Credit and Sales Controller

pluxee; Manila; On-site; PHP 420,000 - 720,000; Full time

Job summary

Pluxee, a company shaping the world of employee benefits and engagement, invites a Credit Controller to join our efforts in maintaining balanced credit risk and sales opportunities. The role supports management in implementing effective credit and collection policies across the organization.

You will oversee receivables, analyze delinquent accounts, supervise 2-3 staff, and coordinate with internal controls on collections and reporting, ensuring accurate aging and timely statements to clients.

Qualifications

• Create a credit risk management environment per established guidelines.
• Assist in developing sound credit policies.
• Analyze delinquent accounts and report high-risk cases.
• Review credits and adjustments within policy limits.
• Monitor receivables and provide timely AR reporting.

Responsibilities

• Create a credit risk environment per established guidelines.
• Assist in developing sound credit policies.
• Analyze delinquent accounts and report high-risk cases.
• Reconcile transactions to keep accounts accurate.
• Review credits and adjustments within policy limits.
• Monitor receivables and provide timely AR reports.
• Supervise 2-3 direct reports.

Skills

Credit management

Collections

Financial analysis

Negotiation

Job description

At Pluxee, we shape the world of employee benefits and engagement by bringing to life a personalized and sustainable employee experience, at work and beyond.

Permanent Regular

Job Description:

The position's objective is to support the management in carrying out an effective and efficient credit & collection policies, guidelines, procedures and activities in support of the company's objective to maintain a reasonable balance between credit risk and sales opportunity. The credit controller is responsible for managing the debts of a business. They are accountable for recovering any unpaid money that is owed to an organisation from other businesses (commercial collection) or from individuals (consumer collection).

JOB PROFILE :

• Create a credit risk management environment of an acceptable quality, in terms of established credit guidelines
• Assist in developing sound, acceptable credit policies
• Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution
• Reconcile transactions and balances to maintain accurate accounts
• Review credits and adjustments to client accounts within company policy limits as defined in Right Client Right Terms (RCRT) framework, Delegation Matrix and other relevant information.
• Check for credit viability on requests for extended terms, and evaluate various adjustments or exception documents
• Submit requests to senior management and supporting documentation for accounts requiring credit lines
• Maintain bad debt and bad debt recovery records
• Monitor receivables and collections and provide updates of receivables and provide appropriate reporting procedures in a timely manner
• Weekly update of AR reports
• Monthly AR Aging Report
• Monthly Adjustment Report
• Identify problem accounts and provide regular updates of receivables to management
• Assist in negotiation of payment programs with delinquent customers
• Identify accounts requiring legal action and coordinate with the Internal control team with appropriate action
• Monitor violations of credit policies, provide analysis, conclusion and recommendations, present findings to senior management and suggest actions/penalties to be taken when appropriate
• Develop processes and procedures for evaluating customer financials and setting and changing credit lines/limits, as well as credit holds
• Generates legal documents such as accountable forms used in the credit function
• Supervision of correct issuance of Statement of Accounts to clients
• Responsible to ensure uninterrupted process flow related to order confirmation, invoice printing, assembling & consolidating billing support documents done by AR Analysts.
• Supervision of 2-3 direct reports

Why join Pluxee?

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Work at the heart of the community alongside 5,000 experts across 29 countries - we embrace diversity and value uniqueness, fostering a workplace where everyone can thrive.

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Get space to try new ideas, experiment and move the world of work forward as you bring new digital experiences - and moments of connection - to millions of people.

Make a positive impact

Touch millions of lives and create meaningful change for people and the world we share, supporting our commitments to diversity, sustainability, and local economies.

Grow with us

Get support you need to take meaningful steps in your career, whether you're performing your work/life balance or learning new skills.