Current jobs related to Financial Planning Expert - Mandaluyong City, National Capital Region - Maya


  • Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time

    PruLife UK- Team Christine seeks a Financial Planning Expert to provide expert advice on financial planning, investments, and insurance solutions. As a key member of the team, you will guide clients in making sound financial decisions by understanding their unique financial goals and tailoring strategies to help them achieve financial security and...


  • Quezon City, National Capital Region, Philippines Manulife Full time

    The position of Financial Planning Expert plays a crucial role in the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team. As a key member, you will be accountable for providing accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting to various...


  • Makati City, National Capital Region, Philippines ACEN Careers Full time

    Job OverviewWe are seeking an experienced financial planning expert to join our team at ACEN Careers.Key Responsibilities:Analyze financial data to provide forecasting support for development entities' spends.Collaborate with the development team on project status updates in the pre-development stage.Ensure timely approval for budget re-allocation between...


  • Makati City, National Capital Region, Philippines JADPhil & Associates, Inc. Full time

    Job DescriptionWe are seeking a seasoned financial expert to join our team as Senior Financial Strategist. In this role, you will be responsible for providing high-level financial guidance and support to the organization.About the RoleThe successful candidate will have a strong background in financial management, with a minimum of 20 years of experience in...


  • Mandaluyong City, National Capital Region, Philippines ABSI Full time

    About ABSIABSI is a forward-thinking organization that values innovation, collaboration, and expertise. Our team of professionals is dedicated to delivering exceptional results and making a meaningful impact.The RoleWe are seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our finance department, you will be...

  • Financial Planning

    1 week ago


    Mandaluyong City, National Capital Region, Philippines Qubel Full time

    Job Summary:The FP&A Manager will be crucial in shaping the company's financial strategy and aiding decision-making. This individual will oversee financial budgeting and collaborate with operational departments monthly, support long-term planning for investors and lenders, evaluate investment opportunities, and ensure accurate financial forecasting to give...


  • Mandaluyong City, National Capital Region, Philippines Vertiv Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Analyst to join our finance team at Vertiv. As a key member of our planning and analysis team, you will be responsible for developing and maintaining financial models, forecasts, and reports.You will work closely with senior leadership to provide analytical support and guidance on business...


  • Mandaluyong City, National Capital Region, Philippines Investing Right Insurance Agency Full time

    We're seeking a highly skilled and experienced Financial Planning Specialist to join our team at Investing Right Insurance Agency.About the RoleThis position involves working closely with clients to understand their financial goals and developing personalized plans to help them achieve success.The ideal candidate will possess excellent communication skills...


  • Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full time

    At Orion Summit Life Insurance Agency Inc. - Team Justine, we are seeking a talented Financial Planning Specialist to join our team.Job DescriptionA Financial Planning Specialist provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their long-term financial goals.Client Consultation: Meet with clients...


  • Quezon City, National Capital Region, Philippines Outsourced Full time

    We are seeking a highly skilled Senior Financial Analyst to join our Finance team at Outsourced. As a key member of the team, you will be responsible for supporting the organization's financial planning and budgeting processes. This includes preparing information for financial statements and reports, developing financial models, and preparing...


  • Makati City, National Capital Region, Philippines RCBC Full time

    Job SummaryA highly skilled Estate Planning Expert is required to review client portfolios, ensuring adequate protection through insurance policies and investments. This role involves assisting clients in financial and estate planning, collaborating with Relationship Managers to discuss investment options and tailor personal and family goals.Key...


  • Mandaluyong City, National Capital Region, Philippines Japan Remit Finance Co. Ltd. Full time

    Job Title: Financial Reconciliation ExpertAbout the Role:As a Financial Reconciliation Expert at Japan Remit Finance Co. Ltd., you will be responsible for conducting thorough financial reconciliations, analyzing discrepancies, and resolving issues in a timely manner.Key Responsibilities:Analyze and reconcile financial transactions on a daily, weekly, and...


