Financial Analyst

Pacificacontinental; Bogotá; Presencial; COP 113.382.969 - 151.177.293; Jornada completa

Descripción de la vacante

A financial services company in Bogotá seeks a team member to support ERC service providers and taxpayers. The role involves analyzing taxpayer situations, documenting findings, and using AI to enhance efficiency. Requires an undergraduate degree in accounting, engineering, or finance and experience in financial roles. Knowledge of MS Excel and workflow management tools is a plus.

Formación

• 1-2 years of financial experience.
• Experience with various workflow management tools is desirable.

Responsabilidades

• Analyze a taxpayer’s situation and document findings.
• Collaborate across multiple workstreams.
• Support taxpayers who have yet to file claims or are subject to IRS actions.

Conocimientos

Financial analysis

Fluency in English

Knowledge of MS Excel

Workflow management tools

Educación

Undergraduate degree in accounting, engineering, or finance

Herramientas

Smartsheet

ClickUp

Monday.com

Descripción del empleo

Our client wants you to join a rapidly growing team that is focused on services to support both ERC service providers and taxpayers.

You will collaborate across multiple workstreams in our ERC service delivery matrix to ensure consistent and comprehensive analysis of a particular taxpayer’s facts and circumstances around their claims. This dynamic role will encompass work supporting both taxpayers who have yet to file claims as well as those who have found themselves subject to IRS enforcement actions. You will learn how to analyze a taxpayer’s situation, document your findings, and leverage cutting‑edge artificial intelligence to accelerate your work.

Qualifications

• Undergraduate degree in accounting, engineering, or finance
• 1 – 2 years of financial experience
• Knowledge of MS Office (mainly MS Excel)
• Fluency in English
• Experience with workflow management tools
  • Desired: Smartsheet, ClickUp, Monday.com or similar

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