Finance and Credit Associate

ECLARO; Philippines; On-site; PHP 350,000 - 550,000; Full time

Job summary

ECLARO in the Philippines seeks a Finance and Credit Associate to provide essential administrative and operational support to the Financial & Credit team. The role focuses on maintaining accurate records, monitoring workflows, and assisting with financial and credit processes to drive efficiency.

You will assist with underwriter communications, data uploads to Moody’s Credit Lens, and ad-hoc financial reporting for the casualty book of business, while maintaining organized account files and

Qualifications

• Bachelor’s degree in Finance or Accounting required or equivalent.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Experience with Financial Statement Analysis; Moody’s Credit Lens is a plus.

Responsibilities

• Review and update workflow tracking and management tools and resources.
• Monitor shared email accounts and coordinate activity with team members and underwriters.
• Update account files and monitor activity, including maintaining file folders on the LAN.
• Determine necessary financial data for completion of financial reviews.
• Communicate with underwriting teams to solicit required information.
• Upload and spread financial statement data in Moody’s Credit Lens tools.
• Conduct account and industry sector research and competitive landscape analysis.
• Prepare Collateral Analysis templates for individual loss-sensitive accounts.
• Initiate and monitor Collateral Change Requests and related transactions.
• Coordinate with other functions to ensure information sharing and adequate transaction processing.
• Initiate and support reinsurance transactions.
• Review and monitor economic, marketplace, accounting, and collateral trends.
• Provide ad-hoc management and financial reports on the casualty book of business

Skills

Multitasking

Deadline-oriented

Financial data analysis

Attention to detail

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Office

Moody’s Credit Lens

Workflow management tools

Job description

Role

Finance and Credit Associate

Job Description

The Financial & Credit Associate provides essential administrative and operational support to the Financial & Credit team. This role focuses on maintaining accurate records, monitoring workflows, and assisting with financial and credit-related processes. It is designed for individuals seeking to build a foundation in finance and credit operations while contributing to the efficiency and accuracy of team activities.

Tasks/ Responsibilities

• Review and update workflow tracking and management tools and resources (e.g., Financial Log).
• Monitor shared email accounts and coordinate activity with team members and underwriters
• Update account files and monitor activity, including maintaining file folders on the LAN
• Determine necessary financial data for completion of financial reviews.
• Communicate with underwriting teams to proactively solicit required information
• Upload and spread financial statement data in Moody's Credit Lens analytical tools.
• Conduct account and industry sector research and competitive landscape analysis.
• Prepare and populate Collateral Analysis and Assessment templates for individual loss-sensitive accounts
• Initiate and monitor completion of Collateral Change Requests and related transactions
• Coordinate and collaborate with other functions to ensure information sharing and adequate transaction processing
• Initiate and support reinsurance transactions
• Review and monitor economic, marketplace, accounting, and collateral trends.
• Provide ad-hoc management and financial reports on the casualty book of business

Required Skills / Experience

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with workflow management tools
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Prior experience in Financial Statement Analysis; Moody’s Credit Lens is a plus

Technical Skills

Education

Bachelors degree in Finance/Accounting.