Business Process Associate II (Finance)

Crawford; Iloilo City; On-site; PHP 360,000 - 480,000; Full time

Job summary

Crawford in Iloilo City, Philippines seeks a detail-oriented professional to manage incoming payments and accurately apply them to customer accounts. You will maintain client records, prepare reports, and liaise with processors to resolve discrepancies.

Ideal candidates have 1–2 years in accounting or finance, proficiency in PeopleSoft/Navision, and strong Excel skills. You will work in a structured, confidentiality-driven environment with a focus on accuracy and efficiency.

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.
• Excellent written communication skills for interacting with clients regarding billing issues, payment terms, and collection efforts
• Analytical skills in reconciling accounts, identifying discrepancies and aging reports.

Responsibilities

• Review client information according to SOP and turnaround times.
• Identify adjustments and variances to reconcile.
• Prepare necessary reports from summarized information.
• Liaise with other processors to reconcile client information.
• Resolve inquiries with a customer-oriented approach.
• Maintain proper file management and documentation for all client systems.
• Route tasks to appropriate processors using internal systems.
• Uphold confidentiality and Crawford Code of Conduct.
• Perform administrative duties as needed to support business processes

Skills

Cash application

Communication skills

Analytical abilities

Organizational skills

Interpersonal skills

Attention to detail

Independent work

Education

Bachelor’s degree in Accounting/Finance/Business Administration

Tools

PeopleSoft

Navision

Microsoft Office Suite

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.