
Senior Financial Planner
1 day ago
Financial Planning and Analysis Role
About the PositionThe FP&A Analyst plays a crucial role in supporting planning and decision-making by preparing detailed reports, building complex financial models, and analyzing large datasets for accurate forecasting, budgeting, and reporting.
Main ResponsibilitiesPrepare scheduled financial reports to ensure accuracy of data and timely delivery. This includes synthesizing information from various sources, identifying trends, and developing actionable insights to inform business decisions.
Update and maintain advanced forecasting tools and templates to support informed decision-making. This involves leveraging industry best practices, staying up-to-date with market trends, and collaborating with cross-functional teams to drive business growth.
Reconcile financial data between systems to identify discrepancies and optimize processes. This requires strong analytical skills, attention to detail, and effective communication to resolve issues efficiently.
Assist in preparing comprehensive presentation decks for senior management and executive teams. This involves distilling complex data into clear, concise visuals, and presenting findings in a clear and compelling manner.
Provide analytical support for ad hoc projects and business cases to drive strategic growth. This involves conducting thorough research, analyzing data, and developing recommendations that align with organizational objectives.
- Bachelor's degree in Finance, Accounting, Economics, or related field is required. Relevant work experience in financial planning, analysis, or related roles is highly valued.
- Proficiency in Excel is essential; exposure to QuickBooks Online and Power BI is highly valued.
- Strong analytical mindset and attention to detail are critical to deliver high-quality results.
- Effective communication and collaboration skills are necessary to work seamlessly with cross-functional teams.
-
Production Planner
3 days ago
Pasig, National Capital Region, Philippines Asian Unicorn Trading Ventures Corp Full timeOverviewLooking for experienced production planner. Will handle production schedule of plants producing LPG cylinders and delivery schedule to customersSeniority levelMid-Senior levelEmployment typeFull-timeJob functionManagement and ManufacturingIndustriesManufacturing#J-18808-Ljbffr
-
Senior Financial Strategist
2 days ago
Pasig, National Capital Region, Philippines beBeeStrategist Full time ₱500,000 - ₱800,000Financial Planning RoleThis role involves providing support to a financial planning team in developing customized financial strategies for younger investors.Key ResponsibilitiesCompile comprehensive financial plans and records in accordance with regulatory requirements.Conduct thorough analyses of superannuation, insurance, and pension products.Assist in...
-
Senior Financial Planning Professional
2 days ago
Pasig, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Job DescriptionWe are seeking a highly skilled Paraplanner 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 pensions.The role primarily involves...
-
Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱192,000 - ₱288,000Grow Your CareerWe are seeking talented individuals to join our team as Financial Wealth Planners. This is a commission-based role that offers excellent opportunities for growth and development.About the RoleThis exciting opportunity will see you deliver personalized insurance and investment solutions to help clients achieve their long-term financial goals....
-
Financial Planner
2 weeks ago
Pasig, National Capital Region, Philippines beBeeFinance Full time ₱900,000 - ₱1,200,000Job Title: Strategic Finance Specialist The role of the Strategic Finance Specialist is to identify new business opportunities through rigorous financial modeling, due diligence, and project management. This position plays a critical part in shaping strategic initiatives by developing actionable financial insights and supporting the executive team in...
-
Distinguished Wealth Planners Wanted
2 days ago
Pasig, National Capital Region, Philippines beBeeWealth Full time ₱1,800,000 - ₱2,500,000Job Role SummaryWe are seeking a skilled Financial Planner to play a key role in helping clients achieve their long-term financial objectives.Main Responsibilities:Generate leads and engage with potential clients to create personalized insurance and investment solutions.Prepare tailored life insurance proposals that cater to clients' unique needs and...
-
Financial Planning Officer
2 weeks ago
Pasig, National Capital Region, Philippines City Savings Bank Full timeOverviewLooking for IT Professionals (Enterprise Architects, Outsystem Developer, T24 Developers, etc.)Job DescriptionFinancial planners analyze the financial statements of a company or individual to identify risks, rewards, and opportunities. Responsible for analyzing financial statuses, developing budgets, and preparing analysis...
-
Workforce Specialist/Planner/Scheduler
1 week ago
Pasig, National Capital Region, Philippines Satellite Office Full time $40,000 - $60,000 per yearWORK PLANNER Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide. WHAT IS A WORK PLANNER ? Our awesome client a company based in Australia is looking for a...
-
Strategic Financial Planner
2 days ago
Pasig, National Capital Region, Philippines beBeeFinance Full time ₱3,750,000 - ₱7,250,000Financial Planning RoleThe position of Financial Planning Analyst is responsible for managing the financial planning, budgeting, forecasting, and reporting of a company's financial operations.Key Responsibilities:Project Financial Reporting involves analyzing financial data to provide insights into project performance. It also entails creating reports to...
-
Expert Financial Planner
2 days ago
Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱4,000,000 - ₱8,000,000Job OverviewWe are expanding our team of professionals to provide expert financial planning and investment strategies to individuals.Company DescriptionThe Advisor Hub is dedicated to spreading financial literacy and helping individuals minimize financial risks. Our mission is to empower individuals to achieve their financial goals through strategic planning...