
Financial Transaction Specialist
6 days ago
The primary objective of this role is to provide exceptional support in the area of vendor payments and employee expense processing. This entails managing high-volume transactions, ensuring timely and accurate payment cycles, and maintaining precision in transactional processing.
This position requires collaboration with various departments, effective communication with vendors and internal stakeholders, and adherence to internal controls and compliance requirements. The ideal candidate should be organized, proactive, and skilled in handling multiple priorities while upholding a team-oriented mindset.
Key Responsibilities:
- Process vendor invoices in NetSuite and/or Coupa, guaranteeing proper coding, approvals, and timely payments
- Review and reconcile vendor statements; resolve discrepancies and vendor inquiries
- Support month-end close by ensuring all AP transactions are posted accurately and on time
- Review and process employee expense reports in Expensify; ensure compliance with T&E policy
- Audit 1,000+ receipts monthly for compliance with Delegation of Authority (DOA) and T&E policies
- Maintain accurate transaction records; assist with audit support (internal/external) as needed
- Communicate with employees to resolve receipt issues and policy questions
- Escalate repeat non-compliance cases to finance management
- Assist with vendor onboarding and maintaining accurate supplier records
- Monitor aging reports and follow up on overdue items
- Collaborate with Procurement, FP&A, and U.S. Finance teams to resolve issues
- Crosstrain across AP functions and provide backup support as needed
- Coordinate quarterly/year-end audit support and payroll data from Expensify
- Other tasks and special projects as assigned
Required Skills & Qualifications:
- Bachelor's degree in accounting or related field preferred
- Experience in ERP systems (e.g., NetSuite, Coupa) and expense platforms (e.g., Expensify) highly preferred
- Strong analytical and problem-solving abilities
- High attention to detail with a commitment to accuracy and compliance
- Comfortable managing high-volume transactional work in a deadline-driven environment
- Strong written and verbal English communication skills
- Proficiency in Microsoft Excel, Word, and Outlook
- Ability to work independently and handle multiple priorities
- Experience with global teams and working across time zones a plus
- Professional demeanor and confidentiality awareness
- Team-oriented, collaborative mindset
Company Benefits:
- Annual merit increase based on performance
- Paid Leave with Cash Conversion
- HMO with free dependents
- Retirement Plan
- Life Insurance
- Internet and meal allowance provided while working remotely
- Employee Assistance Program for mental and social well-being
- Government-mandated Benefits
Five9 values diversity and inclusivity, providing an environment where individuals can thrive and grow professionally.
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