Jeeves

Financial Planning and Analysis

• Treasury and Cash Management: Monitor daily cash balances across multiple bank accounts and geographies. Prepare and update liquidity forecasts to ensure adequate funding for operations. Support optimization of working capital and daily treasury operations.
• Financial Operations and Analysis: Develop and maintain financial models for cash flow, funding, and scenario planning. Conduct variance analyses between forecasts and actual results, providing insights to management. Prepare dashboards and recurring reports to support decision-making.
• Cross-Border Payments and Banking: Support execution and reconciliation of cross-border payments. Liaise with partner banks and payment providers to ensure smooth processing. Assist in evaluating and onboarding new financial partners.
• Data and Systems Management: Maintain treasury and financial data with accuracy and consistency. Automate recurring reporting tasks using Excel (pivot tables, macros) or other tools. Ensure systems and spreadsheets are structured and auditable.
• Compliance and Regulatory Support: Collaborate with compliance and legal teams to ensure treasury operations meet regulatory standards. Track changes in regulatory frameworks affecting treasury, SPVs, and cross-border operations. Prepare documentation for internal and external audits.
• Stakeholder Management: Partner with operations, compliance, and legal teams to support end-to-end financial processes. Act as the point of contact for treasury-related questions. Provide ad hoc analysis and presentations to senior management.
• Continuous Improvement: Identify process inefficiencies and recommend improvements. Support the implementation of new treasury tools, automation, and best practices. Contribute to knowledge sharing and development of SOPs.

Financial Operations Associate

Account Executive

• Act as a subject-matter expert on the Brazilian financial landscape. Advise on local payment methods (PIX, Boleto), foreign exchange, and the regulatory environment to position Jeeves as the optimal solution for financial control and efficiency.
• Own the full sales cycle, from generating your own leads through targeted outbound prospecting to managing discovery calls, conducting compelling product demonstrations, and negotiating and closing complex deals.
• Develop strong, lasting relationships with key decision-makers, including CFOs, finance VPs, and CEOs, building trust by providing solutions to their unique pain points.
• Provide critical feedback to our Product and Engineering teams on the specific needs of the Brazilian market to help shape our platform's future development.
• Consistently meet and exceed sales quotas by driving new logo acquisition and expanding relationships with existing clients.

Financial Operations Associate

Account Executive, Banking Specialist