Financial Operations Analyst

The NA Financial Operations Analyst plays a vital role in key operations activities. This position is part of North America Financial Operations, as part of the Finance Compliance Team, with an onsite location in the Richmond, Indiana Operations Center.

The incumbent will be a key member of the Concur Expense admin group, assisting employees in Bermuda, Canada, and the US with the expense reimbursement process, and will be a member of Chubb’s global Concur admin team.

Additionally, as with all positions on the Finance Compliance Team, this position will have cross-functional duties within the team’s other roles, primarily in unclaimed property. 

Key Responsibilities:

• Audit expense reports and other requests to ensure compliance with Chubb’s T&E policies. 

• Manage shared mailboxes, assisting employees / stakeholders on a wide variety of related queries.

• Manage monthly, quarterly, and annual reporting, along with ad-hoc report requests related to T&E.

• Work with the Reconciliation Team and Accounts Payable to resolve payment and out-of-balance issues. 

• Work with representatives from the MyHR team, Treasury IT, Informatica, and various groups on interface and data integrity issues, updates, and testing.

• Evaluate current workflows to identify opportunities for automation and improvement. Develop solutions to automate / improve processes, leveraging AI tools, process automation tools, etc. 

• Develop and maintain productive working relationships with vendors and all employees. 

• Work with the Supervisor and team to create and maintain SOPs and propagate relevant information out to Chubb employees via the company’s intranet and internal AI assistant. 

• Ensure all processes comply with Chubb’s data security and access policies, systems security and access policies, and process controls.

Required:

• Bachelor's degree or equivalent, with 1-2 years of applicable work experience in a professional environment. 

• Experience in resolving basic to moderate internal or external inquiries using independent critical thinking.

• Communication proficiency, with demonstrated, all-around ability to clearly communicate with internal and external stakeholders of varying levels using appropriate tone, grammar, and word usage.

• Ability to work with confidential information related to T&E. 

Preferred:

• Experience or interaction with accounts payable or general finance.

• Experience with expense reimbursements, company credit cards, and expense policies related to travel.

• Database experience with a degree of responsibility for overall administration.

• Experience with process automation tools and AI tools.