Support the billing process for services provided to the client portfolio using internal or external systems (banking systems or municipal websites for RJ and SP), ensuring accuracy and compliance of charges.
Generate billing reports using internal systems (SOC occupational management system) to consolidate and track amounts to be invoiced.
Issue invoices (Notas Fiscais) and bank slips (boletos) via systems and tools (including municipal websites for RJ and SP) to ensure correct client billing and tax compliance.
Assist in maintaining and updating spreadsheets of issued financial documents and receivables, performing daily reconciliation with bank statements to ensure accurate posting of received payments.
Monitor the flow of services released for billing via confirmation emails, ensuring invoicing is performed within required deadlines.
Perform other related duties inherent to the role as needed, with training, professional qualification and guidance from the immediate supervisor to support continuous professional development.

High school diploma (complete)
Basic knowledge of Microsoft Office (or Office suite)
Experience in financial roles with a focus on billing
Knowledge of issuing Notas Fiscais and boletos, bank reconciliation and document management
Excellent interpersonal skills, resilience, organization, flexibility and commitment

Finance Assistant – Occupational Health

About this role