Financial Planning Specialist

11 hours ago

Iloilo City, Western Visayas, Philippines beBeeFinancialPlanning Full time $100,000 - $130,000

Job Opportunity:

We are seeking a highly skilled Financial Planning Specialist to join our team. This role is perfect for individuals who enjoy working with numbers and have excellent analytical skills.

The successful candidate will play a crucial part in the financial operations of our organization, providing accurate and timely financial reports, monitoring project finances, and developing budgets. They will also be responsible for analyzing financial data, identifying trends, and making recommendations for improvement.

This position offers a great opportunity for career growth and development, with opportunities to work on various projects and collaborate with other departments. Our ideal candidate has strong knowledge of financial principles, excellent communication skills, and the ability to multitask and prioritize tasks efficiently.

Key Responsibilities:

  • Financial Reporting: Prepare accurate and timely financial reports for ongoing projects.
  • Project Financial Management: Monitor and analyze the financial status of each project to ensure they are within budget.
  • Budget Development: Develop and prepare annual budgets for all projects.
  • Financial Analysis: Analyze financial data, identify trends, and make recommendations for improvement.

Requirements:

  • Degree in Accountancy: Bachelor's degree in accountancy or related field.
  • Certified Public Accountant (CPA): Certification as a CPA is desirable.
  • Experience in Finance and/or Accounting: Minimum 8 years of experience in finance and/or accounting.
  • Financial Planning and Analysis Experience: Proven experience in a financial planning and analysis role.
  • Strong Communication Skills: Excellent written and verbal communication skills in English.

About Us:

We value diversity and inclusion in our workplace and welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status.

  • Financial Planning Specialist

    4 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000

    Financial Planning SpecialistWe are seeking experienced professionals to provide personalized financial planning solutions to clients. The ideal candidate will be responsible for developing and implementing customized financial plans that cater to clients' unique goals and objectives.Key Responsibilities:Conduct in-depth consultations with clients to...

  • Financial Planning Specialist

    4 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancialManagement Full time $60,000 - $85,000

    Business Planning and Financial Management ExpertWe are seeking a highly skilled Business Planning and Financial Management Expert to assist our clients in optimizing their budgeting, revenue, and personnel needs using the Adaptive Planning Business Planning Cloud.Main ResponsibilitiesProvide expertise on the Adaptive Planning solution, maintaining...

  • Strategic Financial Planning Leader

    11 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,700,000

    Job Description:We are seeking an experienced and skilled Financial Planning Specialist to join our team. This individual will be responsible for leading critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.This role involves providing key financial insights...

  • Financial Planning Strategist

    5 hours ago

    Iloilo City, Western Visayas, Philippines beBeeResearch Full time ₱550,000 - ₱850,000

    Job OverviewThe Paraplanner will provide research, analysis and documentation to support the financial planning team. The ideal candidate has 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.Key...

  • Senior Financial Planning Support Specialist

    4 hours ago

    Iloilo City, Western Visayas, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Job OverviewWe are seeking a detail-oriented and skilled professional to support our financial planning team as a Paraplanner. The successful 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...

  • Senior Financial Planning Specialist

    11 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱4,500,000 - ₱5,400,000

    About the RoleWe are a holistic financial planning company prioritizing understanding each client's unique personal and financial situation, goals, and aspirations.Our experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services.Key Responsibilities:Prepare and lodge forms and documentation for...

  • Expert Financial Planning Opportunity

    4 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱1,000,000 - ₱1,500,000

    Financial Planning Expert Opportunity">Job Description:Our organization is seeking an experienced Financial Planning Expert to provide strategic financial guidance and support to our clients. The ideal candidate will be responsible for developing and implementing comprehensive financial plans that align with client goals.Key Responsibilities:">Conduct...

  • Chief Financial Planning Officer

    11 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinance Full time $120,000 - $150,000

    Financial Planning and Analysis ProfessionalWe are seeking a highly skilled finance professional to lead all aspects of financial planning and analysis. This role involves delivering financial reporting and forecasts, ensuring accounting data flows accurately through NetSuite and related systems.This position requires strong analytical and problem-solving...

  • Senior Financial Planning and Analysis Professional

    11 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinance Full time $120,000 - $200,000

    Financial Planning and Analysis CareerAbout the RoleWe are seeking an experienced professional to join our team as a financial planning and analysis expert. The ideal candidate will have a strong background in FP&A processes and technologies, including planning, budgeting, forecasting, and financial planning software.The successful candidate will serve as a...

  • Senior Financial Planning Analyst

    8 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱45,000 - ₱60,000

    Job OverviewDevelop and implement comprehensive financial strategies, utilizing data-driven insights to drive business growth and decision-making.Key Responsibilities:Ensure the accuracy and reliability of financial reports.Maintain and enhance forecasting tools and templates.Reconcile and analyze financial data between systems, identifying discrepancies and...