Financial Specialist

2 days ago

Caloocan City, National Capital Region, Philippines beBeeFinancial Full time ₱7,000 - ₱75,000
Financial Operations Specialist

As a key member of our team, you will play a crucial role in maintaining accurate financial records and delivering exceptional support. Your primary responsibilities will include analyzing merchant statements, preparing customized pricing documents, and ensuring timely turnaround of incoming statements.

Key Responsibilities:
  • Analyze merchant statements to identify service needs and prepare Schedule A documents for the sales team.
  • Develop and maintain partner logos.
  • Track incoming statements and ensure timely turnaround.
  • Provide support for detailed weekly and monthly sales management reports, including analysis and account closure reasons.
  • Conduct monthly audits to ensure merchant pricing aligns with proposals.
  • Maintain updated versions of PDF files.
  • Perform ad hoc reporting as needed.
Requirements:
  • Education: Bachelor's Degree (preferred).
  • Experience: 1-3 years in an analytical role (preferred).
  • Technical Skills:
  • Proficiency in Microsoft Outlook, Excel, and Power BI (preferred).
  • Experience with a CRM program.
  • Core Competencies:
  • Communication (Oral and Written): Clear, concise, and effective communication skills.
  • Analytical Thinking: Ability to solve problems using critical thinking and reasoning.
  • Detail Orientation: High attention to detail for accuracy in tasks.
  • Decision Making: Capable of making critical decisions while adhering to company procedures.
  • Organizational Skills: Systematic approach to managing tasks and responsibilities.
  • Integrity: Demonstrates honesty and credibility in the workplace.
  • Accountability: Takes responsibility for actions and outcomes.

We offer a dynamic work environment, premium HMO, holistic employee experience, permanent work from home, rewards, incentives, monthly engagement activities, career advancement opportunities, paid referral program, and more.

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