Financial Planning Specialist

2 days ago

Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000

We are seeking a highly skilled Financial Analyst to join our team in Asia.

About the Role

This role is accountable for providing accurate, timely, and relevant financial data production, reporting, analysis, planning and forecasting to different stakeholders of our Finance Financial Planning & Analysis – Asia team.

  • Responsible for consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various data sources and stakeholders
  • Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM & GA Finance - Financial Planning and Analysis Asia
  • Prepares Monthly/Quarterly Management Decks, WAM MIS Report, Quarterly Forecasts from different countries within Asia, Sales commentaries, Value of Flows and others
  • Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution
  • Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
  • Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
  • Works closely with the Hong Kong business unit, Global Stakeholders and teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
  • Participates in team cross-training to establish back-up and improvement of processes handled
Requirements

We require:

  • University graduate in Accounting/Finance, professional certifications such as CPA, CMA or CFA is a plus but not required.
  • 3+ years of experience in a finance role, Wealth and Asset Management industry experience an asset
  • Strong Excel and PowerPoint skills
  • Working experience in Advanced Excel spreadsheet, Power BI and Anaplan
  • Knowledge of IFRS tools (SmartView-Essbase, Lawson) and eFinance is preferred
  • Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
  • Experience in Finance transformation is a plus
Benefits

When you join us:

  • We'll empower you to learn and grow the career you want.
  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we'll support you in shaping the future you want to see.

We offer a hybrid work arrangement with a day shift schedule.

About Us

We're committed to helping our employees achieve their goals and succeed in their careers. Our company culture values diversity, inclusion, and teamwork.

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