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Travel & Expense Lead

plaid.com Logo

Plaid

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Location:
United States

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Category:
Finance

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Contract Type:
Not provided

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Salary:

90288.00 - 117936.00 USD / Year

Job Description:

We enable Plaid’s sustainable growth by providing financial insights and raising capital to invest in our business. The Accounting team's mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes. We focus on optimizing AP processes through automation and data-driven decision-making to enhance accuracy. The AP and T&E team manages company payments by processing vendor invoices (Accounts Payable) and employee travel and business expenses (Travel & Expense). They ensure accuracy, compliance with company policy, and timely disbursement.

Job Responsibility:

  • Maintain and enforce T&E policies in line with regional regulations and tax requirements
  • Manage flight and hotel programs
  • support contract negotiations with procurement and EAs
  • Oversee corporate card program — issue cards, monitor spend, and handle disputes
  • Review and process employee expenses for accuracy and policy compliance
  • Act as T&E point of contact
  • monitor communication channels
  • Provide employee support on travel and expense procedures
  • Continuously improve processes and adapt platform based on feedback and business needs
  • Collaborate with business and finance teams on budgeting, fund allocation, and program rollout
  • Receive and review invoices
  • validate against contracts, terms, and vendor profiles
  • Assist with International and US payment runs and maintain direct communication with vendors
  • Resolve invoice discrepancies and respond to payment-related inquiries
  • Work cross-functionally with Procurement and FP&A for coding and data accuracy
  • Reconcile key AP accounts for close activities and maintain records
  • Identify process efficiencies
  • document workflows to support scalable AP operations

Requirements:

  • 3-5 years of experience working in the accounting function
  • 1-4 years of experience managing T&E and AP in a high growth tech company, with a strong understanding of scalable processes, compliance, and cross-functional collaboration
  • Bachelor’s degree in accounting or related field, preferred
  • Excellent analytical and problem-solving abilities
  • Proven ability to work independently while collaborating effectively within a team
  • Exceptional attention to detail and a high level of accuracy
  • High proficiency in Microsoft Excel and/or Google Sheets
  • Experience with Brex, NetSuite, Bill.com, Ironclad, preferred
  • Strong understanding of travel and expense policies, processes, and compliance requirements, preferred
  • Experience communicating finance requirements clearly to non-finance stakeholders, preferred

Additional Information:

Job Posted:
December 11, 2025

Employment Type:
Fulltime
Job Link Share:
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