Financial Analyst, Financial Planning
2 weeks ago
The position is accountable for providing accurate, timely, and relevant monthly, quarterly, and annual financial data production, reporting, analysis, planning, and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team.
Job Description
Responsibilities:
- Actively involved with consolidating, analyzing, and synthesizing large amounts of financial and non-financial information from various stakeholders.
- Prepares high-quality monthly and quarterly reports, dashboards, and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM & GA Finance - Financial Planning and Analysis Group.
- Prepares Monthly/Quarterly Management Decks, Report commentaries, Key Metrics, Value of Flows, and others.
- Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution.
- Look for improvements in the reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles.
- Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics, and preparation of presentation decks.
- Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
- Works closely with the Hong Kong business unit, Global Stakeholders, and teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed.
- Participates in team cross-training to establish back-up and improvement of processes handled.
Qualifications
Knowledge/Skills/Competencies/Education:
- University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred.
- 2 to 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset.
- Power BI knowledge a plus.
- Strong Excel and PowerPoint skills.
- Knowledge of IFRS tools (Smaer-Essbase, Lawson).
- Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis.
- Strong attention to detail.
- Proven ability to thrive in a fast-paced, high-performing, and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests.
- Proactive approach to continuous improvements and a positive "can-do" attitude.
- Ability to identify and investigate complex issues and recommend actionable solutions.
- Good communication skills; ability to succinctly engage with business partners and team members.
Additional Details:
- The candidate must be willing to report on a morning shift 9:00 - 6:00pm, and may vary as needed by the business.
- The candidate must be willing to report in Diliman, Quezon City.
Working Arrangement
Hybrid
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