Travel and Expense Management Trainer

Role & responsibilities

Knowledge Transfer & Transition Management

• Act as an individual contributor and the primary point of contact for process transition from colleagues at the sending location.
• Participate in transition sessions, process walkthroughs, knowledge-transfer activities, and process validation discussions.
• Develop detailed knowledge of the end-to-end travel and expense process, from travel or expense initiation through submission, audit, approval, posting, reimbursement, reconciliation, and reporting.
• Capture policy and country variations, approval workflows, audit rules, corporate-card dependencies, documentation requirements, exceptions, risks, and escalation paths in process documentation and training materials.
• Conduct reverse knowledge-transfer sessions, learner assessments, readiness checks, and post-transition support to confirm that receiving-location colleagues can process and support travel and expense activities independently.
• Ensure a smooth and controlled handover of responsibilities to the receiving team.

Training & Capability Development

• Design, develop, and deliver functional training programs covering travel and expense management, expense auditing, policy compliance, corporate-card administration, employee reimbursement, accounting, and controls.
• Translate business-process and SAP concepts into clear, practical learning content for varied audiences.
• Conduct classroom, virtual, and on-the-job training for new and existing team members.
• Prepare and maintain training materials, desktop procedures, user guides, process maps, simulations, and job aids.
• Assess learner understanding through evaluations, practical exercises, feedback sessions, and knowledge checks.
• Identify knowledge gaps and provide coaching and post-training support to strengthen team capability.

Stakeholder Management

• Collaborate with sending-location colleagues, process owners, business partners, and cross-functional teams to achieve transition and training objectives.
• Communicate complex process concepts clearly and professionally to diverse audiences.
• Build effective working relationships across cultures and time zones, with flexibility to coordinate during the transition period.

Preferred candidate profile

• Bachelors degree in Finance, Accounting, Commerce, Business Administration, Travel Management, or a related discipline
• Minimum 8 -10 years of relevant industry experience in travel and expense management, employee expense auditing, corporate-card administration, travel operations, accounts payable, finance operations, or a shared-services environment.
• Demonstrated subject matter expertise in end-to-end travel and expense processes, including employee travel requests, expense-report submission and audit, policy compliance, receipt and documentation validation, approval workflows, corporate-card administration, employee reimbursement, accounting and clearing, exception management, reporting, controls, and query resolution.
• Excellent written and verbal communication, presentation, facilitation, interpersonal, and stakeholder-management skills.
• Experience working in an MNC, captive center, or Global Capability Center (GCC) is preferred.
• Hands-on experience with SAP ERP (ECC and/or S/4HANA) and relevant travel-and-expense solutions, including expense posting, employee reimbursement, corporate-card transactions, accounting, reconciliation, and reporting, with the ability to explain transactions and system activities to end users.
• Working knowledge of travel requests, expense reports, receipt validation, policy-based auditing, approval workflows, corporate cards, employee reimbursements, accounting and clearing, reconciliations, exception handling, operational reporting, and internal controls.

Proficiency in Microsoft Excel, PowerPoint, and relevant reporting or workflow tools