Credit Finance Assistant | WFO | Entec

Cloudstaff Philippines Inc.; Angeles; On-site; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Health insurance and life insurance

Career advancement opportunities

Office perks and amenities

Cash incentives for referrals

Wellness program

Job summary

Cloudstaff Philippines Inc. is seeking a Credit Finance Assistant to support debtor management, account reviews, and credit documentation.

The role includes assisting with GL reconciliations, month-end tasks, and maintaining accurate finance records, while upholding confidentiality and professional standards. Ideal candidates have 1–2 years in accounting/finance, proficiency in Pronto and MS Office, and a relevant associate degree.

Qualifications

• Minimum of 1-2 years of proven experience in accounting or finance.
• Proficient in accounting software and Microsoft Office Suite.

Responsibilities

• Manage customer account reviews and balance follow-up.
• Support accounts receivable processes and reconcile discrepancies.
• Assist with GL reconciliations, month-end tasks, and finance record maintenance.
• Respond to credit enquiries professionally and in a timely manner.
• Support audits and compliance requirements.

Skills

Attention to detail

Financial acumen

Analytical thinking

Planning and organising

Ethical conduct

Excellent communication

Education

Associate’s degree in Finance/Accounting

Tertiary qualification in Finance/Accounting/Business (desirable)

Tools

Pronto

Microsoft Excel

MS Office

Job description

Job Description

Position Primary Objective

The Credit Finance Assistant supports effective debtor management through customer account reviews, overdue balance follow-up, credit documentation, and professional handling of customer account enquiries. The role also assists with general ledger (GL) reconciliations, month-end tasks, and maintaining accurate finance records.

This position will have access to confidential information and therefore requires a high level of discretion, integrity, and professionalism.

Key responsibilities include, but are not limited to:

• Manage customer account reviews, credit documentation, and account maintenance.
• Follow up on overdue accounts and support effective debtor management.
• Respond professionally to customer account and credit enquiries.
• Support accounts receivable processes and resolve account discrepancies.
• Assist with GL reconciliations, month-end tasks, and finance record maintenance.
• Support audits, compliance requirements, and ad hoc finance projects as required.
• Comply with the company's policies, delegated authority, confidentiality requirements, and WHS standards.

Key measures of success include, but are not limited to:

• Customer accounts are reviewed, maintained, and followed up accurately and within required timelines.
• Overdue balances and account discrepancies are resolved or escalated promptly.
• Credit documentation and finance records are complete, accurate, and well maintained.
• GL reconciliations and month-end tasks are completed within agreed deadlines.
• Customer and stakeholder enquiries are handled professionally and effectively.
• Company policies, confidentiality requirements, delegated authority, and WHS standards are consistently followed.

Confidentiality

Employees must not disclose information or documents relating to their employment or the Company to any unauthorized person unless authorized by the HR Team and/or Leadership Team. This includes confidential employee information, medical records, and information relating to the Company's activities.

From time to time, this position may receive enquiries from authorities and/or the media. The position holder must not make any comment regarding the company and must immediately refer all such enquiries to the Leadership Team.

General Requirements

This Position Description is not intended to limit the scope or responsibilities of the position but rather to highlight the key aspects and requirements of the role. All employees are expected to demonstrate commitment to their role and the success of the Company, while maintaining flexibility and a willingness to undertake additional duties as required.

All employees must comply with the company's Policies and Procedures and consistently adhere to all applicable company standards.

Qualifications and Requirements

• Minimum of 1-2 years of proven experience in accounting or finance.
• Proficient in accounting software and Microsoft Office Suite.
• Associate’s degree in a relevant field.

Key Competencies

• Trust, empowerment, and communication (core)
• Collaboration and teamwork (core)
• Efficiency (core)
• Organisational understanding (core)
• Strong attention to detail
• Financial acumen
• Analytical thinking
• Problem-solving ability
• Planning and organising
• Ethical conduct and confidentiality
• Excellent communication skills

Qualifications / Knowledge

• Relevant finance experience, ideally including general ledger reconciliations, balance sheet reviews, accounts payable, accounts receivable, and finance administration.
• Relevant tertiary qualification in Finance, Accounting, Business, or a related field is desirable.
• Strong systems capability, including accurate use of Pronto, Microsoft Excel, and Microsoft Office applications.
• Ability to manage deadlines, maintain organised working papers, handle confidential information, and communicate professionally with internal and external stakeholders.
• Highly motivated and flexible, with a positive and can-do attitude.
• Ability to work effectively in a high-volume, fast-paced environment.
• People-oriented and adaptable, with strong problem-solving skills.

Perks and Benefits

Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
Endless opportunities for career advancement
Exclusive ATM inside the office for employee's convenience
We set you up for success with a company-provided PC/Laptop and fiber internet connection
Look forward to weekly office perks for work from office staff – Free Coffee, Meals and Beer Fridays!
Top notch workplace with first class VIP lounge and game rooms
Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance
Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
International career growth and connections
Unlimited cash incentives for hired referrals
Mental Wellness Employee Assistance program through Lifeworks
In-house psychiatrist available to support employees' well-being
Become part of the Employee Share Units program
Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc
Cloudstaff : Build Your Career, Anywhere
Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.
Why Cloudstaff is the #1 Workplace?
Award-winning Culture : We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
Invest in You : We support your development through comprehensive training programs, mentoring and opportunities for career advancement
Thrive as an Individual : We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.