Financial Analyst - LATAM

Brazil·São PauloFull-Timemid

Finance & AccountingFinancial Analyst

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Overview

Before jumping into all the information about the role and what you can bring to the table, let us introduce ourselves real quick.

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Finance & AccountingFinancial Analyst

Before jumping into all the information about the role and what you can bring to the table, let us introduce ourselves real quick.

About us

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable.

Our story began with six desks and a vision to create a single platform to make industry-first technologies and emerging channels accessible to marketers worldwide. Today, Insider One is powered by 1,500+ team members representing 50+ nationalities across 30+ offices. With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search.

We recently raised one of the largest funding rounds in the industry, a $500M Series E led by General Atlantic. We are backed by top-notch investors, including Sequoia Capital, QIA, Riverwood, and Endeavor Catalyst, and trusted by 2000+ customers from high-growth startups to the most prestigious Fortune 500 companies such as Samsung, Nike, L’Oreal, Singapore Airlines, Nestlé, Nissan, Lenovo, Puma, IKEA, Allianz, Domino's, and the list goes on.

Insider One was congratulated for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world. Loved by customers, recognized by analysts, we are the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need. Don’t just take our word for it — see for yourself. We consistently outperform and continue our leadership, and the results speak for themselves.

From day one, Insider One’s mission has not only been to build a world-class product company, but also to create one of the most socially progressive technology communities in the world. Through our social responsibility initiatives like 100 Social Responsibility Projects, AI Training for Teachers, Code Academy, SheCodes, SheLeads, and SheMarkables, our community has committed to scaling its impact on our communities across 30+ countries, driving initiatives in health, education, farming, animal rights, and increasing women’s representation in STEM.

Behind all these achievements is an exceptionally talented, visionary team of overachievers that moves fast and agile, creating cutting-edge products, and focuses on making an impact. If you want to be a part of this journey, just keep reading.

What are you looking for? A regular traditional company? A fun working environment? Well, we do have a fun working environment and some other traditional stuff that you would expect from any normal company. But are they really what you are looking for? Or are you looking for somewhere where you can actually do something & create an impact? Be part of a bigger purpose? Become something real, someone real. Startups are the art of the possible if you are a “real” believer, a learner, a challenger, or a giver looking forward to betting on yourself, going out there, and conquering the world with your dedication & hard work.

Playing a pivotal role in monthly revenue and commission close procedures, including preparing journal entries, conducting reconciliations, and ensuring compliance.

Collaborating with multiple departments to gather transaction information, investigate reconciling items, and address discrepancies.

Managing account balances by reconciling, researching, and resolving discrepancies in accounts payable and receivable.

Overseeing the invoicing process, including issuing invoices via municipal platforms or NetSuite and understanding taxation—how taxes are calculated based on revenue and the different types of taxes.

Managing accounts payable, maintaining close relationships with the accounting team, and coordinating payment schedules.

Handling accounts receivable, including the collection process, issuing formal protests for overdue invoices, and ensuring cash flow consistency.

Conducting bank reconciliations to validate payments and outstanding balances.

Developing and implementing financial policies when necessary to support the team and improve efficiency.

Hold or is finishing a Bachelor’s degree in Finance, Business, Management, or a related field.

Are a fast learner with a proactive, dynamic, and self-directed approach.

Have up to 2 years of experience in similar roles or are a new graduate eager to learn.

Are detail-oriented and highly organized.

Have a good understanding of how invoicing works, including processes through platforms like municipal systems or NetSuite.

Understand taxation concepts, such as revenue-based tax calculations and tax types.

Are familiar with SaaS companies (a plus).

Have experience with accounting software, and advanced Microsoft Excel and/or Google Sheets skills.

Possess advanced English proficiency (Spanish is a plus).

Enjoy working in a multicultural environment and can communicate effectively with internal and external stakeholders in a fast-paced, startup environment.

We offer many hard and soft skills training to help you improve and challenge yourself. You’ll have access to 16,000+ online courses taught by real-world professionals on the LinkedIn Learning platform to satisfy your hunger for knowledge.

You’ll have space to share your skills through training and workshops if you wish. Sharing is caring!

We’ll provide you with a paid Spotify account subscription, so you can cozy up in your headsets cocoon whenever you want

You’ll have a chance to work in an international, diverse and inclusive environment

Our working model embraces the best of both worlds with a delightful hybrid approach, where we head to the office three times a week to foster creativity, collaboration, and a vibrant team spirit.

You’ll be part of an industry that’s shaping the future of customer experiences.

Don’t believe us? Just ask Google.

We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.

Please follow Insider One on LinkedIn, Instagram, X, Facebook and Medium!