Job Title: Finance Executive – Travel and Expense

Department: Finance & Accounts

Location: Navi Mumbai

Experience: Min 3 years

Job Summary:

The Finance Executive – Travel & Expense (T&E;) will be responsible for managing employee travel reimbursements, expense claims, corporate travel-related payments, and ensuring compliance with company policies. The role involves timely processing of reimbursements, expense verification, reporting, and coordination with employees and vendors.

Key Responsibilities:

Travel & Expense Management

- Review and verify employee travel and expense claims as per company policy.
- Ensure all supporting documents such as invoices, hotel bills, boarding passes, taxi receipts, etc., are complete and accurate.
- Process employee reimbursements within defined timelines.
- Validate travel advances and ensure timely settlement.
- Monitor outstanding travel advances and follow up with employees for closure.

Compliance & Controls

- Verify expense claims for policy compliance and identify any discrepancies.
- Ensure adherence to internal financial controls and audit requirements.
- Maintain proper documentation for internal and statutory audits.

Reporting & Reconciliation

- Prepare monthly Travel & Expense reports.
- Reconcile employee expense accounts and vendor balances.




- Track travel budgets and highlight cost-saving opportunities.
- Generate MIS reports related to travel expenditure.

Employee Support

- Resolve employee queries related to travel reimbursements and expense claims.
- Guide employees on company travel and expense policies.
- Coordinate with HR & Administration, for travel-related matters.

Required Skills

- Solid understanding of Travel & Expense processes.
- Knowledge of accounting principles and expense booking.
- Good analytical and reconciliation skills.
- Excellent proficiency in MS Excel (VLOOKUP, Pivot Tables, SUMIFS, etc.).
- Experience with ERP/Expense Management tools is preferred.
- Good communication and interpersonal skills.
- Strong attention to detail and accuracy.

Qualification:

- Bachelor's degree in Commerce (B.Com), Finance, Accounting, or related field.
- MBA (Finance) or M.Com will be an added advantage.
- Good knowledge of MS Excel and ERP systems is preferred.

Preferred Experience

- Experience in employee reimbursements and expense auditing.
- Familiarity with GST implications on travel expenses.
- Exposure to corporate travel policies and expense management systems.
- Experience in coordinating with travel agencies and finance teams.

📌 Finance Executive – Travel & Expense (Navi Mumbai)
🏢 Lattice Medtech
📍 Navi Mumbai