Financial Planning Specialist
4 days ago
We're seeking a highly skilled and experienced Financial Planning Specialist to join our team at Investing Right Insurance Agency.
About the RoleThis position involves working closely with clients to understand their financial goals and developing personalized plans to help them achieve success.
The ideal candidate will possess excellent communication skills and be able to build trust with clients through transparent and professional advice.
Key Responsibilities- Conduct thorough consultations with clients to identify their financial objectives and create tailored plans to meet their needs.
- Stay up-to-date with market trends and product offerings to provide clients with informed recommendations.
- Maintain accurate records of client interactions and progress towards their financial goals.
- Bachelor's degree in a relevant field (e.g., finance, business, economics).
- Proven experience in financial planning or a related field.
- Excellent communication and interpersonal skills.
- Able to work independently and collaboratively as part of a team.
Possess a strong understanding of financial concepts and regulations, with the ability to apply this knowledge to real-world scenarios.
-
Financial Planning Specialist
4 days ago
Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full timeAt Orion Summit Life Insurance Agency Inc. - Team Justine, we are seeking a talented Financial Planning Specialist to join our team.Job DescriptionA Financial Planning Specialist provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their long-term financial goals.Client Consultation: Meet with clients...
-
Financial Planning Specialist
5 days ago
Quezon City, National Capital Region, Philippines World Vision Full timeWe are seeking a skilled financial professional to join our team as a Financial Planning Specialist. In this role, you will be responsible for providing business support to budget holders from Operation and HEA teams.Main Responsibilities:Ensure proper financial management and reporting on the budget of programs/projects related to assigned teams.Analyze...
-
Financial Planning Specialist
7 days ago
Mandaluyong City, National Capital Region, Philippines Qubel Full timeJob Summary:The FP&A Manager plays a pivotal role in shaping the company's financial strategy and informing decision-making. This individual oversees budgeting, collaborates with operational departments, evaluates investment opportunities, and ensures accurate forecasting to provide senior management with clear insights into future financial performance.Key...
-
Financial Planning Specialist
7 days ago
Quezon City, National Capital Region, Philippines Wheels, Inc. Full timeJob OverviewWe are seeking a seasoned Financial Planning Specialist to join our team at Wheels, Inc. As a critical member of our finance department, you will be responsible for overseeing financial planning and analysis.Key Responsibilities:Prepare accurate financial statements and maintain comprehensive financial records.Analyze financial data to identify...
-
Financial Planning Specialist
11 hours ago
Makati City, National Capital Region, Philippines AMCO Solutions Full timeAre you a motivated and detail-oriented individual looking for a new challenge? We're seeking a Financial Planning Specialist to join our team at AMCO Solutions.In this role, you will work closely with our team to deliver high-quality financial planning solutions to our customers. Your attention to detail and analytical skills will be essential in helping us...
-
Financial Planning
7 days ago
Mandaluyong City, National Capital Region, Philippines Qubel Full timeJob Summary:The FP&A Manager will be crucial in shaping the company's financial strategy and aiding decision-making. This individual will oversee financial budgeting and collaborate with operational departments monthly, support long-term planning for investors and lenders, evaluate investment opportunities, and ensure accurate financial forecasting to give...
-
Makati City, National Capital Region, Philippines Hunter's Hub Inc. Full timeJob DescriptionThe Budgeting and Financial Planning Specialist will be responsible for creating and managing budgets, financial reports, and forecasts for the IT segment.Key ResponsibilitiesDevelop and maintain comprehensive budgetary plans and forecasts.Analyze financial data to identify areas for cost reduction and process...
-
Financial Planning Analyst
2 days ago
Mandaluyong City, National Capital Region, Philippines Vertiv Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Analyst to join our finance team at Vertiv. As a key member of our planning and analysis team, you will be responsible for developing and maintaining financial models, forecasts, and reports.You will work closely with senior leadership to provide analytical support and guidance on business...
-
Financial Planning Expert
6 days ago
Mandaluyong City, National Capital Region, Philippines Maya Full timeMaya is a leading digital bank in the Philippines, committed to providing innovative financial solutions to its customers.About the RoleWe are seeking a highly skilled Senior Controllership Specialist to join our team. As a key member of our finance department, you will be responsible for providing strong oversight on outsourced functions related to...
