POOJA SHARMA

A software company specializing in contract management solutions.

• Performed as the Travel & Expense subject matter expert and primary point of contact for stakeholders with questions related to T&E policy, providing expert guidance and support.
• Managed the company's global T&E program, including expense reporting and reimbursement processes.
• Worked for the regions - US, UK, Canada, Australia, Germany, Sweden, and France.
• Take ownership of resolving employee issues related to expense claims, reimbursement delays, or policy questions, ensuring timely and accurate resolutions, escalating matters to leadership when required.
• Collaborate with internal teams to identify opportunities to enhance the Global T&E function, creating resources such as user guides and training material, and conducting training on policies and best practices.
• Execute the end-to-end process for travel and expense reimbursement using the Concur TE system.
• High level of attention to detail and organizational skills, with the ability to manage competing priorities.
• Developed and communicated T&E policies and procedures to ensure compliance and minimize potential errors.
• Implemented and maintained Concur for expense reporting, ensuring accurate and timely submission of claims.
• Analyzed T&E data to identify cost-saving opportunities and implement process improvements.
• Review, prioritize, analyze, document and effectively resolve complicated, confidential and/or highly sensitive travel and expense issues.
• Responsible for onboarding/training new employees in Concur.
• Collaborate with human resources manager to track company policies accurately and efficiently.
• Handled India reimbursement claims, foreign claim settlements, arranging forex request to traveler.

Healthcare manufacturing organization

• Responsible for processing expenses in accordance with the company's travel and expense policies and procedures, including auditing expense reports.
• Ensure p-card enrollment forms are filled out correctly, authorize, and issue p-cards to users, and maintain files.
• Manage the p-card accounts: account setup and closing, account dollar limits, and all other account maintenance.
• Train cardholders and their management on proper p-card use.
• Monitor and audit monthly purchases on the issued cards.
• Ensure the correct general ledger account number is used, and that card users are following the company p-card policies and procedures.
• Coordinate issues that arise from p-card purchases and payments on behalf of the cardholders.
• Provide management with reports on p-card usage.
• Handle security issues, such as fraud, compromised accounts, and stolen/lost cards, by working with the cardholder and the P-card vendor; respond to inquiries, instruct, and resolve problems.
• Prepare regular system-generated reports, including monthly and quarterly management reports, such as the Monthly Duplicate report, CCC bulk file, Vendor classification report, 45-day Aging report, Personal Charges on the CCC owed, Access codes, and Address verification emails.
• Setting up new users and roles in the Concur system, and a new PA in the company platform.
• Uploading proxy details in a bulk file through Concur import.
• Discussing queries related to expense auditing in the weekly meeting with the onshore team, and preparing the MOM for the same.
• Conducting and providing process-related training to the team members.
• Recommend, implement, and maintain process improvement ideas.

• Manage Travel and Expenses activities for Client Select Service Partner, retail process of UK.
• Independently auditing and managing the volume and workflow of travel reimbursements submitted for payment from all travelers and departments.
• Review and manage all activities related to the company's reimbursement reports submitted by employee.
• Handle end-to-end P Card processing of expense reports, troubleshooting, approvals, reporting and analysis.
• Review and audit expense reports to ensure compliance with company policies, including reporting requirements.
• Follow-up with employees regarding out of policy expenses, missing receipts, and incorrect expense type, and missing attendee file.
• Provide guidance to employees on correcting and submitting expense reports.
• Provide team members information regarding travel procedures and assists with ensuring compliance with the Global Travel and Expense Policy.
• Communicating with travelers and recommending or directing changes to the reimbursement to uphold and maintain policy and accuracy standards and bring the travel reimbursement to a final resolution.
• Prepare regular system generated reports including monthly and quarterly management reports.
• Review scheduled reports to make sure no errors in the runs.
• Identify newly requested reports not in existence and send to Supervisor for approval and creation request.