Senior Accounts Analyst

4 days ago

Clark Freeport Zone Pampanga Philippines Asia Select Inc. Full time ₱900,000 - ₱1,200,000 per year

To support Client Managers and Accounts Managers in the smooth and efficient onboarding of new clients, ensuring a seamless transition and setup for long-term service success.

Key Responsibilities

You will:

Client Onboarding

  • Perform Xero conversions and initial setup for new clients.
  • Create and document the Schedule of Work.
  • Set up or enhance month-end reporting packs.
  • Develop clear and effective Procedure Notes.
  • Provide general support to Client Managers and Accounts Managers.

Client Transition & Setup

  • Streamline and refine ongoing tasks for improved efficiency.
  • Conduct system Health Checks to ensure optimal performance.
  • Implement structured daily and month-end accounts processes.
  • Document and manage the Transition of Work Schedule.
  • Facilitate a complete handover to the ongoing team, including training of Accounts Analysts.
  • Provide support throughout the transition period to ensure client satisfaction.

Ongoing Accounting Support

  • Manage Accounts Receivable and Accounts Payable.
  • Oversee banking activities and payroll processing.
  • Prepare monthly financial reports.
  • Ensure compliance with GST, FBT, and PAYE regulations.
  • Respond to client requests, including support for audits.

Additional Duties

  • Maintain a personal development plan and attend training sessions to stay up to date with relevant legislation and software.
  • Perform other onboarding and bookkeeping-related tasks as required.
  • Contribute to the implementation and adherence to ISO 27001 and ISO 9001 standards.

QUALIFICATIONS & REQUIREMENTS:

  • At least 4 years of experience in bookkeeping/accounting, preferably supporting SMEs.
  • BPO or outsourcing experience.
  • Background in working remotely with offshore clients.
  • Bookkeeping or accounting qualifications.
  • Strong written and verbal English communication skills.
  • Xero Certified; experience with Xero and Receipt Bank.
  • Proficient in Microsoft Excel, Word, and Outlook.
  • Ability to work effectively in a paperless environment.
  • CPA and/or project management experience is a plus.

Work Setup: Currently reporting onsite once a week (per month) at The Podium, Ortigas. The permanent office location will be in Clark, Pampanga, with a hybrid work setup once the transition is complete.

Work Schedule: Monday - Friday

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