Financial Analyst

Pacifica Continental; Bogotá Distrito Capital - Municipio; Presencial; COP 24.000.000 - 40.000.000; Jornada completa

Descripción de la vacante

A leading company in tax services is seeking a dynamic individual to join their growing team. This role focuses on analysis and documentation of taxpayer claims, ensuring seamless support across multiple workstreams. Candidates should have an accounting or finance background with relevant financial experience. Strong English skills and proficiency in MS Excel are essential for success in this position.

Formación

• 1-2 years of financial experience required.
• Knowledge of MS Office, especially Excel.
• Experience using workflow management tools is a plus.

Responsabilidades

• Support taxpayers in filing claims and IRS enforcement actions.
• Analyze taxpayer situations and document findings.
• Leverage AI tools to improve service delivery.

Conocimientos

Financial analysis

Documentation

Fluency in English

Educación

Undergraduate degree in accounting, engineering, or finance

Herramientas

MS Excel

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 taxpayer’s facts and circumstances regarding their claims. This dynamic role will involve supporting taxpayers who have yet to file claims as well as those 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