Chief Financial Strategist

7 days ago


Philippines beBeeAnalyst Full time $90,000 - $120,000
Financial Planning and Analysis

We are a global leader in Investor Services, offering end-to-end solutions for administration, accounting, reporting, regulatory, and compliance needs worldwide.

Our diverse workforce of over 5,800 professionals across 25 jurisdictions supports assets under administration exceeding US$750 billion.

Our commitment to excellence is reflected in our use of cutting-edge technology, including a global data platform and innovative proprietary tools supported by in-house experts.

We work as trusted partners to our clients, delivering intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

Key Responsibilities:
  • Manage financial data input/management within the Workday Adaptive Planning system for monthly forecasting and budgeting cycles.
  • Maintain quality data across relevant systems, driving remedial actions where necessary.
  • Analyze financial data and prepare reports comparing actual results against budgeted and forecasted results.
  • Support ad-hoc reporting, analysis, and modeling requests within the FP&A team.
Projects:

Collaborate on transformational finance projects, including finance systems migrations, integrations, company mergers/restructures, and development of reporting tools & processes.

Qualifications:
  • Qualified Accountant (CPA, ACCA or Equivalent) with practice background preferred.
  • Strong Excel skills and experience with Power BI, Workday, Sharperlight, Netsuite, and financial modeling.
  • Ability to work independently and as part of the wider team.
About Us:

We foster an inclusive, equitable, and diverse culture for our people. Our learning and development programs enable us to invest in growing employees' careers, while our hybrid working approach supports achieving balance and flexibility.

We understand that our clients' sustainability and success lead to our sustainability and success. We're emotionally invested in our clients right from the beginning.



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