27 Financial Advisory jobs in the Philippines

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
br>As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

Key Responsibilities:
Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.

Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.

Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.

Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.

Provide data-driven insights and strategic recommendations to support decision-making across departments.

Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.

Develop and improve internal financial models, dashboards, and forecasting tools.

Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.

Support audits, compliance checks, and internal controls related to financial planning processes.

Participate in cross-functional strategic planning sessions and budgeting cycles.

Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>
Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>
Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.

Proven expertise in:

Budgeting and sales forecasting

Operational and purchasing cost analysis

Strategic financial modeling and scenario planning

Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.

High level of analytical thinking, attention to detail, and business acumen.

Excellent interpersonal, public speaking, and executive communication skills.

Demonstrated leadership capabilities, with the ability to lead and inspire a small team.

Proficient in MS Excel, PowerPoint, and financial software or ERP systems.

Must be willing to work onsite in Arca South, Taguig City.

FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION:
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

Company Profile: One of the leading consultancy company that offers strategy, consulting, development, management, and research services to exponential clients in the market.
br>Position: Assistant Manager, Financial Planning & Analysis
Company Industry: Strategic Management Services
Office Address: Malate, Manila
Work Schedule: 5 days a week (FlexiShift)
Salary: Php 70,000 - Php 90,000 (Negotiable)
Work Set Up: Work On Site

JOB REQUIREMENTS:
CPA license
With at least 4 years of experience in financial planning and analysis.
With experience working in gaming or hospitality industry.
With experience in using Workday tool is an advantage.
Amenable to work on site.

JOB RESPONSIBILITIES:
Contribute to the manager's ongoing innovation in the planning, forecasting, reporting, and monthly financial performance procedures.
Examines financial statements on a weekly, quarterly, and annual basis for management reports.
Help the management make sure that the financial reports are accurate and comprehensive, giving a clear picture of our financial situation.
Verifies projects and ad hoc financial analysis as required.
Creates management reporting packages for both internal and external use.
Perform other related duties as assigned.

RECRUITMENT PROCESS:
Final Interview (Face to Face)
Job Offer


Look for: Ms. Kendra

At Arcadis we focus on attracting, retaining and developing people who share our passion and commitment to improve quality of life. In return we offer you the opportunity to transform your world and the world around you, that could be through client work, upskilling yourself, championing equality and inclusion or getting involved in charity work, to name just a few. Our people value different perspectives, they care about the sustainability of our planet and dare to shape the future.

One of our core values is ‘people first’, and supported by our Lovinklaan foundation, we invest in you for the long term, to ensure you reach your full potential. You’ll have the opportunity to own your career and work on industry-defining projects, finding solutions to real challenges that make a difference to people’s lives. You’re encouraged to have a growth mindset and are given the space to develop personally and professionally, building a flexible career that works for you.

**Responsibilities**:
Responsibilities of this role include, but are not limited to:

- Works closely with the FP&A Manager, GBA/Region Finance Controllers, Finance Heads and as necessary with the Finance Director to ensure proper information flow related to all financial matters within the region assigned
- Prepares and analyze Management Reports for monthly and quarterly business review within the region and for Group reporting covering the financial statements (balance sheet, profit and loss statement, cash flow) as well as highlighting business performance in terms of KPIs including comparison against Plan/Forecast.
- Supports the Finance Management in the development, review and compilation of Plan/ Forecast Reports for Group, Regional and GBA reporting.
- Reconciles/ Investigates variances, consistency of data, mapping issues and irregularities submitted in SAP BPC Modules
- Prepares project related, HR and Health & Safety Reports, reviews and highlights for exceptional items, as needed for monthly regional reporting.
- Prepares process documentation for all current reports to serve as working draft for review, comments and acceptance.
- Initiates process improvements and adopts best practice for reporting efficiency and accuracy.
- Contributes to process standardization and globalization within the FP&A team.
- Responds to inquiries from FP&A Manager, Finance Controllers, Finance Director and if necessary, with proposed resolutions as necessary.
- Participate in the budget activities, including system upload and review of entity submitted data, error resolution and group reconciliation.
- Performs such other accounting related functions that may be assigned from time to time.

**Requirements**:

- CPA with 5 to 7 years of work experience in management reporting and financial planning & analysis
- Exposure in shared services or multinational environment is an advantage.
- Experience with ERP Systems is preferred (Oracle, SAP)
- Strong proficiency in Microsoft Office full suite is required
- Knowledge in creating Power BI-Dashboards is an advantage
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills, including ability to interact effectively with all levels throughout Company organization.
- Proactive and a committed team player.
- Can work under pressure and mínimal supervision; detail-oriented and results driven;
- Can work on flexible hours to meet changing work environment and to meet tight deadlines.

Why Become an Arcadian?

