THE BACKGROUND THAT FITSBachelor's degree in Finance, Accounting Business or related field6–9 years of experience in T&E, Corporate Card management Experience managing programs and working with shared service teams Solid understanding of controls, compliance, and audit requirements Strong analytical, communication, and stakeholder management skills
