Financial Planning Specialist
16 hours ago
Earn a competitive salary as a Financial Advisor at Venture Smarter. In this role, you'll provide expert guidance to clients on investment, savings, and retirement planning. As a Financial Advisor, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
Key Responsibilities:- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives.
- Provide strategic advice on various financial products and services.
- Stay updated on financial trends and perform market research to identify investment opportunities.
- Ensure all financial plans and transactions comply with industry regulations and standards.
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry.
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills.
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation.
-
Financial Planning Specialist
1 day ago
Manila, National Capital Region, Philippines Natilia LLC (Belula Care) Full timeJob Summary:We are seeking a detail-oriented and solution-driven Financial Specialist to join our dynamic e-commerce brand. The Financial Specialist will be responsible for managing financial planning, budgeting, forecasting, and analysis to support the company's growth and profitability.Main Responsibilities:Analyze financial data to interpret the company's...
-
Financial Specialist
1 day ago
Manila, National Capital Region, Philippines Natilia LLC (Belula Care) Full timeJob Summary:We are seeking a detail-oriented, proactive, and solution-driven Financial Specialist to join our dynamic e-commerce brand. The Financial Specialist will be responsible for managing financial planning, budgeting, forecasting, and analysis to support the company's growth and profitability.Main Responsibilities:Analyze financial data to interpret...
-
Financial Planning
4 weeks ago
Manila, National Capital Region, Philippines Eton Properties Philippines Inc. Full timeJOB SUMMARYThe Financial Planning and Analysis (FP&A) Manager will play a critical role in supporting the financial health and growth of the company by overseeing all aspects of budgeting, forecasting, and financial analysis. This position is responsible for driving business performance by providing actionable insights based on financial data, ensuring the...
-
Financial Planning Analyst
4 weeks ago
Manila, National Capital Region, Philippines Manpower Philippines Full timeThis is direct hire and a permanent position.Job Responsibilities:Supports the Section Head by preparing reports for projects and initiatives, particularly in budget planning and monitoring. Responsibilities include monthly financial forecasting, organization-wide financial planning and analysis, aiding departments in budget preparation, and creating...
-
Financial Planning Administrator
1 month ago
Manila, National Capital Region, Philippines Bresourced Inc. Full timeReady to take on a life changing challenge? We are looking to hire a fulltime Financial Planning Administrator/ Client Service Officer for our Financial Planning team. Our ideal candidate is detail-oriented, eager to learn and willing to go the extra mile. Who We're Looking For Highly competent in providing administrative supportBackground in banking,...
-
Financial Planning Assistant
4 weeks ago
Manila, National Capital Region, Philippines SAN MIGUEL HOLDINGS CORP. Full timeJob Description:Device monthly formats for project monitoring reports which includes budget cost comparisons, capital expenditure updates, and major developments concerning on-going projects;Prepare summary management report that will consolidate all of the major developments / activities covering on-going infrastructure projects;Coordinate project cost...
-
Inventory Planning
3 months ago
Manila, National Capital Region, Philippines Makati Medical Center Full timeThe Inventory Planning & Control Specialist ensures the integrity of the Makati Medical Center (MMC) Inventory System Applications (SAP, iHIMS, ROD) inventory records through compliance of the various hospital departments and units with the policies and procedures set by the department. He/she records all supply chain related transactions and inventory...
-
Financial Operations Specialist
1 day ago
Manila, National Capital Region, Philippines Atticus Advisory Solutions Inc Full timeJob Title: Financial Operations SpecialistAt Atticus Advisory Solutions Inc, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for assisting management in the financial systems and corporate administrative functions.Key Responsibilities:Financial Management:...
-
Financial Operations Specialist
1 day ago
Manila, National Capital Region, Philippines Cyberbacker Full timeJob DescriptionFinancial Operations SpecialistWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Cyberbacker. As a key member of our accounting team, you will be responsible for maintaining clients' financial records, performing data entry, and conducting daily bookkeeping reviews.Responsibilities:Set up...
-
Supply Planning Specialist
4 weeks ago
Manila, National Capital Region, Philippines Jollibee Group Full timeThe Supply Planning Specialist ensures the availability of stocks at the least possible cost for the assigned product group or assigned customer.Creates and recommends short- and long-term plans to superiors related to replenishment planning for items belonging to his or her category.Simulates, discusses, and provides scenarios of changes in forecast to...
