Financial Planning Assistant Manager

5 days ago

Taguig, Philippines Leading Edge Executive Talent Search, Inc. Full time

  • Direct-hire
  • Full-time employment
  • Life insurance
  • HMO with dependents
  • Guaranteed 14th and 15th month pay
Job Overview

We are seeking a detail-oriented and proactive Financial Planning Assistant Manager to support our financial planning and analysis activities. In this role, you will collaborate with senior management to develop financial strategies, analyze business performance, and ensure accurate forecasting and budgeting. Your contributions will play a critical role in guiding the organization's financial health and growth.

  • Takes part in the preparation and consolidation of annual and long-range financial plan of the company and its subsidiaries in compliance with the requirement of Japanese principals.
  • Prepares consolidated Profit & Loss statement and Balance Sheet forecasts for Business Plan (BPs) and Achievement Forecast (AFS) reporting to company.
  • Assists in the set-up of standard costing per product/model.
  • Performs Monthly OPEX and CAPEX performance review with the budget owners, summarizes the results and report both the results and risk & opportunities vs plan.
  • Prepares comparative results of actual revenues, costs and operating expenses against budgets plans.
  • Supervises the Financial Planning team to deliver financial analyses/forecasts accurately and timely on a regular basis.
  • Performs cost and financial analysis on a regular basis and upon special requests.
  • Assists in preparation of reports, support schedules required by counterpart in Japan.
  • Bachelor's degree in Accounting or a related field.
  • CPA, CFA, or other relevant certification is a plus.
  • 5 years of experience in financial planning, analysis, or related roles.
  • Strong proficiency in financial modeling, budgeting, and forecasting.
  • Advanced skills in Microsoft Excel; experience with financial software or ERP systems is a plus.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Strong attention to detail and ability to handle multiple tasks with accuracy.
#J-18808-Ljbffr

  • Financial Planning Assistant Manager

    3 days ago

    Taguig, Philippines Mitsubishi Motors Philippines Corporation Full time

    Responsibilities Assist in developing and managing financial forecasts and budgets. Support financial analysis to drive strategic decision-making. Collaborate with cross-functional teams for financial reporting. Monitor key performance indicators and variance analyses. Assist in preparing presentations for management and stakeholders. Contribute to process...

  • Financial Planning Assistant

    1 week ago

    Taguig, National Capital Region, Philippines beBeeJunior Full time ₱3,500,000 - ₱5,500,000

    Paraplanning OpportunityAbout the Role:We are seeking a skilled Junior Paraplanner to assist our Financial Advisors in generating advice documents and implementing advice.Key Responsibilities:Preparing Compliant Advice Documents (SoA, RoA) using financial planning software.Liaising with fund managers, insurance/superannuation/platform providers and...

  • Senior Financial Planning Assistant

    1 week ago

    Taguig, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Paraplanner Job SummaryWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and...

  • Senior Financial Planning Assistant

    1 week ago

    Taguig, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Job OverviewWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team.The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.The role...

  • Financial Planning Manager

    7 days ago

    Taguig, Philippines WHR Global Consulting Full time

    Qualifications: - Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. - Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. - Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory...

  • Financial Planning Manager

    3 weeks ago

    Taguig, National Capital Region, Philippines WHR Global Consulting Full time

    Join to apply for the Financial Planning Manager role at WHR Global Consulting.We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company0s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales...

  • Financial Planning Manager

    5 days ago

    Taguig, Philippines WHR Global Consulting Full time

    Join to apply for the Financial Planning Manager role at WHR Global Consulting . We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company 0s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting,...

  • Financial Plan Developer

    1 week ago

    Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱450,000 - ₱700,000

    As a Business Planning Associate, you will work closely with financial advisors to prepare and implement comprehensive financial plans for clients. You will assist in creating detailed plans, conduct research on insurance products and financial concepts, and analyze data to support client advice.The ideal candidate will have strong comprehension, logical...

  • Financial Planning

    2 weeks ago

    Taguig, National Capital Region, Philippines Citigroup Inc. Full time

    Overview This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives. Responsibilities Partnering with senior management to deliver on financial...

  • Financial Planning

    2 weeks ago

    Taguig, National Capital Region, Philippines Citigroup Inc. Full time

    OverviewThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.ResponsibilitiesPartnering with senior management to deliver on financial...