Speaker Bureau Financial Close & Compliance Planner

IQVIA; Taguig; On-site; PHP 450,000 - 650,000; Full time

Job summary

IQVIA Manila is seeking a Manila Speaker Bureau Financial Close & Review Planner to audit and review financials post meetings, ensuring accuracy in Transfer of Value reporting and compliance with client rules.

You will collaborate with meeting planners and vendors, review expenses against budgets, and escalate risks when needed. A 2+ year background in customer service or audit, plus US client experience, is preferred.

Qualifications

• 2+ years of customer service or equivalent.
• Previous work experience in catering to US clients, preferably in a phone-based Customer Service role, is required.
• Relevant audit experience is preferred.
• Pharma Industry experience is a plus.
• Familiarity with US cultural norms and practices to better understand and service stakeholders and clients.
• Proficiency in PC applications, Microsoft Office suite (Word, Excel, PowerPoint, Teams) and Outlook is required.
• Knowledge in SharePoint, Salesforce and Smartsheet preferred.
• Proficiency in using phone systems such as Twilio, CRM software and other relevant technology is preferred.
• Able to work during US standard business hours and be flexible on work schedule and/or extended hours to meet clients’ business needs during peak season.
• Excellent in communication, both oral and written.

Responsibilities

• Collaborate as an integral part of the client Core Team which comprises of meeting planners, logistics planner and speaker bureau planners and other roles supporting execution of planning of each meeting.
• Review all aspects of planning are within the client’s business rules and budgetary requirement.
• Apply client business and compliance rules throughout the financial close & review process.
• Trigger or elevate any items that can impact risk on meeting compliance.
• Liaise with internal and external stakeholders to ensure up-to-date information.
• Comply with timekeeping standards & policies in Sprout, PSA ensuring accurate work hours.

Skills

Customer service

Attention to detail

Multitasking

Communication skills

Problem solving

Tools

SharePoint

Salesforce

Smartsheet

Twilio

CRM software

Microsoft Office

Job description

IQVIA Manila is seeking a Manila Speaker Bureau Financial Close & Review Planner to audit and review financials post meetings, ensuring accuracy in Transfer of Value reporting and compliance with client rules.

You will collaborate with meeting planners and vendors, review expenses against budgets, and escalate risks when needed. A 2+ year background in customer service or audit, plus US client experience, is preferred.