Financial Services Representative servicing corporate - sponsored retirement and benefit plans, trading instruments and handling complex client inquiries. Ensuring exceptional client care and managing risk while navigating systems.
About the role
- Senior Financial Analyst at Edelman managing budgets, financial reporting, and client performance analysis in São Paulo. Collaborating on audits and strategic financial decisions with a diverse team.
Responsibilities
- Support budget control and management, monitoring variances and results.
- Participate in revenue closing and the preparation of financial reports.
- Conduct pricing, profitability, and client performance analyses.
- Execute billing and accounts receivable activities, ensuring compliance and deadlines are met.
- Support contract review and the audit process in coordination with Controllership.
- Contribute to the preparation of forecasts, financial metrics, and KPIs to support strategic decision‑making.
Requirements
- Degree in Business Administration, Finance, Economics, or Accounting.
- Previous experience in similar roles (leadership positions).
- Advanced proficiency in Microsoft Office (especially Excel).
- Experience with management/ERP systems desirable (Oracle, Workday, etc.).
- Advanced/Fluent English.
Benefits
- Transportation allowance
- Meal voucher
- Food allowance
- Health insurance
- Dental insurance
- Life insurance
- Wellhub / Gympass
- TotalPass
- Calm wellness app
- Partnership with SESC
- Formal performance and career review
- Birthday day off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for client financial goals and investment planning in New York market.
Financial Solutions Advisor at Bank of America helping clients manage their financial lives through personalized advice and investment solutions. Obtaining required licenses to support client relationships and financial goal achievement.
Finance FP&A role at 3M for EMEA Logistics, focusing on financial reporting, analysis, and collaboration with global teams. Requires analytical skills and teamwork in an office setting.
Financial Family Advocate supporting financial communication and assistance for patients at Nemours in Wilmington, DE. Interviewing families and guiding them through financial processes for healthcare treatment.
Senior - level role as lead implementer and financial planner at boutique wealth management firm. Focused on building and managing financial plans for high - income clients from day one.
Investment Consultant supporting institutional clients in their strategic investment decisions implementation. Collaborating with investment specialists to translate strategies into actionable solutions.
Private Placement Investment Analyst evaluating investment opportunities and monitoring holdings with Securian Asset Management. Collaborating with analysts and portfolio managers on private credit markets and investment lifecycle.
Finance Leadership Trainee at Mars involved in diverse finance rotations and projects. Developing leadership skills with international exposure in a global FMCG company.
Finance Associate processing and validating financial transactions in Oracle for PwC. Collaborating with internal teams and ensuring data integrity while supporting month - end activities.