Financial Operations Associate | Ortigas, Night Shift

Acquire Intelligence; Metro Manila; On-site; PHP 446,000 - 670,000; Full time

Benefits offered by this job

HMO coverage

Yearly kickoff parties

Value Awards

Career growth opportunities

Team support

Job summary

Acquire Intelligence in Ortigas, Philippines, is seeking a Financial Operations Associate for onsite night shift. The role centers on supporting funding processes, reviewing documents, and ensuring accurate banking and business verifications to prepare contracts before funding.

You will participate in document review, research across internal and public sources, and funding operations with a strict 30-minute SLA, using Salesforce and PandaDoc.

Qualifications

• Experience in financial services, banking operations, lending support, or a documentation-heavy role.
• Comfortable reviewing financial and business documents.
• Able to compare information across multiple records and spot inconsistencies.
• Able to research issues and escalate when information cannot be confirmed.
• Comfortable working in a fast-paced, SLA-driven environment.

Responsibilities

• Document & Financial Review: review bank statements, IDs, business records, and funding documents; ensure completeness and accuracy.
• Verification & Research: validate banking, business, ownership, and entity information; research and cross-check data.
• Funding Operations: prepare and review contracts; verify details; maintain records in Salesforce; build contracts in PandaDoc; meet 30-minute SLA.

Skills

Document Review

Banking Records

Business Verification

Research

SLA-driven

Tools

Salesforce

PandaDoc

Job description

FINANCIAL OPERATIONS ASSOCIATE

Ortigas, Onsite | Night Shift | Full-Time

Build your financial-services career in a fast-paced back-office role focused on documentation, banking records, business verification, and pre-funding support. You’ll review financial and business information, investigate discrepancies, maintain accurate records, and help prepare contracts before funding.

ABOUT ACQUIRE INTELLIGENCE

At Acquire Intelligence, our mission is to help business work smarter.
We bring together the best people, efficient processes, and automation to help companies grow faster and operate with confidence. Our purpose is to simplify how businesses work, improve performance, and lead meaningful change across the globe. If you’re passionate about making a real impact through innovation and collaboration, Acquire Intelligence is the place to grow your career.

A SNAPSHOT OF YOUR ROLE

You’ll support financial-services operations by making sure funding files are complete, accurate, and ready to proceed. The role combines document review, banking and business verification, research, contract preparation, and time-sensitive processing.

WHAT YOU’LL DO

Document & Financial Review

• Review bank statements, IDs, business records, and funding documents.

• Check information for completeness, accuracy, and consistency.

• Identify and escalation missing or conflicting information.

• Complete required balance and financial calculations.

Verification & Research

• Validate banking, business, ownership, and entity information.

• Research businesses, DBAs, locations, and related entities.

• Cross-check information across internal records and public sources.

• Review previous contracts and supporting records when needed.

Funding Operations

• Prepare and review contracts before release.

• Verify names, addresses, banking details, and other key information.

• Maintain accurate records and documentation in Salesforce.

• Build and process contracts using PandaDoc.

• Meet required processing timelines, including a strict 30-minute SLA.

A BIT ABOUT YOU

• Experience in financial services, banking operations, lending support, back-office processing, or another documentation-heavy role.

• Comfortable reviewing financial and business documents.

• Able to compare information across multiple records and spot inconsistencies.

• Able to research issues and escalation when information cannot be confirmed.

• Comfortable working in a fast-paced, SLA-driven environment.

WHY JOIN THE A-TEAM?

Come for a career, stay for the fun!

Here’s what’s waiting for you:

• HMO coverage for you and your family

• Epic Yearly Kick-Off Parties with major giveaways

• Recognition through our Value Awards — we celebrate your wins

• Real career growth with opportunities for internal promotions

• Meaningful work with talented and supportive teams

Your future matters:

• 900+ internal promotions every year

• Access to 2,700+ leadership training courses

Extra rewards along the way:

• 14th Month Pay after 5 years of continuous service

• Employee Referral Program — earn up to ₱42,000 per successful hire

Enjoy work-life balance:

• 24 Paid Time-Off (PTO) Credits annually, with leave credits convertible to cash

• Paid Birthday Leave — celebrate your day your way

WHAT WE VALUE

We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

• Curious and Clever: Smart questions spark smart solutions

• Entrepreneurial Energy: Think like an owner. Solve like a founder

• Fast with Intent: We move fast and deliver real results

• Laugh and Learn: We don’t take ourselves too seriously, just our results

What are you waiting for? Come for a career, stay for the fun!