Financial Analysis Team Head

2 weeks ago


Makati, Philippines Security Bank Corporation Full time

Financial Analysis Team Head (SBM Leasing, Inc.) Financial Analysis Team Head (SBM Leasing, Inc.) 11 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. As a Financial Analyst (FA) Team Head for SBM Leasing, Inc. , you are responsible for overseeing the overall direction of the Financial Analysis Team. You will be evaluating an assigned company according to the inherent risks and opportunities that the company may be able to undertake and recommending the appropriate facilities and level of business that the Company may be able to undertake with the said Entity. How you'll contribute Manages the direction of Financial Analysis Team to meet the goals set by the Management and oversees the distribution and allocation of accounts among the Financial Analysts Reviews all financial analysis reports recommended by the Financial Analyst Cascades Credit Policy and its revisions/enhancements to the Financial Analyst Team, as well as all other governing policies for transactions that are processed and recommended Maintains credit quality through: Early identification of problem accounts Prepares Early Alert report with specific action plan at the first identification of problem Proper classification of accounts for the right provisioning leve Ensures that checking and initial evaluations are done particularly bank checking, no delay in payments, and among others Ensures timely reinstatement and Finance Lease/Term Loan review of account Provide Sales Teams with industry analyses, updates, regulatory issues etc.. related to their current portfolio Provides support to the Relationship Managers/Sales Officers during Crecom/BoD presentations, and accompanies the Financial Analyst, Relationship Manager, and Sales Team Head on client calls especially for establishment and increase in facility Conducts financial evaluation and prepares re-casted financial statements as needed for a more thorough evaluation of the accounts. Gathers data and prepares comprehensive analyses and reports based on the submitted client documents and data for submission to the Sales Team for purposes of including the same in the CP Recommends credit facilities appropriate for the business requirements and the bank's risk appetite to align the facility to industry/bank standards Recommends the appropriate security level, loan terms, conditions, and the like Ensures that proposals presented to the respective approving authorities are in order in terms of completeness, accuracy, and form Monitors industry/market trends to determine the performance of companies to ensure data-driven recommendations based on market conditions Prepares and recommends process improvements to enhance financial/credit analysis turn around Ensures timely recognition of deterioration of risk and recommends or takes appropriate actions to re-classify accounts as needed Prepares/review client scorecards that will determine its risk rating, and appropriate pricing/ line amounts/ security to ensure comprehensive assessment of the account What we're looking for Graduate of Bachelor's Degree in Business Studies/Administration/Management, Economics, Finance/Accountancy/Banking With at least 7 years of relevant experience in credit risk evaluation/appraisal and financial statement evaluation in the leasing business With at least 3 years of leadership/supervisory experience Should have good analytical, critical thinking, and numerical reasoning skills Able to manage multiple sources of information About Security Bank Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance. Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list. At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.” Start your BetterBanking career with us today. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Analyst Industries Banking and Financial Services Referrals increase your chances of interviewing at Security Bank Corporation by 2x Sign in to set job alerts for “Analysis Specialist” roles. Pasay, National Capital Region, Philippines 1 week ago Makati, National Capital Region, Philippines 3 weeks ago Manila, National Capital Region, Philippines 3 weeks ago Makati, National Capital Region, Philippines 2 weeks ago Forecasting, Planning, & Analysis - Spending Optimization Manila, National Capital Region, Philippines 4 hours ago Supply Planning & Material Master Data Specialist Pasig, National Capital Region, Philippines 1 day ago Data Analyst, Business Development (Mall and Offsite Analytics) Manila, National Capital Region, Philippines 5 days ago Business Analyst - Strategy, SPX Express Manila, National Capital Region, Philippines 2 weeks ago Mandaluyong, National Capital Region, Philippines 3 weeks ago Marikina, National Capital Region, Philippines 2 months ago Pasig, National Capital Region, Philippines 2 weeks ago Cross Border - Forecasting, Planning and Analysis Manila, National Capital Region, Philippines 1 week ago Makati, National Capital Region, Philippines 1 week ago Mandaluyong, National Capital Region, Philippines 2 weeks ago Pasig, National Capital Region, Philippines 4 days ago Quezon City, National Capital Region, Philippines 6 days ago Business Analyst - Commercial, SPX Express Manila, National Capital Region, Philippines 2 days ago Business Analyst - Strategy, First Mile, SPX Express Manila, National Capital Region, Philippines 1 week ago Business Analyst Regulatory Reporting - LS & TFS Makati, National Capital Region, Philippines 3 days ago National Capital Region, Philippines 1 week ago Makati, National Capital Region, Philippines 1 week ago Manila, National Capital Region, Philippines 2 days ago Makati, National Capital Region, Philippines 1 day ago Makati, National Capital Region, Philippines 3 months ago Manila, National Capital Region, Philippines 5 months ago Manila, National Capital Region, Philippines 1 week ago Makati, National Capital Region, Philippines 2 weeks ago Mandaluyong, National Capital Region, Philippines 2 days ago Business Analyst - Statutory and Regulatory Reporting Makati, National Capital Region, Philippines 2 weeks ago Business Analyst (Strategy & Operations) - First Mile, SPX Express Manila, National Capital Region, Philippines 1 week ago Manila, National Capital Region, Philippines 1 week ago Taguig, National Capital Region, Philippines 2 months ago Makati, National Capital Region, Philippines 1 week ago Manila, National Capital Region, Philippines 3 weeks ago CLINICAL INVESTIGATION AND ANALYSIS SPECIALIST Pasig, National Capital Region, Philippines 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



