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Financial Analyst/Accountant

ID:  2166
Function:  Finance

Basak, Lapu-Lapu City, PH


  • Review customer purchase orders and quote/opportunity in Salesforce and book Sales Order in MS Dynamics Navision ERP system.
  • Follow up with Sales and Sales Operations to resolve discrepancies between Purchase Order and Quote/Opportunity.
  • Put Sales Orders on Hold if there are discrepancies and release Holds as discrepancies are resolved.
  • Review shipping documents for completeness before invoicing and follow up with the shipping team for any missing information.
  • Generate invoice in ERP system. Occasionally generate manual invoices in Excel/PDF for special formatting requests by customer.
  • Drive collection on assigned accounts and prepare collection status report for weekly AR review meeting.
  • Review and process new customer creation requests.
  • Collect proper authorizations prior to creating the customer account in the system.
  • Archive all customer information for SOX audit.
  • Prepare credit limit and credit hold report on daily basis. Put Sales Order on hold if over credit limit.
  • Process credit extension requests. Release Sales Orders hold accordingly.

Basic Qualifications & Skills

  • Bachelor’s Degree
  • 5 – 10 years Accounts Receivable and Sales Order Entry Experience
  • Knowledge and experience working with ERP and CRM systems, preferably MS Navision Dynamics ERP and Salesforce CRM.
  • Working knowledge of MS Office Suite, especially Excel
  • Ability to prioritize and manage workload to a deadline
  • Ability to identify root cause issues, offer possible solutions and/or next course of action
  • Excellent verbal and written communication skills

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About Litepoint

LitePoint creates wireless test solutions and services for the world’s most innovative wireless device makers, helping them to ensure their products perform for today’s demanding consumers. A leading innovator in wireless testing, LitePoint products come out of the box ready to test the most widely used wireless chipsets in the world. LitePoint works with the leading makers of smartphones, tablets, PCs, wireless access points and chipsets. LitePoint is also at the forefront of testing the burgeoning world of connected devices…the Internet of Things. Headquartered in Silicon Valley, California and with offices around the world. LitePoint is a wholly owned subsidiary of Teradyne (NYSE: TER), a leading supplier of automation equipment for test and industrial applications. In 2020, the combined corporation had revenue of $3.1 billion and employs approximately 5,500 people worldwide.

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