Financial Planner empowering mass affluent clients through financial planning and advice. Building client relationships to help achieve financial goals and aspirations.
About the role
- Financial Analyst responsible for routine operations related to accounts receivable and client invoicing in a hybrid workplace. Supporting the commercial area with various analytical tasks.
Responsibilities
- Ensure the department's routine operations: report review and collections from multi-brand clients.
- Ensure the department's routine communications (emails, phone and WhatsApp).
- Provide support to the commercial/sales team.
- Manage and authorize negotiations with delinquent clients.
- Support department leadership.
- Monitor Accounts Receivable processes.
- Assist Accounts Receivable with daily tasks.
Requirements
- Currently enrolled in a university degree program (preferred).
- Experience in collections (desirable).
- Basic knowledge of finance (required).
- Intermediate Excel skills (required).
- Analytical ability.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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