Financial Analyst - Bank Accounts

findojobs; São Paulo; Presencial; BRL 80.000 - 100.000; Tempo integral

Resumo da oferta

A leading payment service provider is seeking a Financial Analyst - Bank Accounts in São Paulo, Brazil. This role ensures reliable access to the Brazilian banking system by managing accounts, monitoring fees, and providing documentation. Ideal candidates possess knowledge of Brazilian banking procedures, fluency in Portuguese, and professional proficiency in English. Responsibilities include interaction with banks, managing user access, and ensuring accurate records. Join an innovative team focused on delivering exceptional payment solutions across Latin America.

Qualificações

• Experience handling banking documentation and interacting with financial institutions.
• Ability to manage user access with required documentation.
• Proactive attitude and willingness to take ownership of tasks.

Responsabilidades

• Open and maintain company bank accounts in Brazil.
• Act as point of contact with banking institutions to resolve issues.
• Monitor, track, and document all banking fees and charges.

Conhecimentos

Knowledge of Brazilian banking procedures

Fluency in Portuguese

Professional proficiency in English

Proficiency in Microsoft Office or Google Workspace

Strong organizational skills

Problem-solving mindset

Descrição da oferta de emprego

Overview

Join to apply for the Financial Analyst - Bank Accounts role at LaFinteca. Be among the first 25 applicants. Your mission: The Financial Analyst - Bank Accounts ensures that our company has reliable access to the Brazilian banking system by opening and maintaining accounts, managing user access, and monitoring fees.

This role is essential to guarantee smooth financial operations, reduce risks related to banking access, and provide accurate documentation for decision‑making.

By managing day-to-day interactions with banks, the analyst enables the business to operate efficiently and focus on growth.

Responsibilities

• Open and maintain company bank accounts in Brazil.
• Gather and understand which onboarding documents need to be filled and be in contact with other departments such as legal, financial, operations to request necessary documentation.
• Also follow up with the executives and customer support.
• Act as point of contact with banking institutions to resolve issues and ensure smooth account operations.
• Solve issues, open tickets, contact support, unblock, reply related to compliance issues that may arise.
• Manage creation of user access linked to the responsible users.
• Handling multiple accounts requires thorough concentration and focus.
• Monitor, track, and document all banking fees and charges.
• Keep accurate records of banking documentation and correspondence.
• Provide periodic reports in Portuguese and English to management.
• Support internal teams with information related to banking access and transactions.
• Make sure the accounts are ready to be handed over to our financial department following internal procedures and checks / tests once each new account is opened.

Your profile

• Knowledge of Brazilian banking procedures (account opening, access management, fees).
• Experience handling banking documentation and interacting with financial institutions.
• Proficiency in Microsoft Office (Excel, Word, Outlook) or Google Workspace.
• Strong organizational skills and attention to detail.
• Ability to manage user access with required documentation.
• Fluency in Portuguese (native or equivalent).
• Professional proficiency in English (written and spoken).
• Spanish proficiency is a plus.
• Problem‑solving mindset with ability to resolve banking issues efficiently.
• Proactive attitude and willingness to take ownership of tasks.
• Ability to work independently while keeping clear reporting lines.

About Us

LaFinteca is a leading payment service focused on Latin America, seamlessly integrating popular payment methods across the continent.

Specializing in Alternative Payment Methods (APMs), we are delivering a new type of payment system that finds opportunities for clients and helps them grow and succeed.

We help companies to select, integrate, process, and support payment solutions and methods.

Reliable payment solutions are the core of our journey.

Job details

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Accounting / Auditing and Finance
• Industries: Software Development