Senior Accounts Receivable Analyst - (Data, Automation, and Insurance)

Description

Job Summary: Responsible for ensuring efficiency and scalability in Accounts Receivable, with a focus on data, automation, and continuous improvement in the insurance market. Key Highlights: 1. Strong data orientation, automation, and continuous improvement 2. Proven experience in the insurance market 3. Leadership in process automation and data analysis Responsible for ensuring the efficiency, accuracy, and scalability of accounts receivable processes, acting strategically in indicator analysis, routine automation, and integration with internal departments and external partners. With strong orientation toward **data, process automation, and continuous improvement**, as well as **experience in the insurance market**. **Responsibilities and Duties** * Manage and execute high-volume and complex **Accounts Receivable** processes, especially those related to **insurance premiums, commissions, endorsements, and cancellations;** * Analyze financial and operational data, creating **reports, dashboards, and key performance indicators (KPIs)** for performance monitoring; * Lead **process automation initiatives**, reducing manual tasks and operational risks (e.g., reconciliations, payment postings, banking integrations); * Work with **databases**, ensuring data quality, consistency, and traceability of financial information; * Conduct **financial reconciliations** across internal systems, insurers, brokers, banks, and acquirers; * Identify opportunities for continuous improvement, proposing **new workflows, controls, and technological solutions;** * Collaborate with departments such as **Finance, IT, Product, Operations, and Compliance;** * Support internal and external audits, ensuring compliance with internal policies and regulations; * Serve as a technical reference for the team, supporting process standardization and best practices. **Requirements and Qualifications** * Solid **Accounts Receivable** experience at Senior level; * Demonstrated experience in the **insurance market** (insurer, broker, MGA, insurtech, or related areas); * Strong proficiency in **financial data analysis;** * Experience with **process automation** (RPA, scripts, macros, system integrations, or low-code/no-code tools); * Advanced **Excel/Google Sheets** (Power Query, pivot tables, complex formulas); * Knowledge of **financial ERPs** and management systems (e.g., SAP, Totvs, Oracle, or similar); * Ability to handle large volumes of data and multiple information sources. **Preferred Qualifications:** * Knowledge of **SQL, Power BI, Tableau;** * Experience with **Python or other programming languages** for automation and data analysis; * Experience in **insurtechs or highly digital environments;** * Experience with **banking integrations, APIs, and automated reconciliations;** * Familiarity with **insurance market regulation** (SUSEP). **Additional Information** **BENEFITS** **Flexible Meal and Food Allowance;** **Health Insurance;** **Dental Insurance;** **Wellhub and TotalPass;** **Exclusive Bio Ritmo Gym for Employees:** located at the Headquarters Complex; **Profit Sharing Program (PLR);** **Stock Ownership Program: Porto em Ação:** complementary to PLR; **Sand and Multipurpose Sports Courts:** located at the Headquarters Complex; **Transportation Allowance;** **Van Transportation Services;** available at major access stations to Porto (Luz, Barra Funda, Santa Cecília, and Júlio Prestes); **Extended Parental Leave:** up to 40 days for all family configurations; **Extended Maternity Leave:** 6 months; **Medical Clinic with Specialties:** located at the Headquarters Complex and Barra Funda; **Childcare or Nanny Assistance;** **Life Insurance;** **Private Pension Plan – PortoPrev;** **Discounts on Products and Services;** **Scholarship Program: Reimbursement for undergraduate, graduate, or MBA studies;** **Monthly Running Events:** subsidy for major street races in São Paulo; **Language Reimbursement (English or Spanish);** **Teatro Porto:** exclusive sessions for Employees; **Library;** **Rest Room:** located at the Headquarters Complex; **Game Room:** located at the Headquarters Complex; **Massage and Podiatry Services:** located at the Headquarters Complex; **Work Location:** Av. Rio Branco, 1489 – Campos Elíseos, São Paulo – SP, 01205-001; **Work Model:** 4x1 – 4 days onsite and 1 day remote. Porto is much more than an insurance company: it is a vast ecosystem leveraging technology to create solutions through four business verticals: **Porto Bank, Porto Saúde, Porto Seguro, and Porto Serviço**. Its reputation and recognition built over more than seven decades underscore Porto’s scale — a business reference, built by and for people. Here, the pride of being part of a solid, ethical organization that **transforms dreams into fantastic realities** resonates deeply among 13,000 employees, serving over 15.8 million customers. Porto operates across more than 101 branches and regional offices nationwide. Learning is embedded in our DNA, and here you’ll find **incentives, tools, and great people to help you learn and grow every day**, in an inclusive and safe environment where everyone can be themselves and take pride in who they are — fostering respect and **living fully and well-being in a genuinely human company.** **DIVERSITY & INCLUSION AT PORTO** At Porto, we value diversity and believe that a plural team is essential for the development of our entire business, society, and each individual — understanding that every person is unique in building a more innovative and inclusive environment. Together, we work daily to build a safe, free, and welcoming space with greater plurality and respect. Therefore, we **strongly encourage applications from women, Black and Indigenous people, people with disabilities, and LGBTQIA+ individuals** for all our positions.