Senior Financial Planning Specialist

23 hours ago


Marikina City, National Capital Region, Philippines beBeeFinancial Full time ₱7,200 - ₱7,800

Job Summary

Senior Financial Planning Expertise

We seek an experienced Senior Financial Planning Analyst to join our finance team. This role is a 100% remote position and requires working within U.S. Central Time hours.

Main Responsibilities
  • Drive strategic decision-making through financial planning, business partnership, and process innovation initiatives.
  • Financial Planning and Analysis:
    • Lead critical financial reporting and analysis across key business areas.
    • Manage monthly forecasting and annual budget cycles for alignment with business objectives.
  • Business Partnership and Strategic Support:
    • Closely partner with finance leadership to develop and support financial strategies.
    • Collaborate with cross-functional teams (operations, HR, IT) to integrate financial insights into broader business strategies.
  • Digital Innovation and Process Optimization:
    • Lead or participate in projects focused on automation, cost savings, and process re-engineering.
    • Drive continuous improvement by adopting AI tools, machine learning-enabled forecasts, and data visualization platforms.
Required Skills and Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Substantial experience in FP&A or financial analysis.
  • Strong expertise in profit and loss management, forecasting, and financial modeling.
  • Advanced proficiency in Microsoft Excel and PowerPoint.

What We Offer

A collaborative, inclusive culture that values innovation and continuous learning. Work on impactful projects worldwide while enjoying the flexibility of remote work.



  • Marikina City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱784,000 - ₱1,088,000

    Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have experience in financial planning and analysis, with a strong understanding of financial principles and regulations.The role will involve managing financial plans, analyzing financial data, and providing recommendations to senior...


  • Marikina City, National Capital Region, Philippines beBeeFinance Full time ₱1,800,000 - ₱3,000,000

    Job Role Overview:This is a role for an ambitious and driven individual seeking to build a career in finance. As a Finance Analyst, you will be responsible for delivering financial planning, analysis, and reporting services to support product-focused teams.You will work closely with senior leaders to develop and implement comprehensive business cases for new...


  • Marikina City, National Capital Region, Philippines beBeeFinancial Full time A$1,800 - A$2,600

    Financial Planning AssociateWe are seeking a detail-oriented and highly skilled professional to support our financial planning team.The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and...


  • Marikina City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱1,443,750 - ₱3,012,500

    Financial Planning and Analysis ExpertWe are seeking a skilled Financial Planning and Analysis expert to join our team.The ideal candidate will possess a strong analytical mindset, excellent problem-solving skills, and the ability to effectively communicate complex financial information to stakeholders. They will also have experience with financial planning,...


  • Marikina City, National Capital Region, Philippines beBeeParaplanner Full time ₱55,000 - ₱68,000

    We are seeking a highly skilled professional to join our financial planning team as a Paraplanner. The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.Key...


  • Marikina City, National Capital Region, Philippines beBeeFinancialexpert Full time A$24,000

    Financial Analyst / Financial Assistant Job">We are looking for a detail-oriented and analytical individual to fill the role of Financial Analyst / Financial Assistant. This position will be responsible for driving smarter business decisions, streamlining financial workflows, and unlocking insights across our revenue-generating initiatives.As a key member of...


  • Marikina City, National Capital Region, Philippines beBeeFinancial Full time ₱60,000 - ₱75,000

    Job SummaryThis is a home-based Junior Financial Analyst position that involves supporting financial planning and analysis for our organization.The ideal candidate will assist in gathering, developing, and consolidating annual and mid-year budgets and forecasts, as well as providing support for near- and long-term P&L forecasting and financial...


  • Marikina City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱1,800,000 - ₱2,200,000

    Financial Planning and Analysis professionals play a crucial role in helping organizations make informed strategic decisions.Key Responsibilities:Provide subject matter expertise for financial planning processes and technologies, including planning, budgeting, forecasting and financial planning software.Collaborate with a team of seasoned analysts to develop...


  • Marikina City, National Capital Region, Philippines beBeeAppointment Full time ₱1,500,000 - ₱2,000,000

    Appointment Setting SpecialistJoin a dynamic team of professionals who help individuals and families achieve their financial goals through comprehensive planning and protection strategies.The Appointment Setting Specialist will be the crucial first point of contact for potential clients seeking to secure their financial future. The role involves connecting...


  • Quezon City, National Capital Region, Philippines Universal Robina Corporation Full time

    OverviewDirect message the job poster from Universal Robina CorporationTalent Acquisition | Human Resources SpecialistUniversal Robina Corporation is looking for a Financial Planning & Analysis (FP&A) Senior Analyst.The ideal candidate will play a pivotal role in driving financial strategy, forecasting, and analysis to support key business decisions. This...