Finance
Responsibilities
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Collection Operations & Verification:
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Assist in identifying payment discrepancies by verifying payment records and supporting evidence (receipts, bank transfer references, cheque details), escalating complex cases to the Senior Analyst.
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Conduct daily outbound calls to retail outlets to verify invoice receipts, confirm payment statuses, and gently remind owners of upcoming or overdue balances.
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Record Keeping & Audit Trail:
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Maintain daily call logs by recording customer feedback, payment commitments, and supporting documentation accurately in the tracking system.
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Assist in drafting, formatting, printing, and issuing standard payment reminder notices and collection letters per scheduled timelines.
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Reporting & Process Improvement:
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Assist the Senior Analyst in updating weekly aging reports and compiling key collection summary metrics.
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Contribute frontline observations from call logs to help improve daily call templates, scripts, and customer communication workflows.
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Assist in documenting routine operational steps and updating Standard Operating Procedure (SOP) files.
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End-of-Term Project:
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Complete an end-of-term project (e.g., an analysis of late-payment patterns from call logs with recommendations, presented to the team).
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Perform other Finance Ops-related administrative duties and projects as assigned.
Tools & Systems
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Primary tools used: Google Sheets and Google Apps Script.
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Note: Full guidance and training on these tools and workflows will be provided!
Requirements
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Currently pursuing a Diploma, Bachelor’s Degree, or Associate Degree in Finance, Accounting, Business Administration, or a related field.
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Basic proficiency in Microsoft Excel or Google Sheets for simple data entry, sorting, and updating lists (openness to learning Google Apps Script with training provided).
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Comfortable making phone calls with good verbal communication skills in Bahasa Malaysia and English to converse with internal and external stakeholders.
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High attention to detail with good organizational skills to ensure accurate record-keeping and payment tracking.
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Proactive, persistent, and comfortable working in a fast-paced environment.
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Able to work independently while collaborating closely as part of the Finance Ops team.
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Positive attitude, willingness to learn, and eagerness to gain hands-on finance experience.
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Demonstrates a strong sense of confidentiality and responsibility when handling sensitive financial information, including customer balances, payment records, and supporting documents.
What Will You Learn? (Key Learning Outcomes)
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Financial Analysis: How to read, interpret, and analyze an aging report to monitor accounts receivable health.
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Credit Decisioning: Understanding how daily collections data and payment behaviors feed into credit control decisions and monthly credit reviews.
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Operations & Automation: Hands-on experience with process optimization, call log tracking, and basic operational automation using Google Sheets / Apps Script.
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Professional Stakeholder Communication: Effective communication and negotiation skills when speaking with business owners and internal teams.