About the job Finance Assistant
Position Title: Finance Assistant
Work Set Up: Onsite
Schedule: 9:00 PM TO 6:00 AM PHT
Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga
Quick Rundown:
We are seeking a detail-oriented Finance Assistant to manage debtor accounts, process invoices, and ensure timely payments. You will work closely with Sales Account Managers and customers to maintain accurate records, respond to inquiries, and handle payment processes, including generating payment links and managing overdue accounts.
What You’ll Do:
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
What We’re Looking For:
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
Why You’ll Love Joining the CO Fam!
At Clark Outsourcing, we’re redefining what it means to work in a BPO. This isn’t your regular office setup-it’s where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you’ll have to experience it yourself to believe it.
Here’s what’s in store for you:
Health and Welfare Benefits: HMO with prescription coverage, SSS, PhilHealth, Pag-IBIG, 13th-month pay, retirement benefits, and more.
Beyond Work: Enjoy our in-office swimming pool (lowkey flex!), CO Club gaming lounge, CSR involvement through CO Stars, scholarship programs, and access to CO Academy for growth.
Travel Opportunities: We send at least 20 staff per year to visit our clients in the US, UK, and Australia, giving you international exposure and experience.
Leave Benefits: Paid holidays, Earned PTO on your first month, Wellness leave (no questions asked), plus special leaves like bereavement, parental leave, and Magna Carta leave.
Extra Perks: Salary loans up to PHP 1M (via BPI), CO Swag Bag, birthday and anniversary tokens, and our COol & flexible workplace.
Growth and Recognition: Yearly performance appraisals, career advancement programs, CO League events, and guidance from our amazing Coaches!
At CO, it’s not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can’t wait to welcome you to the team!