Financial Analyst - LATAM

Reposted 7 Days Ago
Be an Early Applicant
São Paulo, BRA
Hybrid
Junior
Marketing Tech • Software • Conversational AI • Generative AI
The #1 platform that brings everything marketing and customer engagement teams need in one place, to become unstoppable.
The Role
As a Financial Analyst, you will contribute to financial operations, including revenue close procedures, reconciliation, invoicing processes, and managing accounts payable and receivable.
Summary Generated by Built In
Before jumping into all the information about the role and what you can bring to the table, let us introduce ourselves real quick.

About us

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. 

Our story began with six desks and a vision to create a single platform to make industry-first technologies and emerging channels accessible to marketers worldwide. Today, Insider One is powered by 1,500+ team members representing 50+ nationalities across 30+ offices.  With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. 

We recently raised one of the largest funding rounds in the industry, a $500M Series E led by General Atlantic. We are backed by top-notch investors, including Sequoia Capital, QIA, Riverwood, and Endeavor Catalyst, and trusted by 2000+ customers from high-growth startups to the most prestigious Fortune 500 companies such as Samsung, Nike, L’Oreal, Singapore Airlines, Nestlé, Nissan, Lenovo, Puma, IKEA, Allianz, Domino's, and the list goes on.

Insider One was congratulated for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world. Loved by customers, recognized by analysts, we are the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need. Don’t just take our word for it — see for yourself. We consistently outperform and continue our leadership, and the results speak for themselves.

From day one, Insider One’s mission has not only been to build a world-class product company, but also to create one of the most socially progressive technology communities in the world. Through our social responsibility initiatives like 100 Social Responsibility Projects, AI Training for Teachers, Code Academy, SheCodes, SheLeads, and SheMarkables, our community has committed to scaling its impact on our communities across 30+ countries, driving initiatives in health, education, farming, animal rights, and increasing women’s representation in STEM.

Behind all these achievements is an exceptionally talented, visionary team of overachievers that moves fast and agile, creating cutting-edge products, and focuses on making an impact. If you want to be a part of this journey, just keep reading.


What are you looking for? A regular traditional company? A fun working environment? Well, we do have a fun working environment and some other traditional stuff that you would expect from any normal company. But are they really what you are looking for? Or are you looking for somewhere where you can actually do something & create an impact? Be part of a bigger purpose? Become something real, someone real. Startups are the art of the possible if you are a “real” believer, a learner, a challenger, or a giver looking forward to betting on yourself, going out there, and conquering the world with your dedication & hard work.

At Insider, as a Financial Analyst, you will be an essential contributor to the financial operations of the company, ensuring accuracy, efficiency, and innovation in our processes. Your responsibilities will include:

  • Playing a pivotal role in monthly revenue and commission close procedures, including preparing journal entries, conducting reconciliations, and ensuring compliance.
  • Collaborating with multiple departments to gather transaction information, investigate reconciling items, and address discrepancies.
  • Managing account balances by reconciling, researching, and resolving discrepancies in accounts payable and receivable.
  • Overseeing the invoicing process, including issuing invoices via municipal platforms or NetSuite and understanding taxation—how taxes are calculated based on revenue and the different types of taxes.
  • Managing accounts payable, maintaining close relationships with the accounting team, and coordinating payment schedules.
  • Handling accounts receivable, including the collection process, issuing formal protests for overdue invoices, and ensuring cash flow consistency.
  • Conducting bank reconciliations to validate payments and outstanding balances.
  • Developing and implementing financial policies when necessary to support the team and improve efficiency.

We want to hear from you if you;

  • Hold or is finishing a Bachelor’s degree in Finance, Business, Management, or a related field.
  • Are a fast learner with a proactive, dynamic, and self-directed approach.
  • Have up to 2 years of experience in similar roles or are a new graduate eager to learn.
  • Are detail-oriented and highly organized.
  • Have a good understanding of how invoicing works, including processes through platforms like municipal systems or NetSuite.
  • Understand taxation concepts, such as revenue-based tax calculations and tax types.
  • Are familiar with SaaS companies (a plus).
  • Have experience with accounting software, and advanced Microsoft Excel and/or Google Sheets skills.
  • Possess advanced English proficiency (Spanish is a plus).
  • Enjoy working in a multicultural environment and can communicate effectively with internal and external stakeholders in a fast-paced, startup environment.

