File Checker responsible for maintaining compliance in financial planning at a wealth management firm. Engaging with stakeholders to ensure high - quality standards and risk mitigation.
About the role
- Financial/Accounting Specialist providing maternity cover in a dynamic international setting. Manage invoicing, payments, and financial reporting across multiple countries and platforms.
Responsibilities
- Request, record, and send invoices issued to clients, and upload them to client platforms.
- Create and maintain Excel billing spreadsheets by country.
- Follow up on client platforms and manage overdue invoice collections.
- Update issued invoices in Salesforce.
- Manage and track new client sign-ups, forms, documentation, and onboarding to new platforms.
- Request and review monthly employee expenses.
- Issue intercompany invoices in Netsuite.
- Perform bank operations and reconciliations.
- Process payments to suppliers across multiple countries, currencies, and banks.
- Download, review, and manage financial data from different platforms.
Requirements
- Proven experience in Finance/Accounting administration.
- Advanced Excel skills (an Excel test will be performed).
- Experience with BC Navision, Netsuite, Salesforce, Gmail, Google Drive, and other platforms.
- Knowledge of Latin America markets is desirable.
- Strong organizational skills and attention to detail.
- Ability to work across different time zones and collaborate with international teams.
Benefits
- Be part of a dynamic international environment.
- Gain experience working with diverse countries, currencies, and platforms.
- Opportunity to make an impact by supporting key financial operations during a crucial period.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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