Finance and Operations Associate

YGC Corporate Services, Inc.; Makati; On-site; PHP 350,000 - 520,000; Full time

Job summary

YGC Corporate Services, Inc. is seeking a Finance Associate - Operations in Makati to support daily financial operations, ensure accuracy of sales and collections, and assist with month-end closing.

You will process transactions, manage data, and prepare reports for management, focusing on accuracy, timely postings, and adherence to internal controls. This role requires analytical skills and strong Excel abilities.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Minimum of three (3) years’ experience in finance, accounting or financial analysis.
• Proficiency in MS Excel (pivot tables, data manipulation) required.

Responsibilities

• Process transactions in Operations – sales, premium collections, document issuance and reports.
• Collect, organize, and maintain financial data, invoices, and receipts.
• Prepare daily, weekly, monthly financial & operating reports ensuring accuracy.
• Assist with financial forecasting, trend analysis and cost-benefit studies.
• Support daily and month-end close by ensuring timely posting of transactions.
• Help prepare data for simple operational audits and process improvements.

Skills

Analytical thinking

Data management

Organizational skills

Education

Bachelor's degree in Accounting or Finance

Tools

MS Excel

Pivot tables

Job description

On-site - Makati 1-3 Yrs Exp Bachelor Full-time

FINANCE ASSOCIATE - OPERATIONS

A Finance Associate supports financial operations by processing transactions, managing data, preparing reports that ensure accuracy on actual sales and collections and daily/month-end closing that act as a bridge between records and actual transactions.

They prepare reports for management and reconcile accounts, focusing on both present financial health and future planning.

Tasks and Responsibilities

• Transaction Processing: Process transactions in Operations Department – sales, premium collections, document issuance and generating reports thereafter.


• Data Management: Collect, organize, and maintain financial & operating data, documents, invoices, and receipts.


• Financial Reporting: Prepare daily, monthly, weekly, or ad-hoc financial & operating reports ensuring accuracy against actual transactions in sales and collections.


• Analysis & Budgeting: Prepare special reports, assist with report analysis, financial forecasting, identifying financial trends, and supporting cost-benefit analyses.


• Daily and Month-End Close: Support the daily and month-end close process by ensuring timely posting of transactions.


• Compliance & Audits: Help prepare data for simple operational audits and process reengineering.

Key Skills and Qualifications

• Bachelors’ degree in Accounting or Finance in a reputable school


• Minimum of three (3) years’ experience in finance, accounting or financial analysis


• Proficiency in MS Excel (pivot tables, data manipulation)


• Strong organizational, analytical, and problem-solving skills.