Financial Planning Manager

1 week ago

Lipa City, Calabarzon, Philippines beBeeFinancialPlanning Full time $100,000 - $120,000
Job Description

We are seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will play a vital role in driving business growth through effective financial planning and analysis.

Key Responsibilities:

  • Develop and maintain dynamic operating models and cash flow forecasts to support budget creation and monthly reforecasting cycles.
  • Create recurring financial dashboards and insights on revenue, margin, COGS, working capital, and EBITDA by channel (DTC, wholesale, Amazon).
  • Analyze landed cost trends and reconcile inventory data across platforms to improve forecast accuracy.
  • Design and implement process automation and tooling using AI tools and macros to increase efficiency.
  • Assist in preparing finance packages and investor updates with high accuracy and presentation quality.
  • Lead deep dives into cohort performance, pricing changes, product/channel profitability, or working capital scenarios.

Requirements:

  • Technical & business acumen: 3-7 years of experience in FP&A, corporate finance, or accounting with a focus on inventory-heavy or omnichannel consumer businesses.
  • U.S. business exposure: Comfortable working with U.S. finance teams, time zones, and tools.
  • Advanced modeling skills: High proficiency in Excel/Google Sheets with the ability to build from scratch.
  • Data-first mindset: Strong analytical rigor with comfort in messy datasets, CSVs, EDI files, and cross-functional collaboration.
  • AI-native operator: Regular user of AI tools to increase speed, accuracy, and process innovation.
  • Effective communicator: Clear written and verbal English with the ability to translate data into insights for operators and execs.
  • U.S. hours coverage: Able to overlap with New York business hours for 4-5 hours/day minimum.

  • Financial Planning Professional

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeFinancialPlanning Full time A$1,800 - A$2,600

    Job Role: Financial Planning ProfessionalWe are seeking a detail-oriented and highly skilled financial planning professional to support our team.The ideal candidate will have experience preparing comprehensive financial plans, conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.Key...

  • Chief Investment Strategist

    2 weeks ago

    Cavite City, Calabarzon, Philippines beBeeFinancial Planning Full time ₱800,000 - ₱1,200,000

    About the RoleThis part-time remote position involves providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services. Key tasks include analyzing financial data, developing financial strategies, and staying up-to-date with financial market trends and regulations.

  • Strategic Financial Planning Specialist

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeFinance Full time $120,000 - $140,000

    Job Title: Strategic Financial Planning SpecialistWe are seeking a highly skilled Strategic Financial Planning Specialist to join our Global Finance team. This role offers the opportunity to lead critical initiatives across financial planning, business partnership, and process innovation.This position will be responsible for leading financial reporting and...

  • Senior Financial Planning Expert

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeFinance Full time $7,200 - $7,800

    At the forefront of innovation, forward-thinking professionals play a pivotal role in shaping the future.We are seeking a seasoned Financial Planning Expert to join our finance organization. This position offers a remote work arrangement with flexible U.S. Central Time hours. As a key partner to finance leaders across major U.S. cities, you'll drive...

  • Chief Financial Planning Officer

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeefinancial Full time $200,000 - $250,000

    Financial Planning and Analysis ExpertWe are seeking an experienced professional to lead our financial planning and analysis efforts. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans, analyzing data, and providing strategic recommendations to senior leaders.Key Responsibilities:Develop and...

  • Senior Financial Planning and Reporting Specialist

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeFinancial Full time $96,000 - $122,000

    Senior Financial Planning and Reporting SpecialistWe seek a seasoned financial planning professional to join our organization. As a key member of our Finance team, you will drive financial performance, champion digital innovation, and influence strategic decision-making.Key ResponsibilitiesLead critical initiatives in financial planning, business...

  • Financial Planning Support Specialist

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeInvestment Full time ₱40,000 - ₱60,000

    Key responsibilities of the Administration Assistant role include maintaining CRM data, generating reports and performing administrative tasks related to financial planning.About the RoleYou will be responsible for compiling data, drafting letters and documents as needed.Data entry into our CRM and Document Management tools.Maintaining CRM client information...

  • Senior Financial Planning Assistant

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeparaplanner Full time ₱850,000 - ₱1,050,000

    Paraplanning RoleWe are seeking a detail-oriented and highly skilled professional to support our financial planning team. This role requires strong analytical skills, excellent communication abilities, and the ability to work collaboratively with financial advisers.

  • Senior Business Analyst

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱60,000 - ₱70,000

    Job OverviewThe Financial Planning and Analysis specialist is responsible for supporting strategic decision-making by creating comprehensive reports, designing intricate financial models, and analyzing large datasets to ensure accurate forecasting, budgeting, and reporting.Key ResponsibilitiesDevelop and maintain a suite of scheduled financial reports.Create...

  • Senior Financial Planning and Strategic Business Advisor

    2 weeks ago

    Lipa City, Calabarzon, Philippines beBeeFinancialPlanning Full time $82,110 - $118,569

    Job DescriptionWe are seeking a Senior Financial Planning and Reporting Analyst to join our Global Finance team. This is a 100% work-from-home set-up and shall support the U.S. Central Time hours. As a key partner to Finance leaders across major U.S. cities, you'll influence strategic decision-making, drive financial performance, and champion digital...