Become a Financial Planning Expert

2 weeks ago

Imus, Calabarzon, Philippines beBeeStrategist Full time $180,000 - $200,000
Job Opportunity

We are seeking an accomplished Financial Strategist to join our team and provide expert research and advisory services to clients worldwide.

The ideal candidate will have extensive experience in leveraging technology to enhance financial planning processes, including planning, budgeting, forecasting, and financial planning software.

Your role is to create essential insights for clients through published research and client interaction. You will engage with clients daily, via video conference or in-person at various events. Your primary objective is to assist clients in overcoming complex challenges to improve their performance.

Main Responsibilities:
  • Serve as a subject matter expert for financial planning processes and technologies, providing authoritative guidance on planning, budgeting, forecasting, and financial planning software.
  • Collaborate with seasoned analysts to develop high-quality advice that directly addresses the priorities and challenges of senior finance leaders.
  • Deliver face-to-face and video-based presentations and discussions with clients, ensuring seamless communication and effective problem-solving.

The successful candidate will possess a deep understanding of the challenges faced by finance leaders in transforming planning, budgeting, and forecasting processes. They will also have a strong grasp of how financial planning technology can address these challenges and benefit CFOs and finance leaders.

Necessary Skills:
  • 12+ years of experience leading FP&A teams in large multinational organizations with demonstrated experience in transforming planning, budgeting, and forecasting processes.
  • Strong knowledge of various FP&A automation vendors and technologies associated with financial planning processes, data analysis/modelling.
  • Experience in integrating financial planning process with operational and business strategic plans emphasizing planning agility, scenario planning, and Integrated business planning.
About the Position:

This is a remote-friendly opportunity with flexible work arrangements. We are seeking a highly skilled and experienced professional who can thrive in a dynamic environment and make a significant impact on our clients' success.

Benefits and Opportunities:

We offer world-class benefits, highly competitive compensation, and disproportionate rewards for top performers. Our hybrid work environment provides the flexibility and support for you to thrive, working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging, and inspiring.

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