  • Makati City, National Capital Region, Philippines Avaloq Full time

    Business Function OverviewAvaloq's Business Management function plays a vital role in supporting the organization's strategic objectives. As a key member of this team, you will be responsible for driving business planning and reporting processes.Job SummaryThis role requires a highly motivated and detail-oriented individual who can effectively analyze...


  • Mandaluyong City, National Capital Region, Philippines Filinvest Development Corporation Full time

    **Job Title:** Assistant Manager, Budget Management and Administration**Job Summary:The role involves supporting the management of operational and administrative activities related to budget processing and monitoring. The Assistant Manager will work closely with cross-functional teams to provide financial insights and ensure the smooth processing of...


  • Mandaluyong City, National Capital Region, Philippines Neksjob Philippines Full time

    Neksjob Philippines is seeking a skilled Functional Test Planning Expert to join our team.The ideal candidate will possess a strong educational background in computer science or a related field, along with a proven track record of delivering high-quality applications.This individual will be responsible for analyzing requirements to ensure their validity and...


  • Makati City, National Capital Region, Philippines CITADEL Pacific Ltd. Full time

    Company Overview:CITADEL Pacific Ltd. is a dynamic organization that requires a skilled professional to facilitate business planning, financial forecasting, and performance management.Job Description:The Financial Planning and Analysis Specialist will be responsible for assisting the Commercial Finance Manager in facilitating Annual Business Planning,...


  • Makati City, National Capital Region, Philippines FedEx Group Full time

    Company Overview:FedEx Group is a global leader in logistics, transportation, and business services. We operate a vast network of operations worldwide, serving customers across various industries.Job Description:We are seeking an experienced Senior Financial Analyst to join our team in Financial Planning & Analysis (FP&A). This role will play a key part in...


  • Mandaluyong City, National Capital Region, Philippines ABSI Full time

    Job OverviewThis is an exciting opportunity to join ABSI as a Financial Planning and Analysis Expert. In this role, you will play a critical part in driving business success by providing insightful financial analysis and advice to management and stakeholders.Duties and Responsibilities- Provide timely and accurate financial reporting and analysis to support...


  • Mandaluyong City, National Capital Region, Philippines Vertiv Full time

    Financial Planning and Analysis Senior ManagerWe are seeking a highly skilled Financial Planning and Analysis Senior Manager to join our team at Vertiv. As a key member of the leadership team, you will be responsible for driving business success through strategic financial planning, analysis, and reporting.You will lead the FP&A team in Manila, ensuring the...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Philippines Full time

    Job OverviewWe are seeking a highly skilled Senior Planning Strategist to join our team at Toyota Financial Services Philippines. As a key member of our planning unit, you will play a critical role in driving business growth and ensuring alignment with our long-term objectives.Key ResponsibilitiesConduct research and analyze business trends to inform...

Financial Planning Expert

1 week ago


Mandaluyong City, National Capital Region, Philippines Maya Full time

Maya is a leading digital bank in the Philippines, committed to providing innovative financial solutions to its customers.

About the Role

We are seeking a highly skilled Senior Controllership Specialist to join our team. As a key member of our finance department, you will be responsible for providing strong oversight on outsourced functions related to accounting, tax, procurement, and other finance-related areas.

You will analyze the Bank's operating expenses and monitor implementation and compliance to policies related to expenditures and other finance-related policies. Additionally, you will be responsible for the timely and accurate submission of finance-related requirements for BSP, internal and external audit.

As a Senior Controllership Specialist, you will also assist in the timely and accurate submission of the Bank's Audited Financial Statements and Annual Report. Furthermore, you will provide accounting policy advisory covering PFRS as well as impact assessment on accounting rules/circulars.

To be successful in this role, you must have a CPA with at least 3-4 years' experience in Accounting/Tax/Procurement. You must also have at least 1-2 years' experience in Traditional or Digital Banks or Auditing firms.

Other requirements include proficiency in MS Office application (Excel, Word, PPT) and working knowledge in SAP and BPC or other similar software.

This is an exciting opportunity for a talented professional to join our team and contribute to our mission of delivering exceptional financial services to our customers.