Financial Analyst II

Wizeline
Wizeline
Guadalajara, Jalisco, MexicoPresencialCompetitivoPublicado hace 2 díasIndefinido
🇬🇧Inglés requeridoFinance

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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, accelerating market entry and driving business transformation. As a global community of innovators, we foster a culture of growth, collaboration, and impact.

With the right people and the right ideas, there's no limit to what we can achieve

Are you a fit?
Sounds awesome, right? Now, let's make sure you're a good fit for the role:

Key Responsibilities

  • 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.

Must-have Skills 

  • 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.

What we offer:

  • A High-Impact Environment.
  • Commitment to Professional Development.
  • Flexible and Collaborative Culture.
  • Global Opportunities.
  • Vibrant Community.
  • Total Rewards.

*Specific benefits are determined by the employment type and location.

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