Financial Operations Specialist

responsibilities of

the role. Travel & Expense (T&E) Operations: Review Navan transactions daily across US, UK, and Spain entities — verify receipts, descriptions, and compliance with G2 T&E policy Approaches each transaction with professional curiosity and skepticism — questions expenses that look unusual, inconsistent, or out of pattern before processing them through Follow up with employees on missing receipts, incomplete descriptions, and policy exceptions; push resolved transactions to manager approval Flag and escalate out-of-policy items (e.g., flights above threshold, missing continuing education forms, per diem overages) Run weekly reports on outstanding Navan items and drive resolution on aged transactions Accounts Payable & Virtual Card Operations: Review and code a high volume of virtual card transactions in Zip with accuracy and consistency Own coding of recurring vendor bills in Zip (P2P tool) — ensuring consistent and accurate GL treatment across high-volume repeatable transactions Assist with invoice initial processing and coding for non-recurring bills Month-End Close Support: Ensure all T&E and virtual card transactions are fully coded and cleared before month-end close Flag open or unresolved items that could impact the close and escalate proactively to the accounting team Assist with bank auto-debit postings and reconciliation support as needed Complete various ad-hoc projects as assigned Minimum

Qualifications: We realize applying for jobs can feel daunting at times. Even if you don’t check all the boxes in the job description, we encourage you to apply anyway. Relevant experience in an Accounts Payable, Travel & Expense, or finance operations role — years matter less than mindset and accuracy Comfortable managing a high volume of repetitive transactions with consistent precision — this is the core of

the role Basic understanding of GL coding, cost centers, and how transaction coding impacts financial reporting — enough to know when something looks off and ask the right questions Self-sufficient — takes ownership of their queue and drives resolution without waiting to be directed Strong attention to detail and natural instinct to flag anomalies rather than process through them Strong written and verbal communication skills — able to follow up with employees and vendors clearly and persistently Ability to work independently with minimal supervision in a fast-paced, high-growth environment What Can Help Your Application Stand Out: Experience with Navan, Concur, Expensify, or comparable T&E tool Familiarity with Zip or similar procurement/AP tools Strong Microsoft Excel skills (pivot tables, VLOOKUPs, basic functions) Experience supporting month-end close or audit preparation Exposure to multi-entity or multi-currency accounting environments Our Commitment to Inclusivity and Diversity At G2, we are committed to creating an inclusive and diverse environment where people of every background can thrive and feel welcome. We consider applicants without regard to race, color, creed, religion, national origin, genetic information, gender identity or expression, sexual orientation, pregnancy, age, or marital, veteran, or physical or mental disability status. Learn more about our commitments here . -- For job applicants in California, the United Kingdom, and the European Union, please review this applicant privacy notice before applying to this job. How We Use AI Technology in Our Hiring Process G2 incorporates AI-powered technology to enhance our candidate evaluation process. These tools may assist with initial application screening, skills assessment analysis, and identifying candidates whose

qualifications align with specific role

requirements. While AI technology supports our recruitment workflow, all final hiring decisions remain under human oversight and judgment. Your Choice Matters: If you would prefer that your application be reviewed without AI assistance, you can opt out by entering your email address in the email entry field at the bottom of the Automated Processing Legal Notice. Choosing to opt out will not disadvantage your application in any way—we will ensure your materials receive a thorough manual review by our hiring team. For additional details about how we handle your information throughout the application process, please review G2's Applicant Privacy Notice .

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