Accounting Officer (CPA)

BPI MS Insurance Corporation; Makati; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

None

Job summary

BPI MS Insurance Corporation in Makati is seeking an accounting professional with 3-5 years' experience to manage commissions, CPC processing, and SOA reconciliation. The role emphasizes accuracy, timely payout, and coordination with Credit & Control.

Requirements include a Bachelor's degree in Accountancy and CPA certification, with strong knowledge of accounting practices and taxation, plus leadership and coaching capability for the team.

Qualifications

• Bachelor degree in Accountancy tied to CPA certification.
• Knowledgeable in accounting and taxation.
• Ability to coach and develop subordinates.
• Focus on internal and external customer needs and service quality.

Responsibilities

• Ensure accurate and timely release of intermediaries commissions and CPC.
• Book adjustments and reconcile payments to SOA.
• Monitor Unapplied Bank Payments and credit balances in SOA.
• Coordinate with IT and other sections for automation initiatives.
• Support BPIMS branches on accounting-related concerns.

Skills

Accounting

Taxation knowledge

Leadership

Coaching

Process improvement

Education

Bachelor's degree in Accountancy

CPA

Job description

On-site - Makati 3-5 Yrs Exp Bachelor Full-time

Job Description

The position is responsible primarily in the accurate and timely release of the intermediaries commission payment, accurate and within the scheduled payout of CPC, booking of adjustments as well as marrying of payments to ensure that the intermediaries statement of accounts (SOA) are updated at all times. Likewise, it is responsible in monitoring and timely disposition of the Unapplied Bank Payments (UBCs) and credit balances in the SOA by closely coordinating with Credit & Control Section. Also, the position aims to support the BPIMS Branches in any accounting related concern by coordinating with the Corporate and Financial Planning & Control Section.

FINANCIAL:

• Maintain the general and admin expenses (GAE) as well as Capex spend of the Section within the approved budget
• Ensure that the intermediaries’ commissions and CPC are correctly processed and paid on time.

CUSTOMER:

• Customer satisfaction through timely and accurate sending of Commission statement after commission crediting.
• Ensure that requests for adjustment related to premium receivables as well as other premium-related accounts are posted on time.
• Ensure that all reports related to commission expense are prepared accurately and submitted to the stakeholders in accordance with the set TAT.

INTERNAL PROCESS:

• Monitor and Update CABM’s Regulations and Guidelines
• Review existing processes to identify possible areas for automation
• Coordinate with the IT resource requirement, SR filing, etc. of the proposed automation
• Ensure compliance with the Company’s policies as well as Unit’s regulations and guidelines.

LEARNING AND DEVELOPMENT/INNOVATION:

• Develop and monitor the training plan of direct reports.
• Monitor to ensure that employees will achieve the 100% attendance on all identified training
• Evaluate effectiveness of the trainings attended
• Continuous coaching and mentoring
• College degree, preferably business course major in Accountancy
• Is a CERTIFIED PUBLIC ACCOUNTANT (CPA)
• Knowledgeable in accounting and taxation.
• Has the ability to focus on satisfying internal and external customer needs and with service quality mindset.
• Has the ability to provide goals and direction as well as to develop and lead subordinates.
• Coaches to improve performance of the team.
• Takes and initiates actions to achieve goals beyond what is required. Seeks new ways of doing things.
• Proactively works with individuals within the group and from other functions or teams to achieve own and group’s goals. Creates effective working relationships.
• Knowledgeable of the operations of the unit/group/organization.

Financial Accounting Accounting System Financial Reporting Expense Management Budgeting Billing Accounts Receivable Accounts Payable Certified Public Accountant Reconciliations

HR Manager BPI MS Insurance Corporation