Spec Fees & Billing

Location: City of Taguig, Metro Manila, Philippines. Workplace flexibility: Onsite.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through retirement and financial wellbeing solutions.

What you will do

• Perform complex manual fee and billing calculations and reconcile client accounts with specialized billing requirements.
• Review Great-West Connect service requests, document errors, and update procedures to improve operational quality.
• Investigate billing discrepancies, resolve issues within established procedures, and escalate exceptions appropriately.
• Review and maintain reports supporting internal controls, audit requirements, and Sarbanes-Oxley compliance.
• Train employees on billing products, operational processes, systems, and procedures.
• Coordinate testing and implementation for new products, plans, and recordkeeping system enhancements; provide backup operational support and complete assigned projects on time.

Requirements

• Five years of related work experience, including two years in the financial services industry.
• Experience with manual fee calculations, billing reconciliations, or financial operations processes.
• Intermediate Microsoft Excel proficiency and working knowledge of Microsoft Office applications.
• Strong attention to detail, accurate financial recordkeeping, and the ability to prioritize multiple assignments and meet deadlines.
• Effective verbal and written communication with employees and management.
• Ability to identify discrepancies, investigate issues, escalate exceptions, and follow documented operating procedures and established financial controls.
• FINRA fingerprinting is required.

Nice to have

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Experience with financial services recordkeeping or billing platforms, including Great-West Connect.
• Experience supporting SOX internal controls, audit documentation, or financial reporting.
• Advanced Microsoft Excel skills, including PivotTables, lookup functions, and data reconciliation techniques.

Culture & Benefits

• Flexible career paths and support for internal mobility.
• Focus on purpose, wellbeing, work-life balance, and an inclusive environment.
• Opportunities to contribute volunteer time to community causes.