Transaction Specialist

1 day ago


Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱3,000,000 - ₱4,500,000
Financial Transaction Specialist Role

We are seeking a highly organized and proactive Financial Transaction Specialist to manage the financial transactions of our organization.

In this role, you will be responsible for processing invoices, ensuring timely payments, and maintaining strong relationships with vendors and clients.

This position is ideal for someone who has excellent communication skills and is proficient in financial processes and accounting principles.

Key Responsibilities:
  • Accounts Payable (AP) Management: Process vendor invoices, ensure accuracy and proper approvals before payment; verify invoice details, match invoices with purchase orders, resolve discrepancies; prepare and process payments via check, ACH, and wire transfers; maintain accurate records of all AP transactions and update the general ledger; communicate with vendors to address billing discrepancies and confirm payment schedules; reconcile accounts payable transactions and resolve outstanding balances with vendors; assist in the preparation of financial reports related to accounts payable activities.
  • Accounts Receivable (AR) Management: Generate and send customer invoices; monitor customer accounts for overdue payments and follow up on outstanding balances; apply customer payments and reconcile discrepancies; maintain organized records of all receivables; work with customers to resolve billing issues and negotiate payment arrangements; assist in preparing aging reports and providing financial insights to management.
  • Process Improvement: Identify opportunities to streamline AR/AP processes for efficiency and accuracy.
  • Collaboration & Communication: Work with internal teams to ensure smooth financial processes; maintain professional communication with vendors and clients; provide regular updates to management on AR/AP status.

As a Financial Transaction Specialist, you must be comfortable working independently in a fast-paced environment and have a strong understanding of financial processes and accounting principles. We offer a dynamic and supportive work environment with opportunities for growth and development.



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