JOB SUMMARY
The CREDIT CARD SERVICES MANAGER is responsible for overseeing the company’s credit card program and ensuring accurate, timely, and compliant management of credit card usage across the organization. This position manages credit card user accounts, monitors expense coding and documentation, and coordinates with finance leadership to ensure proper financial reporting and timely payments. The role supports operational efficiency by maintaining accurate credit card records, ensuring compliance with company policies, and facilitating clear communication between departments regarding credit card expenses and financial processes. This role routinely handles sensitive financial and company information and is expected to maintain strict confidentiality and exercise sound judgment in managing company records and financial data.
JOB DUTIES AND RESPONSIBILITIES:
- CREDIT CARD PROGRAM OVERSIGHT - Oversee all company credit card users and ensure adherence to internal policies and procedures related to credit card usage. Maintain visibility into cardholder activity and provide guidance to employees regarding proper use of company credit cards.
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APPLICATION & ACCOUNT MANAGEMENT - Manage the credit card application process for new cardholders and coordinate changes when transitioning to new credit card programs or systems. Maintain accurate records of all cardholders and ensure accounts are properly maintained and updated.
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EXPENSE CODING & COMPLIANCE - Review credit card transactions to ensure expenses are coded correctly and assigned to the appropriate general ledger accounts. Provide guidance to cardholders when corrections are needed and ensure compliance with company expense policies.
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FINANCIAL REPORTING & PAYMENT MANAGEMENT - Ensure credit card expenses are properly recorded within the accounting system and verify that entries are posted to the correct accounts. Coordinate timely payment of credit card balances and communicate with controllers or finance leadership to support cash management and payment planning.
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SYSTEM MAINTENANCE & PROCESS SUPPORT - Maintain and update the credit card management system, including current general ledger coding structures and expense categories. Support ongoing process improvements related to credit card tracking, reporting, and expense management.
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CONFIDENTIAL INFORMATION MANAGEMENT: Maintain confidentiality of sensitive financial, employee, vendor, and company information accessed through credit card management processes and systems. Ensure information is handled securely and in accordance with company policies and internal controls.
- PERFORMS OTHER ESSENTIAL DUTIES AS ASSIGNED.
EQUIPMENT OPERATED:
General office equipment (laptop, fax machine, desk phone, scanner)
KNOWLEDGE, SKILLS AND ABILITIES:
- Knowledge of financial processes related to credit card management and expense tracking.
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Ability to maintain accurate financial records and ensure proper coding of expenses.
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Ability to communicate effectively with internal departments and finance leadership.
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Ability to analyze financial transactions and identify discrepancies.
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Ability to handle confidential and sensitive information with professionalism, discretion, and integrity.
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Skilled in time management, organization, and attentional to detail.
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Skilled in the proficient use of financial and accounting software systems.
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Skilled in written and verbal communication.
MINIMUM QUALIFICATIONS:
Associate’s degree in accounting, finance, business administration, or related field preferred, PLUS
Two (2) years of experience in accounting, finance operations, or expense management
PREFERRED QUALIFICATIONS
Bachelor’s degree in accounting, finance, business administration, or a related field
SPECIAL QUALIFICATIONS
Must pass a criminal background check
Must be AGILE. The ability to hold yourself and others Accountable, have a personal Growth mindset, ability to act with Integrity, ability to demonstrate Leadership attributes to motivate and support coworkers, and practice Everyday Improvement.
WORK CONDITIONS:
Works in a heated and cooled office environment
The above describes the general content and requirements for this job. It is not intended to be an all inclusive list of duties, responsibilities, or requirements.