senior analyst

Personiv; Muntinlupa; On-site; PHP 781,000 - 1,228,000; Full time

Job summary

Personiv in Alabang Muntinlupa is seeking a Senior Analyst to manage daily, weekly, and monthly billing cycles, ensuring accurate data is captured from ERP/CRM and invoices are issued according to established terms.

The role requires reviewing orders and documentation for accurate pricing, discounts, and terms; handling complex billing disputes; and supporting period-end close activities to improve cash flow.

Qualifications

• Minimum 2–3 years in Accounts Receivable, Billing or Sales Operations.
• Strong hands-on experience with a major ERP system and/or billing software.
• Advanced Excel skills for reconciliations and reporting.
• Exceptional precision and attention to detail to prevent billing errors.
• Excellent written and verbal communication with non-finance teams and customers.
• Proven ability to resolve billing discrepancies professionally.

Responsibilities

• Manage daily, weekly, and monthly billing cycles with ERP/CRM data extraction.
• Scrutinize orders, contracts and docs to ensure correct pricing, discounts and terms.
• Verify invoices comply with tax rules and contractual terms.
• Reconcile AR sub-ledger to General Ledger and investigate discrepancies.
• Serve as primary contact for billing disputes and resolutions.
• Identify opportunities to automate billing workflows and improve cash collection.
• Support period-end close with billing accruals and reports.

Skills

Accounts Receivable

Billing Software

ERP Systems

Excel Pivot Tables

Attention to detail

Communication skills

Education

Bachelor's degree in Finance or Accounting

Tools

Billing Software

ERP System

Job description

Job Title

Senior Analyst

Location

Alabang Muntinlupa

Head Count

2

Shift

US

Client Interfacing

Yes

Travel

No

Deputation

No

Educational Background

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

Experience

• 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.

Job Description

• 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.

Nature of Job

Individual Contributor