Senior Finance Ops & Automation Analyst

Senior Finance Ops & Automation Analyst

Apollo.io is looking for a detail-oriented Senior Finance Ops & Automation Analyst to join our Accounting team. In this role, you will manage vendor payments, travel and expense processing, credit card reconciliation, and procurement support across our international entities. You will collaborate with employees, vendors, and internal teams to ensure smooth financial operations in a fast-paced environment.

About the Role

This position is essential to our financial operations. You will be responsible for the full lifecycle of various financial processes, ensuring accuracy and efficiency as we continue to grow.

What You'll Do

Accounts Payable & Invoice Management (40%)

• Process invoices received at the AP Inbox, coding them to the appropriate GL accounts, departments, and cost centers.
• Route invoices for approval through the Zip intake-to-pay system.
• Manage vendor payment inquiries and resolve issues.
• Process invoices across multiple entities (US, UK, Poland, Mexico, Colombia).
• Handle invoice corrections, adjustments, and overdue payment follow-ups.
• Maintain accurate vendor records in Zip and NetSuite.

Travel & Expense Processing (25%)

• Provide frontline support to employees for user access, booking issues, and questions.
• Coordinate with the Navan support team for complex multi-city travel arrangements.
• Process and approve off-platform booking requests when necessary.
• Review and process expense reimbursements for policy compliance.
• Support employee onboarding with Navan access and training.
• Troubleshoot booking system issues and coordinate resolutions.

Credit Card Management (20%)

• Chase receipts for transactions over $75 from cardholders.
• Perform monthly reconciliation of Brex and Ramp credit card statements.
• Code transactions to appropriate accounts and cost centers.
• Support month-end close activities (close prior month on 1st, pull statements on 2nd).
• Respond to cardholder questions and transaction disputes.
• Ensure compliance with corporate card policies.

Procurement Operations Support (15%)

• Coordinate vendor onboarding through the Zip portal.
• Issue virtual credit cards for approved purchase orders.
• Track PO status, delivery confirmations, and receipt matching.
• Support contract-to-payment workflow coordination with the Legal team.
• Respond to sourcing and procurement requests, escalating as needed.
• Process contract amendments, top-ups, and expedited payment requests.
• Maintain communication between requesters, vendors, and finance.

What We're Looking For

Required Experience:

• 4-5 years of experience in accounting, finance, or accounts payable roles.
• Strong proficiency with ERP systems (NetSuite experience highly preferred).
• Experience with procurement/intake-to-pay platforms (Zip, Coupa, or similar).
• Hands-on experience with travel & expense systems (Navan, Concur, Expensify, or similar).
• Credit card reconciliation experience (Brex, Ramp, Divvy, or similar platforms).
• Advanced Excel/Google Sheets skills for data analysis and reporting.

Technical Skills:

• Ability to code transactions to appropriate GL accounts, departments, and cost centers.
• Understanding of payment methods (ACH, wire, virtual cards) and payment terms.
• Experience with multi-entity accounting and international payments.
• Comfortable learning and adopting new systems and AI tools for efficiency.
• Strong attention to detail with high volume transaction processing.

Soft Skills:

• Excellent written and verbal communication skills for vendor and employee interactions.
• Strong customer service orientation with ability to support internal stakeholders via Slack and email.
• Problem-solving mindset for troubleshooting payment, booking, and system issues.
• Ability to manage competing priorities and meet month-end deadlines.
• Self-starter who can work independently with minimal supervision.
• Collaborative team player comfortable working cross-functionally.

Systems You'll Use Daily

• Zip - Intake-to-pay platform for vendor management, invoice processing, and PO tracking.
• NetSuite - ERP for GL coding, payment processing, and financial reporting.
• Navan - Travel and expense management platform.
• Brex & Ramp - Corporate credit card platforms for transaction reconciliation.
• Google Workspace - Gmail, Sheets, Docs for communication and analysis.
• Slack - Primary communication tool for employee and vendor support.
• Various AI tools - For workflow efficiency and process automation.

What We Offer

The listed Pay Range reflects the total cash compensation inclusive of annual base salary and annual bonus as applicable. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonus target and annual base salary for the role. This salary range may be inclusive of several career levels at Apollo and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role who are not located in the US may request the annual salary range for their location during the interview process.

Additional benefits for this role may include: equity; company bonus or sales commissions/bonuses; 401(k) plan; at least 10 paid holidays per year, flex PTO, and parental leave; employee assistance program and wellbeing benefits; global travel coverage; life/AD&D/STD/LTD insurance; FSA/HSA and medical, dental, and vision benefits.

Why This Role Matters

You will play a key role in ensuring timely vendor payments, seamless employee travel, and efficient procurement processes. This position offers high visibility across the organization and a direct impact on operational efficiency during a period of rapid growth.

We are AI Native

Apollo.io is an AI-native company focused on continuous improvement. We drive productivity for our customers and expect the same from our team. If you enjoy finding smarter ways to work using AI and automation, you will thrive here.

Why You’ll Love Working at Apollo

At Apollo, we share a mission to help our customers unlock their full revenue potential. We take ownership of our work, act with focus and urgency, and learn continuously to stay ahead.

We invest in your growth, providing the resources, support, and autonomy you need to make an impact. Collaboration is key, and you will have a team ready to help you succeed. We encourage bold ideas and give you the freedom to experiment and drive results.

If you want a place where your work matters and where your career can grow, Apollo is the right fit for you.

Learn more here!