Career Opportunity: Financial Planning Specialist

3 days ago


Caloocan City, National Capital Region, Philippines beBeeFinance Full time $50,000 - $80,000
Financial Planning Specialist

The Financial Planning Specialist plays a pivotal role in the organization's financial planning and analysis. Key responsibilities include:

  • Project Financial Reporting
  • Financial Status per Project
  • Budget Management
    • Annual Preparation
    • Monthly Monitoring and Reporting
    • Project Based Budgeting
    • Monthly Forecast Preparation
  • Financial Analysis
    • Projections/Forecast collaboration with all business units
    • Financial Review with all business units
    • Company and Project Variance Analysis
    • Other Analyses, as needed
    • Shareholder Basis Maintenance
  • Management Financial Reporting
    • Cash Balance and Forecasting
    • Corporate Financial Statements
    • Wrap Rate Maintenance

Key qualifications include:

  • Degree in Accountancy or related field
  • With 8 years of experience in finance and/or accounting
  • Experience in financial planning and analysis role
  • Understanding of Financial and Accounting Principles
  • Able to multitask, prioritize, self-starter and manage time efficiently
  • Results Oriented
  • Proficient with Microsoft Office Suite and QuickBooks; Understanding and knowledge of accounting systems
  • Strong communications skills in English both written and oral


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