The Finance team leads financial planning, analysis and customer billing, as well as corporate development, which includes board communications, investor relations, and fundraising. We strive to be agents of change, rather than a reporting function. We’re integrated with the business units and partner closely with them to evaluate key questions, solve problems, and drive results. Additionally, through our corporate development efforts, we are deeply involved in long-term planning and major strategic decisions for the company.
What you'll do
As an Analyst, focused on Accounts and Receivable, you'll be responsible for monitoring the settlement of receivables and daily reconciliation of amounts received, contributing to the predictability of cash flow and decision-making by Tractian. You'll also be responsible for the correct classification of our clients and sales recording. This role requires good analytical skills, communication skills, control and organization.
Responsibilities
Generating and sending out invoices to customers for goods or services rendered
Receiving, recording, and depositing payments from customers
Contacting customers via email or phone to inquire about overdue payments or resolve billing discrepancies
Working closely with other departments such as sales, customer success, and finance to resolve issues and improve overall business performance
Requirements
Bachelor’s Degree in Administration or related field
1-2 years experience in Finance routines and good knowledge of Excel spreadsheet and integrated management systems (ERP)
Familiarity in accounts receivable processes, including collections, payment reconciliation, and delinquency management
