Billing Analyst

**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 a total of $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.

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor Luminaries' 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.

As a New York-based company, we have a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, 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.

**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.

**Location**: Bogota, Colombia (Minimum of Two days in office. The remaining work days you can work remotely)

**Reports to**: Rajesh Gaur

**Level**: VP of Investments Solutions

**We're excited about you because**
- You're passionate about delivering a superior client experience.
- You're a motivated, high-energy self-starter who gets excited about picking up the phone and making an impact.
- You're unabashedly curious and insanely helpful, with a high level of interest in optimizing processes and procedures.
- You have a high level of attention to detail and organizational skills.
- You have relevant service experience at a financial institution.
- You have exceptional interpersonal skills, working with cross-functional teams.
- You have great verbal and written communication skills

**You'll love working at Zoe because we**
- Are a successful, well-funded, fast-growing company with a start-up work vibe.
- Are passionate about our clients and live/breathe the client experience.
- We hire A players. So you will be surrounded by the ‘Navy Seals' of their craft that will push you to improve
- Are a technologically and data-driven business.
- Offer competitive salaries and equity.
- Are at the forefront of tech & finance, redefining personal finance.
- Believe in autonomy & take the initiative.

**Requirements**:

- 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.

**Benefits**:

- Compensation includes a competitive base salary
- Healthcare & Dental Coverage
- Commuting & Gym benefits
- As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
- Hybrid working schema
- The Colombian team gets to travel to NYC once a year (Travel expenses paid) for our company offsite