Travel and Expense Specialist

Job Description Summary
#LI-Hybrid
Location: Insurgentes
Relocation Support: This role is based in Insurgentes. Novartis is unable to offer relocation support: please only apply if accessible.
Are you passionate about creating seamless and compliant travel and expense experience for employees? Join Novartis as a Travel and Expense Specialist, where you’ll help ensure expense reports and corporate card activities are processed accurately, efficiently, and in line with policy and financial controls. Working with colleagues across finance and the wider business, you’ll resolve complex queries, support T&E systems, and contribute to improvements that simplify processes and strengthen service delivery. This is an opportunity to build your expertise in a global environment while making a tangible impact on both compliance and employee experience.
Job Description
Key Responsibilities
Review and validate employee expense reports, ensuring accuracy and compliance with T&E policies and financial controls.
Manage employee queries and service tickets, providing clear guidance on expense processes, policies, and corporate card requirements.
Administer corporate credit card activities and resolve complex T&E cases or escalations.
Perform T&E-related month-end close activities, reconciliations, variance analysis, and financial reporting.
Execute key T&E controls, identify potential risks or control weaknesses, and maintain documentation for internal and external audits.
Provide first-level support for SAP, Concur, and related expense-management systems, ensuring data accuracy and supporting system testing or enhancements.
Collaborate with regional and global stakeholders to improve, automate, and standardize T&E processes and service delivery.
Essential Requirements
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Relevant hands-on experience in Travel & Expense operations, finance operations, or Procure-to-Pay processes, including reviewing and validating employee expense reports, supporting corporate credit card processes, and resolving user queries.
Practical knowledge of T&E policies, financial controls, compliance requirements, and audit documentation, with the ability to identify and escalate risks or control weaknesses.
Experience performing T&E-related reconciliations, variance analysis, financial reporting, and month-end close activities, supported by strong analytical, problem-solving, and attention-to-detail skills.
Practical experience using SAP and Concur, or comparable ERP and expense-management systems, with the ability to provide first-level support and maintain accurate financial data; strong proficiency in Microsoft Excel.
Advanced English, with strong written and verbal communication skills and the ability to work autonomously, take ownership of complex cases, and collaborate across finance, procurement, audit, and system-support teams.
Desirable Requirements
Experience with AppZen or similar automated expense-audit tools, including system enhancements, user acceptance testing, implementation support, and participation in regional or global T&E initiatives focused on automation, standardization, process optimization, or service improvement.
Experience managing travel and business entertainment expenses in a regional or shared-services environment, supporting internal or external audits, and acting as a subject-matter expert, mentor, or escalation point for T&E processes or systems.
Accessibility and Accommodation
Novartis is committed to work with and provide reasonable accommodation to individuals with disabilities.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the recruitment process, or in order to perform the essential functions of a position, please send an e-mail to tas.mexico@novartis.com and let us know the nature of your request and your contact information. Please include the job requisition number in your message.
Accesibilidad y Adaptaciones
Novartis tiene el compromiso de trabajar y proporcionar adaptaciones razonables para personas con discapacidad.
Si, debido a una condición médica o discapacidad, necesita una adaptación razonable para cualquier parte del proceso de contratación, o para desempeñar las funciones esenciales de un puesto, envíe un correo electrónico a tas.mexico@novartis.com y permítanos conocer la naturaleza de su solicitud y su información de contacto. Incluya el número de posición en su mensaje.
Skills Desired
Critical Thinking, Financial Accounting, People Development, Process Optimization, Resource Allocation