Chief Financial Planner

9 hours ago

Caloocan City, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000
Job Title: FP&A Specialist

About the Position:

  • We are looking for a highly analytical and detail-oriented professional to develop and maintain fully integrated 3-statement financial models (Income Statement, Balance Sheet, and Cash Flow).
  • The ideal candidate will have a strong background in Excel-based modeling and experience supporting strategic planning, forecasting, and financial decision-making across multiple business functions.

Main Responsibilities:

  • Develop and maintain integrated 3-statement financial models that provide a clear view of company performance and cash flow under various scenarios.
  • Build and maintain driver-based forecasting models that connect operational metrics to financial outcomes.
  • Design and implement dynamic revenue and cost drivers to support flexible scenario modeling and sensitivity analyses.
  • Conduct rolling forecasts and update models regularly to reflect actuals, budgets, and forward-looking assumptions.
  • Prepare clear and insightful variance analysis to guide strategic decisions.
  • Support finance and executive teams in creating board-ready reports and presentation materials.
  • Ensure all models follow best practices in financial modeling.
  • Collaborate cross-functionally with FP&A, operations, sales, and executive leadership to align forecasts with strategic goals.

Qualifications:

  • 5+ years of experience in financial modeling, FP&A, investment banking, corporate finance, or related fields.
  • Proven experience building 3-statement financial models in Excel.
  • Deep understanding of GAAP financial statements and how P&L, balance sheet, and cash flow interconnect.
  • Strong ability to translate operational inputs into financial impacts using driver-based logic.
  • Experience creating sensitivity and scenario analyses for strategic planning.
  • Excellent communication and presentation skills; able to explain complex models to non-financial stakeholders.
  • Highly organized, with strong attention to detail and a mindset for continuous improvement.

Preferred Qualifications:

  • Experience working in SaaS, eCommerce, or other recurring revenue business models.
  • Experience preparing materials for board meetings or investor updates.
  • Familiarity with BI tools and ERP/accounting systems.

  • Senior Financial Planner

    10 hours ago

    Caloocan City, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Key Responsibilities include preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).The Paraplanner will conduct product comparisons and strategy modelling for superannuation, insurance, and pension products, as well as assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.Utilizing financial...

  • Chief Financial Officer

    13 hours ago

    Caloocan City, National Capital Region, Philippines beBeeAccountant Full time ₱5,000,000 - ₱8,000,000

    Job Title: Chief Financial OfficerThe role of the Chief Financial Officer is crucial in supporting business decision-making through effective management accounting, budgeting, and cost planning.Main Responsibilities:Direct and coordinate the activities of the finance and accounting department to ensure smooth operations.Prepare and present financial...

  • Chief Financial Strategist

    13 hours ago

    Caloocan City, National Capital Region, Philippines beBeeFinancial Full time $1,800 - $2,800

    Job Title: Chief Financial StrategistWe are seeking an experienced leader to oversee the firm's financial operations. The role requires both strategic oversight and hands-on execution, ensuring robust financial systems, compliance, and long-term fiscal health.About the Role:The Chief Financial Strategist will collaborate with leadership to drive financial...

  • Financial Wealth Planner

    1 week ago

    Makati City, National Capital Region, Philippines Vermilion Phoenix Branch of FWD Full time ₱200,000 - ₱300,000 per year

    A Financial Wealth Planner plays a pivotal role in guiding clients toward achieving their financial aspirations through tailored wealth management strategies. Key responsibilities include:Client Financial Assessments: Conduct comprehensive evaluations to understand clients' financial situations, goals, and objectives.Personalized Financial Planning: Develop...

  • Chief Financial Officer Specialist

    15 hours ago

    Caloocan City, National Capital Region, Philippines beBeeAccounting Full time ₱900,000 - ₱1,200,000

    Job Title: Chief Financial Officer SpecialistWe are seeking an experienced Senior Accountant to fill a key role in our accounting department. As a Senior Accountant, you will be responsible for managing the financial activities of multiple portfolio companies and serving as a consultant to the management team.Key Responsibilities:Manage the month-end close...

  • Life Planner

    2 weeks ago

    Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000

    Job DescriptionThis is a part-time hybrid role for a life planner / financial advisor based in Quezon City, with some work-from-home arrangements available. The life planner / financial advisor will engage with clients to understand their financial needs and goals, provide personalized insurance and investment solutions, and offer ongoing support to ensure...

  • Chief Financial Officer

    5 days ago

    Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱2,500,000 - ₱3,500,000

    Job SummaryThe Chief Financial Officer is responsible for overseeing financial operations, ensuring transparency and sustainability.This key leader will drive strategic financial planning, budgeting, forecasting, and internal controls, providing valuable insights to senior leadership.

  • Financial Planner Assistant

    1 week ago

    Quezon City, National Capital Region, Philippines MicroSourcing Full time A$80,000 - A$120,000 per year

    Discover your 100% YOU with MicroSourcingPosition: Financial Planner Assistant (Intermediate)Work setup & shift: Hybrid and DayshiftSite Location: 1880 Building, EastwoodWhy join MicroSourcing?You'll HaveCompetitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group...

  • Unlock Your Earning Potential as a Financial Wealth Planner

    16 hours ago

    Quezon City, National Capital Region, Philippines beBeeWealth Full time ₱1,500,000 - ₱2,500,000

    Financial Wealth PlannerWe are seeking highly motivated and driven individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will play a key role in helping clients achieve their long-term financial goals by providing personalized insurance and investment solutions.The ideal candidate will have excellent communication...

  • Chief Financial Officer

    2 weeks ago

    Makati City, National Capital Region, Philippines beBeeFinancial Full time $90,000 - $120,000

    Chief Financial OfficerAbout the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to lead our finance function. The CFO will be responsible for providing strategic financial leadership, ensuring the effective management of our resources, and driving business growth.Key Responsibilities:Develop and implement financial strategies to...