About The Firm

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table.

Our leadership team has over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

We move fast. We set the bar high. And we're looking for someone who does too.

About The Role

We’re looking for a Billing Analyst based in Bogotá, Colombia, to join our Finance team

Location: Bogota, Colombia (On-site) Monday to Friday.

Reports to: Head of Finance.

Level: Mid - Level.

What You Will Do:





• Work cross functionally to support the revenue organization in processing inbound invoices from our client base.
• Own the US AUM (Assets Under Management) billing process, requiring to accurately process over +750 invoices on a quarterly basis.
• Overview US Monthly Retainer and Consulting Fee invoice issuing processes.
• Help improve and scale the billing and revenue processes throughout the organization. Knowledge, Skills & Abilities.
• Exceptional attention to detail, able to process volume without sacrificing accuracy.
• Analytical and math oriented. Talented with excel and databases.
• Scalability and process mindset.
• Ability to handle sensitive external relationships (partners, vendors) with tact and assertive communication.
• Ability to manage multiple on-going projects, to be versátil to change, and adapt to shifting priorities.

You'll love working at Zoe because we...

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are pass

📌 Billing Analyst (Bogotá)
🏢 Zoe Financial
📍 Bogotá