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Finance Associate
2 weeks ago
Position Title: Finance Associate
Salary: 20, , 000 PHP monthly
Reports To: Partner, Partner Advisor
Primary Relationships: Partner Team
Date: May 2024
Schedule: 7:00 AM TO 4:00 PM PH Time
Responsibilities:
- Liaise with Sales Account Managers and customers, utilizing reports to maintain accurate and up-to-date debtor information
- Process and send Credit Account invoices promptly and accurately
- Handle new customer account applications, ensuring meticulous record-keeping
- Communicate with Credit Account Customers to secure timely payment of invoices
- Address and resolve client inquiries via email and phone in a timely manner
- Perform data entry for finance and accounting documents
- Generate card payment links and facilitate phone payments
- Update customer accounts with payments promptly and accurately
- Generate and dispatch customer statements and overdue letters
- Send customer receipts promptly upon receipt of payments
- Maintain accurate and up-to-date company CRM and client records, including pertinent information and notes
- Manage card chargebacks by providing thorough and timely responses to card issuers to resolve disputes in the company's favor
- Raise credit notes on the CRM and process refund requests once approved by management
Qualifications:
- Preferably, at least 1 year of experience in accounting or a related finance field, or an associated finance degree
- Demonstrated organization skills and a passion for delivering excellent service and fostering customer relations
- Strong integrity and ability to liaise effectively with colleagues
- Proficient communication skills, both verbal and written
- Excellent interpersonal skills for effective interaction with customers and team members
- Familiarity with computer systems and CRMs, coupled with good numeracy skills
- Confidence and capability to apply pressure tactfully to individuals and companies with outstanding debts
- Proficiency in Microsoft Office and Sage software
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