FinOps Analyst supporting financial operations for Airwallex during Brazil's expansion phases. Engaging with internal and external teams to ensure compliance and optimize operational efficiency.
About the role
- Maintaining business relationships with members and clients in a financial services capacity. Handling sales support activities and ensuring customer satisfaction in a hybrid workplace.
Responsibilities
- The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by performing sales support activities.
- Complete documentation after appointments with members and clients by meeting with them to obtain signatures, answering operational questions, opening accounts, and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan).
- Guide and assist members and clients in using the above products and services.
- Help prioritize account managers’ weekly activities and plan upcoming follow-ups and solicitation efforts.
- Contact members and clients as needed to confirm planned transactions.
- Make courtesy calls at the request of account managers.
- Assist in preparing and delivering presentations targeted to members and clients and follow up on them as required.
- Contribute to business development by participating in various solicitation activities.
- Use relationships with members and clients to build strong business connections.
- Listen carefully to members’ and clients’ needs to ensure full satisfaction, identify sales opportunities, and keep files up to date.
- Ensure files are complete and compliant with all applicable deadlines and quality standards.
- Adhere to all policies, practices and standards in effect for conducting transactions and operations securely.
Requirements
- Diploma of Collegial Studies (DEC) or equivalent
- Minimum of three years of relevant experience
- Knowledge of French is required
- Ability to prepare financial statements
- Knowledge of business products and services offered by caisses, components and Desjardins distribution networks, as well as competitors’ offerings
- Ability to enter financial data into systems
- Knowledge of business financing and credit management practices
- Familiarity with compliance requirements for the distribution of financial products and services
- Understanding of the philosophy and operating principles of a financial services cooperative
- Knowledge of procedures for opening accounts and selling complementary products and services, including those related to Accord D financing
- Knowledge of Desjardins business processes
- Knowledge of service standards
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Director of Corporate Finance managing financial planning, cash flow modeling, and reporting at Zip. Leading cross - functional finance partnerships as the company scales in a high - growth environment.
Financial (Data) Analyst at TWAICE building software for battery data insights. Translating financial signals into forecasts, KPI dashboards, and investor narratives.
BA
Market Executive driving tax credit equity originations and portfolio development for affordable housing at Bank of America. Leading multi - year CRA strategy and building high - performing teams across regions.
Finance Analyst providing financial analysis and guidance for incentive compensation and field reporting at Bank of America. Collaborating with teams across Wealth Management and Regional Banking Finance organizations.
Director of Finance Data Reporting & Analytics leading the development of Business Intelligence tools at Sutter Health. Overseeing operational reports and strategic analytics practices to support healthcare objectives.
Financial Reporting Manager at Auria, handling financial consolidations and reporting for automotive solutions. Collaborating with finance teams and guiding business unit accounting in Michigan office.
Senior Financial Analyst supporting customer acquisition for NiSource, a utility company serving millions. Responsible for financial modeling, reporting, and regulatory compliance in a hybrid work environment.
FA
FCA role managing Peer - to - Peer and Investment - Based Crowdfunding portfolios supervision for UK financial services. Leading risk management and compliance oversight to ensure market confidence.
Senior Manager for Financial Planning & Controlling responsible for developing financial strategies at a multinational coffee business. Collaborating with senior management to optimize profitability and cash performance.