Senior Finance Specialist | Philippines

Key Responsibilities

• Manage end-to-end client invoicing process
• Ensure invoices are accurately generated and tracked against HubSpot deal IDs
• Maintain visibility into billing status across all active deals
• Track financial incoming (Accounts Receivable / AR management)
• Support revenue tracking and reconciliation between deals, invoices, and payments
• Vendor, Cost & COGS Management
• Track and reconcile vendor and contractor invoices
• Align costs with deals to determine cost of goods sold (COGS)
• Combine input from 4–6 different vendor/contractor cost sources and calculate COGS on an individual deal basis to drive project/client profitability metrics
• Coverage
• Coordinate across multiple vendors and partners
• Maintain accurate cost allocation across projects and client accounts
• Accounts Receivable Oversight
• Monitor payment timelines and identify overdue accounts
• Produce reports highlighting AR risks and aging balances
• Escalate issues for leadership intervention when needed
• Backlog & Process Cleanup
• Help resolve existing billing backlog and invoicing discrepancies
• Ensure invoices are correctly routed and delivered
• Reporting, Financial KPIs & Insights
• Generate financial reports using QuickBooks and Bill.com
• Provide visibility into revenue, costs, and financial health
• Track financial KPIs including monthly burn rate
• Provide deal-level profitability and margin insights to leadership
• Process Improvement, Controls & External Coordination
• Identify gaps in workflows, integrations, and data accuracy
• Recommend improvements to enhance efficiency and reliability
• Guide external finance teams to ensure alignment, accuracy, and timely delivery of outputs
• Collaborate with internal teams and system admins (no heavy build work required)
• Absorb some authority to pre-screen and approve Sales target margins to ensure financial viability before deal closure

Requirements

• 3–5+ years experience in finance operations, accounting, or bookkeeping
• Strong familiarity with: QuickBooks, Bill.com and CRM systems (HubSpot preferred)
• Proven Ability To Manage end-to-end financial workflows
• Work independently in a hands-on capacity
• Identify and resolve process inefficiencies
• Strong analytical and organizational skills
• Excellent communication and willingness to speak up on issues