15 Budgeting jobs in the Philippines

Financial Planning & Analysis

**About Us**:
**Job Summary**:
Under general supervision, responsible for conducting and documenting moderate to complex financial projects.

Ensure the timely and accurate Margin tracker reporting (DMT), completion of the monthly forecasting, P&L closing and consolidation process as well as the reporting package.

Support process improvements by automating processes through the use of Excel and/or macros.

Prepare detailed monthly internal reports for the direct Business Unit owners, as well as for the company as a whole.

Assist with the preparation of the monthly forecast and annual budget by developing formats, instructions and consolidation.

Assist with the analysis of resulting budgets/forecasts to identify errors, areas for greater focus/attention and key performance areas.

Assist and oversee departmental functions including but not limited to highlighting business risk and opportunities.

**Primary Job Responsibilities**:
**Skills/Knowledge/Abilities**:
**Education**:
**Experience Target**:
**Specialized Certifications**:

**Responsibilities**:

- Assist Finance Manager in budgeting and forecasting processes
- Prepares financial modelling of business cases to ensure vast understanding of both topline and bottomline opportunities.
- Assists in month end closing activities including but not limited to GAP payments, Sales Incentive calculation, Cost-center expense monitoring, and Board Report preparation.
- Assists in the preparation of presentation materials to be used mostly by CFO/CEO in presentations to BLT, Board Members and Business partners.
- Works and assists the difference functions and personnel across the organization related to financial analysis and modelling.
- Coordinates and responds to external parties, such as shareholders, auditors, etc in financial related queries and concerns.

**Qualifications**:

- With at least one (1) year of work related experience in financial planning and analysis or budgeting and forecasting
- With working knowledge in accounting and control principles/methodologies
- Advanced Excel modelling skills is required
- Highly analytical, with good communication and interpersonal skills

**Job Types**: Full-time, Permanent

**Salary**: Php18,000.00 - Php25,000.00 per month

**Benefits**:

- Additional leave
- Company Christmas gift
- Health insurance
- Life insurance
- Opportunities for promotion
- Work from home

Schedule:

- 8 hour shift
- Day shift

Supplemental Pay:

- 13th month salary
- Overtime pay
- Performance bonus

Responsible for maintaining and improving the existing cost accounting functions, adherence to the monthly book closing process and time line, oversee all entries to the general ledger and

**Together, let's experience JG Summit!**

**What are the requirements?**
- Excellent analytical and critical thinking; able to do business model simulations and use financial techniques like NPV / DCF analysis, risk analysis, etc.
- Resourceful, able to quickly gather data, and aware of the availability of data sources
- Working knowledge and a good grasp of PFRS, IFRS, and other accounting standards
- Knowledge of SAP or experience using planning/reporting systems - Anaplan, BPC, or the like
- Experience in corporate and asset valuations, M&A, and enterprise risk management is an advantage
- Strong collaboration, communication skills & ability to adapt to different situations and personalities
- Self-driven and independent

**Requirements**:
**What are the expected responsibilities?**
- Partner with various stakeholders to prepare in-depth financial analysis/modeling of business and corporate initiatives to support decision-making
- Propose recommendations (go/no go) for key projects backed by solid financial analysis and risk modeling
- Consolidate financial plans, budgets, and forecasts with a high level of accuracy and thoroughness; understand key business issues, highlighting emerging issues, opportunities or risks; validate assumptions used in plans and forecasts, challenge reasonableness, if necessary
- Build finance metrics and monitor financial performances of key business units and corporate center units against commitments and benchmarks
- Identify opportunities for digitization and system enhancements to drive efficiency in the forecasting and budgeting processes and management reporting

