Finance Specialist - Document Management
World VisionAbout the role
With over 70 years of experience, our focus is on helping the most vulnerable children overcome poverty and experience fullness of life. We help children of all backgrounds, even in the most dangerous places, inspired by our Christian faith.
Come join our 33,000+ staff working in nearly 100 countries and share the joy of transforming vulnerable children’s life stories!
Key Responsibilities:
PURPOSE OF POSITION
Ensure timely document management related to accounting transactions, prepares & issues accurate BIR form 2307 to suppliers & provides support on finance related errands.
% Time
Major Activities
End Results Expected
30%
Scanning, monitoring, filing and safekeeping of all received Documents including the previous years
- Help to organize scanned files accordingly (per FY and file type)
- Making sure that all received files have back up copy
- Support in keeping files at storage rooms and cabinets
- Organize Files according to type and in alphabetical order
- Update document monitoring log
- Receiving of mails and actual copy of Invoices/ORs
Documents are properly filed, updated and
monitored.
25%
BIR 2307 (Generate and Issuance)
- Monthly extraction and uploading of EWT
- Verify accuracy of 2307 information and corresponding receipt of transaction before sending for approval
- Sending of approved 2307 to Suppliers
- Providing copy of 2307 to other staff when needed
- Encode manually 2307 when urgent or not included in previous extracted report
- Use Globe Platform for processing their 2307/EWT
BIR 2307 of paid transactions are available and sent to suppliers.
15%
Transferring of Files to Crown
- Provide support to pull out/boxing of files
- Help in arrangement of files in Storage and Logistics
- Updating of documents monitoring sheet
- Annual PO for Storage fees
All aged files are transferred to maximize storage
15%
Shredding and Proper Disposal of Documents
- Help to verify aged files for shredding
- Make sure files have back up copy before disposing
- Arrangement/Clean up storage after disposal
All aged files are disposed to maximize storage
15%
Other tasks (Errands and Process Innovation)
- Give recommendations when necessary to improve the Document Management Business Process
- Answer phone calls and receiving mails/docs
- Support follow up call to suppliers for urgent need
- Perform errands for Banks and Government agencies as needed
Improved process & provided support.
Applicant Types Accepted:
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