CSR - Finance

The Manila Speaker Bureau Financial Close & Review Planner is overall accountable in auditing and reviewing actual financials post meeting. FCR Planner is heavily focused on ensuring we are accurate in our government required Transfer of Value reporting responsibilities.

Essential Duties & Responsibilities

• Collaborate as an integral part of the client Core Team which comprises of meeting planners, logistics planner and speaker bureau planners and other roles supporting execution of planning of each meeting

• Review all aspects of planning are within the client’s business rules and budgetary requirement. The following items are critical to the FCR Planner role in executing seamlessly:

  • Assess accuracy of Management Fee applied tied to the program type

  • Review Speaker Travel expenses to ensure no discrepancy between itinerary vs travel charges

  • Review Speaker Honorarium to ensure Speaker is paid correctly.

  • Accurately plot venue/caterer charges to the specific FCR approved calculator to flag any overage on approved cost per person as needed

  • Accurately move charges to their applicable budget category following client’s business rules on approved categories

  • Review and resolve attendance discrepancies as needed.

  • Ensure all expenses matches between systems (EFX and Centris) and document approved exemptions as needed

  • Obtain necessary documents (receipts) are uploaded in the meeting and other related documents as required

  • Communicate timely with meeting planner, speaker bureau planner, logistics planner, vendors related to task completion and other related inquiry or follow up needs

• Application of client business and compliance rules throughout the financial close & review process.

• Ability to trigger or escalate any items that can impact risk on meeting compliance.

• Ensure understanding of system functionalities related to job function as assigned.

• Liaise with relevant internal and external stakeholders to ensure appropriate team members have the most up to date information

• Comply with timekeeping standards & policies in Sprout, PSA ensuring accurate work hours are logged.

• Other related team task maybe assigned

Qualifications

• 2+ years of customer service or equivalent

• Previous work experience in catering to US clients, preferably in a phone-based Customer Service role, is required

• Relevant audit experience is preferred

• Pharma Industry experience is a plus

• Familiarity with US cultural norms and practices to better understand and service stakeholders and clients. 

• Bachelor's Degree Required

• Proficiency in PC applications, Microsoft Office suite of products (Word, Excel, PowerPoint, Teams) and Outlook is required

• Knowledge in SharePoint, Salesforce and Smartsheet preferred

• Proficiency in using phone systems such as Twilio, CRM software and other relevant technology is preferred

• Able to work during US standard business hours and be flexible on work schedule and/or extended hours to meet clients’ business needs during peak season

• Expert on analysis and information gathering to resolve problems on routine matters.

• Ability to multi-task/plan numerous meetings simultaneously while still demonstrating a strong attention to detail

• Comfortable working in a fast-paced team environment, while also able to work independently

• Exceptional customer service skills

• A strong sense of urgency and the ability to effectively problem solve

• Excellent in communication, both oral and written

• Collaborate as an integral part of the project team to execute world class events as measured by internal and external client satisfaction

• Strong aptitude of financial calculations.

• A strong sense of urgency and advanced ability to effectively problem solve.

• Advanced oral and written communication skills with focus on the ability to be concise and clear, summarize a situation and articulate the necessary next steps, effectively listen, and assess the need for urgent action.

• Able to be flexible to report onsite frequently, dependent on business need

• Conducive work space when working remotely at home, which includes ability to receive and make calls during your shift, work with company provided dual monitors and have appropriate internet speed to complete work.

• Amenable to work in Mckinley, Taguig

• Willing to work in graveyard shift