273 Banking Analyst jobs in the Philippines

Banking Analyst

₱900000 - ₱1200000 Y d2B

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Job Description

We're Hiring: Banking Analyst - Agrifinance

Remote | Full-Time | New Zealand Client

About the Company

A leading New Zealand agrifinance organisation providing tailored financial solutions to farmers and rural enterprises. The company is dedicated to helping agricultural businesses grow sustainably through smart financial management and specialised lending expertise.

Role Overview

We are seeking a detail-oriented Banking Analyst based in the Philippines to support the

New Zealand Agrifinance team remotely. The role involves analysing detailed farmer financial statements, entering and managing data in the company's CRM system (Figured), and delivering insights that support credit and lending decisions. You will work closely with the Agrifinance team to ensure the accuracy and consistency of financial information, contributing to efficient and informed client assessments.

Requirements:

Key Responsibilities

  • Review and analyse financial statements of farming businesses, including:
  • Profit and Loss
  • Balance Sheet
  • Cash Flow Statements
  • Accurately input and maintain financial data in the CRM system (Figured).
  • Interpret financial results to identify key trends, risks, and performance drivers.
  • Support the preparation of internal financial reports and credit assessments.
  • Ensure accuracy, completeness, and consistency of all financial data.
  • Collaborate remotely with Agrifinance Managers and Credit Analysts in New Zealand.
  • Manage tasks and communication effectively using online collaboration tools.

Key Skills & Qualifications

  • Bachelor's degree in Finance, Accounting, Commerce, or related field.
  • Solid understanding of financial statement analysis and business performance metrics.
  • Strong attention to detail and data accuracy.
  • Experience using Figured or other financial/CRM platforms (advantageous).
  • Intermediate to advanced proficiency in Microsoft Excel.
  • Excellent written and verbal communication skills in English.
  • Prior experience in banking, agribusiness finance, or accounting preferred.
  • Comfortable working independently and managing deliverables across time zones.

Benefits:

Why Join

  • Work remotely with a respected New Zealand agrifinance organisation.
  • Gain international exposure in the agricultural banking sector.
  • Be part of a supportive and collaborative cross-border team.
  • Competitive remuneration and professional growth opportunities.
  • Flexible, remote-first work environment.
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Banking Analyst

₱40000 - ₱80000 Y Pear Tree.

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Job Description

We're Hiring: Banking Analyst - Agrifinance


Remote | Full-Time | New Zealand Client

About the Company

A leading New Zealand agrifinance organisation providing tailored financial solutions to farmers and rural enterprises. The company is dedicated to helping agricultural businesses grow sustainably through smart financial management and specialised lending expertise.

Role Overview

We are seeking a detail-oriented Banking Analyst based in the Philippines to support the

New Zealand Agrifinance team remotely. The role involves analysing detailed farmer financial statements, entering and managing data in the company's CRM system (Figured), and delivering insights that support credit and lending decisions. You will work closely with the Agrifinance team to ensure the accuracy and consistency of financial information, contributing to efficient and informed client assessments.

Requirements

Key Responsibilities

● Review and analyse financial statements of farming businesses, including:

  • Profit and Loss
  • Balance Sheet
  • Cash Flow Statements

● Accurately input and maintain financial data in the CRM system (Figured).

● Interpret financial results to identify key trends, risks, and performance drivers.

● Support the preparation of internal financial reports and credit assessments.

● Ensure accuracy, completeness, and consistency of all financial data.

● Collaborate remotely with Agrifinance Managers and Credit Analysts in New Zealand.

● Manage tasks and communication effectively using online collaboration tools.

Key Skills & Qualifications

● Bachelor's degree in Finance, Accounting, Commerce, or related field.

● Solid understanding of financial statement analysis and business performance metrics.

● Strong attention to detail and data accuracy.

● Experience using Figured or other financial/CRM platforms (advantageous).

● Intermediate to advanced proficiency in Microsoft Excel.

● Excellent written and verbal communication skills in English.

● Prior experience in banking, agribusiness finance, or accounting preferred.

● Comfortable working independently and managing deliverables across time zones.

Benefits

Why Join

● Work remotely with a respected New Zealand agrifinance organisation.

● Gain international exposure in the agricultural banking sector.

● Be part of a supportive and collaborative cross-border team.

● Competitive remuneration and professional growth opportunities.

● Flexible, remote-first work environment.

This advertiser has chosen not to accept applicants from your region.

Investment Banking Analyst

₱720000 - ₱1080000 Y Bamboo Works

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Job Description

We're helping an international finance and M&A consultancy find a Investment Banking Analyst to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups.

You'll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers, detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets.

Part time to start, 24 hours/week (with potential to transition to full time)

Schedule: CET working hours

Location: Fully Remote (PH-based candidates preferred)

Engagement: Independent Contractor

Compensation: $1440-$200 (based on a 24-hour workweek, depending on level of experience); 2400- 3680 for full time

Key Responsibilities
  • Financial Modelling (Forecast & Scenario Analysis)

    Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management).

    Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps).
  • Historical Restatement & Data Hygiene

    Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats.

