Katie Roach

• Managed and supported the Concur system for travel, expense management, and related financial processes, ensuring efficient operations.
• Onboarded and offboarded employees by setting up and closing Concur profiles, managing company credit cards, and configuring accounts.
• Provided exceptional customer service by managing the Concur mailbox and responding to inquiries promptly and professionally.
• Investigated potential fraud or misuse of the Concur system, analyzing transactions and reports to identify and address suspicious activity.
• Reconciled bank statements related to Concur transactions, ensuring accuracy and resolving discrepancies.
• Maintained departmental documentation, including updating Standard Operating Procedures (SOPs) and organizing files.
• Collaborated with the Concur Account Manager, participated in ongoing training, and stayed updated on system changes.
• Served as a Program Administrator for the Bank of America Works platform and Bank of America Global Card Access, managing user access, troubleshooting issues, and ensuring seamless integration with financial processes.

• Prepared weekly sales mileage reports using Excel data entry and pivot tables
• Travel Coordinator for company travel, including service technicians and branch travel
• Assisted with completion of monthly expense reports, weekly sales call reports, and weekly activity reports
• Completed 5+ vendor request and forms weekly as directed
• Ordered, maintained and replenished breakroom supplies
• Answered 15+ incoming calls daily, transcribing messages and redirecting calls to internal staff at all levels
• Served as receptionist, welcomed and greeted visitors, and interacted with external clients.
• Actively contributed to the Employee Engagement Committee by assisting with holiday décor, catering orders for 25-100 people, and brainstorming new ideas for company gatherings throughout the year

· Utilized QuickBooks to document payments and expenses to keep financial records current; reconciled approximately 5-10 credit card statement each week on purchases of various materials, supplies, and services

· Coordinated pertinent domestic travel for 12 flight attendants and pilots, booking airline tickets and car rentals

· Continuously classified and filed records for accountant to maintain system efficiency and organization

· Leveraged creative thinking to problem solve various aspects of travel logistics

· Supervised the inventory and restocking of critical office supplies, purchasing materials when necessary.

· Maintained up-to-date training for 125 carrier in order to meet regulatory compliance with FAA guidelines

· Facilitated positive customer experience with NBA and MLB teams, assisting with beverage, snack, and full meal services

· Verified and stocked appropriate levels of food, beverages, and other supplies in the cabin prior to passenger loading

· Assisted distressed passengers by providing basic comfort, reassurance, and first aid support when necessary

· Transported heavy boxes, containers, and pallets with the use of hand trucks and pallet jacks