Finance Operations Executive

As a Finance Operations Executive at Belvo, your key responsibilities include conducting reconciliations between back-office records and customer accounts, preparing and managing direct debit batches, ensuring accurate billing and client withdrawals, and providing essential support to our clients and product teams regarding direct debit operations. Your role plays a crucial part in ensuring smooth financial transactions and outstanding customer service.

To excel as a Finance Operations Executive at Belvo, candidates should hold a Bachelor's degree in Administration, Accounting, or Finance, along with more than three years of relevant experience in functions related to Direct Debit and collections in Mexican companies. Proficiency in Microsoft Office applications and strong analytical skills are essential. Additionally, fluency in both English and Spanish is required to communicate effectively within our diverse team and with our clients.

Belvo is committed to the professional growth of its team members, including Finance Operations Executives. We offer a training budget to support ongoing learning and development. Our collaborative environment encourages individuals to share their insights and challenges while also participating in team-building events. We strongly believe that investing in our employees leads to better performance and innovation.

As a Finance Operations Executive at Belvo, you can look forward to numerous perks, including stock options, an annual bonus linked to company performance, flexible working hours, health insurance, a mental health service, and paid time off for your birthday. We also provide wellness stipends and organize annual offsites to foster team bonding. Our vibrant office in Mexico City offers a supportive atmosphere that believes in work-life balance.

Belvo takes its hiring process seriously, involving a collaborative approach. Candidates typically start with an initial chat with the people team, followed by a take-home challenge that assesses relevant skills. After that, there’s a challenge presentation, a team fit chat, and finally a meeting with our founders. This process ensures that we find not just the right skills, but also the right fit for our team culture.

When answering this question, discuss specific examples of how you have managed reconciliations in the past. Highlight your attention to detail and how you ensured that transactions were accurate. Mention any tools or methods you utilized to streamline the process, as well as any challenges you faced and how you overcame them.

To effectively address this question, explain your approach to time management and prioritization. You might share a strategy you use to manage multiple tasks, such as using lists, setting deadlines, or using project management tools. Highlight your ability to remain organized and focused in a busy work atmosphere.

Discuss your experience working with various teams and how you ensure clear communication. You can mention how you adapt your communication style based on the audience or how you utilize tools to facilitate collaboration. Providing examples of successful collaborations can help demonstrate your effectiveness.

This question is an opportunity to showcase your analytical and problem-solving skills. Share a specific instance where you identified a process inefficiency and implemented a change that led to quantifiable improvements. Be sure to focus on the outcome and the impact it had on the team or company.

Highlight your methodical approach when facing discrepancies. You could discuss how you investigate the root cause by checking source documents and working with relevant team members. Demonstrating a systematic approach along with historical examples of how you resolved issues will reflect your analytical skills.

When answering this, you should emphasize the importance of accuracy and timely communication. Discuss how ensuring that clients receive clear invoices and any updates promptly can help maintain strong relationships. You may also want to touch upon the importance of addressing client inquiries transparently.

Demonstrating a solid understanding of compliance is crucial. Discuss how you stay updated on regulations in your field, and detail any processes you have implemented to ensure compliance during your operations. Providing examples of navigating complex compliance issues will reflect your dedication to regulatory adherence.

Mention tools that enhance financial operations effectiveness, such as Excel for data analysis and management software for tracking transactions. Discuss any specific systems you’ve used to streamline work processes, and share your feedback based on your personal experience with them.

Discuss your strategies for maintaining calmness and focus during stressful situations. This can include time management techniques, mindfulness practices, or seeking support from peers. Sharing examples of how you've successfully navigated stressful times in the past can strengthen your answer.

In your answer, share your belief in collaborative work. Discuss how you value contributions from team members and encourage an environment of open communication. Providing a specific instance where teamwork led to a successful outcome could showcase your fit for Belvo’s collaborative culture.