wizeline17d ago

Financial Analyst I

Mexicomid

Finance & AccountingFinancial Analyst

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Quick Summary

Overview

We are: Wizeline, a global AI-native technology solutions provider, develops cutting-edge, AI-powered digital products and platforms. We partner with clients to leverage data and AI,

Technical Tools

Finance & AccountingFinancial Analyst

Responsibilities

~2 min read

→Work in compliance with company financial policies and regulations.
→Analyzing all billing procedures and identifying opportunities for improvement.
→Preparing, issuing, and sending invoices.
→Reviewing invoices to ensure billing accuracy.
→Reconciling with balance sheet reports and resolving any discrepancies.
→Communicating with clients, vendors and other departments, resolving issues, and providing clarifications.
→Maintaining updated records of accounts receivable.
→Assist with client account reconciliations.
→Support monthly and quarterly audits and clean ups.
→Fix any billing problems or errors.
→Apply customer payments accurately and timely, ensuring proper allocation and resolution of discrepancies.
→Communicate with clients and internal departments to resolve billing and payment issues, and provide necessary clarifications.
→Maintain up-to-date records of accounts receivable and customer account activity.
→Assist with client account reconciliations, identifying and correcting variances as needed.
→Support monthly account reconciliations and General Ledger (GL) activities.
→Contribute to cash collections forecasting by analyzing payment trends and historical data.
→Conduct collection activities, including client communication, payment follow-ups, issue resolution, and documentation of all collection efforts in line with company procedures.
→Review customer contracts to ensure accurate revenue recognition and rebate application, identifying discrepancies and ensuring compliance with contractual terms and accounting standards.
→Support revenue operations by analyzing sales data, validating billing accuracy, monitoring revenue streams, and assisting with month-end close activities.
→Prepare and distribute reports to different departments, ensuring accuracy and timely delivery.
→Actively participate in month-end close processes, ensuring all billing and revenue data is complete and accurate.
→Provide support for the expense management system (Expensify & Navan or similar).
→Assist employees with expense reports, reimbursements, and system inquiries.
→Generate and analyze T&E reports.
→Ensure compliance with expense policies.

AI Tooling Proficiency: Leverage one or more AI tools to optimize and augment day-to-day work, including drafting, analysis, research, or process automation. Provide recommendations on effective AI use and identify opportunities to streamline workflows.
Degree in accounting, finance, or a related field.
Minimum of two years of prior experience as a Billing or Revenue Analyst, or in a similar financial role.
Proficiency in Microsoft Office, advanced abilities with Excel.
Netsuite knowledge (preferred).
Experience with Expensify or other expense management tools.
Excellent communication and interpersonal skills.
Good organizational and time management skills.
Ability to work independently and in a team.
Strong attention to detail.
Ability to prioritize.
Show adaptability and a proactive mindset by handling additional responsibilities and responding to changing business demands.
Must be fluent in English (written and verbal).
Interest or experience in optimizing and enhancing billing or revenue processes through system improvements or automation.