About The Firm

Zoe is a wealth platform that helps consumers find, hire, and grow their wealth through innovative technology and exceptional client service. Zoe is backed by $24M from SoftBank and Top Operators at Blackrock, Charles Schwab, Uber, and Doordash. Its accolades include FastCo’s 2022 Most Innovative Personal Finance Companies, Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, and Morningstar’s Fintech Startup of the Year 2019. The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merril Lynch, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and advisory board. We have offices in New York and Bogota, Colombia.

About The Role

We are hiring a Billing Analyst based in our Bogotá office. In this role, you will join our all-star Operations team, working cross-functionally to support inbound invoice processing from our clients. This role will allow your excel and database skills to shine, as you will own a United States-based AUM (Assets Under Management) billing process while accurately processing over +850 invoices quarterly. Your attention to detail and ability to manage multiple ongoing projects, be flexible to change, and adapt to shifting priorities will give you the opportunity to thrive within a US-style fintech work environment.

As a Billing Analyst, you will be a core part of improving and scaling the billing/revenue processes within a rapidly-growing organization. Additionally, your analytical and quantitative skills will be honed as you oversee US Monthly Retainer and Consulting Fee invoice issuing processes.

You’re excited about this opportunity because you will...

• Drive impact. As a key contributor to the Revenue Operations team, you will be able to measure your impact on the company and accelerate your career.
• Have the best of both worlds. You will have the opportunity to learn from a premier team while working with a Bogota-based team for an NYC tech company with startup culture and talent (aka learning from the very best). You will handle sensitive external US relationships (partners, vendors) with tact and assertive communication.
• Build like a teammate. We run a tight ship. Like yourself, your teammates manage multiple ongoing projects and adapt to shifting priorities while communicating highly effectively across the organization. We support each other, learn from each other, and encourage each other to grow.
• Receive rewarding incentives. You will be compensated with a highly competitive full-time salary and stock options. Benefits include private health and dental coverage, gym subscription, flexible time-off, non-taxable compensation stipends, travel, and a diverse and motivating work environment.

We’re Excited About You Because...

• You’re looking to accelerate your career growth.
• You get a kick from tracking, processing, analyzing, and reporting on business revenue.
• You thrive on challenges and enjoy contributing to business growth goals.
• You like things to move quickly & accurately and are proactive in making them happen.
• You take feedback positively and use it to improve your performance.
• You have good judgment, you are a problem solver, take responsibility, and demonstrate personal integrity.
• You have a natural ability to collaborate well with others across the organization and thrive in a dynamic, fast-paced, and highly-fluid environment.
• You have a “roll-up your sleeves” attitude, willing to support both strategic and admin/operating tasks.
• You have excellent time management, strong organizational and quantitative skills, and the ability to prioritize multiple tasks and anticipate potential issues.

Required Education and Experience

• B2 English proficiency in writing, listening, and speaking skills.
• Bachelor’s degree in Business Administration, Finance or Accounting or equivalent years of experience.
• +2 years of experience in Billing, Accounting and/or Finance Roles.
• +1 year of experience working in an in-house start-up environment, tech start-up experience preferred.
• Previous involvement in admin, office management, and purchasing tasks.