Relationship Manager

Relationship Manager Assistant (Onsite; Morning)

Taguig, National Capital Region — Monroe Consulting Group Philippines

Job Description

The Relationship Manager Assistant will be assisting and working with the Relationship Manager. The role will be responsible to maintain relationships with corporate clients while promoting financial products and services, designing financial service programs, conduct and preparing financial reports and due diligence reports. As an RM Assistant, you will accomplish performance targets in loans, deposits, new accounts opening, etc, oversee post-loan management and accomplish all other assignments from the Head.

Key job responsibilities include

• To develop market and maintain the relationship with corporate clients.
• To introduce and promote appropriate financial products or services to corporate clients.
• To be responsible for providing daily service and contact with target clients.
• To design financial service programs for customers and coordinate with other departments to ensure good service.
• To understand the client’s business /industry, its evolution, and challenges by conducting investigations and data collection of clients.
• To prepare the client’s due diligence report and to analyze and make judgments based on the data.
• To conduct financial analysis and credit assessment on target customers, and to compose investigation and assessment reports.
• Responsible for post-loan management periodically with inspection of clients’ business operations and cash flows.
• To accomplish own performance target in loans, deposits, new account opening, net interest income, fees and commissions, and others.
• To accomplish other assignments from the Head.

Key job requirements include

• Bachelor’s degree or above majoring in accounting, economy, finance, or other relevant degrees.
• Familiar with local banking regulations and policies.
• Familiar with credit products.
• Years of working experience relevant to corporate banking, treasury, and project finance is a plus.
• Must have good English communication skills.
• Chinese language is a plus.

Salary : Php30,000.00 - Php35,000.00 per month

Schedule :

• 8 hour shift

Supplemental Pay :

• 13th month salary

Finance Manager

Makati, National Capital Region — Vivanti Executive Advantage Inc.

Job Description

Vivanti Advantage is an e-commerce enabler handling end to end e-commerce solutions for companies that are looking to scale/build their e-commerce presence. We are proud to share that Vivanti is the brain behind the success of Ellana Cosmetics, one of the brands that pioneered e-commerce in the Philippines 6-7 years ago. Apart from Ellana Cosmetics, our portfolio includes companies in frozen food, packed food, health and wellness, fashion, and sporting goods.

Duties and Responsibilities

• Plan, organize, and execute financial tasks and projects of the organization.
• Make estimates of funds required for the short and long-term financial objectives of the organization.
• Create financial reports, lead the month-end closing process and conduct monthly financial forecasts.
• Develop and implement plans for budgeting, forecasting, and reporting.
• Achieve a proper mix of equity and debt to minimize cost and maximize operational profit.
• Strategize on fund procurement through banks and other financial institutions.
• Prudently make investments on assets that maximize returns.
• Provide financial insight and analysis to drive the business performance of the organization.
• Manage and monitor metrics, KPI tracking, and reports.
• Evaluate the financial performance of the organization and measure returns on investments.
• Understand and calculate the risks involved in the financial activities of the organization.

Qualifications

• Bachelor’s degree in Accountancy or (Financial Management and Management Accounting)
• 3 to 5 years of experience in the related field
• Have skills in Quickbooks or any online accounting system
• Have skills in general accounting, taxation and have experience in the retail and service industry

Job Type : Full-time (Makati) • Hybrid

Salary : Php30,000.00 - Php38,000.00 per month

Schedule :

• 8 hour shift

Supplemental Pay :

• 13th month salary
• Performance bonus

Associate Finance Manager

Taguig, National Capital Region — Asia Select Inc.

Job Description

THIS OPPORTUNITY IS FOR A PUBLICLY LISTED REAL ESTATE FIRM

Duties and Responsibilities

• Comprehensive Budget and Budgetary Control

Comprehensive budgeting

• Initiates the company wide budget planning and coordinates with all cost center heads
• Supports and provides technical assistance with cost analysis, and budget preparation
• Review each cost center’s budget estimates for completeness, accuracy, and if in accordance with standard policies and regulations
• Consults and provides feedback to each cost center’s head to ensure that the budget estimates submitted are in line with the company’s goals and strategies
• Consolidates budgets for presentation to CFO and make changes as directed before presentation to top management (e.g. President, Chairman of the Board)

Budgetary control

• Analyzes regularly the cost centers’ budget to maintain expenditure controls
• Recommends cost saving measures to lower expenditures
• Performs cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods when needed
• Provides regular budget vs. actual expenditure reports to CFO and each cost center for guidance and planning

Financial Management Reporting

• Internal: Prepares, analyzes, and communicates accurate and in a timely manner the financial reports for the top management such as (1) financial statements (2) financial highlights (3) financial ratios (4) sales take up reports (5) project summary updates (6) and others
• External: Provides timely and accurate financial reports (SEC Form 17Q/17A) as required by the SEC and other regulatory agencies if needed

Systems and Procedure Review

• Provides periodic review of the systems and update the company manuals once approved and propose improvements or changes to the system that will facilitate ease of access in financial reports and thus supports management in making informed judgment
• Set up internal control on new or proposed business processes and procedure
• Participate in identification of business process flows and takes the lead in recommending internal control mechanism
• Documents finalized business process and procedures
• Review internal control of existing business process and procedures
• Document process flow through inquiries, review of key documents and existing manuals, memos and flowcharting

Ad Hoc reporting and other projects

• Prepares other financial information reports and ad hoc projects as required by the CFO and/or top management

Job Types : Full-time, Permanent

Benefits :

• Company Christmas gift
• Company events
• Flexible schedule
• Flextime
• Free parking
• On-site parking
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee

