Senior Corporate Financial Specialist

7 days ago


Makati City, National Capital Region, Philippines Security Bank Corporation Full time
About the Role

As a Corporate Financial Analyst for Security Bank Corporation, you will be responsible for evaluating assigned companies according to inherent risks and opportunities. You will recommend facilities and levels of business that Security Bank may undertake with the said entity.

  • Main Responsibilities:
  • Prepare comprehensive analyses and reports based on client-submitted documents and data for presentation to senior management.
  • Evaluate investment opportunities for Security Bank on assigned projects/proposals and assist in allocating limits among users.
  • Ensure proper evaluation of companies or industries by utilizing all available information obtained through plant visits, customer interviews, trade checks, reference checks, industry evaluations, and others.
  • Assess, analyze, and interpret complicated financial information.
  • Conduct financial evaluations and prepare re-casted financial statements if needed to create more reflective financial statements.
  • Recommend appropriate security levels, lease terms, and conditions.
  • Understand business cycles of assigned companies and identify opportunities for Security Bank to work on.
  • Acquire the latest information on clients' business plans and activities through regular contracts, plant visits, and customer interactions.
  • Gather relevant information and data impacting accounts being handled and evaluate how it will affect clients' businesses.
  • Keep knowledge of key issues up-to-date, including legal, market risk, and compliance issues.
  • Ensure timely recognition of increasing risk and recommend appropriate actions.
  • Endorse timely downgrades and reclassifications for accounts with increasing risk.
  • Monitor trends in assigned industries to track performance of players and evaluate their suitability for Security Bank's business.
Required Skills and Qualifications
  • Education: Bachelor's degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking
  • Experience: At least 3 years of relevant experience
  • Skills: Knowledge and experience in credit risk evaluation, leasing business, and financial statement evaluation; good analytical, critical thinking, and numerical reasoning skills; able to manage multiple sources of information


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