Financial BPO Assistant

Description

Job Summary: The Financial BPO Assistant manages and executes financial outsourcing activities, ensuring efficiency, timeliness, and compliance, serving as a strategic contact point for clients. Key Highlights: 1. Management of the client's financial cycle and preparation of management reports 2. Focus on tax and legal compliance and strategic client relationship 3. Opportunity to implement operational improvements and resolve issues **Job Objective** * The Financial BPO Assistant is responsible for managing and executing activities related to financial process outsourcing, ensuring operational efficiency, adherence to deadlines, compliance with internal policies and current legislation. This professional serves as a liaison between clients and the company, providing strategic and operational support for financial management. **Educational Qualifications** * Currently pursuing a bachelor's degree in Business Administration, Accounting, Economics, or related fields. **Desired Experience** * Minimum of 2 years of experience in the field. **Points of Attention** * Accountability for deadlines, quality, and confidentiality of information. Errors directly impact client satisfaction. **Specific Knowledge (Technical Skills)** * Proficiency in ERP systems and financial tools; * Data analysis and management report preparation skills; * Excel and proficiency in other Microsoft Office tools; * Ability to work under established deadlines and goals; * Strong communication and interpersonal skills for interacting with clients and teams; * Knowledge of tax and fiscal legislation is a plus; **General Knowledge (Behavioral Skills)** * Logical reasoning and critical thinking; * Negotiation skills; * Excellent communication (with clients and team). **Deliverables** * Management of the client's entire financial cycle * Preparation and analysis of management reports; * Ensuring compliance with tax and legal regulations; * Implementation of operational improvements; * Direct and strategic client relationship; * Resolution of technical/financial issues; * Team training and guidance. **Job Values** * Listening with essence; * Ethics; * Customer satisfaction; * Commitment. **Necessary Observations** * Willingness to travel; * Participation in client meetings for results presentation and Q&A. **Detailed Function Description** * Assist in managing accounts payable and receivable, performing entries and controls in the system. * Identify and implement improvements in financial processes to increase efficiency and reduce costs. * Maintain client relationships, understanding their needs and ensuring delivery of contracted services. * Provide support in financial planning and budgeting, ensuring appropriate allocation of financial resources. * Utilize financial systems and tools to automate and simplify processes, ensuring accuracy and integrity of information. * Assist in team training and guidance to ensure alignment with best practices and financial procedures. * Perform bank reconciliations and identify discrepancies. * Issue invoices, payment slips, and other required financial documents.