Finance Analyst

Description

Position Summary: Efficiently manages and controls the client portfolio, ensuring timely accounts receivable collection and maintaining liquidity. Key Highlights: 1. Manages the complete accounts receivable cycle. 2. Establishes effective client relationships to resolve inquiries. 3. Proposes improvements to collection processes and optimizes recovery timelines. Kata Logistics is a company specialized in logistics operations. We operate nationwide with the largest international companies in the logistics, e-commerce, and retail sectors: Mercado Libre, Amazon, DHL, Walmart. Hiring for Finance Analyst position in Mérida, Yucatán. Objective To efficiently manage and control the client portfolio, ensuring timely accounts receivable collection, balance reconciliation, invoice issuance, and payment follow-up, thereby maintaining adequate company liquidity. Technical Knowledge Intermediate proficiency in Microsoft Office suite, with emphasis on intermediate or advanced Excel (formulas, pivot tables, and financial functions). Understanding of the administrative cycle, including procurement, payments, invoicing, and expense control. Experience using online banking platforms for payment management and reconciliation. Familiarity with administrative and accounting systems (ERP) for recording, tracking, and controlling financial operations. Tax regulations applicable to invoicing. Basic financial analysis. Portfolio and collections management. Core Responsibilities Manage the complete accounts receivable cycle, from invoice issuance to payment receipt and recording. Monitor and follow up on outstanding accounts, contacting clients to ensure compliance with established payment deadlines. Accurately apply received payments to cash flow control, ensuring precise and timely reflection. Perform periodic customer account reconciliations, identifying and resolving discrepancies or unapplied payments. Generate aging reports for balances and overdue portfolios, providing analysis and recommendations to improve cash flow. Establish and maintain effective client relationships, acting as the primary contact point for inquiries related to invoicing, account statements, and payments. Support the definition and implementation of credit and collections policies in coordination with administrative and general management. Collaborate with other departments, such as Sales, to resolve account inconsistencies or disputes. Propose improvements to collection processes to optimize recovery timelines and reduce delinquency rates. We offer an initial net salary of $14,000, paid biweekly. Statutory benefits: IMSS, INFONAVIT, FONACOT, AFORE, 25% vacation bonus, 12 days of vacation in the first year, 15-day Christmas bonus (aguinaldo), and profit-sharing. Paid birthday leave. Training and Development. Job Stability. Office hours. -Requirements- Minimum education: Higher education – Bachelor's degree 3 years of experience Age: between 20 and 55 years Keywords: analyst