Skip to main content
Search Jobs


Expense Management Analyst, Assistant Vice President - Hybrid

Charlotte, NC

Tech at MUFG

MUFG invests in talent, technologies, and tools that put our clients' and colleagues' changing needs first. We are looking for resilient technologists who are driven and inspired to participate on this high-impact team.

Backed by the strength and stability of the world’s 5th largest financial institution, you'll help build a bank you’ll be excited to call yours.

Success Profile

What makes you successful in your technology career at MUFG?
Check out the top skills we’re looking for and see if you have the right mix.

  • Adaptable
  • Collaborative
  • Client-centric
  • Problem-solver
  • Forward-thinking
  • Agile


  • Client Centric
  • People Focused
  • Listen Up. Speak Up.
  • Innovate & Simplify
  • Own & Execute

Our People

Hear from Stephenia R. IT Solutions Manager

Job Description

Expense Management Analyst, Assistant Vice President - Hybrid

  • Requisition # 10054994-WD
  • Job Type Full time
  • Date posted 08/08/2022

Your potential. Your opportunity.

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we’re 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

Short Description:

In this role, you will be responsible for reviewing IT funding requests that support business operations, including reviewing vendor quotes and validating that the requests align with bank policies and are within approved dollar amounts. This role will also review and approve employee expense reports. This is an excellent opportunity to work with various stakeholders to propose and improve operational efficiencies.


In this role, you will review funding requests for IT expense items such as hardware/software subscription renewals, professional services engagements, etc. The role will approve vendor contracts after assessing if the engagement has sufficient approved funding. Lastly, this role will also review expense reports to confirm that submissions are in compliance with bank and department polices.

Responsibilities will include assessing the rationale of the expense request, reviewing quotes or statements of work provided by vendors, and validating that the requests align with bank policies and are within approved dollar amounts. Coordination with various teams and departments will be required to succesfully manage expense requests.

You will also participate in various initiatives to continue to improve operational efficiency outside of the day-to-day work.  This may include conducting gap analysis (As Is/To Be) to come up with a solution, negotiate with related partners, and implement a solution.


1. Expense Funding Requests

  a. Ensure spend request is kept minimal and is justified with sufficient documentation and evidence

  b. Work with various teams to ensure documentation is clear, understandable, and explains why the request is required

  c. Confirm the request is being processed correctly and aligns with bank accounting policies

  d. Facilitate the workflow to obtain necessary approvals

2. Contract Approvals

  a. Ensure sufficient funding approvals were received to process the purchase

  b. Communicate with various teams when funding is unclear or not yet obtained

3. Expense Report Approvals

  a. Review receipts and other required documents

  b. Ensure the request is being processed to the correct departments and with the correct expense codes and categories

4. Process Improvement Initiatives

   a. Conduct analysis to improve internal processes to come up with a suggestion

   b. Negotiate with related partners and implement the solution


5-6 years of experience within a large, highly matrixed organization with recent work related to standards and governance.

Ability to lead related parties with different interests to reasonable consensus.

Approx. 5+ years in managing department or organization spend.

Approx. 3-5 years BA/PM experience involving process improvement initiatives.

Experience working with IT related spend management is a plus.

Experience in the financial services industry preferred

Familiarity with JGAAP (Japanese Generally Accepted Accounting Principles) accounting standards is preferred.


Advanced - Microsoft Excel (Macro experience)

Proficient - Microsoft Word, PowerPoint

Familarity with - SAP Ariba, Concur, FieldGlass

Soft Skills

Excellent "people skills" to work with various people, teams and departments to uphold bank policy

Ability to prioritize work without management direction, and provide clear and documented status updates/metrics to management

Excellent written and verbal communication skills with both business/management and technical colleagues

Exceptional organizational skills with ability to manage multiple priorities while adhering to established milestones and timelines

Ability to learn and adapt to new capabilities/tools based on business needs

Ability to troubleshoot complex problems with minimal guidance

Excellent analytical skills and attention to detail

Bachelor's degree

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law. 

Apply Now

Similar Jobs

View All of Our Available Opportunities

Benefits & Total Rewards

  • Health Plans

    Numerous choices for medical coverage (HRA, HSA, and PPO), plus comprehensive prescription coverage, dental and vision. We pay most premium costs and contribute to your HSA or HRA annually.

  • Wellness

    Monthly financial and wellness webinars, on-site healthy living events and one-on-one personal coaching sessions.

  • 401(k)/Retirement Plans

    Competitive 401(k) employer match contributions with immediate vesting. Cash balance pension, defined benefit plan with 3-year vesting, fully employer-paid.

  • Education & Training

    Tuition reimbursement for most undergraduate, graduate, and job-related courses at regionally accredited institutions. Internal training programs/courses are also available.

  • Family-Friendly Care

    Programs and resources to support family wellness, including: maternity/paternity leave, parental bonding, adoption assistance program, dependent care and family medical leave.

  • Paid Time Off

    Vacation, sick leave, time off to volunteer, and federal holidays, as well as salary continuation during periods of qualifying disability.


Fifth Largest Bank image 100% score corporate equality image 7th most admired company - banking