Financial Planning Analyst

Posted 25 Days Ago
Be an Early Applicant
Hiring Remotely in São Paulo
Remote
1-3 Years Experience
Payments • Software
The Role
The Planning Analyst at CloudWalk will be responsible for creating and managing financial tools for planning and monitoring operations. Key tasks include issuance of CDBs, acquiring credit card receivables, financial planning, and treasury management.
Summary Generated by Built In

If you have fallen and risen, if you have broken and fixed, if you have dreamt and built, then you have grit. Then we speak the same language. Welcome to the Wolfpack.


About CloudWalk:

We are one of the fastest growing fintechs on the planet. We kick ass. A unicorn, with millions of happy customers, a hardcore team, and hundreds of millions in funding and revenue. But not your typical startup.

We build and learn, fast, and we want the hackers, the artists, the crafters - join the Wolfpack!


The "CloudWalk Financeira" is a key component for the overall growth of CW. Its operation is conceptually simple - it raises funds from the market through the issuance of CDBs and uses these resources for granting loans and acquiring credit card receivables. About the position.

You will be "the numbers person" in our Finance team. Not only will you create and manage the financial tools for planning and monitoring our operations, but you will also get hands-on and be responsible for executing day-to-day operations.


What You'll Be Doing:

  • Issuance of CDBs in DTVMs
  • Acquiring credit card receivables for CloudWalk
  • Monitoring the issuance of CCBs
  • Financial planning
  • Treasury

What You Need To Succeed:

  • Monitor the Fixed Income market (especially CDBs) on the main distribution platforms in Brazil, leveraging technological solutions that you will develop;
  • Manage relationships with DTVMs; Issue CDBs according to internally established guidelines;
  • Interact with CloudWalk's cession team to carry out credit card receivables operations;
  • Ensure that the proposed operations are within pre-established standards;
  • Develop a financial model containing historical data and short- and medium-term projections.
  • Develop analyses, monitor business performance metrics, and compare them with pre-established parameters;
  • Interact with the CW credit team to define scenarios;
  • Record the funding and receivables purchase operations in financial systems;
  • Compile and present data in internal meetings that will be used in defining the financial institution's capital allocation;
  • Interact with CW's treasury in closing routines and cash application;
  • Develop dashboards that allow easy visualization of items that need to be frequently monitored.

Requirements:

  • Financial and accounting knowledge
  • SQL
  • Excel / Google Sheets
  • Conversational English

We are not expecting candidates to have expertise across all of these areas. We will gladly help you bridge the gaps.

As a member of a fully remote and distributed team, you are expected to complete tasks autonomously, being highly collaborative and self-driven.


Diversity and Inclusion

We believe in social inclusion, respect, and appreciation of all people. We promote a welcoming work environment, where each CloudWalker can be authentic, regardless of gender, ethnicity, race, religion, sexuality, mobility, disability, or education.

Top Skills

SQL
The Company
São Paulo, São Paulo
501 Employees
On-site Workplace
Year Founded: 2013

What We Do

We are democratizing the payments industry in Brazil, by empowering entrepreneurs through technological, inclusive, and life-changing solutions. Based in Brazil, CloudWalk is a high-end global payment network built on modern technology and proprietary blockchain, focused in bringing a revolution to the payment ecosystem for small and medium-sized businesses. As a unicorn, the company has provided its customers with more than R$ 1 billion in savings by charging fair fees on its transactions and is now present in more than 300.000 businesses across 5.000 brazilian cities. With investors such as the Valor Capital Group, HIVE Ventures and Coatue, the company has already raised US$ 365.5 million in investments and R$3.4 billion in FDICs for anticipation of receivables in its network of financial solutions. In 2022, it was the only brazilian fintech to be featured in the "The Retail Tech 100" ranking by CB Insights, on the "Protection Solutions for Payments and Frauds".

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