Financial Analyst

Financial Analyst 

Company Overview
Castles Technology is a global leader in payment solutions and Fintech innovation. We are committed to operational excellence and delivering value to our customers across international markets. Join a collaborative, fast-paced team where your work directly contributes to the company’s success.

Position Summary
We are seeking a highly organized and detail-oriented Financial Analyst to oversee key elements of our order-to-cash process. This role acts as a cross-functional hub, coordinating with departments, international partners, and system platforms to ensure efficiency and accuracy in invoicing, credit control, shipping, and ERP integration.

Key Responsibilities

Invoicing & Financial Coordination

• Manage end-to-end invoicing, including credit memos, prepayment creation, and payment tracking.
• Enforce customer credit limits and secure prepayments prior to shipment.
• Audit customer accounts regularly to ensure credit compliance for upcoming orders.
• Support accounting team with billing coordination, payment details, and reconciliation needs.
• Collaborate with finance on high-level compliance and documentation matters.

Order & Shipment Management

• Oversee shipment timelines and support the release of pick tickets or transfer orders.
• Coordinate with logistics teams and international freight forwarders to ensure timely and accurate delivery.
• Manage customs clearance payments (including cross-border requirements) to avoid delays.
• Review and validate international shipping broker charges; assign tariffs as appropriate.

System & Process Integration

• Utilize NetSuite, Jira, and customer ERP systems to track, manage, and optimize workflows.
• Collaborate with HQ and IT teams to enhance system integrations and report issues.
• Maintain records for recurring customer service charges, billing schedules, and eSIM ICCID data transfer.

Forecasting & Reporting

• Audit forecasted shipping dates in NetSuite by cross-referencing order documentation and Jira tickets.
• Lead weekly and bi-weekly sales forecast meetings; prepare and present reports to drive follow-up actions.
• Participate in monthly HQ planning and promise-date review meetings.
• Organize mid-month internal forecast reviews with senior leadership to ensure operational alignment.

Operational Support & Communication

• Serve as a primary contact for operational escalations related to shipping, invoicing, and system workflows.
• Respond to and resolve internal Jira tickets to ensure timely issue management.
• Act as the main liaison for billing coordination within customer ERP environments.
• Maintain ongoing communication with HQ regarding order status, prepayments, and shipping accuracy.

Qualifications

• Bachelor’s degree in Business Administration, Operations Management, Supply Chain, Finance, or a related field.
• Internship or 1–2 years of relevant experience in operations, logistics, finance, or business support (experience in a tech or manufacturing setting is a plus).
• Strong organizational skills with the ability to manage multiple tasks and meet deadlines.
• Excellent communication and collaboration abilities across departments and with external partners.
• A proactive and analytical mindset with a willingness to learn and improve processes.
• Familiarity with tools such as NetSuite, Jira, or ERP systems is a plus—but not required; we’re willing to provide training to the right candidate.
• Comfortable working in a fast-paced environment and taking initiative to solve problems.