SENIOR ANALYST

Personiv; Muntinlupa; On-site; PHP 50,000 - 70,000; Full time

Job summary

Personiv is looking for a Senior Analyst in Alabang Muntinlupa to manage billing cycles and ensure data accuracy from the ERP/CRM system. You will also serve as a primary contact for billing inquiries and disputes, and identify workflow improvement opportunities.

The ideal candidate has a Bachelor’s degree in Finance or a related field, along with 2-3 years of relevant experience. Proficiency in ERP systems and Excel is required.

Qualifications

• Bachelor's degree in a relevant field.
• 2-3 years of experience in Accounts Receivable, Billing, or Sales Operations.
• Hands-on experience with ERP systems or billing software.

Responsibilities

• Manage billing cycles and ensure accurate data extraction.
• Verify compliance with tax regulations and invoice accuracy.
• Serve as primary contact for billing disputes and inquiries.
• Identify opportunities to streamline the billing workflow.

Skills

ERP system experience

Microsoft Excel proficiency

Attention to detail

Communication skills

Billing dispute management

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Statistics, or related field

Job description

Position

• Senior Analyst
• Shift: US
• Client Interfacing: Yes
• Travel: No

Location

Alabang Muntinlupa

Responsibilities

• Manage the daily, weekly, and monthly billing cycles, ensuring accurate data is extracted from the ERP/CRM system and invoices are generated and distributed to customers according to established terms and deadlines.
• Scrutinize all sales orders, contracts, and supporting documentation to ensure billing information (pricing, discounts, terms, customer details) is correct before invoice creation.
• Verify that all invoices comply with local, state, and international tax regulations, sales tax exemptions, and contractual terms (e.g. milestone billing, recurring subscriptions).
• Perform periodic reconciliation of the Accounts Receivable sub-ledger to the General Ledger, investigating and resolving discrepancies related to unapplied cash, misposted charges, or billing errors.
• Serve as the primary contact for complex billing disputes and inquiries from customers and internal teams, researching issues, issuing credit memos or adjustments, and communicating resolutions clearly.
• Identify opportunities to automate or streamline the billing workflow, reduce manual errors, and improve the efficiency of the cash collection cycle.
• Assist the Accounting team with period‑end close procedures, including preparing billing accruals, deferred revenue schedules, and summary reports related to invoicing activity.

Qualifications

• Educational Background: Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Statistics, or related field.
• Minimum of 2–3 years of proven experience in an Accounts Receivable, Billing, or Sales Operations role, preferably in a high-volume environment.
• Strong hands‑on experience with a major ERP system and/or dedicated billing software.
• Advanced proficiency in Microsoft Excel (including pivot tables, VLOOKUP, and large data manipulation) for reconciliations and reporting.
• Exceptional precision and attention to detail are mandatory for identifying and preventing billing errors.
• Excellent written and verbal communication skills; ability to explain complex billing matters to non‑finance personnel (Sales, Operations) and customers.
• Proven ability to professionally manage and resolve billing discrepancies and complex customer issues.