Finance Operations Executive

Summary

Join Belvo, an open finance API platform democratizing financial services in Latin America, as a Direct Debit Operations Specialist. You will conduct reconciliations, manage direct debit batch cycles and billing, and provide client and product support. This role requires a Bachelor's degree, 3+ years of direct debit experience in Mexican companies, and proficiency in Microsoft Office and Google Sheets. Excellent analytical and problem-solving skills are essential, along with fluency in English and Spanish. Preferred qualifications include experience in Mexican financial institutions and fintech. Belvo offers competitive benefits, including stock options, annual bonuses, flexible hours, remote work options, health insurance, paid time off, and various wellness perks.

Requirements

• Hold a Bachelor's degree or equivalent, preferably in Administration, Accounting or Finance
• Have more than 3 years of experience working in functions related to Direct Debit, and collections in Mexican companies
• Be proficient in Microsoft Office applications, Excel, PowerPoint, Word, Google Sheets
• Possess high attention to detail and be methodical
• Have experience in a fast-paced environment
• Demonstrate excellent analytical/problem-solving skills, including reconciliation analysis, organization
• Have excellent spoken and written English and Spanish

Responsibilities

• Conduct reconciliations between back-office, bank statements, billing and customer accounts to ensure accuracy and completeness of transactions
• Collaborate, monitor, and improve the operational routines of Belvo's direct debit product, involving continuous communication with product, engineering, and customer teams
• Prepare direct debit batches, transmit the import direct debit batch to the bank's platform or portal, following established procedures and protocols for secure data transfer
• Receive confirmation from the bank that the import payments batch has been successfully uploaded and processed, verifying the status of each transaction
• Manage the billing and client’s withdrawal cycles for direct debit transactions, including verifying billing accuracy, reporting the billing results to the finance team and ensuring timely delivery to customers
• Provide support to clients and product team regarding direct debit operations, addressing inquiries, resolving issues or testing product features

Preferred Qualifications

• Have experience in a Mexican Financial Institution
• Have experience in Fintech
• Have experience in Collections and Services
• Have experience in recurring payments
• Have experience in Electronic Banking
• Have experience in Banking Tokens
• Have excellent spoken and written English and Spanish

Benefits

• Stock options
• Annual company bonus linked to company performance
• Flexible working hours
• Remote friendly
• Pet friendly
• Access to mental health service
• Health Insurance
• Paid time off on your birthday
• Renew your laptop every 3 years
• Training Budget
• Team building events
• Bank holidays swap inside the same month
• Fitness/ wellness stipends
• Yearly offsite
• Fresh fruit every week, all-you-can-drink tea and coffee
• Extra days off when completing company anniversary