    Maintain version control, audit trails, and traceability from trial balance to model.
  • Reporting Templates & Automation

    Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.

    Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates.
  • Transaction Support (Model-Led)

    Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments).

    Translate model outputs into charts and visuals for investment memorandums and management presentations.
  • Quality Assurance & Standards

    Follow strict QA processes (FAST/SMART methodology).

    Double-check every formula, input, and output — your work must be flawless.

    Ensure transparency through consistent assumptions pages, error checks, and version logs.
Requirements
  • 3–6 years of experience in M&A, Transaction Services, or FP&A, ideally from a Tier 1 investment bank or M&A boutique.

  • Candidates with more years of experience will also be considered if they remain flexible and open to new approaches.

  • Strong experience working with software companies; exposure to deeptech (e.g., chipmakers) is a plus.
  • Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs).
  • Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs).
  • Ability to turn messy data into clear historicals and models — quickly and accurately.
  • Strong communication and interpersonal skills — able to explain the story behind the numbers.
  • Meticulous attention to detail and ability to self-check work before submission.
Nice-to-Haves
  • Experience preparing materials for investment memorandums (IMs).
  • Familiarity with CAPEX modelling and debt structuring.
  • Previous experience in software or SaaS transactions; exposure to deeptech deals a bonus.
How Our Client Works
  • They own the numbers — every figure must be backed by logic, traceability, and quality assurance.
  • They balance precision with practicality — models should be easy to hand over and fast to update.
  • They translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.
Recruitment Process
  • Initial Interview
  • Finance Case + bonus assignment
  • Second Interview

  • Valuation Case Test

  • Final Interview

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Junior Investment Banking Analyst

Pasig City, National Capital Region ₱1200000 - ₱3600000 Y The First Abacus Group of Companies

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Job Description

Basic Function

  • Equity Raising Activities
  • Financial Analysis
  • Due Diligence
  • Reports and Documentation
  • Underwriting
  • Research
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Requirement Analyst|Banking

₱1200000 - ₱2400000 Y Uptitude Training Corporation

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Job Description

Qualifications

Must Have:

  • Bachelor's Degree in Computer Science, Information Technology, or a related field.
  • Minimum 3 years of experience in Business Analysis within banking or financial institutions. (Non-negotiable)
  • Proven experience in IT Project Management. (Non-negotiable)
  • Strong background in Requirements Analysis and Documentation. (Non-negotiable)
  • Hands-on experience in User Acceptance Testing (UAT) and Operational Readiness Testing (ORT). (Non-negotiable)
  • Experience in preparing User Manuals and Training Materials. (Non-negotiable)
  • Strong Data Analysis skills with advanced proficiency in Microsoft Excel. (Non-negotiable)
  • Excellent stakeholder management skills; able to influence and collaborate effectively to achieve aligned solutions. (Non-negotiable)
  • Excellent communication and interpersonal skills, with high attention to detail and commitment to quality. (Non-negotiable)
  • Analytical thinker with strong problem-solving abilities.
  • Ability to work both independently and collaboratively in a team environment.

Good to Have:

  • Prior experience working in a bank with exposure to lending processes is a strong advantage.

Job Description

Key Responsibilities:

  • Collaborate with developers to assess feasibility of application changes and recommend the best solutions aligned with business objectives.
  • Provide support during UAT and implementation phases to ensure successful deployment of solutions.
  • Receive, review, and evaluate requests for inclusion in the service catalogue, ensuring clarity and completeness.
  • Participate in service transition planning and related activities to ensure smooth project handovers.
  • Prepare and analyze reports to support the Service Management department in monitoring application support, maintenance, and ticket resolution performance.

Job Type: Full-time

Benefits:

  • Health insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Work Location: In person

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Business Analyst – Banking

Makati City, National Capital Region ₱900000 - ₱1200000 Y Ascendion

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Job Description

Senior Business Analyst – Banking & Finance Makati / Hybrid 3x onsite

About the Role:

We are looking for a Senior Business Analyst with experience in banking and finance. The role involves gathering and analyzing business requirements, working with stakeholders and technical teams, and ensuring solutions meet business needs. You will support projects from planning to delivery, provide documentation, and help improve processes and systems.

Key Responsibilities:

Gather and analyze business requirements.

Act as a bridge between business users and technical teams.

Support system implementation and process improvements.

Ensure solutions align with business needs and compliance standards.

Collaborate with stakeholders, SMEs, and project managers.

Qualifications:

5+ years of experience as a Business Analyst (banking/finance preferred).

Strong knowledge of financial processes and systems.

Skilled in requirements gathering and documentation.

Familiar with Agile/Waterfall methodologies.

Excellent communication and problem-solving skills.