Hold on! Life’s a two-way road! Here’s what you’ll enjoy while spending time with us (perks, anyone?)

  • We offer many hard and soft skills training to help you improve and challenge yourself. You’ll have access to 16,000+ online courses taught by real-world professionals on the LinkedIn Learning platform to satisfy your hunger for knowledge.
  • You’ll have space to share your skills through training and workshops if you wish. Sharing is caring!
  • We’ll provide you with a paid Spotify account subscription, so you can cozy up in your headsets cocoon whenever you want
  • You’ll have a chance to work in an international, diverse and inclusive environment
  • Our working model embraces the best of both worlds with a delightful hybrid approach, where we head to the office three times a week to foster creativity, collaboration, and a vibrant team spirit.
  • You’ll be part of an industry that’s shaping the future of customer experiences.
  • Don’t believe us? Just ask Google.

We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.

Please follow Insider One on LinkedIn, Instagram, X, Facebook and Medium!

Skills Required

  • Bachelor's degree in Finance, Business, Management, or a related field
  • Up to 2 years of experience in similar roles or a new graduate eager to learn
  • Understanding of invoicing processes through platforms like municipal systems or NetSuite
  • Knowledge of taxation concepts, including revenue-based tax calculations
  • Experience with accounting software and advanced Microsoft Excel and/or Google Sheets skills
  • Advanced English proficiency (Spanish is a plus)

Insider One Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Insider One and has not been reviewed or approved by Insider One.

  • Fair & Transparent Compensation Pay sentiment trends generally positive overall, with pay described as competitive in some roles and markets. Recent role-specific ranges and compensation benchmarks suggest market-aligned pay bands in several functions.
  • Strong & Reliable Incentives Bonus structures and performance-linked earnings potential appear to meaningfully increase total compensation, particularly in commercial roles. Variable pay and commission mechanics are portrayed as providing upside when targets are achieved.
  • Leave & Time Off Breadth Time-off policies are described as generous, including an unlimited PTO approach and in some cases additional holiday time. Flexible working hours also contribute to perceived time-off and flexibility value.

Insider One Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Singapore
1,512 Employees
Year Founded: 2012

What We Do

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. Insider One provides the ultimate vendor experience, proven in fifteen industries and more than 30 countries for more than a decade, to help teams be first, be focused, and be progressive, redefining what it means to lead in customer engagement. Trusted by 2,000+ customers, including some of the world’s most loved brands like Samsung, L’Oréal, Unilever, Allianz, ING Group, Toyota, Singapore Airlines, and GAP, to accelerate growth, build customer love, and become a market leader. Loved by customers, recognized by analysts, Insider One is the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need, including AI, Customer Data Management, Cross-Channel Journey Orchestration, and Personalization, offering brands unrivaled product excellence within a single consolidated platform. Accolades include: - Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025 - Leader in the Gartner Magic Quadrant for Personalization Engines, 2025 - #1 Customer Choice: 2025 Gartner Voice of the Customer for Personalization Engines - Leader in the Forrester Wave for Experience Optimization Platforms, Q4 2024 - The Gartner Customers’ Choice for Multichannel Marketing Hubs in 2025 - The #1 G2 Leader in 11 categories, including CDP, Personalization Engines, Mobile Marketing, Customer Journey Analytics, SMS Marketing, WhatsApp Marketing, eCommerce Search, and eCommerce Personalization, with a perfect 100/100 user satisfaction score.

Similar Jobs

Wise Logo Wise

Fincime operations senior analyst - RFI

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
São Paulo, BRA
9000 Employees
Hybrid
2 Locations
289097 Employees

Magnite Logo Magnite

Senior Manager, Technical Operations, LATAM

AdTech • Big Data • Digital Media • Software
Hybrid
São Paulo, BRA
950 Employees

Boeing Logo Boeing

Office Administrator

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
São José dos Campos, São Paulo, BRA
170000 Employees

Similar Companies Hiring

Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
LTX Thumbnail
Robotics • Conversational AI • Generative AI
Jerusalem, Israel
200 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account