Business Process Associate II (Finance)

Crawford & Company; Iloilo City; On-site; PHP 391,000 - 614,000; Full time

Job summary

Crawford & Company in Iloilo City, Philippines, is seeking a Finance/Accounts Receivable Clerk to manage incoming payments, apply them to customer accounts, and maintain accurate transaction records.

You will review client information per SOP, reconcile variances, prepare reports, and coordinate with processors to resolve issues while upholding confidentiality and Crawford's Code of Conduct. A bachelor's degree in accounting or finance and 1–2 years of related experience are preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is often preferred.
• 1–2 years of experience in accounting, finance, or a related field
• Cash Application Expertise: Ability to apply incoming payments to customer accounts accurately and efficiently.
• Communication skills: Excellent written communication skills for interacting with clients, regarding billing issues, payment terms, and collection efforts
• Analytical abilities: Strong skills in reconciling accounts, identifying discrepancies and analyzing aging reports to manage and reduce outstanding balances.
• Organizational Skills: Strong ability to prioritize tasks, manage multiple accounts, and meet deadlines in a fast-paced environment.
• Interpersonal Skills: Ability to work independently and as a team member.
• Keen attention to details in order to produce quality output.
• Maintains high degree of professionalism and confidentiality.
• Familiarity with accounting software (e.g., PeopleSoft, Navision) and Microsoft Office Suite, especially Excel.
• Experience in high-volume transaction environment, collections or managing client accounts is a plus.

Responsibilities

• Information Review: Processes client information by adheres to the SOP and turnaround time set forth.
• Reviews and identifies if there are adjustments and variances to reconcile.
• Summarizes information to prepare necessary reports.
• Liaises with other processors to reconcile any issues regarding client information
• Business Process Support: Resolves issues and other inquiries regarding matters of work in a customer-oriented approach
• Ensures proper file management for all client systems by accurate and complete documentation
• Routes tasks to appropriate processors by utilizing internal systems
• Refers matters beyond limits of authority and expertise to immediate superior for direction
• Upholds the Crawford Code of Conduct by protecting the confidentiality of information
• Performs variety of administrative duties and other related tasks from time to time as assigned to contribute to other business processes

Skills

Cash application

Account reconciliation

Client communication

Analytical skills

Organizational skills

Teamwork

Attention to detail

Education

Bachelor’s degree in Accounting

Tools

PeopleSoft

Navision

MS Excel

Job description

Job Description

Responsible for managing incoming payments, ensuring accurate records of transactions, and maintaining relationships with clients.

Responsibilities

• Information Review
  • Processes client information by adheres to the standard operating procedures (SOP) and turnaround time set forth
  • Reviews and identifies if there are adjustments and variances to reconcile
  • Summarizes information to prepare necessary reports
  • Liaises with other processors to reconcile any issues regarding client information
• Business Process Support
  • Resolves issues and other inquiries regarding matters of work in a customer-oriented approach
  • Ensures proper file management for all client systems by accurate and complete documentation
  • Routes tasks to appropriate processors by utilizing internal systems
  • Refers matters beyond limits of authority and expertise to immediate superior for direction
  • Upholds the Crawford Code of Conduct by protecting the confidentiality of information
  • Performs variety of administrative duties and other related tasks from time to time as assigned to contribute to other business processes

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is often preferred.
• 1 – 2 years of experience in accounting, finance, or a related field
• Cash Application Expertise: Ability to apply incoming payments to customer accounts accurately and efficiently.
• Communication skills: Excellent written communication skills for interacting with clients, regarding billing issues, payment terms, and collection efforts
• Analytical abilities: Strong skills in reconciling accounts, identifying discrepancies and analyzing aging reports to manage and reduce outstanding balances.
• Organizational Skills: Strong ability to prioritize tasks, manage multiple accounts, and meet deadlines in a fast-paced environment.
• Interpersonal Skills: Ability to work independently and as a team member.
• Keen attention to details in order to produce quality output.
• Maintains high degree of professionalism and confidentiality.
• Familiarity with accounting software (e.g., PeopleSoft, Navision) and Microsoft Office Suite, especially Excel.
• Experience in high-volume transaction environment, collections or managing client accounts is a plus.