About The Firm
Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table.
Our leadership team has over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.
We move fast. We set the bar high. And we're looking for someone who does too.
About The Role
We’re looking for a Billing Analyst based in Bogotá, Colombia, to join our Finance team!
Location: Bogota, Colombia (On-site) Monday to Friday.
Reports to: Head of Finance.
Level: Mid - Level.
What You Will Do:
- Work cross functionally to support the revenue organization in processing inbound invoices from our client base.
- Own the US AUM (Assets Under Management) billing process, requiring to accurately process over +750 invoices on a quarterly basis.
- Overview US Monthly Retainer and Consulting Fee invoice issuing processes.
- Help improve and scale the billing and revenue processes throughout the organization. Knowledge, Skills & Abilities.
- Exceptional attention to detail, able to process volume without sacrificing accuracy.
- Analytical and math oriented. Talented with excel and databases.
- Scalability and process mindset.
- Ability to handle sensitive external relationships (partners, vendors) with tact and assertive communication.
- Ability to manage multiple on-going projects, to be flexible to change, and adapt to shifting priorities.
You'll love working at Zoe because we...
- Are a successful, well-funded, fast-growing company with a start-up work vibe.
- Are passionate about our clients and live/breathe the client experience.
- We hire A players. So you will be surrounded by the ‘Navy Seals’ of their craft that will push you to improve.
- Are a technologically and data-driven business.
- Offer competitive salaries and equity.
- Are at the forefront of tech & finance, redefining personal finance.
- Believe in autonomy & take the initiative.
Qualifications:
- Bachelor’s degree Economics or finance related.
- +2 years of experience in Billing, Accounting and/or Finance Roles.
- +1 year of experience working in an in-house start-up environment, tech start-up experience preferred.
- Previous involvement in End to End revenue operations.
- Spreadsheets management proficiency.
- B2+ English proficiency.
Benefits:
- Competitive base salary.
- Premium Healthcare & Dental coverage.
- Commuting ($250,000 COP).
- Smart Fit Black Plan Subscription.
- Lunch covered by the company ($800,000) in Rappicreditos Monthly..
- Opportunity to shape the culture of a fast-growing company as an early team member.
- Annual company offsite in New York City for our Colombia-based team — travel expenses covered!
#LI-DNI
Skills Required
- Bachelor's degree in Economics, Finance, or a related field
- At least 2 years of experience in billing, accounting, and/or finance roles
- At least 1 year of experience in an in-house startup environment
- Previous involvement in end-to-end revenue operations
- Proficiency in spreadsheet management
- B2+ English proficiency
- Tech startup experience
What We Do
Zoe is reinventing the wealth management experience. Our thoughtfully curated network of the best independent, fiduciary, fee-only financial and financial planners includes only the top 5% in the country. No salespeople. No commissions. No unnecessary products. Just what you need.
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