Financial Operations Specialist

Ovii's Interpretation of the Role

The Financial Operations Specialist will manage high‑volume accounts payable and travel‑expense processes for G2’s US, UK and Spain entities, ensuring accurate coding and timely resolution. The role requires strong attention to detail, independent queue ownership, and support for month‑end close activities.

Role Snapshot

• Accounts payable processing
• Travel & expense transaction review
• Virtual card transaction coding
• Month‑end close support
• High‑volume transaction accuracy
• Independent queue ownership

Must-Have Requirements

• Accounts Payable experience
• Travel & Expense operations experience
• Basic GL coding knowledge
• Strong Microsoft Excel skills (pivot tables, VLOOKUP)
• Accounts Payable
• Travel & Expense
• Finance operations

Nice-to-Have Signals

• Experience with Navan, Concur, or Expensify
• Experience supporting month‑end close or audit preparation
• Familiarity with Zip or similar procurement/AP tools
• Exposure to multi‑entity or multi‑currency accounting
• Navan/Concur/Expensify experience
• Zip procurement tool familiarity

Work Setup

• Location: Bengaluru, India
• Work mode: ONSITE
• Employment type: Full-Time

Not Specified in JD

• Salary range
• Visa sponsorship
• Remote eligibility
• Education requirement
• Certifications
• Relocation
• Notice period

What You'll Likely Work On

• Review daily Navan (or comparable) T&E transactions across US, UK and Spain entities, verifying receipts and policy compliance
• Question and flag unusual or out‑of‑policy expenses before processing
• Follow up with employees for missing documentation and push resolved items to manager approval
• Run weekly reports on outstanding T&E items and drive resolution of aged transactions
• Code high‑volume virtual card transactions in Zip with consistent GL treatment
• Own coding of recurring vendor bills in Zip, ensuring accurate cost‑center allocation
• Assist with invoice processing for non‑recurring bills and support bank auto‑debit reconciliations
• Ensure all T&E and virtual card activity is fully coded before month‑end close and flag any unresolved items

Good Fit If You Have

• Thrives in high‑volume, repetitive transaction environments
• Proactive in identifying and escalating policy exceptions
• Self‑starter who manages their own queue with minimal supervision
• Strong written and verbal communication for employee and vendor follow‑ups