  • Makati City, National Capital Region, Philippines Aboitiz Economic Estates Full time ₱1,500,000 - ₱2,500,000 per year

    JOB MISSION:TheFP&A Headleads financial planning, financial performance analysis and strategic reporting across the organization.The role is responsible for:(a) Driving the preparation of financial management reports, executive dashboards, and financial performance summaries to support timely and data-driven decision making;(b) Conducting in-depth analysis...


  • Makati, Philippines Aboitiz Economic Estates Full time

    Overview Direct message the job poster from Aboitiz Economic Estates Job Title HR Business Partner Officer @ Aboitiz InfraCapital | HR Business Partner, Talent Acquisition / (Recruitment), Employer Branding, Talent Engagement… Job Mission The FP&A Manager leads financial planning, financial performance analysis and strategic reporting across the...


  • Makati, Philippines Dempsey Resource Management Full time

    Overview Join to apply for the Financial Planning Analysis Assistant role at Dempsey Resource Management . Get AI-powered advice on this job and more exclusive features. Responsibilities Provide timely and accurate financial planning, forecasting, reporting, and analysis. Provide primary support to the Finance and Management Services Head, through the...

  • Financial Planning

    3 weeks ago


    Makati, Philippines CITADEL Full time

    Job Purpose : To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting. Duties and Responsibilities : Business focal to consolidate information for timely preparation of business plan Assist the Commercial Finance Lead to ensure business plans are consistent and robust...

  • Financial Planning

    1 day ago


    Makati, Philippines Elev8 Holdings, Inc. Full time

    On-site - Makati 5-10 Yrs Exp Bachelor Full-time Job Description Employee Recognition and Rewards Performance Bonus Government Mandated Benefits Insurance Health & Wellness Life Insurance Professional Development Job Training, Professional Development As an FP&A (Financial Planning and Analysis) Manager, your primary responsibility is to oversee and manage...

  • Financial Planning

    4 weeks ago


    Makati, Philippines Citadel Pacific Ltd. Full time

    Financial Planning & Analysis Specialist To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting. Duties and Responsibilities Business focal to consolidate information for timely preparation of business plan Assist the Commercial Finance Lead to ensure business plans...

  • Financial Planning

    1 week ago


    Makati, Philippines Citadel Pacific Ltd. Full time

    Financial Planning & Analysis Specialist To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting. Duties and Responsibilities Business focal to consolidate information for timely preparation of business plan Assist the Commercial Finance Lead to ensure business plans...


  • Makati City, National Capital Region, Philippines OONA Insurance Full time ₱2,500,000 - ₱7,500,000 per year

    We are seeking a highly analytical and detail-orientedFinancial Planning & Reporting Headto join our finance team within the insurance industry. Lead the financial planning, budgeting, and reporting functions for a non-life insurance company, ensuring accurate financial analysis, regulatory compliance, and strategic decision support for senior management and...


  • Makati City, National Capital Region, Philippines Isla Petroleum & Gas Corporation Full time ₱900,000 - ₱1,200,000 per year

    Job PurposeTo assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting.Duties and ResponsibilitiesBusiness focal to consolidate information for timely preparation of business planAssist the Commercial Finance Lead to ensure business plans are consistent and robust and...


  • Makati, Philippines Dempsey Resource Management Inc. Full time

    Requirements Graduate of any 4 years Business course 2 to 4 years of relevant experience in financial planning and analysis, or corporate finance Strong knowledge of budgeting, forecasting, and financial modeling Proficiency in Microsoft Excel Experience with financial systems like SAP Responsibilities Provide timely and accurate financial planning,...