Financial Operations Specialist

7 hours ago

Mandaluyong City, National Capital Region, Philippines beBeeFinancial Full time ₱70,000 - ₱75,000

Job Title: Financial Operations Specialist

About the Role:

The Financial Operations Specialist plays a vital role in analyzing merchant financial statements, preparing customized pricing documents, and maintaining accurate reference documentation to ensure the most up-to-date information.

Key Responsibilities:
  • Analyze merchant financial statements to identify service needs and prepare Schedule A documents for the sales team.
  • Develop and maintain partner logos.
  • Track incoming financial 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.
What We Offer:
  • Premium HMO.
  • Holistic employee experience.
  • Permanent work from home.
  • Rewards and incentives.
  • Monthly engagement activities.
  • Career advancement opportunities.
  • Paid referral program.

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