Finance Process Agent

Perform data entry and research in various systems and tracking tools. Apply knowledge of processes and related
systems to assist in identifying, assessing, and resolving issues/problems. Assess and resolve non-standard and
standard issues or problems. Seek advice and escalate issues when faced with tasks/problems outside the scope of
the work.

RESPONSIBILITIES:
• Understand Client Policies and Guidelines
• Report daily metrics (nice to have)
• The person in this position has to maintain a positive working relationship between the
internal customers and the requestors.
• Assure that all requests to be processed have the right approvals and follow the procedure
and polices.
• Proactive and constant communication with Team Lead to ensure process stability and
requirements compliance.
• Knowing and following the escalation path when needed (dispute or resolution).
• Handle customer service queries internally.
• Identify improvement opportunities in workflow and suggest solutions.

QUALIFICATIONS
Requirements
• Ensure internal/external client satisfaction
• Execute to standard processes and take recommended actions to achieve metrics
• Data Quality
• Strong Soft Skills
• MS Office knowledge
• B2 English level

Academic background in Financial and/or Accounting area will be preferred.

KEY SKILLS
• Effective communication
• Teamwork
• Costumer service orientation
• Organize
• Fast learner