BPO Finance and Accounting Pre-Sales Consultant

Discover your 100% YOU with MicroSourcing!


Position: BPO Finance and Accounting Pre-Sales Consultant

Work setup: Work from home


Why join MicroSourcing?

You'll have:

  • Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses

  • A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.

  • Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.

  • Career Growth: Take advantage of opportunities for continuous learning and career advancement.

  • Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.



Your role:

As BPO Finance and Accounting Pre-Sales Consultant, you will serve as the subject matter expert for transactional and operational Finance & Accounting services, supporting client discussions, solution design, implementations, and delivery readiness.

  • Lead client discovery conversations to understand accounting processes, transaction volumes, systems, controls, and operational requirements.
  • Translate client requirements into practical and scalable Finance & Accounting solutions.
  • Lead implementation, onboarding, knowledge transfer, training, workflow validation, and go-live activities.
  • Coordinate with clients, Delivery, Recruiting, Sales, Account Management, Client Success, Product, Marketing, and other stakeholders.
  • Guide delivery teams on accounting systems, workflows, approval processes, controls, exception handling, and SOPs.
  • Support recruiting and training by defining role requirements, reviewing candidates, and contributing to readiness plans.
  • Develop and improve service offerings, SOPs, playbooks, workflows, and best practices.
  • Educate internal teams on Finance & Accounting capabilities, processes, terminology, and client use cases.
  • Stay updated on accounting technologies, automation, AI-enabled solutions, and industry best practices.
  • Provide post-launch advisory support for operational issues, performance trends, controls, and process improvements.


Finance & Accounting Expertise

You should have strong experience in several of the following areas:

  • Accounts Payable: vendor management, invoice and expense processing
  • Accounts Receivable: customer accounts, collections, billing, and invoicing
  • Payment application and cash processing
  • Bank, account, and balance-sheet reconciliations
  • Bookkeeping, general ledger, journal entries, and month-end close support
  • Financial reporting and financial data validation
  • Approval workflows, segregation of duties, audit trails, and access controls
  • Operational metrics such as accuracy, turnaround time, aging, exception rates, reconciliation completion, and close support

  • Experience across every Finance & Accounting function is not required. Strong transactional and operational accounting experience across several functions is the priority.


What We're Looking For

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
  • 3–5 years of Finance & Accounting experience, with substantial exposure to transactional or operational accounting.
  • 3–5 years of BPO experience.
  • Strong understanding of Finance & Accounting processes, controls, risks, and performance metrics.
  • Ability to confidently lead client-facing conversations with operational and executive stakeholders.
  • Working knowledge of approval workflows, segregation of duties, audit trails, confidentiality, and financial controls.
  • Strong Excel and Google Sheets skills for reviewing, organizing, reconciling, and validating financial data.
  • Excellent English communication, presentation, facilitation, documentation, and stakeholder-management skills.
  • Strong accuracy, attention to detail, organization, and ability to manage multiple stakeholders and deadlines.
  • Willingness to work 8:30 a.m. to 5:30 p.m. Eastern Time.


Nice to Have

  • Experience in client implementations, onboarding, process transitions, migrations, solutions design, or pre-sales.
  • Background as a Senior Accountant, Team Lead, Trainer, QA Specialist, or Operations Supervisor.
  • Experience creating or reviewing process maps, approval matrices, accounting calendars, SOPs, or training materials.
  • Familiarity with accounting and ERP platforms such as QuickBooks, NetSuite, SAP, Oracle, Microsoft Dynamics 365, or Xero.
  • Experience across both Accounts Payable and Accounts Receivable or multiple transactional accounting functions.
  • Familiarity with U.S. accounting practices and terminology.
  • Professional credentials such as CPA, CMA, ACCA, or similar qualifications.




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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

*Terms & conditions apply


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