Finance Specialist

WHR Global Consulting; Pasig; On-site; PHP 360,000 - 480,000; Full time

Job summary

WHR Global Consulting in Pasig is seeking a Finance Specialist (AR, collection and taxation) to oversee accounts receivable, invoicing, and tax filings, ensuring accuracy and compliance in daily financial operations onsite.

The role requires a Bachelor's in Accounting, 2–3 years AR/tax experience, proficiency in Microsoft Office and accounting software, and sharp analytical, communication, and organizational skills in a fast-paced, cross‑functional environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum of 2-3 years of experience in accounts receivable and taxation roles.
• Solid understanding of local tax laws and accounting standards.
• Proficient in Microsoft Office Suite and accounting software programs.
• Detail-oriented with strong analytical and problem-solving skills and meet tight deadlines.
• Excellent communication and organizational abilities.
• Ability to work independently and as part of a cross-functional team in a fast-paced environment.

Responsibilities

• Generate and issue accurate customer invoices in a timely manner, ensuring completeness of documentation, appropriate coding, and necessary approvals.
• Match customer payments to corresponding invoices or sales orders, ensuring accuracy in application.
• Monitor accounts receivable aging reports and identify delinquent accounts for proactive follow-up.
• Communicate with customers to resolve billing issues and secure timely payments, maintaining positive client relationships.
• Perform regular reconciliation of customer accounts, resolving discrepancies and processing payment adjustments when necessary.
• Maintain accurate and updated records of accounts receivable transactions, including client data and collection history.
• Respond promptly to customer inquiries related to billing and payment.
• Assist in the preparation of month-end and year-end close activities related to accounts receivable, including reporting and audit support.
• Prepare and ensure timely filing and payment of all applicable tax returns, including but not limited to VAT, withholding tax, and income tax.
• Ensure full compliance with the Bureau of Internal Revenue (BIR) tax regulations, including tax mapping requirements and submission of BIR Form 2307.
• Monitor changes in tax laws and ensure the company remains compliant with all national and local government tax regulations.
• Collaborate with internal departments and external consultants for tax audits and assessments as needed.
• Serve as the custodian of all essential financial documents including signed service or lease contracts (income-generating), issued invoices, billing statements, filed tax returns, and BIR compliance documents.
• Ensure proper filing, safekeeping, and easy retrieval of documents to support audits, compliance checks, and operational efficiency.
• Perform other related duties and special projects as assigned by management to support departmental and organizational goals.

Skills

Attention to detail

Analytical skills

Problem-solving

Communication skills

Organizational skills

Cross-functional teamwork

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Office Suite

Accounting software

Job description

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

Job Description

Job Title : Finance Specialist (Account Receivable (AR), Collection and Taxation)

Department : Finance and Accounting

Job Level : Level 2A

Role Type : Full time / Onsite

The Finance Specialist (Account Receivable (AR) and Taxation) is responsible for ensuring the integrity of the company’s financial operations with a particular focus on receivables management and taxation compliance. You will oversee the accounts receivable process, ensure timely collection of outstanding invoices, and manage indirect and direct tax filings in accordance with local regulations.

Key responsibilities

Accounts Receivable Responsibilities:

• Generate and issue accurate customer invoices in a timely manner, ensuring completeness of documentation, appropriate coding, and necessary approvals.
• Match customer payments to corresponding invoices or sales orders, ensuring accuracy in application.
• Monitor accounts receivable aging reports and identify delinquent accounts for proactive follow-up.
• Communicate with customers to resolve billing issues and secure timely payments, maintaining positive client relationships.
• Perform regular reconciliation of customer accounts, resolving discrepancies and processing payment adjustments when necessary.
• Maintain accurate and updated records of accounts receivable transactions, including client data and collection history.
• Respond promptly to customer inquiries related to billing and payment.
• Assist in the preparation of month-end and year-end close activities related to accounts receivable, including reporting and audit support.

Taxation Responsibilities:

• Prepare and ensure timely filing and payment of all applicable tax returns, including but not limited to VAT, withholding tax, and income tax.
• Ensure full compliance with the Bureau of Internal Revenue (BIR) tax regulations, including tax mapping requirements and submission of BIR Form 2307.

Regulatory Adherence:

• Monitor changes in tax laws and ensure the company remains compliant with all national and local government tax regulations.
• Collaborate with internal departments and external consultants for tax audits and assessments as needed.

Document Management:

• Serve as the custodian of all essential financial documents including signed service or lease contracts (income-generating), issued invoices, billing statements, filed tax returns, and BIR compliance documents.
• Ensure proper filing, safekeeping, and easy retrieval of documents to support audits, compliance checks, and operational efficiency.

General Responsibilities:

• Perform other related duties and special projects as assigned by management to support departmental and organizational goals.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum of 2-3 years of experience in accounts receivable and taxation roles.
• Solid understanding of local tax laws and accounting standards.
• Proficient in Microsoft Office Suite and accounting software programs.
• Detail-oriented with strong analytical and problem-solving skills and meet tight deadlines.
• Excellent communication and organizational abilities.
• Ability to work independently and as part of a cross-functional team in a fast-paced environment.

Process Improvement Financial Modeling Analytical Skills Statistical Analysis Accounting Receivable and Payable Accountant in Charge Statement Preparation Reconciliations Financial Management