_Functional Skills: _
- Lead the preparation, analysis, and communication of the monthly executive Business Unit pack review.
- Lead the monthly revenue forecasting exercise
- Facilitate the annual budgeting cycle
- Provide meaningful insights and commentary to portray the financial outlook.
- Provide financial analysis, coupled with business perspective to adequately communicate financial trends and variances to expected results. Provide metrics, ad hoc reports, and dashboards that help steer business decisions.
- Recommend strategic changes which will augment revenues, optimize costs and drive profitability.
- Build effective relationships within the finance team as well as with the business teams.
- Work cross-functionally and collaborate to gain knowledge and insights of finance-related activities.
- Maintain open communication with business partners to stay in front of activities with a financial impact.
- Personal Attributes: _
- Prior experience in leading the review and analysis of business unit P&L.
- Prior experience working with senior stakeholders
- Interpersonal skills to be able to work within a large team
- Strong Communication / Articulation skills
- Working independently to resolve issues
- Ability to work accurately within tight timeframes
- Qualifications: _
- CA, ICWA, or MBA (Finance)
- 5-7 years of experience in Finance in the IT industry, at least 50% of which should be in the areas of Business Finance / FP&A / Pricing
- CPA for Manager level

**Salary**: Up to Php75,000.00 per month

Schedule:

- Night shift

Ability to commute/relocate:

- Quezon City: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- Finance in IT: 5 years (required)

License/Certification:

- CA, ICWA, or MBA (preferred)
- CPA (preferred)

Shift availability:

- Night Shift (preferred)

_Functional Skills: _
- Lead the preparation, analysis, and communication of the monthly executive Business Unit pack review.
- Lead the monthly revenue forecasting exercise
- Facilitate the annual budgeting cycle
- Provide meaningful insights and commentary to portray the financial outlook.
- Provide financial analysis, coupled with business perspective to adequately communicate financial trends and variances to expected results. Provide metrics, ad hoc reports, and dashboards that help steer business decisions.
- Recommend strategic changes which will augment revenues, optimize costs and drive profitability.
- Build effective relationships within the finance team as well as with the business teams.
- Work cross-functionally and collaborate to gain knowledge and insights of finance-related activities.
- Maintain open communication with business partners to stay in front of activities with a financial impact.
- Personal Attributes: _
- Prior experience in leading the review and analysis of business unit P&L.
- Prior experience working with senior stakeholders
- Interpersonal skills to be able to work within a large team
- Strong Communication / Articulation skills
- Working independently to resolve issues
- Ability to work accurately within tight timeframes
- Qualifications: _
- CA, ICWA, or MBA (Finance)
- 5-7 years of experience in Finance in the IT industry, at least 50% of which should be in the areas of Business Finance / FP&A / Pricing
- CPA for Manager level

**Salary**: Up to Php75,000.00 per month

Schedule:

- Night shift

Ability to commute/relocate:

- Quezon City: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- Finance in IT: 5 years (required)

License/Certification:

- CA, ICWA, or MBA (preferred)
- CPA (preferred)

Shift availability:

- Night Shift (preferred)

**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
+ Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
+ Interpret and develop credit policies and procedures
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio Management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of leadership experience
**Desired Qualifications:**
+ Graduate of any Business Course (Bachelor's Degree)
+ 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
+ At least 3-5 years of people management experience particularly in a shared services environment
+ Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
+ Good written and verbal communication skills and can collaborate with diverse culture of team members (US, India and Philippines)
+ Familiar with US GAAP, US Financial Statements (10-K and 10-Q) and financial ratios.
+ Experience in Stakeholder Management
+ Excellent MS Office Skills particularly on MS Excel
+ Experience in creating Training/Refresher Plan for new and existing hires
**Job Expectations:**
+ Will manage a team of 10+ Team Members doing Financial Spreading activity
+ Willing to work on midshift schedule (5PM to 2AM shift)
+ Willing to report on site based on existing Return to Office policy
**Posting End Date:**
14 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-

