Collections & Disputes Specialist | Shared Services

HRTX; Taguig; On-site; PHP 334,800 - 502,200; Full time

Job summary

A financial services company in Taguig is seeking an experienced operations manager to oversee customer accounts, manage finances, and address inquiries. The successful candidate will have 3-5 years of experience in accounting or finance, advanced Excel skills, and familiarity with SAP. This role requires strong communication abilities and a background in data management. This position involves adherence to compliance requirements and contributing to process improvements, operating on-site Monday to Friday during the day shift.

Qualifications

• 3-5 years of experience in accounting, finance, or a related field.
• Experience collaborating with global stakeholders.
• Background in data management and process improvement initiatives.

Responsibilities

• Manage daily operations for assigned customer accounts.
• Proactively follow up on overdue receivables.
• Escalate major account concerns or disputes.
• Address customer inquiries promptly.
• Assist with monthly and annual closing activities.
• Update and maintain process documentation.
• Recommend and implement improvements.
• Ensure adherence to internal controls and compliance.
• Contribute to special projects and additional responsibilities.

Skills

Advanced Excel skills

Strong written and verbal communication

Lean Six Sigma certification

Tools

SAP

Job description

Work Schedule: Monday to Friday, Day Shift; Onsite

Location: BGC, Taguig

Key Responsibilities

• Manage daily operations for assigned customer accounts by tracking performance and reviewing financial data to meet collection goals
• Reduce exposure to bad debt by proactively following up on overdue receivables and assisting with order management when necessary
• Promptly escalate major account concerns or high-impact disputes to management to mitigate potential revenue risks
• Address customer inquiries across various communication channels in a timely and professional manner
• Assist with monthly and annual closing activities to support accurate financial reporting
• Update and maintain process documentation, SOPs, and account portfolio guides; provide training support when required
• Recommend and implement improvements to enhance collections and dispute resolution processes
• Ensure adherence to internal controls, SOX compliance, and applicable legal and regulatory requirements
• Contribute to special projects and perform additional responsibilities as assigned

Qualifications

• At least 3-5 years of experience in accounting, finance, or a related field
• Advanced Excel skills and hands-on experience with SAP
• Experience collaborating with global stakeholders
• Strong written and verbal communication abilities
• Lean Six Sigma certification is a plus
• Background in data management and process improvement initiatives is an advantage