Finance Assistant

Private Advertiser; Mabalacat; On-site; PHP 391,000 - 614,000; Full time

Job summary

Private Advertiser in the Philippines is seeking a detail-oriented Finance Assistant to support North America IBD dealer order-to-cash processes during US working hours. You will review orders, check credit and terms, assist with AR insurance applications, and maintain clear records. This is a night shift, on-site role with a small team, following SOPs and working with U.S.

teams. The role emphasizes daily checks, documentation, follow-ups, and escalation of exceptions, with training and

Qualifications

• Based in the Philippines or able to work onsite from the Philippines.
• Able and willing to work U.S. business hours.
• Associate or bachelor's degree in finance, accounting, business, or a related field preferred.
• 3-5 years of experience in order processing, invoice processing, AR support, credit checking, or finance operations preferred.
• Basic understanding of payment terms, credit limits, invoices, outstanding balances, and AR processes.
• Strong attention to detail and ability to follow SOPs accurately.
• Good written English and basic verbal communication skills for working with U.S. internal teams.
• Comfortable handling repetitive daily tasks while maintaining accuracy.
• Working knowledge of Excel, Google Sheets, or similar tools; experience maintaining trackers is required.
• Experience with ERP, CRM, order management systems, QuickBooks, NetSuite, Shopify, or similar tools is a plus.
• Prior experience supporting U.S. Customers, dealer / distributor orders, or B2B order-to-cash processes is a plus.

Responsibilities

• Review IBD / dealer orders and check whether each order meets company order requirements before finance approval or release.
• Verify order details, including customer account, order amount, payment method, credit usage, payment terms, and required supporting documents.
• Check whether a customer has approved payment terms and whether the available terms capacity is sufficient to cover the order.
• Review customer credit usage, outstanding AR, overdue balances, and open orders when performing order checks.
• Flag orders that exceed credit / terms limits, lack required documentation, have overdue balances, or require special approval.
• Help dealers apply for AR insurance limits by collecting required information, preparing application trackers or forms, and following up on missing documents.
• Maintain clear trackers for order reviews, credit / terms decisions, AR insurance applications, and exception cases.
• Send invoices or order-related finance documents to customers when required by the SOP.
• Communicate with U.S. Sales / IBD, finance, operations, and logistics teams to resolve order-related issues.
• Escalate exceptions to the leader or the finance owner for review; this role does not independently approve high-risk exceptions.
• Help send invoices or payment reminders to dealers.
• Support other basic order-to-cash tasks as needed, such as payment follow-ups, simple reconciliations, and invoice status tracking.

Skills

Philippines-based

US hours

Finance degree

3-5 years exp

SOP adherence

Written English

Repetitive tasks

Excel/Sheets

ERP/CRM tools

US customer support

Education

Finance degree

Tools

ERP systems

CRM systems

Order management

QuickBooks

NetSuite

Shopify

Job description

Role Summary

We are looking for a detail-oriented Finance Assistant to support our North America IBD / dealer order-to-cash process during US working hours. This role is mainly responsible for reviewing IBD orders against company order requirements, checking customer credit and payment terms, supporting AR insurance limit applications, and keeping clear records of order review decisions. This is a night shift position, working onsite with a small group setup.

This is an execution-focused finance operations role. The Finance Assistant will follow established SOPs and work closely with the leader. Leader will provide training and review, while the Finance Assistant will handle daily checks, documentation, follow-ups, and escalation of exceptions.

Key Responsibilities

• Review IBD / dealer orders and check whether each order meets company order requirements before finance approval or release.

• Verify order details, including customer account, order amount, payment method, credit usage, payment terms, and required supporting documents.

• Check whether a customer has approved payment terms and whether the available terms capacity is sufficient to cover the order.

• Review customer credit usage, outstanding AR, overdue balances, and open orders when performing order checks.

• Flag orders that exceed credit / terms limits, lack required documentation, have overdue balances, or require special approval.

• Help dealers apply for AR insurance limits by collecting required information, preparing application trackers or forms, and following up on missing documents.

• Maintain clear trackers for order reviews, credit / terms decisions, AR insurance applications, and exception cases.

• Send invoices or order-related finance documents to customers when required by the SOP.

• Communicate with U.S. Sales / IBD, finance, operations, and logistics teams to resolve order-related issues.

• Escalate exceptions to the leader or the finance owner for review; this role does not independently approve high-risk exceptions.

• Help send invoices or payment reminders to dealers.

• Support other basic order-to-cash tasks as needed, such as payment follow-ups, simple reconciliations, and invoice status tracking.

Qualifications

• Based in the Philippines or able to work onsite from the Philippines.

• Able and willing to work U.S. business hours.

• Associate or bachelor's degree in finance, accounting, business, or a related field preferred.

• 3-5 years of experience in order processing, invoice processing, AR support, credit checking, or finance operations preferred.

• Basic understanding of payment terms, credit limits, invoices, outstanding balances, and AR processes.

• Strong attention to detail and ability to follow SOPs accurately.

• Good written English and basic verbal communication skills for working with U.S. internal teams.

• Comfortable handling repetitive daily tasks while maintaining accuracy.

• Working knowledge of Excel, Google Sheets, or similar tools; experience maintaining trackers is required.

• Experience with ERP, CRM, order management systems, QuickBooks, NetSuite, Shopify, or similar tools is a plus.

• Prior experience supporting U.S. Customers, dealer / distributor orders, or B2B order-to-cash processes is a plus.

What Success Looks Like

• IBD orders are reviewed accurately and on time.

• Credit usage and payment terms are checked consistently before order release.

• Orders that require special approval are flagged early and clearly.

• AR insurance limit applications are tracked and followed up properly.

• Order review records are complete, easy to audit, and easy for leaders or finance owners to review.

• The U.S. Sales / IBD and finance teams receive timely support during U.S. business hours.

What We Offer

• A collaborative, cross-border finance operations environment.

• Training and review support from the leader and the finance team.

• Opportunity to learn North America dealer order-to-cash processes.

• Competitive salary and benefits.