Finance Manager

13 hours ago

Taytay, Calabarzon, Philippines Ventas Call Center Full time ₱900,000 - ₱1,200,000 per year

We are looking for a highly analytical and detail-oriented Senior Finance Manager to oversee our commission processes, invoicing, and front-end financial workflows. This role will focus on ensuring our commissions, accounts receivable, and payable processes run smoothly and efficiently, integrating financial data into our systems.

Key Responsibilities:

  • Manage the end-to-end commission calculation process using AgencyBloc and integrate commission data from multiple carriers.
  • Develop and maintain analytics dashboards and financial reports to track commissions, revenue, and outstanding invoices.
  • Handle invoicing, accounts receivable, and accounts payable tasks, including sending out invoices and following up on payments.
  • Integrate Zoho Books with Zoho Desk to automate ticket creation for commission-related tasks and ensure smooth workflow management.
  • Proactively learn new bookkeeping or finance software as needed and reach out to vendor support for training and assistance without needing to be nudged.
  • Collaborate with the finance team to ensure alignment with overall financial strategy while taking ownership of day-to-day financial tasks.

Required Skills and Qualifications:

  • Strong proficiency in Microsoft Excel or Google Sheets.
  • Experience with Zoho Books, Zoho Desk, and ideally some Zoho Analytics knowledge is preferred.
  • Prior bookkeeping experience strongly preferred to support commission and financial workflows.
  • Ability to quickly learn new accounting software and independently seek out training and support.
  • Analytical and detail-oriented mindset, with a self-starter attitude. Preferred DISC profile: High C, plus a mix of D or S for a balanced approach.
  • CPA license is a strong plus.

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