Financial Investment Adviser delivering financial advisory support analyzing portfolio performance for Australian SMEs. Collaborating with teams to optimize lending and investment decisions.
About the role
- Financial Analyst at COPASS Saúde ensuring excellence in client financial interactions and support. Involves supervision, analysis, and reporting in financial operations.
Responsibilities
- Perform and supervise assistants in accounts receivable financial processes
- Reconcile returns and receipts, prepare remittance files, and issue bank statements
- Handle billing, collections, delinquency control, and provision for doubtful debts (PDD)
- Conduct delinquency analysis and assess collection strategy and processes
- Propose action strategies aimed at negotiating and recovering receivables
- Analyze cases involving write-offs as losses, reporting to credit bureaus, or referral to legal collection
- Support assistants in completing various financial closings and preparing reports
- Assist in consolidating the team's results
Requirements
- Bachelor's degree in Business Administration, Controllership and Finance, Economics, Accounting, or related fields
- Experience in debt negotiation, managing credit reporting of delinquent accounts, issuing boletos (bank payment slips), and bank reconciliation
- Preferred intermediate proficiency with Microsoft Office (intermediate Excel)
Benefits
- Complimentary breakfast
- Christmas gift basket
- On-site workplace exercise sessions
- Food allowance
- Meal voucher
- Childcare assistance
- Telepsychology (remote psychological counseling)
- Birthday day off
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