Financial Analyst

Job Title: Financial Data and Billing Analyst

Location: Onsite (SM North EDSA)

Schedule: Monday–Friday, 8:00 AM–5:00 PM EST

OVERVIEW

We are seeking a detail-oriented and analytical Financial Data and Billing Analyst to support customer billing, financial reporting, and data integrity processes for our US-based client. In this role, you will be responsible for managing customer billing activities, validating financial data, maintaining pricing and system records, and producing market-level reporting.

This position requires strong Excel proficiency, excellent analytical skills, and the ability to work with large datasets across multiple systems. The ideal candidate is highly organized, detail-focused, and comfortable collaborating with cross-functional teams including Finance, Operations, and IT.

ESSENTIAL DUTIES and RESPONSIBILITIES:

Customer Billing & Revenue Processing

• Process all customer billing activities, including credits, billing adjustments, and order verification
• Perform variance resolution and ensure accuracy of billing transactions
• Communicate with customers regarding billing issues, credits, and order updates
• Validate customer orders against billing records to ensure accuracy

Financial Analysis & Reporting

• Produce daily market-level reporting using Excel and other reporting tools
• Analyze revenue and margin trends across customers and regions
• Build, maintain, and update reporting templates as needed
• Track and report key performance metrics for leadership review

Accounts Payable & Reconciliation Support

• Serve as main point of contact for Accounts Payable (AP) resolution
• Perform three-way match validation (PO, invoice, receipt)
• Review customer statements and resolve AP holds and discrepancies
• Communicate required actions clearly to resolve payment issues

Data Management & System Maintenance

• Manage and maintain customer pricing to align with contracts and prevent billing errors
• Update subcontractor rates in accordance with agreements
• Maintain system mapping tables and ensure accurate data integration between platforms
• Review and validate material releases against customer orders for accuracy

Project & Operational Support

• Coordinate and support special processing projects and communicate updates to team leads
• Troubleshoot system and data errors to ensure accurate processing
• Review and approve project setup requests and budget submissions
• Ensure compliance with data integrity standards and change control procedures
• Support internal and external audit requirements through documentation and reporting

REQUIRED QUALIFICATIONS:

• Minimum 3 years of experience in Accounting, Finance, or an analytical role
• Strong proficiency in Microsoft Excel (VLOOKUP, XLOOKUP, Pivot Tables, IF statements)
• Experience handling large datasets, data validation, and financial reporting
• Familiarity with ERP, CRM, or finance systems (Oracle experience preferred)
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Ability to work across cross-functional teams (Finance, IT, Operations)
• Strong attention to detail and data accuracy
• Solid understanding of financial and operational processes
• 2-year college diploma in Business Administration, Finance, Information Systems, or related field

PREFERRED QUALIFICATIONS:

• Experience with financial reporting, forecasting, or revenue analysis
• Exposure to process documentation and audit support
• Experience creating templates and improving reporting workflows
• Strong background in project coordination or operational reporting
• Familiarity with billing systems and telecom or enterprise finance environments