Financial Analyst II

We are:
Wizeline, a global AI-native technology solutions provider, develops cutting-edge, AI-powered digital products and platforms. We partner with clients to leverage data and AI, accelerating market entry and driving business transformation. As a global community of innovators, we foster a culture of growth, collaboration, and impact.

With the right people and the right ideas, there’s no limit to what we can achieve

Are you a fit?
Sounds awesome, right? Now, let’s make sure you’re a good fit for the role:

Key Responsibilities

• Work in compliance with company financial policies and regulations.
• Analyzing all billing procedures and identifying opportunities for improvement.
• Preparing, issuing, and sending invoices.
• Reviewing invoices to ensure billing accuracy.
• Reconciling with balance sheet reports and resolving any discrepancies.
• Communicating with clients, vendors and other departments, resolving issues, and providing clarifications.
• Maintaining updated records of accounts receivable.
• Assist with client account reconciliations.
• Support monthly and quarterly audits and clean ups.
• Fix any billing problems or errors.
• Apply customer payments accurately and timely, ensuring proper allocation and resolution of discrepancies.
• Communicate with clients and internal departments to resolve billing and payment issues, and provide necessary clarifications.
• Maintain up-to-date records of accounts receivable and customer account activity.
• Assist with client account reconciliations, identifying and correcting variances as needed.
• Support monthly account reconciliations and General Ledger (GL) activities.
• Contribute to cash collections forecasting by analyzing payment trends and historical data.
• Conduct collection activities, including client communication, payment follow-ups, issue resolution, and documentation of all collection efforts in line with company procedures.
• Review customer contracts to ensure accurate revenue recognition and rebate application, identifying discrepancies and ensuring compliance with contractual terms and accounting standards.
• Support revenue operations by analyzing sales data, validating billing accuracy, monitoring revenue streams, and assisting with month-end close activities.
• Prepare and distribute reports to different departments, ensuring accuracy and timely delivery.
• Actively participate in month-end close processes, ensuring all billing and revenue data is complete and accurate.
• Provide support for the expense management system (Expensify & Navan or similar).
• Assist employees with expense reports, reimbursements, and system inquiries.
• Generate and analyze T&E reports.
• Ensure compliance with expense policies.

Must-have Skills

• AI Tooling Proficiency: Leverage one or more AI tools to optimize and augment day-to-day work, including drafting, analysis, research, or process automation. Provide recommendations on effective AI use and identify opportunities to streamline workflows.
• Degree in accounting, finance, or a related field.
• Minimum of two years of prior experience as a Billing or Revenue Analyst, or in a similar financial role.
• Proficiency in Microsoft Office, advanced abilities with Excel.
• Netsuite knowledge (preferred).
• Experience with Expensify or other expense management tools.
• Excellent communication and interpersonal skills.
• Good organizational and time management skills.
• Ability to work independently and in a team.
• Strong attention to detail.
• Ability to prioritize.
• Show adaptability and a proactive mindset by handling additional responsibilities and responding to changing business demands.
• Must be fluent in English (written and verbal).
• Interest or experience in optimizing and enhancing billing or revenue processes through system improvements or automation.

What we offer:

• A High-Impact Environment.
• Commitment to Professional Development.
• Flexible and Collaborative Culture.
• Global Opportunities.
• Vibrant Community.
• Total Rewards.

*Specific benefits are determined by the employment type and location.