Process Team Lead

3 days ago

Taguig, National Capital Region, Philippines Sysgen RPO, Inc. Full time
Process Lead – Finance

Overview:

We are looking for a Process Lead for Finance who will oversee the accurate and timely delivery of financial tasks, reports, and processes. The role involves managing a small team, ensuring compliance with KPIs and SLAs, and continuously improving operational performance.


Key Responsibilities:

People Management:

  • Supervise the team to ensure tasks are completed on schedule and within quality standards.
  • Provide training and knowledge sharing to team members and new hires.
  • Monitor and analyze team KPIs and SLAs; identify improvement opportunities.
  • Maintain and update process documents, workflows, and work instructions.
  • Assess daily workloads and recommend resource strategies as needed.

Operational Tasks:

  • Oversee the accurate processing of invoices, payments, collections, and asset management.
  • Assist in issue resolution and escalate unresolved concerns within agreed timeframes.
  • Ensure customer billing data is accurate and up-to-date.
  • Prepare and process credit memos, amendments, or customer invoices within SLA timelines.
  • Respond to and resolve customer issues promptly, ensuring high service quality.
  • Apply critical thinking in prioritizing day-to-day transactional activities.

Customer & Process Excellence:

  • Build strong relationships with internal and external stakeholders.
  • Support continuous improvement initiatives to enhance process efficiency and customer satisfaction.
  • Maintain accurate financial records and data integrity.
  • Contribute to achieving team and organizational SLA targets.

Qualifications:
  • Bachelor's Degree in Finance, Accounting, or any related discipline.
  • At least 5 years of experience in a similar finance or operations role, including 2 years in a leadership capacity.
  • Strong background in financial processes and systems.
  • Proficiency in MS Excel (VLOOKUP and data manipulation).
  • Excellent communication, organizational, and time management skills.
  • High attention to detail and accuracy.
  • Experience in back-end finance, lending operations, or customer service is an advantage.

Core Competencies:
  • Driving for Results
  • Continuous Improvement
  • Customer Focus
  • Communication and Teamwork
  • Leadership and People Development

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