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Requirement Analyst|Banking

₱900000 - ₱1200000 Y Uptitude Training Corporation

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Job Description

Qualifications

  • Bachelor's degree in Computer Science, Information Technology, or a related field.
  • Must have minimum 3 years' experience in business analysis in banking or financial institutions. (Non-negotiable)
  • Must have experience in IT project management. (Non-negotiable)
  • Must have experience in requirements analysis and documentation. (Non-negotiable)
  • Must have experience in conducting User's Acceptance Testing (UAT) and Operational Readiness Testing (ORT). (Non-negotiable)
  • Must have experience in preparing User's Manual and training materials. (Non-negotiable)
  • Must have experience in data analysis and advance skills in MS Excel. (Non-negotiable)
  • Strong stakeholder management; ability to influence stakeholders and work closely with them to determine acceptable solutions (Non-negotiable)
  • An analytical mind with problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills. (Non-negotiable)
  • Attention to detail and a strong commitment to quality.
  • Prior experience working in a bank with background on lending process is a plus.

Job Description

  • Collaborates with developers to confirm feasibility of the application changes and explore other options that will best address the business need and objectives
  • Provides support for UAT and implementation when needed
  • Receives and review submitted requests to be transitioned into service catalogue
  • Participates in service transition activity planning
  • Prepares reports to support Service Management department to manage the delivery of application support, maintenance and ticket resolution

Job Type: Full-time

Benefits:

  • Health insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Work Location: In person

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Business Analyst-Banking Industry

₱90000 - ₱120000 Y IBM

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Introduction
A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio.

Your Role And Responsibilities

  • Requirements Elicitation & Clarification: Collaborate with business stakeholders, project teams, and other stakeholders to collect detailed requirements. Provide ongoing clarification to development and test teams and participate in defect triage.
  • SOR API & Data Analysis: Work with System of Record (SOR) teams to identify suitable system APIs for integration and analyze relevant data entities.
  • Mapping Document Creation: Develop and maintain detailed data mapping documents between source systems/services and new BIAN-based services/APIs.
  • PO Support (Functional Design & Specs): Assist the Product Owner in translating requirements into BIAN services, creating functional designs, updating domain data models, and developing API specifications.
  • PO Support (Lifecycle & Backlog): Support the Product Owner with tasks related to API catalogue maintenance, backlog refinement, and preparation for Scrum ceremonies.
  • Cross-Team Collaboration: Act as a liaison between the squad and other project teams or business units for requirement details and dependencies. Collaborate with testers to ensure sufficient test coverage.

Preferred Education
Bachelor's Degree

Required Technical And Professional Expertise

  • Banking Experience: At least 4 or 5 years of experience working in the banking sector, preferably in a role that involves business analysis or a similar capacity.
  • Business Analysis: Proven experience in business analysis, with a strong understanding of requirements gathering, analysis, and documentation.
  • API Knowledge: Understanding of APIs, their integration, and data analysis.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to work effectively with both technical and non-technical stakeholders.
  • Agile Methodologies: Experience working in Agile environments, including Scrum ceremonies and backlog management.
  • Data Analysis: Ability to analyze and understand complex data entities and systems.

Preferred Technical And Professional Experience

  • BIAN Standards: Familiarity with BIAN (Banking Industry Architecture Network) standards and service domains.
  • API Design: Knowledge of API design principles and API specification development (e.g., OpenAPI).
  • Data Mapping: Experience with creating and maintaining data mapping documents.
  • Project Management Tools: Familiarity with project management tools such as Jira, Confluence, etc.
  • Technical Skills: Basic understanding of programming concepts and data formats (e.g., JSON, XML).
  • Certifications: Certifications in business analysis (e.g., CBAP, CCBA) or Agile methodologies are a plus.
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Credit Analysis Lead

Makati City, National Capital Region ₱600000 - ₱1200000 Y Cebuana Lhuillier Rural Bank, Inc.

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Job Description

This position is primarily responsible for preparation of credit analysis and credit risk rating on loans to determine the credit worthiness of bank client.

  • Evaluate the financial information and credit risk of a client through business profile, financial profile, and credit history.
  • Check client's credit payment history, assets, liabilities, and earnings to determine their suitability for credit terms.
  • Validate the client's current financial condition if capable to pay their loan obligations.
  • Reconciles credit files and identifies discrepancies and variances.
  • Ensure all that credit files are complete and has no documentation deficiencies.

Qualifications:

  • Graduate of any four-year course
  • Must have at least (2) two years experience in credit or financial statement analysis of corporate or SME accounts from banks or financial institutions.
  • Knowledge on credit evaluation and analysis, bank operations, BSP rules and regulations is required in this position.
  • Willing to work in Makati
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Credit Analysis Lead

₱800000 - ₱1200000 Y PJ Lhuillier Group of Companies

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Job Description

This position is primarily responsible for preparation of credit analysis and credit risk rating on loans to determine the credit worthiness of bank client.

  • Evaluate the financial information and credit risk of a client through business profile, financial profile, and credit history.
  • Check client's credit payment history, assets, liabilities, and earnings to determine their suitability for credit terms.
  • Validate the client's current financial condition if capable to pay their loan obligations.
  • Reconciles credit files and identifies discrepancies and variances.
  • Ensure all that credit files are complete and has no documentation deficiencies.

Qualifications

  • Graduate of any four-year course
  • Must have at least (2) two years experience in credit or financial statement analysis of corporate or SME accounts from banks or financial institutions.
  • Knowledge on credit evaluation and analysis, bank operations, BSP rules and regulations is required in this position.
  • Willing to work in Makati
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