Accounting and Compliance Manager

3 days ago


Taguig, National Capital Region, Philippines Straive Full time

The Straive Business Consulting and Services firm invites applications for the position of Accounting and Compliance Manager. As part of our team, you will play a vital role in handling financial transactions, monitoring client accounts, and implementing measures to ensure operational excellence.

Responsibilities
  1. Perform comprehensive reviews of opportunities in Salesforce, matching data with corresponding contracts to prevent discrepancies.
  2. Process SFDC case requests from clients within stipulated timeframes to guarantee satisfaction and consistency.
  3. Propose modifications to user access for clients in SFDC, thereby controlling access levels to their platforms.
  4. Regularly inspect the SFDC data request queue to efficiently cleanse data, improving productivity and reducing errors.
  5. Liaise with the internal onboarding process to facilitate speedy activation of new clients' accounts.
  6. Complete and sign off compliance documents following review by the compliance team.
  7. Freeze inactive client accounts due to unpaid dues, only releasing them after receiving full settlement.
  8. Approve and revoke access to trial accounts based on clients' specific preferences.
Skills and Knowledge Required
  • A relevant Bachelor's degree or direct experience in financial management.
  • Proven proficiency in using Salesforce for effective data management.
  • Prior exposure to the realm of pricing could be beneficial but is not mandatory.


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