Pottencial Seguradora S.A

Analyst

• Perform reconciliations, identify, analyze and resolve discrepancies with the involved departments through review of controls, workflows and source systems
• Post transactions to the Fixed Assets accounts, as well as review and validate the monthly depreciation calculation, identifying errors and process failures
• Import and ensure correct accounting of payroll by monitoring and reconciling the payroll interface
• Maintain confidentiality of Accounting information, safeguarding data not yet disclosed by the insurer
• Prepare documentation and reports for external audit, providing explanations for variations in balance sheet and income statement accounts
• Contribute to the implementation of new internally developed systems by monitoring, suggesting improvements and performing tests to validate data
• Analyze annual Chart of Accounts update requirements and monitor necessary changes during the fiscal year
• Propose simplification and automation of processes to improve efficiency and accuracy and to avoid errors in the financial statements
• Record monetary updates for judicial deposits and other contingencies
• Advise employees from other departments on correct accounting treatment of transactions, guiding them on the best way to identify and resolve outstanding questions
• Review and validate information sent to Accounting from source systems via interfaces, reconciliations, documentation and by comparing control reports produced by the areas.

Accounting Analyst Mid-level

• Analyze and monitor quantitative and qualitative metrics (NPS, CSAT, FCR, Complaints, resolution time), identifying patterns, improvement opportunities, and critical points in the customer journey.
• Conduct monitoring across service channels (audio, chats, calls), following scripts and criteria defined by the team, ensuring the quality of interactions.
• Deliver trainings to internal teams and apply best practices in customer service and compliance with internal policies.
• Prepare analytical reports with relevant insights for internal teams, presenting recommendations for adjustments in processes, technology, and communication.
• Conduct surveys and interviews with customers, consolidating results to support strategic decisions and improve the experience across touchpoints.
• Execute more complex monitoring plans, evaluating interactions and proposing improvements that directly impact service quality.
• Support customer experience improvement projects, collaborating with internal teams to implement solutions.
• Contribute to retention and loyalty strategies, using metrics and prioritization methodologies to guide actions.

Quality Analyst

Data Analyst

• Contribute to the development and upskilling of the team by creating training materials and sharing technical knowledge, serving as a reference to resolve questions and needs in solution development;
• Guide the implementation of new practices and data modeling for analysis, supporting the teams involved in the process and preparing and delivering internal trainings;
• Analyze and interpret data to evaluate new products and markets;
• Assess the profitability of campaigns or commercial initiatives to generate value for the company;
• Develop data analysis methods using statistical models to generate information that facilitates business decision-making;
• Use AI in data analysis and development;
• Collect, compile, analyze and interpret the data that will be used to provide the company with information to support decision-making and the development of new strategies;
• Build information dashboards using BI to optimize information access across other company areas;
• Conduct market research related to specific insurance segments to meet executive requests;
• Update information required for presentations to the Board and Executive Management;
• Define ways to automate the retrieval of information used in institutional presentations via BI, aiming to increase the speed of results reporting.

Data Analyst, Products & Customer Journey

• Provide support to the team and partners on data-related tasks (sending datasets, resolving discrepancies, and performing validations);
• Develop and execute automation scripts for daily and weekly routines;
• Develop indicator dashboards and perform regular maintenance;
• Create and update spreadsheets, dashboards, forms, and presentations using Microsoft tools;
• Conduct measurement and analysis of costs, results, trends, and projections;
• Monitor and track established indicators/KPIs;
• Maintain data integrity and support continuous improvement initiatives.

Accounting Analyst Mid-level

Quality Analyst

Data Analyst, Products & Customer Journey

Junior Performance Analyst – Data Analysis