Finance Associate

FINANCE ASSOCIATE - OPERATIONS

A Finance Associate supports financial operations by processing transactions, managing data, preparing reports that ensure accuracy on actual sales and collections and daily/month-end closing that act as a bridge between records and actual transactions.

They prepare reports for management and reconcile accounts, focusing on both present financial health and future planning.

Tasks and Responsibilities:

• Transaction Processing

Process transactions in Operations Department – sales, premium collections, document issuance and generating reports thereafter.

• Data Management

Collect, organize, and maintain financial & operating data, documents, invoices, and receipts.

• Financial Reporting

Prepare daily, monthly, weekly, or ad-hoc financial & operating reports ensuring accuracy against actual transactions in sales and collections.

• Analysis & Budgeting

Prepare special reports, assist with report analysis, financial forecasting, identifying financial trends, and supporting cost-benefit analyses.

Support the daily and month-end close process by ensuring timely posting of transactions.

• Compliance & Audits

Help prepare data for simple operational audits and process reengineering.

Key Skills and Qualifications:

· Bachelors’ degree in Accounting or Finance in a reputable school

· Minimum of three (3) years’ experience in finance, accounting or financial analysis

· Proficiency in MS Excel (pivot tables, data manipulation)

· Strong organizational, analytical, and problem-solving skills.

Benefits:

• Competitive Compensation
• Hospitalization Benefits
• Medicine Allowance
• Personal Accident Insurance
• Life Insurance Coverage
• Retirement Plan
• Service Incentive Award

Pay: Php25,000.00 - Php30,000.00 per month

Benefits:

• Additional leave
• Health insurance
• Life insurance
• Opportunities for promotion
• Pay raise
• Promotion to permanent employee

Work Location: In person