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Financial Planning and Reporting Expert

7 days ago

Manila, National Capital Region, Philippines Avaloq Full time

Avaloq, a global leader in wealth management technology and services, is seeking a talented Business Manager to support its growth strategy.

About the Company

Avaloq has around 2,500 colleagues in 12 countries and over 160 clients in 35 countries, making it a unique and dynamic work environment.

The company's research-led approach and continual innovation empower employees to reach their full potential, fostering a collaborative, supportive, and flexible work environment.

  • Key Accountabilities:
  • Develop and maintain Power BI reports to support various stakeholders with data visualization and insights.
  • Manage and track the backlog of Requests for Change (RfC), ensuring contractual RfC are properly documented and monitored.
  • Assist in the preparation and review of project charters and project change requests.
  • Support the preparation of Theme Portfolio Review (TPR) reports and meetings.
  • Conduct theme quality checks and maintain master data.
  • Provide analysis and insights to support the Quarterly Business Review (QBR) team as needed.
  • Assist the Business Management team with various tasks and initiatives as needed, ensuring smooth operations and effective problem-solving.
  • Maintain clear documentation and communication channels.

Essential Requirements:

  • Bachelor's degree in Business, Economics, or a related field.
  • 3-5 years of experience in the financial services industry, preferably in a multicultural environment.
  • Strong analytical skills with experience in data analysis using Excel.
  • Basic SQL skills to interact with databases and support Power BI report creation.
  • Excellent business communication skills in English, both written and verbal.
  • Strong coordination and organizational skills.