Associate Client Financial Analyst

Position Overview

The Associate Client Finance Analyst is responsible for managing and overseeing the accounts receivable process, ensuring timely payments and maintaining accurate records across international transactions. This role involves working with overseas customers, handling different payment systems, and ensuring smooth, compliant transactions in a global environment.

Key Responsibilities

• Overseas Customer Management:
  • Process and manage international customer accounts with accurate invoicing and timely collections.
  • Communicate with overseas customers to follow up on overdue payments and resolve billing discrepancies.
  • Handle currency exchanges and adjust for time zone differences during follow-ups.
  • Collaborate with the international sales team to clearly communicate accounts and payment terms.
• Payment Processing:
  • Oversee payments through various international portals (e.g., wire transfers, PayPal, credit card payments).
  • Monitor receipt and timely processing of funds from overseas customers.
  • Investigate and resolve issues related to payment delays, currency fluctuations, and discrepancies.
  • Ensure accurate application of payments to customer accounts.
• Invoicing and Reconciliation:
  • Generate and send invoices, ensuring correct currency and exchange rates.
  • Reconcile customer accounts by verifying payments, credits, and outstanding balances.
  • Investigate and resolve discrepancies in invoicing and payments.
• Reporting and Documentation:
  • Maintain updated records of receivables, payments, and adjustments.
  • Provide regular reports to management on outstanding receivables and cash flow projections.
  • Assist with the preparation of financial reports including bad debt provisions and write-offs.
• Compliance and Customer Relations:
  • Ensure compliance with international financial regulations and company policies.
  • Serve as the point of contact for payment inquiries from international clients.
  • Collaborate with the finance team to streamline processes and resolve disputes.
• Currency and Payment Method Expertise:
  • Maintain a working knowledge of international currencies, exchange rates, and payment platforms.
  • Understand payment terms and international regulations to minimize delays and disputes.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience with at least 2+ years in a similar role.
• Experience in managing international accounts receivable and processing payments through global portals.
• Strong communication skills to interact with overseas customers regarding payment terms and disputes.
• Meticulous attention to detail in processing payments and resolving discrepancies.
• Knowledge of international payment platforms (e.g., wire transfers, PayPal, international credit card processing).
• Proficiency with accounting software and systems (e.g., QuickBooks, SAP, Oracle) and Microsoft Excel.
• Strong problem-solving abilities for handling complex international payment issues.
• Cultural sensitivity to effectively communicate with international clients.

Benefits & Perks

• Big brand bragging rights: Work with highly recognizable companies, from Fortune 50 logos to emerging brands.
• Diverse, Inclusive, and Energetic Team Atmosphere: Enjoy a supportive and diverse work environment with approachable, open-door management.
• Career Stability and Growth: Benefit from long-term opportunities and career advancement in a growth-focused company.
• Mental, Physical, and Financial Health: Experience a remote-first hybrid work model, flexible PTO, 10 paid holidays, paid parental bonding leave, gym membership reimbursement, robust medical/dental/vision plans, and a 401(k) with immediate vesting and up to 4% employer match.