Financial Solutions Advisor providing investment advice and customized financial solutions at Bank of America. Collaborating with clients on investment strategies to achieve their financial goals.
About the role
- Financial Analyst handling accounts receivable processes including billing and client follow-ups. Collaborating with commercial teams and ensuring accurate financial document management.
Responsibilities
- Active collection from the company's strategic clients;
- Monitoring and control of customer delinquency. Meetings with commercial teams to provide visibility and support collections;
- Preparation of relevant reports for the area;
- Issuing, sending and controlling invoices, boletos (payment slips) and other billing documents;
- Analyze and explain payment postings recorded in the system, ensuring the accuracy of information;
- Support activities related to discounts, extensions and agreements received from customers;
- Support the accounts receivable team with month-end closing activities;
- Handle internal requests and assist customers with inquiries related to invoices and payments;
- Liaise with partner departments to resolve outstanding issues and improve processes;
- Structure and present key performance indicators to management for the activities performed, identifying opportunities and process improvements.
Requirements
- Bachelor's degree in Accounting, Business Administration, Economics, or related fields.
- Experience in Accounts Receivable, Credit and Collections
- Intermediate Excel skills
- Knowledge of SAP is a plus
Benefits
- Hybrid work model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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