Financial Operations Specialist

Job description

About G2 - The Company G2 is the world's largest and most trusted software marketplace. When you join G2, you’re joining the industry’s leading team that helps businesses reach their peak potential by powering decisions and strategies with trusted insights from real software users. Now, we have joined forces with Capterra https://www.capterra.com/, SoftwareAdvice https://www.softwareadvice.com/, and GetApp https://www.getapp.com/ to create the largest source of online data and software insights to fuel intelligent buying in the age of AI. With 200M+ combined annual visitors and 6M verified reviews, we are now the centralized place to enable software buyers to make better and faster decisions with confidence. And we are just getting started! We are setting out to transform the global B2B software industry and become the most trusted data foundation for buyers and sellers of software for the age of AI. Does that sound exciting to you? Come join us as we try to reach our next PEAK! About G2 - Our People At G2, everything we are and what we do is grounded in our PEAK values— (Performance + Entrepreneurship + Authenticity + Kindness. Working at G2 means you are part of a value-driven, growing global community that climbs PEAKs together. We cheer for each other’s successes, learn from our mistakes, and support and lean on one another during challenging times. With ambition and entrepreneurial spirit we push each other to take on challenging work, which will help us all to grow and learn. You will be part of a global, diverse team of smart, dedicated, and kind individuals - each with unique talents, aspirations, and life experiences. At the heart of our community and culture are our people-led ERGs, which celebrate and highlight the diverse identities of our global team. As an organization, we are intentional about our DEI https://company.g2.com/dei and philanthropic work (like our G2 Gives https://company.g2.com/gives program) because it encourages us all to be better people. ABOUT THE ROLE G2 is looking for an Financial Operations Specialist to join our Finance team in India! In this role, you will report to the Sr. Manager of Accounting and own the day-to-day operational work that keeps our accounts payable and travel & expense functions running smoothly across our US, UK, and Spain entities. This includes reviewing and coding a high volume of Navan transactions, managing virtual card activity in Zip, coding recurring vendor bills in Zip (P2P tool), and ensuring our books are clean heading into each close. The ideal candidate is highly detail-oriented, thrives in high-volume process environments, can work independently with minimal supervision, and takes real pride in owning their work with precision and consistency. IN THIS ROLE, YOU WILL: - 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 - 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 https://culture.g2.com/commitments. -- For job applicants in California, the United Kingdom, and the European Union, please review this applicant privacy notice https://legal.g2.com/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 https://legal.g2.com/applicant-privacy-notice.