SVP - Wholesale Credit Delivery managing complex debt transactions and client relationships in the financial services sector. Collaborating with various teams to facilitate financing solutions and risk management strategies.
LH
Hybrid Analista Financeiro – Foco em Onboarding
Posted 3 months ago
About the role
- Financial Analyst managing client onboarding processes for a consulting firm in finance and technology. Supporting clients with system training and financial process optimization.
Responsibilities
- Apoio estratégico: Ser a ponte entre a empresa e nossos clientes, garantindo que eles aproveitem ao máximo nosso sistema financeiro. Você vai acompanhar o onboarding, realizar treinamentos e ajudar a otimizar processos financeiros, contábeis e fiscais.
- Relacionamento e monitoramento: Mapear os processos dos clientes, identificar oportunidades de melhoria e fortalecer o relacionamento. Você vai monitorar o uso do sistema para garantir que nossos clientes estejam sempre engajados e satisfeitos.
- Resolução de problemas: Auxiliar na resolução de dúvidas, coletar feedbacks valiosos para o time de produto e atuar para prevenir cancelamentos, garantindo a satisfação e a fidelidade dos nossos clientes.
Requirements
- Graduação em Administração, Finanças ou áreas correlatas.
- Experiência prévia com atendimento ao cliente.
- Experiência com emissão de boletos, notas fiscais e relatórios financeiros será um diferencial.
- Sólido conhecimento em contas a pagar e receber, fluxo de caixa e fechamento contábil.
- Proatividade, excelente comunicação, capacidade de resolução de problemas e foco no cliente.
Benefits
- Alimentação na empresa
- lanche da tarde
- auxílio cultura
- assistência médica e odontológica
- auxílio combustível
- vale refeição/alimentação (Swile)
- vale transporte
- auxílio telepsicologia
- TotalPass
- day off de aniversário
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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