Financial Planning

1 week ago

Makati City, National Capital Region, Philippines Citadel Pacific Ltd.- ROHQ Full time ₱780,000 per year

JOB PURPOSE:

To assist the Commercial Finance Director with evaluation of all Capex proposals. He reviews whether value proposition meets the IRR requirement, enough budget is available for allocation and spend is being realized timely. He also ensures the accuracy of monthly Capex reporting, ie., Committed, Spent and Capex LEs.

DUTIES & RESPONSIBILITIES:

  • Evaluates all CAPEX proposals to ensure it meets our profitability requirement, financial impact of contracts relating to CAPEX have been identified and considered and project would proceed as planned based on the Supply offer. He also checks that the required approvals and supports are complete.
  • Monitors capex spending per category to be within the allocated annual budget.
  • Updates and reports monthly, all CAPEX expenditures per project, split into Committed, Spent; closes WBS/AUC codes for confirmed completed projects.
  • Assists in the CAPEX LE process and prepares LE reports per CAPEX project. Attends meeting with budget focals, to assist in the review of status of each CAPEX project
  • At year end, helps ensure CAPEX budget will be spent fully by providing regular CAPEX reports to budget holders. Gathers and monitors incomplete CAPEX projects at year end for proper accrual
  • Creates WBS code for all approved CAPEX requests and attends to all CAPEX inquiries from Sales.
  • Reviews utilized year-end capex accruals, and requests for reversal at month end.
  • Prepares all adhoc Capex reports, eg., justification for additional CAPEX budget
  • Provides CAPEX data needed for the Post Investment Review (PIR) reports
  • Continuous process improvements

ENGAGEMENT TO PROJECTS THAT REQUIRE INVESTMENT:

  • Financial Modelling
  • IRR & NPV calculations
  • Scenario analysis
  • Financial analysis
  • Assist in Investment Proposal (IP) review prior to management approval f
  • Post Investment Reviews (PIR)

KEY CHALLENGES:

  • To provide effective and value-added finance analysis to the business in an ever-challenging business target/strategies.
  • Abilities to understand business needs and provide relevant and useful information on a timely basis
  • Excellent interpersonal skills in working with business function heads
  • Good knowledge and understanding of Isla reporting requirements
  • Ability to understand impacts of business actions on financials and KPIs.
  • Able to champion and roll out Management initiatives
  • Able to provide timely and quality management analysis to the team for decision making

QUALIFICATIONS:

  • Bachelor's in Accountancy, preferably a Certified Public Accountant (CPA).
  • At least 3 year working experience in Cost Accounting, General Ledger, Financial Analysis & Reporting
  • Knowledge in Financial ERPs.
  • Excellent interpersonal, written and oral English communication skills.
  • Advance level in MS Office
  • Critical thinker, analytical, and highly organized
  • Able to work independently and prepares accurate and reliable reports

Job Types: Full-time, Permanent

Pay: Php55, Php65,000.00 per month

Work Location: In person

  • Financial Planning

    2 weeks ago

    Makati City, National Capital Region, Philippines CITADEL Full time

    Job Purpose: To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting. Duties and Responsibilities:Business focal to consolidate information for timely preparation of business planAssist the Commercial Finance Lead to ensure business plans are consistent and robust and...

  • Financial Planning

    6 days ago

    Makati City, National Capital Region, Philippines Maxicare Health Care Full time $104,000 - $130,878 per year

    Do you thrive on turning numbers into strategies that drive business success?MaxiHealth is looking for a Financial Planning & Analysis (FP&A) Assistant Manager to lead financial planning, forecasting, and performance analysis that empowers leaders to make smarter, data-driven decisions.What You'll DoYou'll be a key strategic partner by:o Leading the...

  • Financial Planning

    6 days ago

    Makati City, National Capital Region, Philippines Wildflour Bakery + Cafe Inc Full time ₱2,000,000 - ₱2,500,000 per year

    Responsible for overseeing and managing the financial budgeting process within an organization. They play a crucial role in developing, implementing, and monitoring the budgeting system to ensure effective financial planning and control. Facilitate sound financial decision-making by providing accurate and timely budgetary information to...

  • Financial Planning

    6 days ago

    Makati City, National Capital Region, Philippines Penbrothers Full time ₱1,200,000 - ₱2,400,000 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...

  • Financial Planning Analyst

    10 hours ago

    Makati City, National Capital Region, Philippines Howden Full time ₱2,000,000 - ₱2,500,000 per year

    Company DescriptionHowden is a global people-first insurance group with employee ownership at its core. Since its inception in 1994 with just three employees, Howden has grown to over 23,000 professionals worldwide. The company provides a full spectrum of insurance services, including broking, reinsurance, underwriting, risk consultancy, and employee...

  • Financial Planning Consultant

    2 weeks ago

    Makati City, National Capital Region, Philippines UPTC Full time ₱900,000 - ₱1,200,000 per year

    Job Qualifications:Graduate of a bachelor's degree in accounting, Finance, or Business CourseAt least 3 years of Accounting Experience (Must Have)Exposed in Financial Planning (Must Have)Skilled in Financial Analysis, Data, Analysis, and Process Analysis (Must Have)Experienced in Report Preparation and Presentation (Must Have)Had utilized any Accounting...

  • Financial Advisor

    4 days ago

    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90...

  • Financial Planning Manager

    4 days ago

    Makati City, National Capital Region, Philippines Equicom Solutions Inc. Full time ₱960,000 per year

    About the roleWe are looking for an experienced Financial Planning and Analyst Manager (Accounting Manager) to join our dynamic team at Equicom Solutions Inc. in Makati City, Metro Manila. In this full-time position, you will play a crucial role in the financial planning and analysis function, overseeing the company's accounting operations and providing...

  • Financial Planning Assistant

    4 days ago

    Makati City, National Capital Region, Philippines Emapta Full time ₱60,000 - ₱75,000 per year

    Turn financial data into strategies that shape lasting futures In financial planning, every detail counts toward securing a stronger tomorrow. This role places you at the core of wealth management-where strategy meets precision. Grow beyond the numbers, collaborate with experts, and chart a career path that invests in your growth while helping shape...

  • Financial Planning Specialist

    2 weeks ago

    Makati City, National Capital Region, Philippines COUNTRYWIDE WATER SERVICES, INC. (CWS) Full time ₱900,000 - ₱1,200,000 per year

    Job Summary:The Financial Planning and Accounting Specialist position supports financial planning and management reporting. The role includes developing ad hoc scenario and sensitivity analyses to support financially informed decision-making. This position works and coordinates cross-functionally to support strategic and commercial initiatives.Key...