Financial Analyst

Jobtailor; Piracicaba; Presencial; BRL 60 000 - 90 000; Tempo integral

Resumo da oferta

Jobtailor is seeking an Accounts Receivable Analyst to manage receivables, pursue collections, and ensure accurate financial records. The role requires negotiation skills and proficiency in Excel or Google Sheets.

You will collaborate with Sales and Support teams to resolve outstanding balances and support month-end closing processes.

Qualificações

• Bachelor's degree completed or in progress in Business Administration, Accounting, Economics, Financial Management, or a related field
• Previous experience in financial operations
• Experience with accounts receivable and customer collections
• Strong negotiation and communication skills
• Intermediate proficiency in Excel or Google Sheets
• Strong organizational skills and discipline for portfolio management and follow-ups
• Comfortable working with systems, controls, and large volumes of information
• Analytical mindset and strong attention to detail
• Autonomy to manage tasks and find solutions

Responsabilidades

• Execute and monitor accounts receivable routines
• Proactively pursue collections from delinquent customers by phone, WhatsApp, email, and other available channels
• Negotiate payment terms and settlements with customers in accordance with the company's policies and defined approval limits
• Monitor the delinquency portfolio daily, prioritizing cases based on amounts, due dates, and likelihood of recovery
• Follow up on collection efforts and ensure that all agreements reached are properly recorded and monitored
• Monitor payment due dates and take preventive action to reduce new cases of delinquency
• Perform bank reconciliations and support the monitoring of financial transactions
• Support accounts payable and cash flow routines
• Process payment postings and perform payment verifications
• Support billing processes, including the issuance and verification of financial documents
• Keep financial records, spreadsheets, and information up to date
• Prepare and monitor departmental KPIs, particularly those related to accounts receivable, delinquency, and recovery of outstanding amounts
• Identify inconsistencies and opportunities to improve financial processes
• Collaborate with the Sales, Customer Support/Customer Success, and other relevant teams to resolve customers' outstanding financial issues
• Support financial closing activities and other departmental demands

Conhecimentos

Accounts Receivable

Customer Collections

Negotiation Skills

Financial Analysis

Excel Proficiency

Formação académica

Bachelor's degree (in progress) in related field

Ferramentas

Excel

Google Sheets

Descrição da oferta de emprego

• Execute and monitor accounts receivable routines
• Proactively pursue collections from delinquent customers by phone, WhatsApp, email, and other available channels
• Negotiate payment terms and settlements with customers in accordance with the company's policies and defined approval limits
• Monitor the delinquency portfolio daily, prioritizing cases based on amounts, due dates, and likelihood of recovery
• Follow up on collection efforts and ensure that all agreements reached are properly recorded and monitored
• Monitor payment due dates and take preventive action to reduce new cases of delinquency
• Perform bank reconciliations and support the monitoring of financial transactions
• Support accounts payable and cash flow routines
• Process payment postings and perform payment verifications
• Support billing processes, including the issuance and verification of financial documents
• Keep financial records, spreadsheets, and information up to date
• Prepare and monitor departmental KPIs, particularly those related to accounts receivable, delinquency, and recovery of outstanding amounts
• Identify inconsistencies and opportunities to improve financial processes
• Collaborate with the Sales, Customer Support/Customer Success, and other relevant teams to resolve customers' outstanding financial issues
• Support financial closing activities and other departmental demands

Requirements

• Bachelor's degree completed or in progress in Business Administration, Accounting, Economics, Financial Management, or a related field
• Previous experience in financial operations
• Experience with accounts receivable and customer collections
• Strong negotiation and communication skills
• Intermediate proficiency in Excel or Google Sheets
• Strong organizational skills and discipline for portfolio management and follow-ups
• Comfortable working with systems, controls, and large volumes of information
• Analytical mindset and strong attention to detail
• Autonomy to manage tasks and find solutions

Core Competencies

Demonstrates expertise in accounts receivable management, including collections, payment negotiations, and financial monitoring. Proficient in utilizing analytical skills to improve financial processes and maintain accurate financial records.

Highest-signal resume keywords

• Accounts Receivable Management
• Customer Collections
• Negotiation Skills
• Financial Analysis
• Excel Proficiency

Hard Skills

• Accounts Receivable
• Financial Transactions
• Payment Processing
• Bank Reconciliation
• KPI Monitoring
• Financial Document Verification
• Portfolio Management
• Data Analysis
• Financial Reporting

Soft Skills

• Strong Communication Skills
• Organizational Skills
• Attention to Detail
• Autonomy
• Problem-Solving

Industry Keywords

• Financial Operations
• Delinquency Management
• Customer Support
• Cash Flow Management
• Financial Closing Activities

Tools & Technologies

• Excel
• Google Sheets