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Financial Representative III

Charlotte, NC 28226

Posted: 06/23/2025 Job Number: 74829 Pay Rate: Pay Rate:  $26.24/Hr.

Job Description

Financial Representative III
Charlotte NC
Contract - 1st Shift, 9/80
Pay Rate:  $26.24/Hr.
Benefits:  medical, dental, vision, 401k


Requirements:  Financial Representative III
  • High School/GED with a minimum of 5 years of relevant experience
  • Expense Management System or Concur experience
  • Customer Service experience, Microsoft Office suite, Active Directory, and remote troubleshooting,
  • Professional skills and ability to work independently
  • Anticipate problems and respond accordingly
  • Articulate complex subject matter effectively based upon -employee needs
  • Familiarity with Travel and Expense reporting.
  • Basic experience with Windows
  • Hands-on experience with MS Office 2011 Applications, Internet Explorer and Outlook
  • Ability to learn and work within Active Directory user, group and computer accounts
  • Ability to learn basic troubleshooting and support of PC hardware and peripherals, such as cameras
  • Excellent 'Written' and 'Verbal' communication skills a necessity.
  • Customer service experience (can be call center, service oriented, retail customer service, medical office, financial services, bank tellers, IT Service Desk, IT Help Desk etc.).
Job Summary:  Financial Representative III
The Financial Representative reports to the Finance Travel and Expense Manager. The Financial Travel and Expense Representative is responsible for providing excellent, efficient and prompt- employee support across the enterprise for services provided within Enterprise Shared Services. The department supports routine to complex expense reporting, questions, and requests which support the Enterprise Shared Services.
Working as a team, Finance Travel and Expense Representatives are responsible for auditing and processing activities including, but not limited to:
The review of supporting documents such as receipts, account allowability coding and ensuring the segregation of unallowable costs in alignment with government accounting principles and guidances and company policy
Communicating problems and questions as appropriate with travelers, travel agency, rental car agency and other internal and external staff
Researching discrepancies in airfares, airfare exchanges, car rental rates, and other travel costs. This includes responding to internal employee expense reporting issues, resolving problems in a timely manner, and performing administrative processes through Concur expense reporting software.

Key responsibilities:  Financial Representative III
  • Requires a high-level attention to detail performing moderately complex transactions, retrieving answers in knowledge base websites, analyzing employee notes and emails to process expenses, and recording documents electronically for payment processing.
  • Works as a team member
  • Provides a high level of quality and comprehensive services by reviewing employee provided expense report detail in alignment within government compliance
  • Creates relationships, partners and collaborates with peers, supervisors and higher-level Travel and Expense personnel to answer and complete more complex expense processes.
Preferred Experience & Skills:  Financial Representative III
  • Previous experience working in the defense and aerospace industry with acknowledge of government per diems and compliance.
  • Experience in accurate processing of travel expense reports in accordance with Federal Acquisition Regulations and relevant policies
  • Expense Management System or Concur Expense Reporting Software
  • Experience with domestic travel expense reports.
  • Ability to articulate rejection reasons to employees
  • Previous experience working in Detect by Oversight desired.
  • Ability to learn new systems and processes quickly
  • Strong analytical skills
  • Must be attentive to department’s needs, have follow-through, be a self-starter, detail oriented, and work efficiently while working remotely.
74829
EEO Statement Apollo Professional Solutions, Inc. is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, disability status, medical condition, pregnancy, genetic information, protected veteran status, gender, sexual orientation, gender identity or expression, or any other status or characteristic protected under federal, state, or local law.

Meet Your Recruiter

Robert Breisler
Eastern Regional VP

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