Financial Analyst – Bank Accounts

Your mission

The Financial Analyst – Bank Accounts ensures that our company has reliable access to the Brazilian banking system by opening and maintaining accounts, managing user access, and monitoring fees. This role is essential to guarantee smooth financial operations, reduce risks related to banking access, and provide accurate documentation for decision-making. By managing day-to-day interactions with banks, the analyst enables the business to operate efficiently and focus on growth.

Responsibilities:

• Open and maintain company bank accounts in Brazil. Gathering and understanding which onboarding documents need to be filled and being in contact with other departments such as legal, financial, operations to request necessary documentation. Also following up with the executives and customer support.
• Act as point of contact with banking institutions to resolve issues and ensure smooth account operations. solving any issues, open tickets, contact support, unblock, reply related to compliance issues that may arise.
• Manage creation of user access linked to the responsible users. Handling multiple accounts requires thorough concentration and focus.
• Monitor, track, and document all banking fees and charges.
• Keep accurate records of banking documentation and correspondence.
• Provide periodic reports in Portuguese and English to management.
• Support internal teams with information related to banking access and transactions.
• Make sure the accounts are ready to be handed over to our financial department following the internal procedures and checks/tests once each new account is opened.

Your profile

• Knowledge of Brazilian banking procedures (account opening, access management, fees).
• Experience handling banking documentation and interacting with financial institutions.
• Proficiency in Microsoft Office (Excel, Word, Outlook) or Google Workspace.
• Strong organizational skills and attention to detail.
• Ability to manage user access with required documentation.
• Fluency in Portuguese (native or equivalent).
• Professional proficiency in English (written and spoken).
• Spanish proeficiency is a plus.
• Problem-solving mindset with ability to resolve banking issues efficiently.
• Proactive attitude and willingness to take ownership of tasks.
• Ability to work independently while keeping clear reporting lines.