Finance Associate (Xero)

Dayshift | Full time |Onsite Iloilo, Hybrid Makati Office | Fresh Graduate

About the Role

We have partnered with a company that is a leader in the provision of Risk and Compliance Auditing and Management services to the built property sector, whose clients are some of the largest corporations in Australia. They employ a four pillars approach to risk and compliance management - Essential Services Management, Property Risk, Height Safety, and Emergency Management.

As a Finance Associate, you will play an essential role in supporting financial operations, ensuring data accuracy, compliance, and effective client communication. This is an excellent opportunity for fresh graduates who are eager to grow their career in finance and client services within a professional and supportive environment.

Why Cooee

Because we believe in the power of human connection. Because we are committed to flourishing human potential. Because we dream of a world where each one of us walks along the path to who we are and the best that we can be. This is Why we do What we do – 'To be a part of transformation one person, one community, one business at a time.

We are One Team committed to investing in relationships fueled by trust and anchored on the One Shared Vision 'to transform through connection'. We believe this is where the strength of Cooee and our partnerships lie – in having clarity and conviction in purpose.

What you'll be working on:

• Maintain a high standard of client service, especially with key accounts and clients managing multiple
  portfolios.
• Develop a strong understanding of financial regulations, reporting requirements, and internal
  procedures to effectively support compliance and operational tasks.
• Communicate professionally with clients, vendors, and team members via email, meetings, and outbound phone calls regarding financial documentation, reports, and follow-ups.
• Make outbound calls to clients to request purchase orders, confirm details for upcoming or completed
  inspections, and follow up on outstanding documentation.
• Upload received purchase orders into internal systems (e.g., BOSS).
• Review and update financial records, reports, and relevant documentation in company systems or
  platforms.
• Process financial correspondence and certifications in a timely and accurate manner.
• Identify discrepancies or issues in reports and documentation, and escalate concerns to relevant stakeholders to avoid delays or non-compliance.
• Generate and share financial reports or summaries for clients, vendors, and internal teams as needed.
  Assist the finance team with data entry and other administrative duties in managing workload and meeting deadlines.
• Participate in internal and external meetings with clients, partners, and colleagues when required.

What we're looking for:

• Fresh graduates who are enthusiastic and eager to learn.
• Excellent verbal and written communication skills
• Experience using Xero or other accounting/financial software is a plus.
• Proficiency in Excel.
• Detail-oriented with strong organizational and analytical abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Comfortable engaging and communicating with people.

Job Type: Full-time, Day Shift

Onsite (Iloilo Office): Bldg. 2, 2nd Floor, Nelly Garden, Jaro, Iloilo City

Hybrid (Makati Office): 901-C, 9th Floor, Vicente Madrigal Building, 6793 Ayala Avenue, Makati City, Philippines