Short Introduction

The Senior Finance Associate monitors sales, accounts receivable ledgers, ensures strict adherence to billing and collection processes, and generates various billing and collection reports. Additionally, he/she provides support in other functions within the finance team.

Working Set-up

Hybrid - 3x a Week Onsite at Ortigas Office

Duties and Responsibilities

1. Sales Tracking

• Track, monitor and reconcile cost estimates of various projects to assess financial profitability.
• Ensures timely billing and supervises collections based on signed cost estimates.

2. Accounts Receivables

• Monitor A/R to reduce overdue accounts and to maintain the average collection period.
• Prepare monthly AR reports for management’s perusal.

3. Billing 

• Prepare billing statements for signed projects to ensure that all accounts are properly billed and monitored.
• Records, files, and prepares schedules for billings, collections, and accounts receivables.
• Validates Statement of Accounts for Business Units and Clients prepared by the Collection Analyst.
• Ensures that all set collection targets are met.
• Ensures that collections are accurately accounted for, reconciled with bank records, and properly documented, with all relevant supporting documents attached.

4. Other Finance Functions

• Assists in fulfilling Client accreditation requirements.
• Coordinates with Profit Centers for all client’s requirements related to Billing and Collection matters.
• Participates in initiatives to improve processes and creates efficiencies.

5. Management Report

• Performs monthly month - end  reports such as Sales, A/R, Billing and Collections, and Revenue forecast.

Key Competencies and Skills

• Is proactive and has interpersonal skills. 
• Has Accountability and a Sense of Responsibility
• Had advanced Bookkeeping knowledge
• Is Excellent project management and time management skills with the ability to prioritize and meet deadlines.
• Has Effective negotiation skills and resource management.
• Has Planning and organizational skills, including the ability to manage multiple projects and tasks simultaneously.
• Has Excellent communication skills with experience in presenting thoughts, ideas, and data
• Has Proficiency in MS Office (Excel, Word, PowerPoint) and Google Suite (Sheets, Docs, Slides)
• Demonstrates emotional intelligence with the ability to empathize, listen actively, and build strong relationships and be customer centric.
• Demonstrates ability to work and communicate effectively in teams, collaborate with colleagues, and build consensus to become better together.
• Is Able to Lead The Change and adapt to changing business needs, shifting priorities, and new technologies. Innovation Oriented and uses creative problem-solving skills to identify new opportunities and enhance business outcomes.
• Has a commitment to integrity, ethical standards, and a strong sense of personal and professional values.
• Has an Entrepreneurial Spirit to drive results, take calculated risks, and seek out new ideas.
• Has a reputation for trust and reliability with a strong track record of delivering results

Required Qualifications

• Certified Public Accountant preferred
• College degree – Bachelor of Science in any Finance/Business course
• At least 3-4 years’ experience
• Knowledgeable in SAP / SAP B1 preferred
• Proficient in MS Excel, Word, and PowerPoint, Google Workspace