Travel Claims Assistant (Finance)

Panoptik Global; Makati; On-site; PHP 600,000 - 800,000; Full time

Job summary

Panoptik Global in Makati is looking for a Travel Claims Assistant with at least 4 years of experience in accounting or finance. The role involves reviewing and processing travel expense claims, ensuring accuracy, and liaising with various departments. A Bachelor's degree in Finance or Accounting is required, along with strong analytical skills and proficiency in MS Excel. The position offers a hybrid work arrangement in Metro Manila.

Qualifications

• Minimum of 4 years of relevant experience in accounting, finance, or audit.
• Experience with travel expense processing or accounts payable is an advantage.
• Familiarity with Oracle systems and accounting processes is preferred.

Responsibilities

• Review and analyze travel expense claims submitted by staff.
• Verify the validity and completeness of claims.
• Provide timely feedback on documentation discrepancies.
• Ensure accurate encoding in Oracle Wave.

Skills

Travel Claims Review

Expense Validation

Oracle AP System

Professional Proficiency (MS Excel)

Financial Compliance

Audit Procedures

Travel Policy Knowledge

Claims Monitoring

Stakeholder Coordination

Ticketing Systems

Education

Bachelor’s degree in Finance, Accounting, or a related field

Job description

Hybrid - Makati 3-5 Yrs Exp Bachelor Contract

Job Description

Job Description: Travel Claims Assistant

Key Responsibilities

Travel Claims Processing

• Review and analyze travel expense claims submitted by staff and non-staff from Headquarters (HQ), Regional Offices, and Country Offices.
• Verify the validity, accuracy, and completeness of claims in accordance with company Travel Rules and Regulations.
• Provide timely feedback to claimants regarding missing documentation or identified discrepancies.
• Ensure accurate and complete encoding of transactions in Oracle Wave (Online Travel Application) and Accounts Payable modules.
• Submit processed claims for second-level review and supervisor approval within required timelines.

Coordination and Stakeholder Management

• Coordinate with Staff Travel Coordination (STC) on ticket booking-related concerns.
• Liaise with the Department of Financial Management (DFM) for exceptional approvals and escalations.
• Coordinate with the Human Resources Administration Unit (HRAU) on employment status verification.
• Facilitate bank information updates with Manila Treasury Services (MTS) and Manila Human Resources Operations (MHRO) for payment processing.
• Work with ICT Support (Wave Travel) to resolve system or technical issues.

Monitoring and Reporting

• Monitor the timely submission of travel expense claims and liquidation of staff advances.
• Track and follow up on outstanding or pending claims.
• Maintain and update monitoring files and tracking systems.
• Provide daily status updates and reports on travel expense claims to the supervisor.
• Manage shared mailboxes related to Travel Claims and TEC processing.
• Monitor and resolve tickets in Freshservice FinCoorp within agreed SLA timelines.

Advisory and Process Improvement

• Respond to queries from claimants and stakeholders regarding claim settlement and travel policies.
• Provide guidance on the interpretation of travel regulations and expense calculations.
• Stay updated on changes in travel policies, systems, and procedures.
• Assist in documenting and updating process flows and standard operating procedures.
• Support continuous improvement initiatives to enhance efficiency and accuracy.

Other Duties

Perform other accounting and finance-related tasks as assigned.

Qualifications

Education

Bachelor’s degree in Finance, Accounting, or a related field from an accredited institution.

Experience

• Minimum of 4 years of relevant experience in accounting, finance, or audit.
• Experience with travel expense processing or accounts payable is an advantage.
• Familiarity with Oracle systems and accounting processes is preferred.
• Skills and Competencies
• Strong knowledge of accounting principles, internal controls, and audit procedures.
• Understanding of financial rules and regulations.
• Knowledge of IPSAS is an advantage.
• High attention to detail and accuracy.
• Strong analytical and problem-solving skills.
• Effective communication and stakeholder coordination skills.
• Proficiency in Microsoft Office applications (especially Excel).
• Ability to manage multiple tasks and meet deadlines.

• Travel Claims Review
• Expense Validation
• Oracle AP System
• Professional Proficiency (MS Excel)
• Financial Compliance
• Audit Procedures
• Travel Policy Knowledge
• Claims Monitoring
• Stakeholder Coordination
• Ticketing Systems