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Process Associate 2

Role overview

Qualifications

  • Knowledge of basic bookkeeping procedures
  • Good math skills and the ability to spot numerical errors
  • Hands-on experience with MS Excel and accounting software (e.g., Xero)
  • Ability to handle sensitive, confidential information

Responsibilities

  • Process invoices on Auto Entry (AE) daily and manage rejected folders
  • Record daily sales and report discrepancies promptly
  • Perform revenue reconciliation including cash ups and commission charges
  • Manage client communication and ticket resolution via Freshdesk and email

Key facts

  • Remote from: Anywhere
  • Full time
  • English

Other skills

  • Microsoft Excel
  • Mathematics
  • Communication
  • Social Skills

About the company

Wenodo logo

Wenodo

Computer Software / SaaS

Wenodo helps hospitality & restaurants owners achieve their full potential. Our experienced team and holistic approach with simple to use digital solutions saves you a lot of back office unproductive time. We reduce inefficiencies and provide valuable insights which enables you to take right and timely decisions.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size51 - 200

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Job description

This is a remote position.

Key Responsibilities

  • Process invoices on Auto Entry (AE) daily and manage rejected folders.

  • Identify and report unreadable or blurred invoices, and communicate feedback to clients.

  • Record daily sales and report discrepancies promptly.

  • Perform revenue reconciliation including cash ups, Amex, Stripe, Shopify, and commission charges.

  • Process petty cash receipts and handle bank reconciliation weekly.

  • Send bank queries to clients and ensure all banking entries are cleared.

  • Request and upload supplier statements (weekly, bi-weekly, and monthly) in AE.

  • Manage client communication and ticket resolution via Freshdesk and email.

  • Reconcile daily sales and follow up on variances with clients.

  • Update task progress regularly on ClickUp and meet all due dates.

  • Collaborate with team leads to resolve challenges and propose process improvements.

  • Participate in ad-hoc projects and contribute to team productivity.

  • Follow established SOPs and strive for internal growth to Process Associate I level.



Requirements

  •  Knowledge of basic bookkeeping procedures
  •  Good math skills and the ability to spot numerical errors.
  •  Hands-on experience with MS Excel and accounting software (e.g., Xero)
  •  Ability to handle sensitive, confidential information.
  •  Good Organization, communication & interpersonal skills
  •  Understand and follow Wenodo's Standard Operating Procedures (SOPs) to ensure task deadlines are met.

  •  Enhance accounting knowledge and progress within the organization to higher roles.



Benefits

  • Professional Development: Structured training and mentorship to enhance accounting skills and grow within the company.

  • Learning Environment: Opportunity to work on diverse financial tasks and gain real-world accounting experience.

  • Career Advancement: Clear growth path to move into advanced roles such as Process Associate I.

  • Collaborative Culture: Work in a supportive team environment with access to tools and resources.

  • Work-Life Balance: Organized workflows and support systems that help maintain efficiency without overburdening staff.

  • Exposure to Tools: Gain experience with leading platforms like Auto Entry, Freshdesk, ClickUp, and cloud-based finance systems.

  • Performance Recognition: Regular feedback and evaluation to recognize and reward performance.

  • Ad-hoc Project Participation: Opportunity to contribute ideas and take part in project-based learning.



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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