Monitori - Monitor Imobiliario LTDA

Financial Planning and Analysis

• Manage and monitor the accounts receivable portfolio, ensuring accurate management of amounts due, reducing delinquency, and delivering excellent customer service
• Monitor and track the customer accounts portfolio (accounts receivable aging)
• Record and process payments (boletos, bank transfers, PIX, etc.)
• Issue and send invoices and boletos to customers
• Reconcile receipts with bank statements
• Monitor outstanding invoices and perform active collections (phone, email, WhatsApp)
• Negotiate payment terms, conditions, and settlement agreements with customers
• Update management reports for receivables
• Assist with the monthly financial close
• Respond to customer inquiries regarding financial matters (boletos, due dates, amounts, negotiations)
• Log and track requests through to resolution
• Ensure responses are provided within the established SLA
• Maintain a professional, empathetic, and solution-oriented approach
• Update ERP systems and control spreadsheets
• Ensure proper document organization (receipts, agreements, histories)
• Support continuous improvement of collections and customer service processes

Financial Assistant

Software Engineer

• Support scheduling, organizing, and participating in technical measurement inspections on construction sites;
• Assist in preparing measurement reports and in the physical and financial monitoring of construction projects;
• Assist in analyzing and verifying budgets, schedules, and payments;
• Contribute to the team in developing technical and financial feasibility studies;
• Gain hands-on experience of how construction control operations work behind the scenes for the major players in the Brazilian real estate market.

Engineering Intern

• Prepare financial monitoring reports focusing on companies that raise capital from investors for real estate developments;
• Perform bank reconciliations and monitor cash flow;
• Monitor client portfolio flows and track delinquency;
• Collect information directly from real estate developers and stakeholders to ensure the accuracy of financial data;
• Support the creation and maintenance of financial models for projections and scenario analysis;
• Assist in managing financial documentation and internal processes.

Financial Assistant

Engineering Intern

Financial Analyst