-
Demand and Supply Planning Specialist
5 days ago
Manila, National Capital Region, Philippines Toyota Motor Philippines Corporation Full timeToyota Motor Philippines seeks a Demand and Supply Planning Specialist to provide over-all Demand and Supply Monitoring and Management of Toyota. The Demand and Supply Planning Specialist is a key member of the Sales Planning Team responsible for providing Short to Mid Term Market Sales and Market Share Forecast. This role requires a domain expert in...
-
Demand and Supply Planning Specialist
1 month ago
Manila, National Capital Region, Philippines Toyota Motor Philippines Corporation Full timeToyota Motor Philippines is looking for Demand and Supply Planning Specialist to join our Sales Planning and Administration Department based in Makati City, Metro Manila, Philippines. The Demand and Supply Planning Specialist is a member of the Sales Planning Team that is responsible on providing over-all Demand and Supply Monitoring and Management of...
-
Demand and Supply Planning Specialist
3 hours ago
Manila, National Capital Region, Philippines Toyota Motor Philippines Corporation Full timeToyota Motor Philippines seeks a Demand and Supply Planning Specialist for Makati City, requiring a Bachelor's degree in Industrial/Management Engineering, Economics, or Statistics, with expertise in Rundown management and Sales Forecast Plan, ensuring business continuity through Short to Mid Term Market Sales and Market Share Forecast. The role involves...
-
Finance Specialist
3 hours ago
Manila, National Capital Region, Philippines Jollibee Group Full timeThe Finance Specialist role involves providing financial advisory and control services to grow the districts' revenues, manage profit, and implement policies to achieve business objectives. The position requires a strong financial background, excellent communication skills, and the ability to analyze financial data and provide insightful reports. Key...
-
Project Financial Planning
3 weeks ago
Manila, National Capital Region, Philippines EEI Corporation Full timeKey Requirements: Bachelor's Degree in Accounting, Finance or related fieldCPA designation is preferredAt least 1-2 years of experience in a Big 4 accounting firm or public listed companies is an advantageProficient in MS office applicationsKey Responsibilities: Plot actual financial results (Balance Sheet, Income Statement, Cash Flows) for the month in the...
-
Workday Financials Specialist
1 day ago
Manila, National Capital Region, Philippines Neksjob Corporation Full timeJob SummaryWe are seeking a highly skilled Workday Financials Consultant to join our team at Neksjob Corporation. As a key member of our team, you will be responsible for configuring and implementing Workday solutions for Financials Core and other functional areas.Key ResponsibilitiesConfigure and implement Workday solutions for Financials Core and other...
-
Workday Financials Specialist
1 day ago
Manila, National Capital Region, Philippines Neksjob Full timeJob SummaryWe are seeking a highly skilled Workday Financials Consultant to join our team at Neksjob. As a key member of our team, you will be responsible for configuring and implementing Workday solutions for Financials Core and other functional areas.Key ResponsibilitiesConfigure and implement Workday solutions for Financials Core and other functional...
-
Workday Financials Specialist
1 day ago
Manila, National Capital Region, Philippines Neksjob Full timeJob DetailsLocation: ManilaAdditional LocationsCebu City: Mandaluyong, Muntinlupa, TaguigTime Type: Full timeJob Type: RegularThe Work/Responsibilities:Configure and implement Workday solutions for Financials Core and other functional areasConduct impact analysis on new requirements and change requestsCreate data and test plansExecute test...
-
Demand Planning Associate
5 days ago
Manila, National Capital Region, Philippines Lifestrong Marketing Inc. Full timeJob Summary: Demand Planning Specialist responsible for providing high-level forecast accuracy through trends analysis, prediction, and optimization of sales to stock levels. As a Demand Planning Specialist, you will be responsible for assisting the Demand Planning Supervisor in all forecasting and demand planning activities. This role requires a...
-
Treasury/Cash Planning Specialist
3 months ago
Manila, National Capital Region, Philippines DITO Telecommunity Corporation Full timeOverviewPrepare, Consolidate and Analyze Cash Forecast Reports from the Business Units, including understanding the drivers and impact of actual Financial Report booking of each item.Monitor and Analyze Variances of Actual Cash Report against Cash Forecast.Responsible for preparing other management/regulatory Treasury Reports as required.Functions and...