Position: Analyst – Financial Planning & Analysis

Location: BGC, Taguig City

Company: New Change Group of Companies (NCGOC)

The Financial Analyst plays a crucial role in supporting the organization’s financial decision-making processes. This position entails analyzing financial data and trends to provide insights that guide investment strategies and budget allocations. The analyst’s work directly impacts the company’s financial health by ensuring accurate forecasting and effective resource utilization. The role involves collaboration with various departments to deliver comprehensive reports, conduct financial modeling, and assist in strategic planning initiatives.

Key Responsibilities:

• Prepare manual invoicing as per BIR requirements and submit manually at client offices
• Apply knowledge of BIR regulations and compliance in the Philippines related to invoicing and collections
• Coordinate with tax consultants and ensure compliance with local taxes
• Collaborate with internal teams such as sales, customer service, and accounting to address customer inquiries and concerns
• Resolve billing discrepancies and disputes in a timely and professional manner
• Update customer records and account information accurately in the system
• Contact clients with outstanding balances via phone, email, and mail to facilitate prompt payment
• Monitor accounts receivable ageing reports and prioritize collection activities accordingly
• Prepare and maintain documentation related to billing and collection activities, including payment arrangements and correspondence
• Escalate delinquent accounts to management as necessary and recommend further action
• Contribute to process improvements and initiatives to enhance efficiency and effectiveness in billing and collections operations

Qualifications:

• Graduate of Accountancy or Business-related courses
• At least 2 years of relevant experience in invoicing, collections, accounts receivable management, or related field
• Excellent communication skills
• Strong attention to detail and accuracy in data entry and record-keeping
• Ability to work independently and prioritize tasks to meet deadlines
• Proficiency in Microsoft Office
• Ability to maintain confidentiality and handle sensitive information with integrity