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Financial Planning Specialist

2 weeks ago


Manila, National Capital Region, Philippines ACCA Careers Full time

About ACCA Careers:

We are a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Our team is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Responsibilities:

  • Assist in preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance.
  • Assist in the analysis for and production of monthly/quarterly/annual presentation of results to senior management.
  • Compile information, analysis, and prepare reports for the annual Planning process.
  • Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager.

Skills and Qualifications:

  • Analytical and problem-solving skills required to evaluate financial results.
  • Effective written and verbal communication skills necessary to present relevant information to senior management.
  • Strong personal computer skills (Excel, Word, and PowerPoint) required to perform analyses and communicate financial information.
  • Knowledge of accounting, reporting, and financial analysis usually acquired through a 4-year degree program or related work experience required.