Finance Assistant

CO Careers; Pampanga; On-site; PHP 279,000 - 424,000; Full time

Job summary

CO Careers, located at Clark Outsourcing in Clark, Pampanga, is seeking a detail-oriented Finance Assistant to manage debtor accounts, process invoices, and ensure timely payments. You will work closely with Sales Account Managers and customers to maintain accurate records and respond to inquiries, while handling payment processes and overdue accounts.

The role requires strong numeracy, proficiency in Microsoft Office and Sage, and great communication skills to liaise with teams and clients.

Qualifications

• Previous experience in accounting or a related finance field is preferred, or a minimum of 1 year experience in a similar role
• A degree in finance or a related field is an advantage
• Proficiency in Microsoft Office and Sage (or similar accounting software).
• Strong numeracy skills for accurate financial data management
• Confidence and the ability to assert pressure tactfully when dealing with individuals and companies with outstanding payments
• Strong organizational skills to effectively manage various tasks and responsibilities
• Passion for delivering excellent service and maintaining positive customer relations
• Demonstrated integrity in handling sensitive financial information
• Ability to liaison effectively with other team members and departments
• Excellent communication skills, both verbal and written
• Good interpersonal skills for building relationships with clients and colleagues
• Familiarity with computer systems and CRM software

Responsibilities

• Liaise with Sales Account Managers, customers, and utilize reports to maintain accurate and up-to-date debtor information
• Process and send Credit Account invoices in a timely manner
• Process new customer account applications and maintain meticulous records
• Ensure timely payment of invoices by liaising with Credit Account Customers
• Respond to and resolve client inquiries promptly via email and phone
• Perform data entry for finance and accounting documents
• Generate card payment links and facilitate phone payments
• Update customer accounts with received payments
• Generate and send customer statements
• Prepare and send overdue letters to customers
• Send customer receipts upon request
• Keep the company's CRM and client records up to date with accurate information and notes
• Manage card chargebacks by providing comprehensive and timely responses to card issuers, aiming to resolve disputes in favor of the company
• Raise credit notes on the CRM and process refund requests upon management approval

Skills

Microsoft Office

Sage

CRM software

Numeracy skills

Verbal communication

Written communication

Organizational skills

Interpersonal skills

Customer relations

Education

Bachelor's degree in finance or related field

Tools

Sage

Job description

Job Description:

Position Title: Finance Assistant

Work Set Up: Onsite

Schedule: 9:00 PM - 6:00 AM PHT

Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark, Pampanga

Quick Rundown

We are seeking a detail-oriented Finance Assistant to manage debtor accounts, process invoices, and ensure timely payments. You will work closely with Sales Account Managers and customers to maintain accurate records, respond to inquiries, and handle payment processes, including generating payment links and managing overdue accounts.

What You’ll Do

• Liaise with Sales Account Managers, customers, and utilize reports to maintain accurate and up-to-date debtor information
• Process and send Credit Account invoices in a timely manner
• Process new customer account applications and maintain meticulous records
• Ensure timely payment of invoices by liaising with Credit Account Customers
• Respond to and resolve client inquiries promptly via email and phone
• Perform data entry for finance and accounting documents
• Generate card payment links and facilitate phone payments
• Update customer accounts with received payments
• Generate and send customer statements
• Prepare and send overdue letters to customers
• Send customer receipts upon request
• Keep the company's CRM and client records up to date with accurate information and notes
• Manage card chargebacks by providing comprehensive and timely responses to card issuers, aiming to resolve disputes in favor of the company
• Raise credit notes on the CRM and process refund requests upon management approval

What We’re Looking For

• Previous experience in accounting or a related finance field is preferred, or a minimum of 1 year experience in a similar role
• A degree in finance or a related field is an advantage
• Proficiency in Microsoft Office and Sage (or similar accounting software).
• Strong numeracy skills for accurate financial data management
• Confidence and the ability to assert pressure tactfully when dealing with individuals and companies with outstanding payments
• Strong organizational skills to effectively manage various tasks and responsibilities
• Passion for delivering excellent service and maintaining positive customer relations
• Demonstrated integrity in handling sensitive financial information
• Ability to liaise effectively with other team members and departments
• Excellent communication skills, both verbal and written
• Good interpersonal skills for building relationships with clients and colleagues
• Familiarity with computer systems and Customer Relationship Management (CRM) software

Why You’ll Love Joining the CO Fam!

At Clark Outsourcing, we’re redefining what it means to work in a BPO. This isn’t your regular office setup - it’s where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you’ll have to experience it yourself to believe it.

Here’s what’s in store for you:

• Health and Welfare Benefits: HMO with prescription coverage, SSS, PhilHealth, Pag-IBIG, 13th-month pay, retirement benefits, and more.
• Beyond Work: Enjoy our in‑office swimming pool (lowkey flex!), CO Club gaming lounge, CSR involvement through CO Stars, scholarship programs, and access to CO Academy for growth.
• Travel Opportunities: We send at least 20 staff per year to visit our clients in the US, UK, and Australia, giving you international exposure and experience.
• Leave Benefits: Paid holidays, Earned PTO on your first month, Wellness leave (no questions asked), plus special leaves like bereavement, parental leave, and Magna Carta leave.
• Extra Perks: Salary loans up to PHP 1M (via BPI), CO Swag Bag, birthday and anniversary tokens, and our COol & flexible workplace.

Growth and Recognition: Yearly performance appraisals, career advancement programs, CO League events, and guidance from our amazing Coaches!

At CO, it’s not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can’t wait to welcome you to the team!