Job Objective/Purpose:
The Finance Analyst will be responsible for billing of services/goods rendered and proper recording and monitoring thereof which will have an impact on the company's cash flows. S/He will ensure that the company receives accurate payment in a timely manner. S/He will be responsible for managing and collecting outstanding accounts receivable from clients and customers.
This role will be hired under Health Delivery System, Inc. (HDSI) - a RelianceUnited company.
Background and Qualifications:
- Bachelor’s Degree in Finance, Accounting or closely related field required
- Minimum of 1 year of relevant experience in corporate Finance and proven work experience as a Billing and/or Collection Associate, Billing and/or Collection Specialist, or a similar role
- Has exceptional customer service, negotiation skills and ability to listen, communicate (written and verbal), and follow-up effectively with all staffing levels of clients and customers
- Strong knowledge of various collection techniques and procedures
- Preferably with experience using NetSuite or any Oracle software
- Proficiency in using MS Office, preferably Excel or Google Sheets
Duties and Responsibilities:
Billing
- Billing Preparation from data sourcing to data input in the system (Goods and Services)
- Ensuring accuracy, completeness, and timeliness of invoices/billing to clients
- Printing and Sending of approved billing/invoices to clients
- Ensure Targets are met within the assigned accounts
- Assist Team Members as needed
- Handle billing disputes, questions, and reconciliation from internal and external clients (e.g. Attend meetings with clients, respond to queries, etc.)
- Internal and external Clients' communication and coordination management
- Continuous Process Improvement Projects
- Other tasks may be required.
- Assist the Collection team with his/her assigned accounts concerns and document requirements
- Update Invoice Transmittal Drive and Monitoring Files
- Other tasks may be required
Collection
- Provide efficient and effective collection efforts that consistently lead to achieving or exceeding monthly goals and targets.
- Provide customer service regarding collection issues, process customer refunds, and process and review account adjustments.
- Provide accurate and effective document preparation and records management relative to the collection function in accordance with records retention policies and procedures.
- Resolve client discrepancies and short payments, which also includes monitoring and maintaining assigned accounts—customer calls, account adjustments, small balance write-offs, customer reconciliations, and processing credit memos.
- Advise customers of necessary actions and strategies for repayment of outstanding accounts receivable and preventing recurring client delinquency by negotiating manageable payment plans.
- Escalate issues with internal business partners for quick resolution to ensure customer satisfaction to maintain the health of the portfolio against assigned metrics.
- Assist with implementing and maintaining internal financial controls and procedures.
- Assist in the development and implementation of new procedures and features to enhance the workflow of the department and understand compliance issues around accounts receivable processes.
- Assisting with audit as necessary.
- Staying up to date with the latest expertise in the collection of Accounts Receivable.
- Provide administrative support to the Accounts Receivable team and assist colleagues whenever necessary.
- Provide accurate and effective document preparation and records management relative to Accounts Receivable function in accordance with records retention policy and procedures.
- Other duties and responsibilities that may be assigned depending on business needs.
Work Conditions:
- 8-hour work days, Monday through Friday
- To be assigned in Greenfield District, Mandaluyong City
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