Trade Finance Analyst (PH)

Key Responsibilities

Invoice Processing & Payment Management

• Ensure accurate and timely invoice reconciliation and payment for Customs brokers invoices.
• Ensure compliance with payment terms/methods, financial policies, and international trade regulations.
• Research and resolve Brokers payment discrepancies and issue requests.
• Assist with testing and validating payment workflows during process implementation.
• Document current and future-state processes, creating and maintaining standard operating procedures (SOPs).
  
  
  

Reporting & Analysis

• Perform daily system checks to ensure functionality, reporting any issues to the Trade Tech team.
• Generate and maintain management reports to support Trade Finance operations.
• Analyze financial data to identify trends, discrepancies, and opportunities for efficiency.
• Present insights and recommendations to Trade Finance leadership and business partners.
• Monitor, track, and report key performance indicators (KPIs) to assess Trade Finance efficiency and effectiveness.
• Monitor invoice exception trends specific to Customs brokers and propose corrective actions.
• Ensure service excellence by maintaining performance in alignment with Service Level Agreements (SLAs), identifying areas for improvement as needed.
  
  
  

Process Improvement & Automation

• Identify and execute process improvements to enhance operational efficiency.
• Support system upgrades and automation initiatives to streamline invoice processing.
• Implement best practices to improve accuracy and reduce processing time.
• Partner with Trade Tech to define system requirements and participate in UAT (user acceptance testing) for automation rollouts.
• Drive root cause analysis for recurring issues and propose long-term fixes.
  
  
  

Stakeholder Collaboration

• Liaise with external Customs brokers to clarify invoice details and gather required documentation.
• Work closely with internal teams to ensure seamless Trade Finance operations.
• Present findings, reports, and process improvements to leadership and key stakeholders.
  
  
  

Other Duties as Assigned

Basic Qualifications

• Minimum of 3 years of experience in audit, accounts payable or a related finance role, with additional exposure to logistics or maritime logistics preferred.
• Bachelor’s degree in Business Administration, Finance, Accounting, or equivalent experience.
• Proven ability to identify and implement process improvements within a finance or operational environment.
• Strong analytical and problem-solving skills with a focus on practical, solution-oriented outcomes.
• Experience with system automation tools or involvement in tech-driven process enhancements.
• High attention to detail, with hands-on experience in reconciliations and general ledger functions.
• Effective communicator with strong presentation and interpersonal skills.
• Proficient in Microsoft Excel, PowerPoint, and Word; familiarity with SQL, SAP, and Oracle preferred.
• Adaptable, self-motivated, and team-oriented with a customer-service mindset.
• Experience presenting to senior management.
  
  
  

The hiring range for this position in Florida is $83,000.00 to $101,400.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.