Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
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
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