• Provide functional support for Finance Microsoft Dynamics 365 users to increase adoption and optimization of the ERP system and achieve defined SLA and KPIs. • Analyze, troubleshoot, and resolve incidents and system issues. • Identify business/user requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis. • Optimize system configuration in partnership with implementation and development teams. • Lead stakeholder collaboration in the ongoing education and development of priorities. • Manage the development and adoption of systems through effective change management practices. • Support user training, documentation, and knowledge transfer. • Assist with configuration changes, enhancements, and testing. • Escalate and coordinate complex issues with vendors or development teams. • Support reporting, data quality, and basic security/access requests.

• Structure and analyze management income statements (DREs) for various clients; • Ensure the consistency of consolidated financial information; • Identify optimization opportunities and financial alerts; • Provide insights to improve the profitability of the businesses analyzed; • Collaborate with other analysts and managers to align financial analyses with clients' operational realities;

• Controle de contas a pagar e contas a receber. • Emissão de cobranças, boletos e acompanhamento de pagamentos via Assas. • Conciliação bancária junto ao banco Itaú. • Controle e organização de honorários contratados e recebidos. • Elaboração de relatórios de caixa, controle financeiro mensal e DRE simplificada. • Monitoramento da inadimplência e sinalização de riscos financeiros ao sócio. • Contato direto com clientes para cobranças e alinhamentos financeiros. • Follow up sistemático de pagamentos em atraso. • Registro organizado das interações financeiras. • Execução exclusiva das orientações de cobrança definidas pelo sócio, sem negociação autônoma. • Gestão e atualização do CRM PipeDrive. • Realização de follow ups com clientes em fase comercial ou pós contratação. • Organização de informações financeiras e comerciais para suporte à tomada de decisão. • Apoio administrativo geral relacionado ao fluxo financeiro e comercial.

• Owning and driving the overall growth of Circit’s financial services sales pipeline, covering banks, asset managers, and fund service providers • Managing, coaching, and developing a small team of Sales Executives, with responsibility for performance, targets, and day-to-day execution • Driving the conversion of the sales funnel from origination to close, with a strong focus on prioritisation, deal progression, and velocity • Actively selling alongside the team, including originating and closing deals with key target accounts • Defining, implementing, and continuously improving sales processes, pipeline management, and forecasting discipline using HubSpot • Allocating target accounts and territories (non-geographic) to ensure efficient coverage and focus across a large universe of financial institutions • Performing and supporting high-quality demos of the Circit platform to senior decision-makers within banks, asset managers, and service providers • Working closely with product, marketing, and strategy teams to ensure feedback from prospects and customers informs product direction and go-to-market execution • Collaborating with auditor sales team to ensure alignment and optimal resource allocation • Representing Circit at relevant industry events and conferences to build brand presence and senior-level relationships • Hiring and scaling additional sales resources over time as the commercial organisation grows