Financial Services Specialist

5 days ago

Manila, National Capital Region, Philippines beBeeReceivables Full time ₱6,000,000 - ₱8,000,000
Financial Services Specialist

We are seeking a highly skilled Financial Services Specialist to join our team. The role will be responsible for ensuring accurate and timely application of payments, managing disputes, and supporting reconciliation processes for our global clients.

As a key member of our Finance team, you will be responsible for processing customer payments (checks, wires, ACH, lockbox, etc.) in a timely and accurate manner. You will also research and resolve unapplied/unidentified payments and payment discrepancies.

You will perform dispute management and collaborate with internal teams to resolve client issues. Additionally, you will conduct account reconciliations, including bank reconciliation and balance sheet reconciliation.

Key Responsibilities
  • Process and apply customer payments (checks, wires, ACH, lockbox, etc.) to respective accounts in a timely and accurate manner.
  • Research and resolve unapplied/unidentified payments and payment discrepancies.
  • Perform dispute management and collaborate with internal teams to resolve client issues.
  • Conduct account reconciliations, including bank reconciliation and balance sheet reconciliation.
  • Handle large volume transactions with accuracy and efficiency.
Requirements
  • Bachelor's degree in Accountancy, Finance, or any related business course.
  • 3–5 years of relevant experience in:
  • Cash Applications / Payment Applications
  • Account Reconciliation (Bank and Balance Sheet)
  • Experience in managing high-volume transactions.
  • Prior experience supporting US or multinational clients is highly preferred.
  • Strong analytical, problem-solving, and reconciliation skills.
  • Excellent communication skills (verbal and written).
Why Choose This Opportunity?

This role offers the chance to build expertise and grow your career in the financial services space. As part of our dynamic global team, you will have opportunities to make an impact and contribute to our mission.

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