Employment Opportunities - Data Innovations Latin America



 Finance and Sales Administrator


The Data Innovations Finance and Sales Administrator supports the functions of the finance team as well as supporting the sales administration and support renewal process in Latin America. This person will be both a finance and sales resource and will primarily be responsible timely processing of transactions related to the support renewal process as well assist with finance and accounting functions. The Finance and Sales Administrator is expected to work independently, needing little direct supervision.

Essential Functions and Responsibilities:

Finance and Accounting:

  • Assist with the processing, preparation and data entry of invoices
  • Respond to basic customer requests, including but not limited to questions on an invoice, vendor forms, payments
  • Assist with tasks surrounding collection calls on overdue customer invoices
  • Assist with preparing and processing general ledger entries for all transactional aspects of the accounting cycle, including but not limited to cash, accounts payable, accounts receivable, inventory
  • Assist with reconciliation of general ledger accounts and bank statements in a timely manner
  • Assist with preparing and entering bank deposits
  • Verify, allocate and post details of financial transitions
  • Analyze and prepare financial statement reports and spreadsheets
  • Assist with the processing, preparation and data entry of invoices, expense reports, company payments, customer payments and credit card purchases
  • Monitor the aging of accounts receivable and make necessary collection calls on overdue invoices
  • Assist with researching and solving customer payment discrepancies
  • Assist with planning and administering the month-end, quarterly and year-end close process to satisfy the financial reporting cycle
  • Assist with departmental documentation, including work instructions, policies, procedures, forms and templates
  • Process customer billings for products and services
  • Run reports, queries  and provide analytical support
  • Perform other related duties as assigned

Sales Administration and Support Renewals:

  • Accurately input data information into the appropriate database system, such as completed sales orders, customer and asset information
  • Proofread all data entries for completeness and accuracy before and after the data is entered
  • Prepare support and subscription renewal notifications, letters, quotes and invoices
  • Classify renewals in the tracking system based on the payment status
  • Respond to inquiries from customers and internal departments regarding purchased support
  • Investigate and resolve support renewal and subscription discrepancies and inquiries
  • Process support and subscription cancellations, reinstatements and ownership transfers
  • Assist with process documentation and enhancements
  • Run reports, queries  and provide analytical support for reporting metrics
  • Identify inefficiencies in the renewal process and promote the improvement of areas identified
  • Perform other related duties as assigned


Knowledge, Skills, and Abilities:

  • Familiarity with all Microsoft Office Suite applications
  • Basic understand of finance/accounting functions
  • Strong Communication skills (verbal, written and interpersonal), and the ability to effectively communicate at all levels within and outside of the organization in English and Portuguese (additional languages are a plus)
  • Possess a strong attention to detail and possess an ability to pinpoint inaccuracies in data
  • Excellent organizational and customer service skills
  • Ability to think thoroughly and independently
  • Ability to follow DI’s policies and procedures

Education and/or Experience

Associate’s Degree in Business Administration or similarly related field, or 5 years of relevant experience working in business administration or related profession from which comparable knowledge and skills can be acquired.

Physical Requirements/Working Conditions:
While performing duties of this job, the employee is predominately functioning in a sedentary light office position with high frequency of telephone communication, keyboarding, and computer.

Preferred skills and experience:

In addition to the above requirements, the ideal employee/candidate will have experience with the following:

  • Knowledge of Microsoft SharePoint
  • Experience working with financial systems
  • Experience with a CRM product
  • Previous experience utilizing Netsuite

Supervision Level

This person reports directly to the Latin America Managing Director.