**About Pearson**
Learning is the most powerful force for change in the world. More than 20,000 Pearson employees deliver our products and services in nearly 200 countries, all working toward a common purpose - to help everyone achieve their potential through learning. We do that by providing high-quality, digital content and learning experiences, as well as assessments and qualifications that help people build their skills and grow with the world around them. We are the world's leading learning company. Learn more at pearsonplc.com
**About Pearson Financial Services (PFS)**
PFS is Pearson's centre of excellence for all FP&A and financial control activity. We partner with the business, Finance business partners and group reporting to provide outstanding financial support and service
**About the role**
Reporting to the Manager Financial Planning & Analysis (FP&A), the Financial Analyst will support the provision of a consolidated view of financial business performance and planning to business partnering teams across Pearson. This role will prepare and deliver financial planning and analysis to business areas enabling effective business decision making within Assessment and Qualifications. This role will also contribute to aspects of the budgeting and forecasting cycle.
The role will be hybrid with our offices based in central Belfast.
**Responsibilities include:**
+ Complete the processing of all technical responsibilities (see below) in a timely, efficient and accurate manner
+ Manage/perform the preparation of ad-hoc analysis / production of reports as requested to support accurate reporting and business decisions
+ Preparing variance analysis against performance targets.
+ Preparing monthly management reporting packs
+ Assist in providing value add financial analysis to Finance Business Partners
+ Manage the preparation of accruals / other adjustment journal entries as required.
+ Supporting in the Planning, Budgeting and Forecasting cycles through preparation of analyses and system loads working with the BPO team to complete in line with strict deadlines
+ Ensure team performance targets are met and service is delivered to end users as expected.
+ Take proactive involvement in determining and implementing best practices within PFS
+ Reconcile data between source ERPs and consolidated reporting tools (Oracle/Hyperion) and seek explanations for significant variances
+ Reviewing the output of our Bangalore based BPO team
+ Ad hoc reporting and analysis as required.
+ Identify opportunities for continuous process improvement and innovative solutions and communicate these to your line manager
+ Contribute to team effort and assist co-workers across PFS and all business divisions as needed to enable effective delivery.
+ Help to create a work atmosphere conducive to collaborative working
**About you**
If you are a part qualified or recently qualified accountant and are a self-starter looking to join a business where you can drive continuous improvement and continue to develop your financial skills then we would love to hear from you.
**_Essential skills / capabilities_**
+ A self-starter who is motivated to work under own initiative when required demonstrating initiative and sound judgement
+ Ability to manage Stakeholders effectively
+ Analytical/variance analysis skills, proven ability to review and analyse financial data and explain the results. Providing analysis to support decision making
+ Intermediate user of Microsoft Office suite, particularly Excel (v-lookups, sum-ifs, pivot tables etc.)
+ Strong verbal and written communication skills and the ability to effectively communicate with both finance and non-finance professionals
+ Experience of finance ERP systems (Oracle preferred but not essential)
+ Ability to work to strict financial deadlines and to be able to prioritise to meet those deadlines
+ A team player who is driven by customer service
**_Desirable skills / capabilities_**
+ Experience of planning, budgeting and forecasting and producing management information for decision making.
+ Advanced user of Microsoft Excel (Building macros, scripts, power queries and data models)
+ Experience working with and partnering with stakeholders in a large organisation
+ Ability to coordinate the delivery of multiple priorities in parallel across disparate teams and locations
+ Experience using Oracle and Hyperion systems and Smartview tools
**Your rewards & benefits**
We know you'll do great work, so we give a lot back with some of the best benefits in the business. We know one size doesn't fit all, so our workplace programs meet the different needs of our diverse teams, and their families, too. We offer:
+ A competitive salary
+ Flexible working
+ 25 days annual leave, which increases by 1 day each year up to 30 days (with the option to buy and sell up to 5 days per year on top of this)
+ A fantastic pension plan, where Pearson doubles what you contribute
+ Worldwide Save for Shares in Pearson
+ Other benefits, including private dental care, private medical insurance, digital GP service, season ticket loan, eye tests, cycle to work scheme, volunteering days, employee wellbeing assistance, discounted retail and leisure products, services from leading companies and much more. See our options here: Pearson Jobs - Benefits
**Who we are:**
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing
**Job:** Finance
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:** Hybrid
**Req ID:** 20643

**5 ELK** is on the hunt for **ACCOUNTING PROFESSIONALS FOR A FINANCIAL PLANNING ASSISTANT ROLE.**

Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.

In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.

**What you will be doing**:

- setting up information and managing financial planning CRM
- facilitating banking reconciliation and reporting
- preparing reports and documentation for client meetings
- liaising with financial institutions, banks, and fund managers
- researching insurance plans and coverages
- transcribing voice-recorded file notes

**Qualifications**:

- A degree in Accounting or Business Administration (or equivalent)
- Relevant working experience in Accounting, Bookkeeping, Insurance,