Financial Planning Role for Agents

Job DescriptionIn this role, you will be responsible for supporting the Commercial Finance team with financial management, analysis, and planning. You will work closely with the team to produce high-quality financial reports, conduct variance analysis, and identify opportunities for improvement.As a Management Accountant, you will have the opportunity to...

We are looking for a skilled Financial Advisor to join our team at Sun Life Grepa Financial, Inc.Your primary responsibility will be to develop and maintain relationships with clients, ensuring that their financial goals are achieved. You should have strong analytical and problem-solving skills, as well as excellent communication and interpersonal...

Job Title: Financial Planning and Analysis HeadCompany: ConglomerateLocation: Onsite; ManilaPosition Type: Full-timeHeadcount: 1Job BriefThe organization is a leading and diversified conglomerate with strong industry presence in properties and leasing, financial services, hospitality management, and consumer goods. With a commitment to financial excellence...

JOB SUMMARYThe Financial Planning and Analysis (FP&A) Manager will play a critical role in supporting the financial health and growth of the company by overseeing all aspects of budgeting, forecasting, and financial analysis. This position is responsible for driving business performance by providing actionable insights based on financial data, ensuring the...

About the Job:This is a fantastic opportunity to join the Commercial Finance team at the Financial Times and play a key role in shaping the company's financial strategy.As a Management Accountant, you'll work closely with the Commercial Finance Business Partner to develop and implement financial plans and strategies that drive business growth and...

About Prulife UKPrulife UK is a renowned financial services company that offers a wide range of products and services to its clients.We are committed to providing exceptional customer service and building long-term relationships with our customers.Job Description:General Associate Unit ManagerThis is a part-time hybrid role for a Financial Advisor at Prulife...

ELECTRONIC SECURITY SYSTEMS CORPORATION (ESSCOR) invites applications for the position of Financial Planning Director.We are looking for a seasoned finance professional with experience in financial planning and analysis, to join our team as a Financial Planning Director.The ideal candidate will have a strong background in financial planning and analysis,...

Job Title: Financial Planning LeadAbout the Company:Euronet Technology Services, Inc. is a leading provider of technology services, and we are seeking a highly experienced Financial Planning Lead to join our team.About the Role:The Financial Planning Lead will be responsible for leading the financial planning function, managing taxation, financial...

About Our CompanyWe are a private advertiser with over 20 years of experience in the financial planning industry. Our team of experienced professionals is committed to delivering personalised and innovative solutions tailored to each client's unique needs.Our MissionTo help clients achieve their financial goals and secure their future.To deliver exceptional...

Job Description:The Financial Planning Manager role at Seachamp International Export Corporation requires a highly skilled individual to manage all aspects of financial planning, including budgeting, forecasting, and financial reporting.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans that align with the company's...

About the roleJob DescriptionWe are seeking a highly skilled and experienced Financial Planning Expert to join our team as a Virtual Wealth Manager.Key Responsibilities:Conduct in-depth financial needs assessments with clients to understand their unique financial situations and objectivesDevelop tailored financial plans and investment strategies to help...

Hybrid - Manila 3-5 Yrs Exp Bachelor Full-timeJob DescriptionTo support financial planning, business development, and regulatory reporting through financial modeling, industry analysis, and investor relations management. This role is essential in assessing financial assumptions, aiding budget processes, and ensuring timely regulatory submissions.Job...

**Job Summary**The Financial Planning Supervisor plays a critical role in overseeing the financial planning process, ensuring accurate forecasts and strategic insights on results of operations. This leader is responsible for guiding the Financial Planning & Segment Reporting Team to develop comprehensive financial plans, analyze performance metrics, and...

Job DescriptionAbout the PositionThis part-time role offers flexible work arrangements to accommodate your schedule. As a key member of our financial planning team, you will play a pivotal part in supporting clients and contributing to the overall success of our insurance and financial planning services.Key ResponsibilitiesProvide administrative support to...

We are seeking a detail-oriented and strategic Financial Planning Strategist to oversee the development of annual budgets and long-term financial plans. This role will be responsible for preparing rolling forecasts, monitoring budget performance, and providing variance analysis with recommendations.Key Responsibilities:Budgeting & Forecasting:Lead the...

Job DescriptionThe Senior Financial Planning Analyst will play a pivotal role in the financial planning and analysis function, providing strategic insights and supporting decision-making processes. This role involves analyzing financial data, creating forecasts, and developing financial models to guide the company's financial strategy.Main...

We are looking for a talented Financial Planning Expert to join our team at Dynamic Talent Solutions. As a Financial Planning Expert, you will be responsible for delivering financial planning services to our clients.The role will involve analyzing financial data, identifying trends and opportunities, and developing strategies to improve financial...

Job Description:The role of the Finance Officer at RiteMED Phils., Inc. is to collaborate with the Finance Manager in ensuring that all financial processes are efficiently implemented to support the company's growth objectives.Main Responsibilities:Provide comprehensive management reports on a monthly, quarterly, and annual basis.Offer expert financial...

About This OpportunityCosmocare International, Inc. is a dynamic and innovative distribution company looking for a talented Finance and Accounting Manager to join our team. As a key member of the leadership team, you will play a critical role in shaping the financial direction of the company.Responsibilities:Financial Planning and Analysis: Develop and...

**Job Description**The Financial Planning Specialist plays a crucial role in handling financial statements, budgeting, forecasting, and performing financial analysis to inform business decisions. This position requires collaboration with various department heads to evaluate financial performance, identify trends, and suggest improvements.This role involves...