Financial Data Analyst Position

2 weeks ago


Makati City, National Capital Region, Philippines JBW Managed Consulting and Services Full time
Job Summary

We are seeking a highly skilled Financial Data Analyst to join our team at JBW Managed Consulting and Services.

Key Responsibilities:

  • To ensure the timely and accurate submission of Fund Requests and Statements of Accounts for critical principals with unique reporting requirements.
  • To book charges for Agency Fees, Joining Fees, and other miscellaneous charges in accordance with the agreed fees stipulated in the Manning Agreement.
  • To coordinate with principals and other departments to guarantee the accuracy and completeness of charges to be billed.
  • To prepare analysis of accounts (lump sum analysis, cost-analysis) for respective principals to ensure actual costs are within budget.
  • To adhere to set guidelines for each customer to ensure customer satisfaction and achievement of departmental goals and objectives.

Requirements:

  • A strong educational background in Accounting.
  • A minimum of 3-5 years of experience in a similar function or department.
  • Proficiency in Microsoft applications (Advanced Excel, Word, PowerPoint).
  • Proficiency in in-house systems (Connect, Vinta, Microsoft Nav).
  • Excellent problem-solving and analytical skills.
  • Effective oral and written communication skills.
  • Meticulous attention to detail.
  • A team player with a customer-focused mindset.


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