Finance Assistant
Clark OutsourcingPosition Title: Finance Assistant
Reports To: Partner, Partner Advisor
Primary Relationships: Partner Team
Date: November 2024
Schedule: 10:00 PM - 7:00 AM PHT
Responsibilities:
Liaise with Sales Account Managers, customers, and utilize reports to maintain accurate and up-to-date debtor information
Process and send Credit Account invoices in a timely manner
Process new customer account applications and maintain meticulous records
Ensure timely payment of invoices by liaising with Credit Account Customers
Respond to and resolve client inquiries promptly via email and phone
Perform data entry for finance and accounting documents
Generate card payment links and facilitate phone payments
Update customer accounts with received payments
Generate and send customer statements
Prepare and send overdue letters to customers
Send customer receipts upon request
Keep the company's CRM and client records up to date with accurate information and notes
Manage card chargebacks by providing comprehensive and timely responses to card issuers, aiming to resolve disputes in favor of the company
Raise credit notes on the CRM and process refund requests upon management approval
Qualifications:
Previous experience in accounting or a related finance field is preferred, or a minimum of 1 year experience in a similar role
A degree in finance or a related field is an advantage
Proficiency in Microsoft Office and Sage (or similar accounting software).
Strong numeracy skills for accurate financial data management
Confidence and the ability to assert pressure tactfully when dealing with individuals and companies with outstanding payments
Strong organizational skills to effectively manage various tasks and responsibilities
Passion for delivering excellent service and maintaining positive customer relations
Demonstrated integrity in handling sensitive financial information
Ability to liaise effectively with other team members and departments
Excellent communication skills, both verbal and written
Good interpersonal skills for building relationships with clients and colleagues
Familiarity with computer systems and Customer Relationship Management (CRM) software