Finance Transformation Automation Associate - Greater São Paulo Area - Nearsure

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Explore the Nortal experience

Join our close-knit LATAM remote team: Connect through fun activities like coffee breaks, tech talks, and games with your team-mates and management.

Say goodbye to micromanagement We champion autonomy, open communication, and respect for diversity as our core values.

Your well-being matters: Our People Care team is here from day one to support you with everything from time-off requests to wellness check-ins.

Plus, our Accounts Management team ensures smooth, effective client relationships, so you can focus on what you do best.

Ready to grow with us?

Here's what we offer you by joining us

• Competitive USD salary – We value your skills and contributions
• 100% remote work – While you can work from anywhere, you're always welcome to connect with teammates and grow your network at our coworking spaces across LATAM
• Paid time off – Take the time you need according to your country's regulations, all while receiving your full salary. Rest, recharge, and come back stronger
• National Holidays celebrated – Take time off to celebrate important events and traditions with loved ones, fully embracing your culture.
• Sick leave – Focus on your health without the stress. Take the necessary time to recover and feel better.
• Refundable Annual Credit – Spend it on the perks you love to enhance your work-life balance
• Team-building activities – Join us for coffee breaks, tech talks, and after-work gatherings to bond with your Nortal family and feel part of our vibrant community.
• Birthday day off – Enjoy an extra day off during your birthday week to celebrate in style with friends and family

About the project:

At Nortal, we know great talent doesn't wait for job openings. That's why we're building a community of passionate professionals for future opportunities.

These proactive searches align with the profiles our trusted clients seek regularly. Join our "Future Talent" network to be among the first considered when the right opportunity arises.

With over 160 new hires every year, we are constantly expanding our team with passionate and skilled professionals who want to make an impact.

As a Finance Transformation Automation Associate, you will drive the automation of financial and operational reconciliations, integrating data sources from banks and processors (APIs, SFTP, email), standardizing controls, and systematizing variance analysis to accelerate closes and reduce rework.

How your day-to-day work will look like:

Map processes and implement automation solutions to eliminate manual effort and optimize operational efficiency.

Integrate and maintain data sources from banks/processors via APIs, SFTP, and email workflows, ensuring data quality, completeness, and traceability.

Analyze variances and differences across banks, processors, and internal records; conduct root-cause analysis and propose remediations and automations.

Design and implement dashboards, automate reporting, and develop analytical models (pivot tables, lookups, Power Query/Power Pivot, or equivalent) to monitor KPIs and track variances.

Manage tickets and workflows in Jira for new reconciliations, rule/sweep changes, file uploads/removals, following strong documentation practices.

Collaborate with Business Assurance, Operations, Treasury, Accounting, Product, and Data to resolve incidents, capture requirements, and coordinate UAT for new integrations.

Standardize SOPs, strengthen controls, and scale end-to-end automations to reduce manual work and rework.

Support multiple projects simultaneously in an agile context: gathering requirements, coordinating with stakeholders, performing UAT, and managing change.

This would make you the ideal candidate:

2+ Years of experience working in Finance Transformation, Process Automation, Engineering, Treasury, Finance Operations, ideally within payments, fintech, or banking.

Must have experience using the Simetrik tool, building controls within the platform, and analyzing results.

Advanced Excel proficiency.

Experience with SQL, Python, and automation (RPA expertise considered a plus), with a track record of implementing tech-driven solutions is a PLUS.

Experience with BI/reporting tools (e.g., Looker, Power BI) is a PLUS.

Experience with data ingestion and secure connectivity: APIs, SFTP, CSV/JSON; familiarity with VPN and SSH keys is a PLUS.

Advanced English Level is required for this role, as you will work with US clients. Effective communication in English is essential to deliver the best solutions to our clients and expand your horizons.

What to expect from our Talent Connection process:

• Sign up: Apply to this position and upload your resume.
• Profile review: Our team will review your profile and keep it in our talent database.
• Contact: Our team will contact you to have an interview to get to know you better and to share with you a bit more of what we are looking for.
• Knowing you better: We'd love to discuss your experience in an interview with our recruiters.
• Notification: When a suitable position opens, we'll contact you to start the selection process, having in mind that this process will be faster because we already had the first screening.
• Transparency: This process is direct and without intermediaries.

At Nortal, we're dedicated to solving complex business challenges through cutting-edge technology, and we believe in the power of tailored solutions. Whether you are passionate about transforming businesses with Generative AI, building innovative software products, or implementing comprehensive enterprise platform solutions, we invite you to be part of our dynamic team

We would love to hear from you if you are eager to make an impact and join a collaborative team that values creativity and expertise.

Let's work together to shape the future of technology

Apply now