Specialist, Financial Planning

Overview Specialist, Financial Planning & Analysis (AR-support) – Athena, Quezon City, National Capital Region, Philippines The Finance Specialist, AR Support will be responsible for handling complex tasks and escalations. This role coordinates closely with the Invoicing and Collections sub-leads to ensure accurate and timely processing of client requests or inquiries. This role demands a deep understanding of invoicing and collection processes and strong problem-solving skills. This role requires the ability to lead and mentor junior team members. The role operates on a fixed night to graveyard schedule. Responsibilities Leadership Role: Attending meetings and alignments on the team’s behalf. Overseeing team activities to ensure timely completion. Provide guidance and support to Analysts on complex issues. Mentor and train junior team members to enhance their skills and knowledge. Support Tickets, Reporting to stakeholders of Tasks Statistics and Insights. Primarily responsible in addressing and resolving complicated clients’ billing-related inquiries. Conducting calls with stakeholders for faster task resolution. Weekly audit of completed and reverted tasks. Escalations Management: Can handle Tier 2 and Tier 3 escalations (Tier 2: Technical Support). Address more complex issues that Tier 1 cannot resolve using deeper product/service knowledge. Escalation Criteria: Problems needing specialized knowledge; issues with longer resolution times; problems impacting a small number of clients. Tier 3: Expert Support; Resolve highly complex or critical issues; perform in-depth technical analysis and root cause investigation. Escalation Criteria: Unresolved Tier 2 issues; problems significantly impacting business operations; ensuring quick resolution of client escalations; prepare an investigation report of the escalation. Management of Billings Team email: ensure quick SLA on complex inquiries received in the Billings Team email. Support the Sub-teams: audit and reconciliation process; align and monitor corrective and preventive actions identified in escalation cases. Communications and Collaborations: conduct daily handover calls; provide daily task updates; collaborate with stakeholders for smooth financial operations. Process Improvements: identify opportunities for process improvements and efficiency gains; creation of standard operating procedures. Lending Support To Other Sub-functions: other reporting requirements as needed. Key Stakeholders: Athena Clients; C-suite and Executives; Operations Team; Sales and Growth Team; Delegation Experience Team; Finance Leadership; Other Finance groups. Qualifications 4+ years of experience in Accounts Receivable field of Finance. 2+ years experience in the customer service industry. 1+ year of experience in handling a team. College graduate with a Bachelor's Degree in Finance, Accounting, or a related field (Accountancy, Accounting Technology, Financial Management, Management Accounting, Banking and Finance). Relevant certifications (e.g., CPA, CMA) are a plus. Advanced Accounting, Financial Analysis, and Reporting Skills; strong customer service skills; advanced data management and analysis abilities. Expertise in Excel/Google Sheets, including formulas and functions; familiarity with QuickBooks, Stripe, or HubSpot is advantageous. Leadership and mentoring abilities. Direct Reports and Span of Control Finance Analyst, AR Support Equal Opportunity Equal Opportunity Employer: At Athena, we are deeply committed to fostering an inclusive and diverse workplace environment. We believe that diversity enriches our organization, enhances creativity, and drives innovation. We are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable laws. We strive to create an environment where everyone feels valued, respected, and empowered to contribute their unique perspectives and talents. We actively promote diversity and inclusion through our hiring practices, employee development initiatives, and company culture, recognizing that it is essential for our success as a company and as a community. #J-18808-Ljbffr