Strategic Collections Analyst — Drive Cash Flow

IBM; Quezon City; On-site; PHP 600,000 - 900,000; Full time

Job summary

IBM Philippines is seeking a Collections Analyst to manage OTC tasks including customer masterdata, billing, invoicing, and cash application. You will work to maintain relationships with client personnel and meet SLAs and OLAs.

The role emphasizes accuracy, timely processing, dispute resolution, and collaboration across teams, with opportunities to grow in a global consulting environment.

Qualifications

• Graduate of BS Accountancy, Finance, Business, Economics, or other related management degrees with 1-2 years of Experience in Order to Cash (O2C) with basic accounting knowledge and understanding of various accounting principles.
• Good understanding or working knowledge of general finance and various finance concepts and principles.
• Applied knowledge and understanding on Customer Masterdata Management, Order and Credit Management, Billing and Invoicing, Collections and Disputes, Deductions and Cash Application.
• Good knowledge and hands on experience in any related Accounting Software: SAP, Oracle, SalesForce or any large-scale ERP system is an advantage.
• Experience in participating and collaborating in team meetings to gather/share information
• Ability to achieve individual and Business metrics
• Demonstrated experience in meeting all baseline and project goals for accuracy and timeliness.
• Intermediate knowledge and skills in MS Excel
• Excellent written, oral and interpersonal communication skills
• At least a year of accumulated experience in collection preferably, business to business collections (B2B).
• At least a year of accumulated experience in collections support (voice support) is required.
• At least a year of accumulated experience in collections support (voice support) is required.
• At least a year of accumulated experience in disputes management is required.
• Ability to work independently in a fast - paced, dynamic setting while maintaining accuracy and delivering against deadlines.

Responsibilities

• Enter and process customer orders in the system.
• Verify order details for accuracy (pricing, discounts, contract terms). Ensure all orders are reviewed and processed within agreed timeframes, agreed credit limits and basing on full information required.
• Coordinate with internal teams to ensure timely fulfillment.
• Ensure incorrect orders (i.e., incorrect payment terms) placed in the system are highlighted to the client for revalidation.
• Assist in generating invoices based on completed orders.
• Verify invoice accuracy and resolve basic discrepancies.
• Ensure timely and accurate delivery of invoices to customers.
• Monitor assigned client portfolio and follow up with customers for overdue invoices.
• Assist in resolving disputes or payment issues.
• Maintain records of customer transactions and payment status.
• Adherence to the OTC Collections process within policy, with specific reference to prompt collection and escalation actions.
• Achieve collections targets as defined by Team Leader, Manager and contractual SLAs or OLAs (CPI, KPI, GPI etc.).
• Assist in reviewing customer credit limits and payment terms.
• Flag potential credit risks to team lead or manager for issue resolution.
• Maintain records of credit approvals and adjustments.
• Download & post bank statements according to plan.
• Apply customer payments against correct invoices on the customers’ accounts.
• Perform initial investigations for payment mismatches. Resolve unapplied/unidentified payments.
• Support bank reconciliation activities.
• Achieve Cash Application targets as defined by Team Leader, Manager and contractual SLAs or OLAs (CPI, KPI, GPI etc.).

Skills

MS Excel

Communication skills

Team collaboration

Attention to detail

Ability to work independently

Education

Bachelor’s Degree

Tools

SAP

Oracle

SalesForce

Job description

IBM Philippines is seeking a Collections Analyst to manage OTC tasks including customer masterdata, billing, invoicing, and cash application. You will work to maintain relationships with client personnel and meet SLAs and OLAs.

The role emphasizes accuracy, timely processing, dispute resolution, and collaboration across teams, with opportunities to grow in a global consulting environment.