Policy Reconciliation Specialist

Asia Peopleworks Inc.; Makati; On-site; PHP 334,800 - 558,000; Full time

Job summary

Asia Peopleworks Inc. is looking for a Finance Reconciliation Specialist to work on-site in Makati. The role requires preparing comprehensive monthly reconciliation schedules for policy accounts and collaborating closely with business units to ensure accuracy in financial statements. Ideal candidates should have a Bachelor’s degree, 1-3 years of relevant experience, and proficiency in Microsoft Excel. Familiarity with audit requirements and a strong business sense in insurances is also beneficial.

Qualifications

• 1-3 years of relevant experience in Accounting, Finance, or Reconciliation.
• Basic understanding of audit requirements and system controls.
• Good business sense in life and pre-need insurances.
• Experience with data analysis for personalized training.

Responsibilities

• Prepare comprehensive monthly reconciliation schedules for policy accounts.
• Ensure reconciliation reports evidence accuracy and completeness.
• Collaborate with business units to address policy suspense discrepancies.

Skills

Proficiency in Microsoft Excel

Strong proficiency in reporting tools

Communication skills

Experience with AI tools

Understanding of GAAP

Understanding of IFRS

Business sense in insurances

Education

Bachelor’s degree in any course

Job description

Asia Peopleworks Inc. is looking for a Finance Reconciliation Specialist to work on-site in Makati. The role requires preparing comprehensive monthly reconciliation schedules for policy accounts and collaborating closely with business units to ensure accuracy in financial statements. Ideal candidates should have a Bachelor’s degree, 1-3 years of relevant experience, and proficiency in Microsoft Excel. Familiarity with audit requirements and a strong business sense in insurances is also beneficial.