
Senior Financial Planning Specialist
2 days ago
The financial analyst will be responsible for gathering and analyzing data to support business decisions. The ideal candidate will have a strong understanding of financial planning and analysis.
Key responsibilities include:
- Conducting variance analysis to identify discrepancies between actual and budgeted figures.
- Preparing management reports related to monthly variance reports and other components of the financial package.
- Supporting ongoing regular financial reviews and revisions focusing on cost reduction.
Additionally, the role involves consolidating feedback from stakeholders, preparing weekly and 12-month rolling cash forecasts, and supporting financial discussions with senior leadership.
Qualifications include a Bachelor's degree in accounting, finance, economics, or a related field, as well as one to three years of relevant experience in financial planning and analysis. Strong communication skills, both written and verbal, are also required, along with proficiency in Microsoft Office Applications, databases, and accounting software.
Skills and Qualifications:- Bachelor's degree in accounting, finance, economics, or a related field
- 1-3 years of experience in financial planning and analysis
- Strong communication skills
- Proficiency in Microsoft Office Applications, databases, and accounting software
This is an excellent opportunity to develop your skills in financial planning and analysis while working closely with senior leadership to drive business growth.
-
Senior Financial Planning Specialist
2 days ago
Manila, National Capital Region, Philippines beBeeFinancial Full time A$1,800 - A$2,600Key Financial Planner RoleWe are seeking a detail-oriented and highly skilled financial planner to support our financial planning team in a remote role.The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as...
-
Financial Planning
1 week ago
Manila, National Capital Region, Philippines BruntWork Full time $104,000 - $130,878 per yearThis is a remote position. Schedule: Monday – Friday, 9:00 AM – 5:30 PM Pacific Time (1-hour lunch) Total weekly hours: 37.5 hours Join as a Financial Planning & Analysis (FP&A) Specialist, where you'll play a key role in shaping the company's financial future. This role involves developing financial models, creating budgets and forecasts, analyzing...
-
Financial Planning Specialist
2 days ago
Manila, National Capital Region, Philippines beBeeParaplanner Full time ₱4,000 - ₱5,000Paraplanner Role OverviewWe are seeking a detail-oriented and highly skilled professional to support our financial planning team. The 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, and...
-
Senior Financial Planning Specialist
1 week ago
Manila, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱800,000 - ₱1,500,000Job OverviewAs a key member of the Consumer Banking Group, you will be responsible for providing professional financial planning and analysis to drive business success.The role involves defining strategic project benefits, gathering data for cost-benefit analysis, reviewing profitability of new card products, and preparing quarterly reports by product,...
-
Financial Planning Specialist
2 days ago
Manila, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱500,000 - ₱750,000Job SummaryThis position offers a unique opportunity to work as a Financial Planning Specialist, providing personalized support to clients while developing your expertise in financial planning and related fields.About the RoleThe role of a part-time remote Financial Advisor is to provide expert guidance on retirement planning, investment management, and...
-
Financial Planning Specialist
2 days ago
Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Job OverviewWe are seeking a skilled Paraplanner to join our team in a remote independent contractor engagement. The successful candidate will support our financial planning team in preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).Key Responsibilities:Prepare comprehensive SOAs and ROAs in line with compliance...
-
Financial Planning Specialist
2 days ago
Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Key Financial Planning RoleWe are seeking a detail-oriented and highly skilled financial planner to support our team.The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).Conduct product comparisons and strategy modelling for superannuation, insurance, and pension...
-
Senior Financial Planning Specialist
2 days ago
Manila, National Capital Region, Philippines beBeeFinancialAnalysis Full time ₱2,500,000 - ₱4,500,000Financial Analysis PositionThe role of the Senior Financial Analyst involves conducting in-depth financial analyses to identify trends, optimize operations, and inform strategic decisions.This position requires collaboration with senior management to develop reports that provide critical insights into revenue growth, client relationships, and expense...
-
Senior Financial Planning Professional
2 days ago
Manila, National Capital Region, Philippines beBeeFinancial Full time ₱4,000,000 - ₱6,000,000Senior Financial Planning ProfessionalThis is a key role within our organization that will play a crucial part in maintaining and improving financial models to support budgeting, forecasting, and long-term planning. As a Senior Financial Planning Analyst, you will be responsible for analyzing monthly, quarterly, and annual financial results.Key...
-
Manila, National Capital Region, Philippines beBeeFinancial Full time $90,362 - $126,168Strategic Financial Planning and Reporting SpecialistJob Description: We are seeking a skilled Strategic Financial Planning and Reporting Specialist to join our finance team. This role will involve leading critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational...