Financial Planning and Analysis

• Perform collections for the private client portfolio (delinquent accounts and preventive collections);
• Clarify inquiries and provide support regarding outstanding invoices, deadlines and payment terms;
• Maintain and monitor spreadsheets, reports and systems related to the collections process;
• Contribute to reducing delinquency by proactively identifying and resolving outstanding issues;
• Maintain a professional, cordial, and efficient relationship with clients, ensuring excellence in service;
• Support the team with administrative and financial routines related to Accounts Receivable.

Financial Assistant – Accounts Receivable

Financial Planning Specialist

Mid-level Financial Analyst – Billing and Collections

Financial Planning Specialist, Junior

Strategic Planning Analyst – Advertising

Financial Planning Specialist