Financial Planning Specialist

2 days ago

Manila, National Capital Region, Philippines beBeeFinance Full time ₱800,000 - ₱1,000,000

Job Summary:

We are seeking a Financial Planning Specialist to support our Product Marketing and Product Development teams in delivering financial planning, analysis, and reporting.

About the Role:

The successful candidate will be responsible for delivering actionable insights through analysis of key business drivers, variances, and trends. They will assist in developing comprehensive business cases for new product initiatives in collaboration with Product Managers and participate in budgeting and forecasting cycles for product-related functions.

  • Deliver timely and accurate financial reports and analysis
  • Develop and maintain complex financial models and reporting tools
  • Collaborate with cross-functional teams to drive business decisions
Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Proficiency in Microsoft Excel, including advanced formulas and pivot tables
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer:

This is a full work-from-home opportunity that offers strong career growth potential and encourages pursuing professional qualifications like CIMA or ACCA. Ideal for those seeking a flexible, remote finance role.

  • Financial Planning Specialist

    1 day ago

    Manila, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱500,000 - ₱750,000

    Job 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

    15 hours ago

    Manila, National Capital Region, Philippines beBeeAnalyst Full time $100,000 - $120,000

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking an experienced Financial Analyst to join our core finance team.This person will own financial planning and analysis workflows, deliver timely and accurate reporting, and support strategic initiatives across our omnichannel business.Key Responsibilities:Maintain and update dynamic operating...

  • Financial Planning

    1 week ago

    Manila, National Capital Region, Philippines BruntWork Full time $104,000 - $130,878 per year

    This 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

    1 day ago

    Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Key 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...

  • Financial Planning Specialist

    1 day ago

    Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Job 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

    1 day ago

    Manila, National Capital Region, Philippines beBeeParaplanner Full time ₱4,000 - ₱5,000

    Paraplanner 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 and Reporting Expert

    2 days ago

    Manila, National Capital Region, Philippines beBeeFinancial Full time $90,362 - $126,168

    Strategic 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...

  • Financial Planning

    1 week ago

    Manila, National Capital Region, Philippines Connext Global Solutions Inc Full time $40,000 - $80,000 per year

    Connext is a dedicated team of business process outsourcing experts and innovators, with experience in supporting world-class companies in Title and Escrow, Healthcare, Produce Distribution, Retail and Fashion, Design Consulting, and Finance.We are currently looking for a Financial Planning & Analysis Analyst who will be working with Connext's Client in the...

  • WFH Financial Planning

    6 days ago

    Manila, National Capital Region, Philippines Brunt Work Full time ₱63,000 per year

    Job Role Summary/OverviewJoin as a Financial Planning & Analysis 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 performance, and presenting actionable insights to senior management to support strategic growth.Job HighlightsMonthly...

  • Financial Planning

    13 hours ago

    Manila, National Capital Region, Philippines Penbrothers Full time $70,000 - $120,000 per year

    About PenbrothersPenbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.About the ClientOur client is a Midwest-based company headquartered in Indiana. They...