
Financial Planning Expert
8 hours ago
Job Description
The Business Finance Controller is a hybrid role that supports commercial growth. This position executes financial planning and analysis processes, including reporting and analytics, forecasting, and margin evolution.
Key Responsibilities:
- Conduct costing, monthly closing, and analyze results to drive business decisions.
- Maintain accurate product costs and ensure correctness of product pricing.
- Provide standard financial reports to stakeholders.
- Develop and implement global processes for financial planning and analysis.
- Organize and deliver financial trainings on systems, tools, and processes.
- Perform transfer price analysis and prepare analytical views.
- Act as the primary point of contact for entities procuring from Oracle Secure Power.
- Prepare statutory P&L statements for each entity.
- Run and review un-invoiced reports.
- Manage non-Oracle allocations for orders and sales.
- Participate in financial calls and meetings.
Requirements:
- Bachelor's Degree in Accountancy or Finance.
- At least 8 years of relevant working experience with leadership exposure.
- Experience in shared services or multinational environments is beneficial.
- Advanced knowledge of ERP Systems (Oracle, SAP) and Microsoft applications.
- Excellent verbal and written communication skills in English.
- Strong analytical and problem-solving skills.
- Ability to prioritize tasks and manage multiple projects.
- Continuous learning mindset and attention to detail.
- Strong interpersonal skills and ability to work well with diverse teams.
-
Financial Planning Expert
1 day ago
Cavite City, Calabarzon, Philippines beBeeFinancial Full time $98,765 - $123,456Jacobs is seeking a skilled Financial Planning Expert to join our team.Job DescriptionThis role will lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.Financial Planning and AnalysisLead financial reporting and analysis across critical business...
-
Plan Documents Specialist
2 days ago
Cavite City, Calabarzon, Philippines Invisible Expert Marketplace Full timeOverviewJoin to apply for the Plan Documents Specialist role at Invisible Expert Marketplace.Vestwell is expanding and we're excited about adding a Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated specialist to...
-
Chief Investment Strategist
24 hours ago
Cavite City, Calabarzon, Philippines beBeeFinancial Planning Full time ₱800,000 - ₱1,200,000About the RoleThis part-time remote position involves providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services. Key tasks include analyzing financial data, developing financial strategies, and staying up-to-date with financial market trends and regulations.
-
Cavite City, Calabarzon, Philippines beBeeFinancial Full time ₱400,000 - ₱800,000Job Title:We are seeking an experienced professional to join our team as a Financial Consultant. In this role, you will be responsible for providing expert advice on financial planning and investment strategies to clients.Key Responsibilities:Meet with clients to discuss their financial goals and objectivesDevelop personalized financial plans tailored to...
-
Expert Financial Guidance
1 day ago
Cavite City, Calabarzon, Philippines beBeeAdvisor Full time ₱420,000 - ₱780,000Our organization is seeking a highly skilled and motivated Financial Advisor to join our team.As a Financial Advisor, you will be responsible for providing expert financial planning, creating personalized financial plans, assisting with retirement planning, and managing investments for clients. You will also provide financial advisory services, helping...
-
Senior Financial Planning Associate
1 day ago
Cavite City, Calabarzon, Philippines beBeeParaplanning Full time ₱4,900,413 - ₱8,255,716**Job Description**We are seeking a detail-oriented and analytical individual to join our team as a Paraplanner.The successful candidate will work closely with advisors to prepare and implement comprehensive financial plans for clients. This involves conducting research on insurance products, financial concepts, superannuation, and tax strategies.You will be...
-
Senior Financial Planning Expert
24 hours ago
Lipa City, Calabarzon, Philippines beBeeFinance Full time $7,200 - $7,800At the forefront of innovation, forward-thinking professionals play a pivotal role in shaping the future.We are seeking a seasoned Financial Planning Expert to join our finance organization. This position offers a remote work arrangement with flexible U.S. Central Time hours. As a key partner to finance leaders across major U.S. cities, you'll drive...
-
Senior Financial Planning Specialist
24 hours ago
Cavite City, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱2,000,000 - ₱4,000,000Financial Planning ProfessionalWe are seeking a detail-oriented and highly skilled professional to support our financial planning team.Key Responsibilities:Comprehensive Statement Preparation: Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in line with compliance requirements, ensuring accuracy and timeliness.Product Comparison and Strategy...
-
Senior Financial Planning Professional
24 hours ago
Cavite City, Calabarzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Financial Planning Assistant - SeniorThe ideal candidate for this role will be a detail-oriented and highly skilled professional with experience preparing comprehensive financial plans, conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.Key Responsibilities:Develop and implement tailored...
-
Strategic Financial Planning Specialist
1 day ago
Cavite City, Calabarzon, Philippines beBeeFinancialPlanning Full time $7,200 - $7,800Job DescriptionWe are seeking a Senior Financial Planning Analyst to join our team. This is a 100% remote set-up and will support the US Central Time hours.As a key partner to Finance leaders across major cities, you'll influence strategic decision-making, drive financial performance, and champion digital innovation within our finance organization.Key...