Cash App Professionals

International Business Machines Corporation; Naga; On-site; PHP 350,000 - 550,000; Full time

Job summary

IBM Philippines is seeking an OTC professional to handle order-to-cash tasks including order entry, invoicing and cash application. You will maintain customer masterdata, process orders, and ensure accuracy to meet SLAs and OLAs.

Collaboration with finance teams and client-facing stakeholders is essential. Ideal candidates have 1–2 years in O2C, strong Excel skills, and familiarity with SAP/Oracle/Salesforce or similar ERP systems.

Qualifications

• BS degree in a relevant field with 1–2 years experience in Order to Cash (O2C).
• Understanding of finance concepts and accounting principles.
• Knowledge of Customer Masterdata, Order and Credit Management, Billing, Disputes, and Cash Application.
• Hands-on experience with SAP, Oracle, Salesforce or ERP systems is a plus.
• Experience in team meetings and meeting metrics.

Responsibilities

• Enter and process customer orders in the system.
• Verify order details (pricing, discounts, terms).
• Generate and verify invoices; ensure timely delivery.
• Post payments to invoices; perform basic cash application tasks.
• Support bank reconciliation and meet SLAs/OLAs.

Skills

O2C knowledge

Credit management

Billing & Invoicing

Data entry

MS Excel

Communication skills

Process adherence

Problem solving

Team collaboration

Education

BS Accountancy, Finance, Business

Tools

SAP

Oracle

Salesforce

Job description

Introduction

A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long-term career development while valuing your unique skills and experiences.

Your role and responsibilities

As Cash App Practitioner, you are responsible for handling OTC transactional tasks in the area of customer masterdata and credit management, billing and invoicing, document validation, order processing, cash application, cash collection and dispute management according to agreed procedures, process maps and Desk Top Procedures or other guidelines agreed with the client. You must establish and/ or maintain good relationship with client personnel, ensure that daily activities are fulfilled according to the timetable, procedures and business goals as agreed with Team Leader and deliver services as necessary to meet the SLAs and OLAs requirements from the area of your responsibility.

Your Roles and Responsibilities

Environment

Ability to cope with different situations, different requirements, uncertainty and stress; ability to modify goals and directions when needed.

Problem solving

Accurately accumulating information and its analysis; forecasting potential problems and planning; allowing for alternative, creative solutions and identifying most reasonable solutions.

Communication

Clear and concise in oral and written communication; attentive listening focused on understanding; adjusting the style of speech to the situation and to the audience; understanding and making use of accessible communication tools.

Effective cooperation with different units and teams inside and outside IBM; mutually respective and appreciating differences; building and strengthening relations; finding solutions favorable for both sides.

Impact

Striving for ambitious goals and continuously seeking better results by overcoming challenges along the way and proactively expanding knowledge.

Taking ownership by identifying needs, making informed decisions, and assuming responsibility for tasks and outcomes.

Per Process

• Order Management:
  • a. Enter and process customer orders in the system.
  • b. Verify order details for accuracy (pricing, discounts, contract terms). Ensure all orders are reviewed and processed within agreed timeframes, agreed credit
  • limits and basing on full information required.
  • c. Coordinate with internal teams to ensure timely fulfillment.
  • d. Ensure incorrect orders (i.e., incorrect payment terms) placed in the system are highlighted to the client for revalidation.
• Invoicing and Billing:
  • a. Assist in generating invoices based on completed orders.
  • b. Verify invoice accuracy and resolve basic discrepancies.
  • c. Ensure timely and accurate delivery of invoices to customers.
• Cash Application:
  • 3.Cash Application:
  • a. Download & post bank statements according to plan
  • b. Apply customer payments against correct invoices on the customers' accounts.
  • c. Perform initial investigations for payment mismatches. Resolve unapplied/unidentified payments
  • d. Support bank reconciliation activities.
  • e. Achieve Cash Application targets as defined by Team Leader, Manager and contractual
  • SLAs or OLAs (CPI, KPI, GPI etc.).

Required technical and professional expertise

• 1.) Graduate of BS Accountancy, Finance, Business, Economics, or other related management degrees with 1- 2 years of Experience in Order to Cash (O2C) with basic accounting knowledge and understanding of various accounting principles.
• 2.) Good understanding or working knowledge of general finance and various finance concepts and principles.
• 3.) Applied knowledge and understanding on Customer Masterdata Management, Order and Credit Management, Billing and Invoicing, Collections and Disputes, Deductions and Cash Application.
• 4.) Good knowledge and hands on experience in any related Accounting Software: SAP, Oracle, SalesForce or any large-scale ERP system is an advantage.
• 5.) Experience in participating and collaborating in team meetings to gather/share information
• 6.) Ability to achieve individual and Business metrics
• 7.) Demonstrated experience in meeting all baseline and project goals for accuracy and timeliness.
• 8.) Intermediate knowledge and skills in MS Excel
• 9.) Excellent written, oral and interpersonal communication skills

IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.