Financial Services Support Officer (Dayshift - Hybrid) [N6]

VAP

Cebu City

On-site

PHP 250,000 - 450,000

Full time

14 days+

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Benefits offered by this job

HMO + dental

Holiday break (2 weeks)

Weekends off (Sat/Sun)

Day shift

Job summary

VAP is a leading offshore staffing provider in the Philippines, supporting Australian and New Zealand businesses. The Financial Services Support Officer will manage onboarding, credit administration, transaction processing, and client support, ensuring accuracy and timely responses.

You will coordinate with Credit and Client Success teams, handle documents, perform checks, and resolve issues to keep processes moving smoothly.

Qualifications

Solid experience in AP/AR or similar finance role.
Experience processing invoices, payments, reconciliations and financial transactions.
Hands-on with ERP/accounting systems (Dynamics 365 Business Central).
Experience managing debtor/creditor accounts and reconciliations.
Bank reconciliations and accurate financial records.
Familiarity with payment processing incl international payments.
Preparing journals, credit notes and adjustments.
Strong accounting principles and financial controls.
Excellent attention to detail with analytical skills.
Strong written and verbal English communication.
Proficient in Excel and Office applications.

Responsibilities

Manage end-to-end onboarding for new APay clients.
Collect, review, and follow up on required documents.
Prepare client applications for Credit review.
Complete company, credit, AML, and compliance checks.
Research corporate structures and maintain onboarding records.
Monitor outstanding requirements and identify delays.
Coordinate onboarding and training sessions.
Process invoices for APay instalment arrangements.
Conduct credit checks and coordinate related insurance where applicable.
Liaise with clients to progress transactions and documentation.

Skills

AP/AR experience

Invoices & payments

Debtor/Creditor accounts

Bank reconciliations

Payment processing

Journals & adjustments

Accounting principles

Excel

English communication

Salesforce

Continua

Stripe

Tools

Microsoft Dynamics 365 Business Central

Microsoft Excel

Job description

Do you enjoy keeping things moving and making sure nothing falls through the cracks?

Are you confident speaking with clients and customers to get things done?

Looking for a hands-on role where your organisation and initiative make a real impact?

Keep things moving. Build your skills. Make an impact.

About the Role

We're looking for a Financial Services Support Officer to support client onboarding, credit administration, transaction processing, and customer support. You'll manage applications and transactions from start to finish, follow up on outstanding requirements, resolve issues, and work closely with clients, customers, Credit, and Client Success teams to keep processes moving smoothly.

Ideal Candidate (Must Have Requirements)

Solid experience in Accounts Payable, Accounts Receivable, or a similar finance role.
Experience processing invoices, payments, reconciliations, and financial transactions.
Hands-on experience using Microsoft Dynamics 365 Business Central or similar ERP/accounting systems.
Experience managing debtor and creditor accounts, including customer and vendor reconciliations.
Experience performing bank reconciliations and maintaining accurate financial records.
Familiarity with payment processing, including electronic payment runs, BPAY, international payments, and credit card transactions.
Experience preparing journals, credit notes, refunds, and general finance adjustments.
Strong understanding of accounting principles and financial controls.
Excellent attention to detail with strong analytical and problem-solving skills.
Strong written and verbal English communication skills.
Proficient in Microsoft Excel and Microsoft Office applications.
Ability to work independently while managing multiple priorities and meeting deadlines.
Experience with Salesforce, Continia, Stripe, or similar finance platforms is highly regarded.

Tasks and Responsibilities

Manage the end-to-end back-office onboarding process for new APay clients
Collect, review, and follow up on required application documents and information
Prepare client applications and supporting documentation for Credit review
Complete relevant company, credit, AML, and compliance checks
Research and prepare corporate and ownership structures
Maintain accurate onboarding records and CRM stages
Monitor outstanding requirements and proactively identify potential delays or blockers
Set approved clients live within BOUI and coordinate onboarding and training sessions
Process and validate invoices submitted for APay instalment arrangements
Complete required credit checks and coordinate credit insurance where applicableLiaise with clients and their customers to progress transactions and documentation
Follow up on outstanding forms, requirements, and payments by phone and email
Monitor transaction statuses and elevate payment issues, anomalies, and risks
Coordinate with the Credit team regarding pre-approvals and credit limits
Manage failed direct debit payments through customer contact, payment arrangements, and record updates
Respond to client and customer enquiries and take ownership through to resolution
Maintain accurate records and ensure information remains current across relevant systems
Identify recurring issues and suggest improvements to onboarding and transaction processes

Industry-leading benefits

HMO w/ Dental Coverage + Dependents
2-week paid Holiday Break. Enjoy the season without worrying about your work.
Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions.
Take advantage of working the day shift schedule! Wake up to the sunrise and wind down as the sun sets.

We have a virtual recruitment process. What you need

Strong and Stable Internet Connection for uninterrupted video interviews
Laptop or PC with Webcam for online assessments and interviews

About VAP

VAP is a leading, fast-growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

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