Finance Assistant
Full-time
CO Careers
Position Title: Finance Assistant Work Set Up: Onsite Schedule: 9:00 PM - 6:00 AM PHT Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark, Pampanga Quick Rundown: We are seeking a detail-oriented Finance Assistant to manage debtor accounts, process invoices, and ensure timely payments. You will work closely with Sales Account Managers and customers to maintain accurate records, respond to inquiries, and handle payment processes, including generating payment links and managing overdue accounts. What You’ll Do:
- Liaise with Sales Account Managers, customers, and utilize reports to maintain accurate and up-to-date debtor information
- Process and send Credit Account invoices in a timely manner
- Process new customer account applications and maintain meticulous records
- Ensure timely payment of invoices by liaising with Credit Account Customers
- Respond to and resolve client inquiries promptly via email and phone
- Perform data entry for finance and accounting documents
- Generate card payment links and facilitate phone payments
- Update customer accounts with received payments
- Generate and send customer statements
- Prepare and send overdue letters to customers
- Send customer receipts upon request
- Keep the company's CRM and client records up to date with accurate information and notes
- Manage card chargebacks by providing comprehensive and timely responses to card issuers, aiming to resolve disputes in favor of the company
- Raise credit notes on the CRM and process refund requests upon management approval
- Previous experience in accounting or a related finance field is preferred, or a minimum of 1 year experience in a similar role
- A degree in finance or a related field is an advantage
- Proficiency in Microsoft Office and Sage (or similar accounting software).
- Strong numeracy skills for accurate financial data management
- Confidence and the ability to assert pressure tactfully when dealing with individuals and companies with outstanding payments
- Strong organizational skills to effectively manage various tasks and responsibilities
- Passion for delivering excellent service and maintaining positive customer relations
- Demonstrated integrity in handling sensitive financial information
- Ability to liaise effectively with other team members and departments
- Excellent communication skills, both verbal and written
- Good interpersonal skills for building relationships with clients and colleagues
- Familiarity with computer systems and Customer Relationship Management (CRM) software
Vacancy posted 16 hours ago
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