Financial Planning Professional

4 days ago


Manila, National Capital Region, Philippines Maxicare Health Care Full time

Job Overview:

As a Financial Planning Analyst at Maxicare Health Care, you will play a crucial role in shaping the company's financial future. Your primary responsibility will be to assist the Section Head in preparing reports for various projects and initiatives, focusing on the planning phase and monitoring phase of operations.

Key Responsibilities:

  1. Assist in the preparation of financial forecasts and other initiative monitoring activities to ensure accurate data-driven decision making.
  2. Conduct comprehensive financial planning and analysis activities, including the development of consolidated financial plans, budgets, and forecasts across the organization.
  3. Provide guidance and support to departments on how to prepare their budget and offer suggestions or basis for assumptions.
  4. Develop financial plans based on a deep understanding of business needs, with the objective of achieving growth and profitability targets.
  5. Compute revenue budgets and forecasts to align with current trends and performance of the company's operations.
  6. Participate in financial modeling based on business plans, new channels, and business development opportunities.

Required Skills and Qualifications:

  • Bachelor's degree in Accountancy, Finance, or relevant field.
  • At least 2-4 years of relevant work experience.
  • Excellent knowledge of finance planning and analysis principles.
  • Skillset includes trustworthy, ethical, and discreet; good communication; cooperates and collaborates easily with others; analytic; detail-oriented; proficient in Google Sheets, etc.
  • Experience in Oracle and Anaplan is an advantage.


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