Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Financial Analyst managing fiscal routines and invoicing processes in the educational services sector at Cogna. Ensuring compliance with regulations and supporting financial analysis and reporting.
Responsibilities
- Validate incoming invoices, ensuring compliance with processes and tax regulations
- Record fiscal documents in the system
- Monitor and control invoice billing
- Analyze inconsistencies (e.g., unissued invoices / billing errors)
- Monitor return/return-rate percentages and support root-cause analysis
- Support the payment process by directing requests to the responsible partner team
- Perform basic financial analyses and assist in generating performance indicators
- Prepare and follow up on financial and operational reports
- Use ERP systems to record and control operations
- Contribute to process improvements together with the finance team
Requirements
- Knowledge of fiscal routines and billing procedures
- Basic understanding of taxation and tax legislation
- Experience with fiscal postings and invoice validation
- Basic Excel (pivot tables, VLOOKUP, etc.)
- Experience with ERP systems is a plus
- Knowledge of SAP is considered an advantage
- Familiarity with tax systems is a differential
- Bachelor’s degree completed or in progress in Administration, Accounting, Economics, Finance, or related fields
Benefits
- Profit sharing: Celebrating results is part of how we do things at Cogna.
- Meal or food allowance: provided on a flexible benefits card.
- Health insurance: a comprehensive plan with dependent coverage and copayment.
- Dental coverage: available to keep your smile healthy.
- Tuition scholarships for undergraduate and graduate studies: available at our educational institutions for you and your dependents (spouse and children).
- Day off on your birthday: choose a day to relax and celebrate.
- SESC partnership: access to many opportunities to improve quality of life.
- Univers pharmacy discount: discounts on a range of medications.
- Corporate university: multiple learning tracks and free courses at our corporate university to help you keep developing with us.
- Wellhub (Gympass): to help you stay active in your daily routine.
- Ninho Program: a program dedicated to families expecting a new baby.
- Valoriza - Internal Recruitment Program: to accelerate your career through internal opportunities.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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