-
Financial Planning and Reporting Specialist
7 days ago
Makati City, National Capital Region, Philippines EdgePoint Infrastructure Full timeKey ResponsibilitiesThe Financial Planning and Reporting Specialist will be responsible for monitoring and analysing accounting data, producing monthly financial reports and management commentary for reporting to management and Group.Coordinate and support annual audits including the preparation of annual financial statements.Able to advise accounting...
-
SAP Financial Planning Specialist
4 days ago
Makati City, National Capital Region, Philippines Smart Communications, Inc. Full timeJob DescriptionWe are seeking a highly skilled SAP Financial Planning Specialist to join our team at Smart Communications, Inc. As a key member of our finance department, you will be responsible for creating and reviewing conceptual and logical business solution designs for BAU and replicating business requirements based on best practices and...
-
Senior Financial Planning Specialist
3 days ago
Quezon City, National Capital Region, Philippines Metro Pacific Tollways Corporation Full time**Job Description:**The Senior Financial Planning Specialist at Metro Pacific Tollways Corporation is responsible for conducting thorough financial analysis of expansion projects, ensuring compliance with loan agreements, and managing the informational needs of lenders, shareholders, regulators, and other investors.Key Responsibilities:Develop, review,...
-
Financial Planning Specialist
4 days ago
Mandaluyong City, National Capital Region, Philippines MedEthix, Inc Full timeWe are MedEthix, Inc., a dynamic organization that values innovation and excellence.Job Description:As our Asst. Finance Manager, you will play a crucial role in ensuring the accuracy and compliance of our financial statements. Your primary responsibilities will include assisting the Chief Finance Officer in preparing monthly, quarterly, and annual financial...
-
Financial Planning Executive
5 days ago
Mandaluyong City, National Capital Region, Philippines San Miguel Corp. Full timeWe are seeking an experienced Financial Planning Executive to join our team at San Miguel Corp. In this role, you will be responsible for preparing and evaluating the company's short- and long-term plans, including analysis of performance data and identification of areas for improvement.As part of your responsibilities, you will assist in the preparation of...
-
Financial Planning Analyst
4 days ago
Mandaluyong City, National Capital Region, Philippines Filinvest Development Corporation Full time**Job Title:** Assistant Manager, Budget Management and Administration**Job Summary:The role involves supporting the management of operational and administrative activities related to budget processing and monitoring. The Assistant Manager will work closely with cross-functional teams to provide financial insights and ensure the smooth processing of...
-
Supply Planning Specialist
13 hours ago
Mandaluyong City, National Capital Region, Philippines Belo Medical Group, Inc. Full timeSupply Planning Specialist (Inventory Coordinator)Job Summary:The Supply Planning Specialist (Inventory Coordinator) shall be responsible for monitoring stocks in the branches. This person is responsible for monitoring pending Purchase Requisitions, Out of Stock Items, Stock Level, and Nearly Expiring Items in the branches. This position shall coordinate...
-
Business Planning Specialist
4 days ago
Mandaluyong City, National Capital Region, Philippines San Miguel Corporation Full timeJob Title:Business Planning SpecialistSan Miguel Corporation is seeking a skilled Business Planning Specialist to assist in database processing and analysis, external scanning and reporting, generating industry reports/studies, facilitating planning activities, accomplishing industry analysis and studies.Responsibilities:Assist in database management and...
-
Financial Planning and Analysis Expert
10 hours ago
Makati City, National Capital Region, Philippines CITADEL Pacific Ltd. Full timeCompany Overview:CITADEL Pacific Ltd. is a dynamic organization that requires a skilled professional to facilitate business planning, financial forecasting, and performance management.Job Description:The Financial Planning and Analysis Specialist will be responsible for assisting the Commercial Finance Manager in facilitating Annual Business Planning,...
-
Strategic Financial Planning Lead
1 day ago
Mandaluyong City, National Capital Region, Philippines Vertiv Full timeFinancial Planning and Analysis Senior ManagerWe are seeking a highly skilled Financial Planning and Analysis Senior Manager to join our team at Vertiv. As a key member of the leadership team, you will be responsible for driving business success through strategic financial planning, analysis, and reporting.You will lead the FP&A team in Manila, ensuring the...
-
Financial Planning Specialist
4 days ago
Quezon City, National Capital Region, Philippines Universal Robina Corporation Full timeJob SummaryWe are looking for an experienced Senior Commercial Finance Analyst to join our team at Universal Robina Corporation.This role offers a unique opportunity to work in a dynamic environment, driving business growth and development through insightful financial analysis and planning.Key ResponsibilitiesDevelop and maintain comprehensive financial...