Financial Operations Specialist

1 week ago


Hagonoy, Central Luzon, Philippines beBeeFinance Full time ₱70,000 - ₱75,000
Job Title:

Financial Operations Specialist

Job Description:

The Financial Operations Specialist will play a crucial role in ensuring the smooth functioning of our company's financial operations. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work independently.

Key Responsibilities:

  • Analyze merchant statements to identify service needs and prepare customized pricing documents for the sales team.
  • Develop and maintain partner logos to ensure consistency across all marketing materials.
  • Track incoming statements and ensure timely turnaround to meet business objectives.
  • 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 to ensure accuracy and compliance.

Requirements:

  • Bachelor's Degree in Finance or a related field (preferred).
  • 1-3 years of experience in an analytical role (preferred).
  • Proficiency in Microsoft Outlook, Excel, and Power BI (desired).
  • Experience with a CRM program is a plus.
  • Core Competencies:
  • Communication: 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:
  • Great Place to Work-Certified Company.
  • Premium HMO benefits.
  • Holistic employee experience.
  • Permanent work-from-home arrangement.
  • Rewards and incentives.


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