Client Services: Financial Close & Review Specialist

IQVIA LLC; Taguig; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Night shift

On-site in McKinley, Taguig

Job summary

IQVIA LLC in Manila seeks a Financial Close & Review Planner for the Speaker Bureau, overseeing audits of meeting financials and ensuring US client compliance. The role emphasizes accuracy, expense verification, and timely communication with planners and vendors to resolve discrepancies.

Ideal candidates have 2+ years in customer service, audit exposure, and strong MS Office proficiency. Night shift availability and on-site work in Taguig are required to meet client expectations and regulatory

Qualifications

• 2+ years of customer service or equivalent.
• Relevant audit experience is preferred.
• Pharma Industry experience is a plus.
• Familiarity with US cultural norms and practices.

Responsibilities

• Audit and review financials post meeting to ensure accuracy.
• Verify expenses align with budgets and client rules.
• Communicate with planners and vendors to resolve discrepancies.
• Maintain documentation and compliance with timekeeping and processes.

Skills

Customer service

US client knowledge

Attention to detail

Communication skills

Financial calculations

Team collaboration

Multi-tasking

Problem solving

Proficiency in MS Office

SharePoint familiarity

Salesforce familiarity

Smartsheet familiarity

Twilio knowledge

CRM software familiarity

Tools

SharePoint

Salesforce

Smartsheet

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Teams

Twilio

Job description

IQVIA LLC in Manila seeks a Financial Close & Review Planner for the Speaker Bureau, overseeing audits of meeting financials and ensuring US client compliance. The role emphasizes accuracy, expense verification, and timely communication with planners and vendors to resolve discrepancies.

Ideal candidates have 2+ years in customer service, audit exposure, and strong MS Office proficiency. Night shift availability and on-site work in Taguig are required to meet client expectations and regulatory