Expert Financial Planning Specialist

1 week ago


Hagonoy, Central Luzon, Philippines beBeeBusinessPlanning Full time ₱800,000 - ₱1,200,000
Key Role Summary

We are seeking an experienced professional to join our team as a Business Planning Specialist. In this role, you will work closely with clients to understand their business planning needs and provide expertise on implementing effective solutions.

Main Responsibilities:
  • Maintain high levels of proficiency in financial planning software and tools
  • Collaborate with clients throughout all phases of implementation projects, including assessing current processes, recommending solutions based on client requirements, and developing accurate forecasting models
  • Provide ongoing support to clients to ensure successful project outcomes through regular communication, concise reporting, and exceptional customer service
Required Skills and Qualifications:
  • Proven experience in financial accounting, budgeting, and management reporting
  • Successful implementation experience with Enterprise Performance Management (EPM) systems, such as Adaptive Planning or Oracle Hyperion
  • Excellent communication and presentation skills, with the ability to formally present to senior client audiences
  • Strong teamwork and collaboration skills, with the ability to foster inclusive cultures and effectively manage time
Benefits of the Role:
  • Opportunity to work on a variety of projects with diverse clients
  • Chance to develop and expand your skills in business planning and EPM
  • Professional development opportunities and training
About the Ideal Candidate:
  • Highly motivated and results-driven individual with excellent problem-solving skills
  • Strong analytical and technical skills, with the ability to learn new software and technologies quickly
  • Effective communicator and team player with excellent interpersonal skills


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