Senior Financial Analyst

13 hours ago


Batangas, Calabarzon, Philippines beBeeAnalysis Full time ₱3,997,080 - ₱5,021,900
About the Role

We are seeking a highly skilled Senior Financial Analyst to join our team in a remote work arrangement. As a key member of our team, you will provide strategic support to debt advisory strategists, preparing evidence, data, and research before engagement to enable efficient delivery of advisory work.

Key Responsibilities:

  • Set up Quickli workflows, prepare broker handovers, and analyze financial statements & tax returns.
  • Research market trends and regulatory changes; compile weekly intelligence and reports; coordinate valuations with lenders.
  • Manage timelines, follow-up on disputes and reorders, and provide clear summaries and presentation materials from templates.
  • Support cross-team collaboration and maintain a reference database for future use; ensure professional client communication.
Requirements and Qualifications

To be successful in this role, you will need:

  • Mortgage industry knowledge – rates, products, lending criteria for the Australian market.
  • Credit assessment proficiency – reports, scoring, serviceability calculations.
  • Financial analysis skills – statements, tax returns, complex income structures.
  • Regulatory compliance – NCCP, responsible lending, and related standards.
  • Technical: Quickli platform mastery; Broker Engine proficiency; advanced Excel/Sheets; strong research methodology.
  • Communication: professional written communication; cross-team collaboration; presentation capabilities.
About Our Client

Our client is a boutique advisory firm focused on helping professional service businesses navigate complex lending needs, taking a strategic approach to structuring debt beyond standard lending services.

Seniority and Employment Type
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Administrative, Analyst, and Finance
  • Industries: Banking and Investment Banking


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