Financial Analyst Assistant

4 days ago


Taguig, National Capital Region, Philippines Straive Full time

We are seeking an Associate-level Financial Analyst Assistant to join our Accounting/Auditing team at Straive. In this role, you will contribute to the success of our organization by performing various financial analysis tasks, managing data, and ensuring compliance with regulatory requirements.

Responsibilities
  1. Perform thorough reviews of opportunities in Salesforce and verify contract information to guarantee data accuracy.
  2. Process client operations SFDC case requests within the agreed-upon timeframe, focusing on quality and timeliness.
  3. Initiate changes to user access for clients via SFDC, preserving the security and control of their platforms.
  4. Efficiently manage the SFDC data request queue, regularly cleaning up data to sustain precision and speed.
  5. Coordinate internal onboarding procedures for new clients, ensuring prompt account setup and minimal disruption.
  6. Verify that all required compliance documents are properly completed and acknowledged by our compliance team.
  7. Inactivate clients with outstanding payments and reactivate accounts upon receipt of payment, safeguarding financial stability.
  8. Administer trial account activations and deactivations based on client needs.
Requirements and Qualifications
  • A Bachelor's degree in a relevant field, such as accounting or finance, or equivalent experience in cash processes.
  • Strong proficiency in Salesforce, with the ability to effectively utilize its tools and functionalities.
  • Prior experience in pricing would be beneficial, though not essential.

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