Financial Specialist in MAPFRE, offering advisory on financial products to individuals and businesses. Engaged in client management and business development.
About the role
- Financial Analyst managing a portfolio of clients at Easely. Focusing on financial management for restaurants and bars in São Paulo.
Responsibilities
- You will be responsible for managing a portfolio of 15–20 clients.
- Perform bank reconciliations and ensure account balances are always accurate.
- Execute accounts payable and accounts receivable tasks with accuracy and responsibility.
- Set up scheduled bank transactions with major banks.
- Monitor due dates and advise clients regarding outstanding financial items.
- Serve as the client point of contact, ensuring prompt, clear, and responsive service.
- Work closely with the internal auditor to ensure quality and reliability of deliverables.
Requirements
- Previous experience in finance (accounts payable, accounts receivable, treasury, or reconciliations).
- Proficiency in Excel (basic to intermediate functions).
- Familiarity with internet banking and bank access.
- Strong organizational and planning skills.
- Ability to communicate with clients clearly and empathetically.
- Prior experience working with bars and restaurants.
- Experience with the F360 system.
- Analytical, organized, and detail-oriented profile.
Benefits
- Health insurance
- Home-office allowance
- Meal allowance (meal voucher)
- Transportation voucher
- Work from home
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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