Finance Operations Specialist

Posted on 6/4/2024

Trip Actions

Trip Actions

1,001-5,000 employees

Travel & expense management solution


Austin, TX, USA

Required Skills
  • 3 years of operational experience in expense (fintech), card payments, eCommerce, or other high growth financial services
  • Strong customer focus - ability to effectively and quickly build relationships while establishing trust and respect
  • Proven track record of achieving targets & KPIs in a high-growth environment
  • Able to prioritize work, meet critical deadlines, and work effectively under pressure
  • Excellent organizational, conceptual, listening and verbal/written communication skills
  • A systems thinker who is obsessed with automating processes and reducing human involvement (including your own)
  • Nimbleness with Excel and Google sheets
  • Past experience launching new processes and driving improved process maturity
  • Strong sense of ownership and accountability for what you're building. A desire to seek out what’s broken and fix it
  • Curious and works well under ambiguity
  • Ability to think critically and problem solve
  • Ability to establish cross functional understanding with colleagues who may not have your financial services experience
  • Salesforce case management experience a plus
  • Understanding of compliance related issues such as KYC a plus
  • Master payments technologies, services, and day-to-day workflows to ensure efficiency, timely processing, quality, and mitigating risk
  • Develop expertise in product functionality and unique customer use cases
  • Triage and investigate escalations with cross functional teams including Finance, Engineering, Product, Success, and Support
  • Achieve productivity and quality KPIs, and contribute to metrics related to workflows that you own
  • Escalate operational risks to leadership and be the subject matter expert to help drive solutions. Potential exists for customer facing resolution.
  • Execute current processes while critically evaluating the current state to identify areas of operational improvement
  • Contribute to policies, procedures, and processes; re-engineer (as needed) to maximize effectiveness and efficiency

Company Stage


Total Funding







Flexible vacation

Healthcare: medical, dental, & visiion for you and your family

Commuter benefits

Parental leave

Health & wellness stipend

Pet friendly


IATAN: travel related discounts

Connectivity Allowance

Learning & development allowance