Strategic Financial Planner

7 hours ago

Bacoor, Calabarzon, Philippines beBeeFinancial Full time $7,200 - $7,800
Senior Financial Planning Specialist

We are seeking a senior-level finance professional to join our team.

This is a 100% work-from-home setup that supports U.S. Central Time hours.

As a key partner to finance leaders across major U.S. cities, you'll influence strategic decision-making, drive financial performance, and champion digital innovation within the finance organization.

Key Responsibilities:
  • Lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.
  • Financial Planning and Analysis:
    • Lead financial reporting and analysis across critical business areas.
    • Manage the monthly forecast and annual budget cycles, ensuring alignment with business goals.
    • Summarize complex monthly and quarterly results into clear insights and actionable recommendations.
  • Business Partnership and Strategic Support:
    • Partner closely with finance leadership to shape and support financial strategies.
    • Partner with cross-functional teams (Operations, HR, IT) to integrate financial insights into broader business strategies.
    • Monitor key performance indicators (KPIs) and create executive dashboards to support business performance reviews.
  • Digital Innovation and Process Optimization:
    • Lead or support projects focused on automation, cost savings, and process re-engineering.
    • Drive continuous improvement by adopting AI tools, machine learning-enabled forecasts, and data visualization platforms (e.g., Power BI).
    • Champion a digital mindset within the Finance team—encouraging experimentation with emerging tools and technologies to elevate decision support.
You Will Also:
  • Act as a thought partner to senior finance and business leaders, proactively challenge business assumptions and identify areas for digital and financial optimization.
  • Take full ownership of key financial deliverables with minimal supervision, delivering insights that influence strategic decision-making.
  • Presentation skills directly to executive leadership, helping shape critical business strategies.

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field
  • Substantial experience in FP&A or financial analysis
  • Strong expertise in P&L management, forecasting, and financial modeling
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Experience with Hyperion Financial Management, SmartView, and Oracle Planning EPM

Award-winning company fosters an environment where talented people come together to build something amazing. Together we will thrive in a collaborative culture that values innovation and continuous learning. We're committed to diversity, equity, inclusion, and accessibility. If you're passionate about creating positive change, join us today.

  • Strategic Financial Planner

    9 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancial Full time ₱43,000 - ₱55,000

    Job Title: Strategic Financial PlannerOur organization is seeking a highly skilled and experienced Strategic Financial Planner to lead our financial planning, budgeting, and forecasting processes.As a key member of our team, you will be responsible for conducting in-depth financial analysis to support corporate strategic initiatives, overseeing cash flow...

  • Strategic Financial Planner

    8 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancial Full time $120,000 - $140,000

    Job Title: Financial Planning AnalystAbout the Role:We are seeking a highly analytical and detail-oriented professional with expertise in building and maintaining fully integrated financial models.The ideal candidate will have a strong background in Excel-based modeling and experience supporting strategic planning, forecasting, and decision-making across...

  • Strategic Financial Planner

    14 hours ago

    Bacoor, Calabarzon, Philippines beBeePlanning Full time ₱700,000 - ₱850,000

    Financial Planning Role OverviewThe Financial Planning Analyst is a critical position responsible for driving the financial planning and budgeting efforts of an organization.Project Financial Reporting:Financial Status per Project:Key responsibilities include:Financial Analysis: Projections/forecast collaboration with all business units, financial review...

  • Strategic Financial Planner

    14 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱700,000 - ₱850,000

    Financial Planning RoleThis position involves creating detailed financial plans, forecasts, and reports to support business growth.Project Financial Reporting:Financial Status per Project:Budget Management includes annual preparation, monthly monitoring and reporting, project-based budgeting, and monthly forecast preparation. Key responsibilities also...

  • Strategic Wealth Planner

    8 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancial Full time $40,000 - $80,000

    Job OverviewAchieving financial independence is a strategic goal that many individuals strive for. As a Financial Advisor, you will guide clients through a structured process to attain this objective.This role offers an exciting opportunity to work with clients in achieving their long-term financial objectives.Develop and implement tailored financial...

  • Digital Finance Leader

    14 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancial Full time $80,000 - $120,000

    Job Title: Senior Financial Planning and Reporting AnalystJob Summary:We are seeking a Senior Financial Planning and Reporting Analyst to join our finance team. As a key partner to Finance leaders, you will influence strategic decision-making, drive financial performance, and champion digital innovation within the organization.Key Responsibilities:Lead...

  • Strategic Financial Manager

    15 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancial Full time ₱800,000 - ₱1,000,000

    Accountant Job DescriptionAn experienced financial professional is needed to manage company financial data, prepare financial reports, and develop strategic budget plans.Key Responsibilities:Manage accounts payable, receivable, payroll, and daily entries with precision.Prepare and analyze balance sheets, income statements, and cash flow analyses to identify...

  • Senior Financial Strategist

    15 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancialPlanning Full time A$1,800 - A$2,600

    Financial Planning ProfessionalWe seek a detail-oriented and highly skilled individual to support our financial planning team.About the RoleThe ideal 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,...

  • Strategic Financial Planning Lead

    9 hours ago

    Bacoor, Calabarzon, Philippines beBeeStrategic Full time $100,000 - $140,000

    Senior Financial Planning SpecialistWe are seeking a seasoned professional to lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.About the RoleThe Senior Financial Planning Specialist will be responsible for managing the monthly forecast and annual...

  • Expert Financial Planner

    14 hours ago

    Bacoor, Calabarzon, Philippines beBeeFinancial Full time ₱750,000 - ₱999,999

    Are you a skilled professional looking for a challenging opportunity in the financial industry?This part-time remote role is perfect for someone who wants to work independently and make a real difference in people's lives.As a Financial Advisor, you will provide expert financial planning, create personalized financial plans, assist with retirement planning,...