Schedule :

• 8 hour shift
• Monday to Friday

Supplemental Pay :

• 13th month salary
• Performance bonus

Ability to commute/relocate :

• Taguig City: Reliably commute or planning to relocate before starting work (required)

Corporate Finance Manager

1630 Taguig, National Capital Region — Career Connect

Posted 180 days ago

Job Description

Permanent

This role will be responsible for the following; Analyzes financial data, assesses investment opportunities, provides insights into long-term financial goals. Requirements: Bachelor’s Degree in Finance, Accounting, Economics, or a related field. A master’s degree or professional certification (e.g., CFA, CPA) is preferred. 5 to 7 years of experience in corporate finance, investment banking, or a related field, with a proven track record in advising on capital investments and financial strategy. Strong proficiency in financial modeling, valuation techniques, and investment analysis. Strong leadership skills with the ability to influence decision-making at the executive level. Real Estate exposure. Willing to work onsite in Taguig office. Benefits: Permanent opportunity, Government mandated benefits, 14th month guaranteed, Merit increase, Performance Bonus, Transpo Allowance, Vacation Leave, Sick Leave, Birthday Leave, Calamity leave, HMO upon hiring plus 2 dependents upon regularization, Medicine allowance

Finance Manager cum Executive Assistant

Posted 528 days ago

Job Description

Permanent

This is a remote position.

This is a remote position.

Finance Manager cum Executive Assistant Full-Time | 40 Hours per week HMO on Day 1 Tuesday to Saturday, 12:00 AM - 8:00 AM Philippine time (but must be flexible on the client\'s timezone)

About Remote Workmate : We accelerate your success with our simple, direct and transparent recruitment process. As experts in matching global Filipino talents with unlimited offshore job opportunities, we’re able to guide you throughout your job-seeking journey. We value your time, talent, and skills to bring out your potential. We guarantee you fair pay for work done and bring multiple opportunities your way.

About the Client : The client has a leading international brand, integrates Chinese and German technology in its expansive operations across America, Asia, Europe, and Australia. It\'s a 47,000 sqm manufacturing plant producing 15,000 elevator units, 5,000 escalator/moving walkway units, and 1,000 car lifts annually.

About the Role : The Finance Manager cum Executive Assistant is a pivotal hybrid role, designed to provide both high-level support to the company\'s CEO and President and oversee the company\'s financial operations. This dual-function position requires a professional adept in managing executive schedules, communications, and strategic support tasks, while also possessing comprehensive knowledge in accounting practices to ensure the financial health and operational efficiency of the company. The ideal candidate will balance these responsibilities to drive the company\'s strategic objectives, financial stability, and regulatory compliance.

Primary Responsibilities

Administrative Functions: Manage and maintain CEOs\' schedules, including coordinating meetings, appointments, and travel arrangements, ensuring optimal time management. Serve as the primary liaison for internal and external stakeholders, managing communications, maintaining professionalism, and keeping all managers accountable. Organize and facilitate meetings, preparing necessary materials and ensuring executives are well-prepared with briefings and documents. Provide strategic support through research, data analysis, and preparation of reports on key topics for executive decision-making.

Financial Operations: Lead the finance team in utilizing Xero software for invoicing, payroll processing, financial reporting, and taxation management. Oversee financial operations including bank reconciliations, expense management, and financial documentation organization. Develop and implement financial policies, models, and projections to guide the company\'s financial planning and reporting. Ensure compliance with financial regulations, manage taxation requirements, and supervise the financial aspects of projects and factory operations.

Timeline of Achievements

First 2 Weeks: Understand the company\'s current administrative and financial processes. Begin integrating into the executive team\'s schedule management and familiarize with the financial team\'s ongoing projects. First Month: Fully manage CEOs\' schedules and establish a streamlined communication system. Conduct a comprehensive review of the financial operations and present an initial assessment with recommendations for efficiency improvements. First 90 Days: Implement changes to optimize administrative support and financial processes. Complete a detailed financial analysis report, highlighting areas for growth and risk mitigation. Establish regular reporting protocols for both roles. First 180 Days: Demonstrate significant improvements in time management for CEOs and financial operation efficiencies. Begin to see the impact of strategic financial planning on project management and overall profitability. First Year: Successfully support the CEOs in achieving key strategic objectives. Lead the finance department in enhancing financial stability, compliance, and profitability. Have a solid foundation for continuous improvement and strategic financial planning for the future.

Screening Criteria

Bachelor\'s degree in business administration, finance, accounting, or related field. Proven experience in a similar hybrid role, combining executive support and financial management, preferably in a manufacturing or technology environment. Proficiency in Microsoft Office suite, Xero software, and familiarity with digital financial tools.

Strong track record in both administrative efficiency and financial operations excellence.

Required Qualifications

Exceptional organizational and time management skills, capable of managing both administrative and financial tasks efficiently. Excellent communication and interpersonal skills, with the ability to engage with a wide range of stakeholders. Strong leadership and team management skills, with experience in training and mentoring staff. Analytical and problem-solving skills, with the ability to anticipate needs and proactively address financial and operational challenges. Please click "I\'m Interested" to access our application page to submit your application. If you are encountering issues in attaching the documents to your job application, please send the files directly to and put in the subject line the position title of the role you are applying for. Home-Based Requirements : Fast and reliable wired internet connection of not less than 5 Mbps, quiet, private home office, updated computer, and a working webcam

If you are looking for an exciting role without the hassle of the daily commute, then this job is perfect for you

Be The First To Know

About the latest Relationship manager commercial banking makati Ortigas jobs in Makati

#J-18808-Ljbffr

---