Specialist, Financial Planning

At Athena, we empower possibility through transformative delegation. True leaders reflect on what they want in life and map the path to get there. We clear the way by pairing exceptional Philippine-based EAs with our driven clients and ensuring both receive ongoing support throughout the journey. The result is 10x more leverage, more time, and a greater impact on our clients' work and lives.

With a waitlist growing by the day, Athena has already showcased compelling demand. As part of the Athena team, you will have an exponential opportunity, empowering the fiercely ambitious to reach the most audacious goals.

Role Overview

The Finance Specialist, AR Support will be responsible for handling complex tasks and escalations. This role coordinates closely with the Invoicing and Collections sub-leads to ensure accurate and timely processing of client requests or inquiries. This role demands a deep understanding of invoicing and collection processes and strong problem-solving skills.  This role requires  the ability to lead and mentor junior team members. The role operates on a fixed night to graveyard schedule.

Duties & Responsibilities

Leadership Role

Attending meetings and alignments on the team's behalf.

Overseeing team activities to ensure timely completion.

Provide guidance and support to Analysts on complex issues.

Mentor and train junior team members to enhance their skills and knowledge.

Support Tickets, Reporting to stakeholders of Tasks Statistics and Insights.

Primarily responsible in addressing and resolving complicated clients' billing-related inquiries.

Conducting calls with stakeholders for faster task resolution.

Weekly audit of completed and reverted tasks.

Escalations Management

Can handle Tier 2 and Tier 3 escalations

Tier 2: Technical Support

Responsibilities:

Address more complex issues that Tier 1 cannot resolve.

Use deeper knowledge of the product or service.

Escalation Criteria:

Problems needing specialized knowledge.

Issues with longer resolution times.

Problems impacting a small number of clients.

Tier 3: Expert Support

Responsibilities:

Resolve highly complex or critical issues.

Perform in-depth technical analysis and root cause investigation.

Escalation Criteria:

Unresolved Tier 2 issues.

Problems significantly impacting business operations.

Ensuring quick resolution of client escalations

Prepare an investigation report of the escalation

Management of Billings Team email

Responsible for making sure of a quick SLA on complex inquiries received in the Billings Team email.

Support the Sub-teams

Support in the audit and reconciliation process.

Align and monitor corrective and preventive actions identified especially in escalation cases.

Communications and Collaborations

Conduct daily handover calls to ensure smooth transitions between shifts.

Provide daily updates on tasks completed.

Collaborate with various stakeholders for smooth financial operations.

Process Improvements

Identify opportunities for process improvements and efficiency gains.

Creation of standard operating procedures.

Ad hoc

Lending support to other sub-functions

Other reporting requirements as needed

Athena Clients

C-suite and Executives

Operations Team 

Sales and Growth Team

Delegation Experience Team

Finance Leadership

Other Finance groups

Skills

Advanced Accounting, Financial Analysis, and Reporting Skills

Strong Customer Service Skills

Advanced Data Management and Analysis Abilities

Expertise in Excel/Google Sheets, including formulas and functions

Familiarity with QuickBooks, Stripe, or HubSpot is advantageous

Leadership and Mentoring Abilities

Competencies

Conflict Resolution: Skilled in negotiating and mediating to resolve conflicts effectively and achieve mutually beneficial outcomes.

Analytics & Problem Solving: Expertise in analyzing financial data and solving complex problems.

Attention to Detail: Meticulous in ensuring accuracy in financial reporting and client interactions.

Verbal & Written Communication: Clear and effective communication skills in discussing financial matters and reporting.

Assertiveness: Confident in handling client inquiries and escalations promptly and effectively.

Numeracy: Strong numerical skills for data analysis and financial reconciliation.

Inquisitiveness: Curious and proactive in understanding client needs and improving processes.

Initiative: Takes initiative in identifying opportunities for process improvements and efficiency gains.

Teamwork: Collaborates effectively with cross-functional teams to achieve financial goals and resolve issues.

Resourcefulness: Resourceful in finding solutions to challenges and optimizing financial processes.

Time Management: Efficient in managing time and priorities to meet deadlines and SLA

Relevant Experience Required

4+ years of experience in Accounts Receivable field of Finance.

2+ years experience in the customer service industry.

1+ years of experience in handling a team

Educational and Certification Requirements

College graduate with a Bachelor's Degree in Finance, Accounting, or a related field (Accountancy, Accounting Technology, Financial Management, Management Accounting, Banking and Finance)

Relevant certifications (e.g., CPA, CMA) are a plus

Direct Reports and Span of Control

Finance Analyst, AR Support

Equal Opportunity Employer: At Athena, we are deeply committed to fostering an inclusive and diverse workplace environment. We believe that diversity enriches our organization, enhances creativity, and drives innovation. We are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable laws. We strive to create an environment where everyone feels valued, respected, and empowered to contribute their unique perspectives and talents. We actively promote diversity and inclusion through our hiring practices, employee development initiatives, and company culture, recognizing that it is essential for our success as a company and as a community.