CFNA Seeks a Concur Travel and Expense Specialist

Position Posting

General Council on Finance and Administration

Position Title: Concur Travel and Expense Specialist Level: Grade 10 Non-Exempt
Reports To (Title):  Travel and Meeting Planning Manager Department: Travel and Meeting Planning Date: 4/24/2015
Basic Purpose:
The primary purpose of this position is to serve as the administrator for the Concur Travel and Expense system. The Concur Specialist will be responsible for implementing, training, and troubleshooting Concur software for GCFA, other General Agencies, and Annual Conferences.  This position is responsible for reconciling the Travel and Meeting Department’s meeting expenses on a weekly basis. Primary responsibilities include customer support throughout the UMC organization among diverse levels of employees. Auditing of expense reports. Strategizing and implementing new Agencies on Concur Expense. Training the UMC community on the Concur software, to include but not limited to prepare and submit expense reports. Updating Concur master data as needed, processing and billing out expenses incurred in the Meeting and Travel Department as well as serving as the billing administrator for Concur internally for entire staff. Ability to understand and uphold the policies set forth in UMC’s Travel Policy and the Corporate Card Policy is essential. The ability to maintain confidentiality of employee information is required. The ideal candidate will be a person with strong interpersonal skills and a positive attitude who takes pride in delivering exceptional customer service. The position requires solid Concur web-based system experience.
Essential Job Functions:
Essential Job Function
1 Process enrollments of new Concur Travel and Expense system users along with timely update of the system for personnel changes.  Manage and timely resolve inquiries on travel and expense report payment policies, procedures, and practices.  Monitor performance of Concur system, communicate any issues to Concur’s technical support team as well as the Travel and Meeting Manager, and partner with Concur until issues are resolved.  Serve as the main point of contact between the GCFA and all users enrolled in Concur Travel and Expense system.
2 Responsible for strategizing, implementing and training of Concur Travel and Expense to the UMC community.  This includes: listening and customizing the product to fit each General Agency’s needs, development of instructor materials, participant materials as well as facilitation.  Training would include; classroom, one-on-one, phone and or through WebEx.  Training and assistance to be provided to colleagues and constituents on how to use the Concur Travel and Expense system while promoting a positive experience.
3 Work with the Travel and Meeting Manager in order to properly record travel and meeting expenses incurred during a given accounting period. Ability to reconcile general ledger accounts for the Travel and Meeting Department as well as coordinate with the Travel and Meeting Manager to ensure all ACH payments are properly recorded. Ability to create and record month-end accruals as well as respond to external auditor requests is essential.
4 Troubleshooting day to day Concur user issues in a timely and friendly manner.  Being able to quickly update profiles to solve changes needed and follow up with Concur on any system wide issues.
5 Understand, develop and implement electronic audit rules within Concur designed to detect or prevent expense processing errors, thereby helping users/customers to maintain compliance with GCFA’s Travel Policy and IRS regulations.
Major Accountabilities:
1 Serve as the main point of contact between the GCFA and all users enrolled in Concur Travel and Expense program.
2 Implement, train, enroll colleagues, troubleshooting and problem solve Concur Travel and Expense issues.  Work directly with Concur Technical team with any issues that arise and notify the Travel and Meeting Manager of any major issues.
3 Reconcile general ledger accounts for the Travel and Meeting Department weekly.  Prepare reports and supporting documentation to the Travel and Meetings Manager for all billing.
4 Process data extracts for the Concur Travel and Expense system and any additional reporting needed from Concur to the Finance Department.
5 Responsible for composing all training including:  instructor format, materials, and scheduling.
Job Standards:


What is the minimum level of formal education required?

Bachelor’s degree in related field; basic application of related principles and disciplines. Must have strong verbal and written communications skills with an excellent phone demeanor.

Other Specialized Knowledge

What other training and/or certification are necessary?

Web based Concur Travel and Expense administrating experience a MUST.  PC literate with strong working knowledge of Microsoft Word, Excel and Power Point.  Must have strong verbal and written communications skills with an excellent phone demeanor. Strong customer service, training and troubleshooting skills a MUST.


What kind and how much previous experience are needed?

Minimum of two years’ experience in a business environment with a basic knowledge of bookkeeping, accounting practices and Concur Travel and Expense Software.

Learning Period

How long would it take a new employee to learn the job?

Six months to learn the dynamics of GCFA Expense practices, policies, other agencies, Annual Conferences.   Three months to learn the backend part of Concur Software and departmental billing.  Six months to be the main go to person with all Concur Travel and Expense troubleshooting, questions and training.
Applicant Information:All resumes must be post marked by the closing date. Full time w/benefits Work Schedule: Monday – Friday  (36.25 hours per week)

Send cover letter and resume to:


Attn: Human ResourcesGCFA

P O Box 340029

Nashville, TN  37203-0029

Fax: (615) 369-2325


Closing Date:


Speak Your Mind


Translate »