Finance & Billing Operations Specialist

KEY RESPONSIBILITIES

1. Cash Application & Bank Reconciliation

• Process incoming customer payments and accurately apply cash receipts to outstanding invoices using Rillet.

• Perform routine bank reconciliations and investigate discrepancies.

• Monitor unapplied payments, outstanding transactions, and reconciliation exceptions.

• Maintain accurate financial records and support timely month-end close activities.

• Coordinate with the finance team to resolve payment discrepancies.

2. Accounts Payable & Vendor Payments

• Process vendor invoices and payables through Ramp.

• Verify invoice information, coding, supporting documentation, and required approvals.

• Maintain accurate vendor records and payment documentation.

• Monitor outstanding payables and upcoming payment deadlines.

• Identify and escalate duplicate invoices, discrepancies, or payment issues.

• Support payment processing in accordance with established approval procedures.

3. Travel, Expense & Reimbursement Management

• Review employee travel and entertainment (T&E) expense submissions through Ramp.

• Verify receipts, expense classifications, and compliance with company policies.

• Process employee reimbursements following established approval workflows.

• Follow up with employees regarding missing documentation or discrepancies.

• Maintain accurate expense records and assist with expense reporting.

4. Customer Billing & Accounts Receivable Support

• Monitor the shared customer billing email inbox.

• Respond professionally and promptly to routine customer billing inquiries.

• Assist customers with invoice copies, payment confirmations, billing explanations, and account-related

questions.

• Research and resolve basic billing discrepancies.

• Escalate complex billing issues to the appropriate U.S. finance team member.

• Maintain organized documentation of customer billing communications.

5. Customer Contract Setup & Billing Administration

• Set up new small and medium-sized business (SMB) customer contracts in Rillet.

• Accurately enter customer information, contract details, billing terms, and other required information.

• Verify that billing configurations align with approved customer agreements.

• Coordinate with relevant internal teams to resolve missing or inconsistent information.

• Maintain accurate customer billing records and support ongoing contract updates.

6. Finance Operations & Process Improvement

• Support recurring accounting tasks and month-end close activities as assigned.

• Maintain clear documentation of standard operating procedures.

• Identify opportunities to improve transaction accuracy, workflow efficiency, and customer responsiveness.

• Collaborate with the U.S. finance team to ensure timely completion of assigned deliverables.

• Handle confidential financial and customer information with discretion.

Requirements

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

• 3–5 years of relevant experience in accounting operations, accounts payable, accounts receivable, billing, or a

similar finance role.

• Practical experience with bank reconciliation, cash application, and invoice processing.

• Understanding of basic accounting principles and financial controls.

• Experience working with cloud-based accounting, ERP, or expense management platforms.

• Strong Microsoft Excel or Google Sheets proficiency.

• Excellent written and verbal English communication skills.

• Strong attention to detail, organization, and problem-solving ability.

• Ability to work independently, manage competing priorities, and meet deadlines.

• Comfortable communicating directly with U.S.-based employees and customers.

Key Competencies

• Accuracy: Maintains reliable financial data and minimizes processing errors.

• Ownership: Independently manages recurring accounting responsibilities.

• Communication: Communicates clearly and professionally with customers and internal stakeholders.

• Organization: Balances multiple workflows while meeting established deadlines.

• Problem-Solving: Identifies discrepancies and works proactively toward resolution.

• Adaptability: Learns new systems and processes quickly.

PREFERRED QUALIFICATIONS

• Hands-on experience with Rillet.

• Hands-on experience with Ramp.

• Previous experience supporting a U.S.-based finance or accounting team.

• Experience in a SaaS, technology, or subscription-based business.

• Familiarity with recurring billing, customer contracts, and accounts receivable processes.

• Experience handling shared billing inboxes and responding to customer inquiries.

• Familiarity with month-end close procedures.

Benefits

• Free lunch meal, fruits, snacks, and drinks
• Onsite gym with a free professional instructor
• Weekly fitness activity and an annual fitness challenge where you can win up to 70,000 PHP
• Weekly engagement activities with prizes that are up to 3,000 PHP
• Free upskilling academy to improve your performance and skillset
• State-of-the-art facilities from toilets to your workstation
• Amenities such as sleeping quarters, game area, chat room, shower room