Fleet Client Services Specialist managing customer maintenance transactions lifecycle and providing excellent service. Automating scheduling and communicating with Field Operations to enhance customer experience.
About the role
- Senior Associate in Client Accounting Services at Aprio, a leading CPA firm. Maximize opportunities for clients through dynamic teamwork and innovative solutions.
Responsibilities
- Automation - Check/fix and ensure that all automated items are working properly, sales, payroll, inventory, payables, etc.
- Fixed Assets - Ensure that all fixed assets are included in program, correct term, save invoices, and update recurring depreciation/amortization on a go forward basis.
- Delivery Recs - Get, record, chargebacks, delivery fees, marketing, sales tax. All items for delivery rec.
- Investment Reconciliation - Ensure all investment accounts tie in and are properly accounted for.
- Transmittal - Transmit to McDonalds by the 25, validate and ensure all points are taken care of.
- Ratios - Make sure client understand ratios and that we share trends.
- Cash Projections - Depending on Client - Looking Out 5-20 days to ensure cash needs are met.
- E-Sales - By 12:00pm Central must give sales to McDonalds - ensure that all add back deductions are also correct.
- Delivery - Ensure that all reports are pulled for Chargebacks and correct accounting and template upload for automation.
Requirements
- Bachelor's degree in accounting.
- At least 3-4 years of working experience in the BPO industry.
- Experience using accounting software. Preferably with experience using Sage Intacct
- Experience handling Retail, Franchise and Hospitality clients preferred.
- A licensed CPA is an advantage.
- Can communicate clearly and effectively.
- Amenable to work on a hybrid work setup either in Makati or Clark (note that initially, this requires to work onsite for the 1st 2 months)
- Dayshift work schedule from 6:30am to 3:30pm PHT
Benefits
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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