US Financial Analyst
2 weeks ago
POSITION DUTIES/RESPONSIBILITIES
- Process financial support requests and manage financial projects for existing business accounts.
- Audit and update participant payrolls and other financial adjustments.
- Audit, update, and post client funding.
- Update and maintain client funding bank accounts.
- Process client funding adjustments, receivables, and payables.
- Review client funding for on-hold or off-hold processes.
- Prepare and distribute financial reports related to client funding.
- Perform additional duties as requested by Supervisor or Management.
- Ensure compliance with financial processes and maintain controls around financial operations.
- Conduct delinquent funding reviews.
- Provide feedback on processes and suggest opportunities for improvement.
- Collaborate with Management to create and document procedures.
POSITIONAL COMPETENCIES
- Strong oral and written communication skills.
- Proactive problem-solving with the ability to identify alternative solutions and respond positively to challenges.
- Strong analytical thinking and data analysis skills.
- Ability to multitask, manage time effectively, and maintain high attention to detail and accuracy.
- Proficient in Microsoft Office applications, particularly Excel.
QUALIFICATIONS (EDUCATION/CERTIFICATIONS/EXPERIENCE)
- Associate's Degree or equivalent experience.
- Minimum of 5 years of experience in a professional office environment.
- Willingness to work onsite and on a night shift schedule.
- Willing to work in either Eastwood, Quezon City, or BGC, Taguig City
CORPORATE CORE COMPETENCIES
- Adaptability: Embraces change, handles pressure, adjusts plans, and takes on new responsibilities.
- Initiative: Proactively resolves problems, identifies opportunities, and takes action.
- Results Focus: Consistently meets or exceeds goals, handles unforeseen obstacles, and motivates others to achieve results.
- Customer Focus: Delivers on commitments, builds trust, and meets internal and external customer expectations.
- Ethics/Integrity: Demonstrates honesty, aligns with core values, and acts consistently with ethical standards.
- Decision Making: Makes informed decisions using analysis, knowledge, and experience; considers short- and long-term impacts.
- Teamwork: Collaborates effectively, resolves conflicts, shares ideas, and builds positive relationships across departments.
- Interpersonal Skills: Builds rapport, listens actively, handles high-tension situations diplomatically, and values people.
- Work Quality/Attention to Detail: Produces accurate, thorough, and high-quality work consistently.
- Job Knowledge: Applies functional and technical knowledge effectively and stays current with industry practices.
- Communication: Communicates clearly verbally and in writing, prepares accurate reports, delivers presentations, and listens actively.
- Innovation: Generates creative ideas, connects unrelated concepts, contributes original solutions, and builds on the ideas of others.
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