Payment Processing Assistant

G2 has a large, valued, and diverse global client base and is the established leader in e‐commerce merchant risk and compliance intelligence and services. G2 solutions help acquirers, ISOs, PSPs, e-com marketplaces, ad platforms, and other members of the payments value chain take on the appropriate level of risk in their merchant portfolios, while protecting against brand damage, illegal activity, and noncompliance assessments.

We have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

We are seeking a detail-oriented Payment Processing Assistant to oversee daily mail processing, cash management, payment processing, and client trust accounting. This role ensures accurate and efficient financial operations, including monitoring and reconciling transactions, applying payments, and improving internal processes. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to work cross-functionally with internal teams and external stakeholders.

Key responsibilities

• Pick up, sort, and conduct mail counts to ensure proper handling.
• Process checks for accounts receivable (A/R) and ensure the physical count matches electronic records.
• Monitor and process daily cash deposits, accurately applying payments to consumer accounts.
• Follow up on discrepancies and ensure timely resolution.
• Oversee daily cash management operations, including payment processing and client trust accounting.
• Initiate funding requests from clients, bankruptcy trustees, and corporate Treasury Management.
• Monitor bank account activity, process overpayment refunds, and make necessary reconciliations.
• Improve and automate current collections processes using internal and external tools.
• Conduct data integrity checks on deposits, transactions, and client reporting.
• Develop, enhance, and implement policies and procedures to improve efficiency in cash management and client accounting.
• Assist the Operations team with document filing and administrative tasks as needed.
• Communicate with U.S. Bankruptcy Trustees and representatives of the U.S. Bankruptcy Court as required.
• Prepare ad-hoc financial analyses and reports as requested.

Critical skills

• Strong attention to detail and ability to manage high-volume transactions accurately.
• Experience with process automation and workflow improvements is a plus.
• Excellent communication and problem-solving skills.
• Ability to work independently and collaborate across teams.

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred.
• 2 years of experience in cash management, accounts receivable, or financial operations.
• Proficiency in basic and advanced functions of Microsoft Excel including macros, formulas, pivot tables, and other data analysis tools.
• Experience with financial management software.

Physical demands

• Candidates must have a valid driver’s license in the state of California and access to reliable transportation (vehicle ownership preferred).
• This role includes up to 50% travel within the Burlingame, CA locality.

This position is a fantastic opportunity to work for a fast-growing company. We offer a comprehensive benefits package including medical, dental, vision, LTD, Paid Time Off 401(k) and potential for annual bonus.

Compensation: $65,000 - $67,000 annually.

G2 Risk Solutions is an equal employment opportunity employer and strives to comply with all laws prohibiting discrimination based upon, as applicable, actual or perceived race, color, creed, religion (including religious dress, grooming practices and protective hairstyles), sex, sexual orientation, gender identity or gender expression, pregnancy, marital/domestic partner status, national origin, alienage or citizenship status, primary language, immigration status, military and veteran status (including whether honorably discharged or not), intern or volunteer status, status as a victim of domestic violence, sexual assault, or stalking, ancestry, age, physical or mental disability, AIDS, HIV and Hepatitis C status, medical condition, including cancer and genetic predisposition information or characteristics (or those of a family member), or any other category protected by federal, state or local laws.