Financial Services Expertise Leader

1 day ago


Makati City, National Capital Region, Philippines beBeeLeadership Full time ₱900,000 - ₱1,200,000
Job Overview

The Global Finance Advisory team is a dynamic department that consists of approximately 25 finance professionals with extensive expertise and generally over 10 years of experience. The team operates as an extension of the teams it supports globally, with each member reporting functionally to the domain lead they support.

The team interacts with numerous global stakeholders, including Finance departments in countries and business lines, Management Board, Wholesale & Retail MT, Risk, Capital Management, Group Treasury, Corporate Strategy, COO, Group Finance, and Investor Relations.

The team generates and issues management information in the field of Management Accounting & Advice in a timely and high-quality manner. They also advise on financial and business challenges, such as FTE & costs monitoring, providing full transparency, improving data quality, and preparing decision slides.

Main Responsibilities
  • Leadership and Direction: Communicate actions needed to implement the COOF strategy for your Product; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and achieve local business goals.
  • Policies and Procedures Development: Lead and coordinate the development and delivery of financial policies, guidelines, and protocols to ensure compliance with regulations and good financial practices.
  • Functional Strategic Formation: Contribute to forming key elements of functional strategy through expertise and insights to meet business needs. Monitor and review performance and behavior within your area to identify and resolve non-compliance issues.
  • Organizational Capability Building: Identify team members' development needs, plan and implement actions including professional development, and coach and mentor to support talent development.
  • Performance Management: Manage and report on performance, set objectives, hold team accountable, and take corrective actions as needed. Develop and implement procedures and policies within your expertise area.
  • Stakeholder Engagement: Identify and manage stakeholders, understand their needs/issues, and communicate effectively to support business decisions.
Key Skills
  • Built Customer Loyalty: Make every customer interaction positive, leaving customers feeling understood, appreciated, and confident.
  • Compliance Management: Use technical guidance to achieve full compliance with applicable rules and regulations.
  • Customer Service Delivery: Meet high customer service standards using comprehensive knowledge and skills.
  • Managing Change: Provide guidance and support during times of change, maintaining high performance and a change mindset.
  • Planning and Organizing: Plan, organize, prioritize, and oversee activities to meet objectives efficiently.
  • Resourcing and Workforce Planning: Ensure recruitment of skilled personnel and balance resources to meet strategic goals.


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