Our work with clients has a direct impact on people’s lives and on the planet. We make moving, living and belonging in cities safer, more resilient and more sustainable. By partnering with our clients as responsible custodians of our earth's resources, we can create a sustainable planet.

We continue to think of new ways to make positive impacts and create better experiences for people; data driven and digital solutions have become part of the Arcadis DNA. Working together with clients and using techniques like design thinking, we can get to the heart of our clients’ most pressing challenges and work together to solve them.

As a global business, we have committed to support five of the UN’s Sustainable Development Goals to ensure that our projects contribute to a better and more sustainable future for all. But it’s not just the work that we do on client projects that benefits communities and our planet. As a global business, we are committed to making a positive impact to society by supporting local communities where we operate.

To help protect our planet, we monitor and measure non-financial information to inform business decisions and reduce our own environmental impact as part of our commitment to be net zero carbon as a global company by 2030.

Our Commitment to Equality, Diversity, Inclusion & Belonging

We want you to be able to bring your best self to work every day, which is why we take equality and inclusion seriously and hold ourselves to ac

Job Title: Financial Planning & Analysis (FP&A) Associate
Location: Taguig City, Philippines (Head Office) br>Employment Type: Full-time
Department: Finance
Reports To: FP&A Manager / Finance Director

Job Summary:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

Key Responsibilities:
- Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
- Analyze actual financial performance vs. budget and provide variance explanations to management.
- Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
- Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
- Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
- Monitor KPIs and financial performance metrics across different brands, stores, and channels.
- Support financial planning for new store openings, product launches, and expansion initiatives.
- Maintain and update FP&A tools, templates, and reporting systems.
- Assist in identifying risks and opportunities that may impact financial results.
- Participate in cross-functional projects related to cost optimization, business growth, and system improvements.

Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.

Preferred Attributes:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.

Financial Planning Manager
Location: Taguig, Philippines br>Work Schedule: Monday to Friday

About the Role:
We are looking for a highly strategic and analytical Financial Planning Manager to lead financial planning, forecasting, and budgeting across our group of companies in food & beverage, electronics, manufacturing, and retail. The ideal candidate will provide data-driven financial insights, investment strategies, and profitability analysis to drive business growth. With expertise in change management, financial controls, and system implementation, this leader must be adaptable to different workplace environments, able to work at all levels, and thrive in an evolving and expanding organization.

Key Responsibilities:
Strategic Financial Planning & Forecasting – Develop comprehensive financial plans and forecasts for sales, company budgets, departmental budgets, product pricing, and investments. < r>Revenue & Profitability Management – Analyze financial performance, cost structures, and profit margins to enhance business profitability. < r>Investment & Risk Assessment – Provide strategic recommendations on financial investments, risk mitigation, and business expansion opportunities. < r>Financial Controls & System Implementation – Establish and enforce financial policies, internal controls, and reporting systems to ensure operational efficiency. < r>Change Management & Business Growth Support – Lead financial transformation initiatives to align with company growth and expansion. < r>Cross-Functional Financial Collaboration – Work closely with sales, operations, marketing, and senior leadership to ensure financial alignment with business goals. < r>Data-Driven Decision Making – Conduct in-depth financial analysis and reporting, translating complex data into actionable business insights. < r>Budget Management & Cost Optimization – Monitor and control operational costs, pricing strategies, and financial efficiency. < r>Financial Presentations & Strategy Recommendations – Deliver clear, confident, and data-backed presentations to key stakeholders and executives. < r>Hands-on & Adaptive Leadership – Be willing to engage at all levels, from financial strategy development to ground-level implementation. < r>
Qualifications & Experience:
8+ years of proven experience as Financial Planning Manager, FP&A Manager, or a similar leadership role.
Strong expertise in financial planning, forecasting, budgeting, and profitability analysis for food & beverage, electronics, manufacturing, and retail businesses.
Experience in change management and leading financial teams through transformation.
Track record in financial control system implementation and internal process optimization.
Excellent presentation, communication, and stakeholder management skills.
Highly adaptable, able to work in diverse workplace settings and engage at all levels.
Strong analytical skills with expertise in data-driven financial insights and strategic decision-making.
Proficient in financial software, data modeling, and reporting tools.
Willing to work onsite in Taguig, Monday to Friday.

**What's in it for you?**
- Dayshift schedule with weekends off
- HMO Day 1 + 3 dependents. for free
- Competitive Package and benefits
- 2-week Christmas Break and Annual Leaves
- Full-time position with Gov't. Benefits (SSS, Philhealth, etc.)

**Non-negotiable Requirements**:

- Stable Internet Connection (at least 10 Mbps)
- Laptop or PC w/ Webcam (Online Recruitment Process)
- Cebu residents only
- Experience with Accounting, Real Estate, Life insurance or Commercial lending industries and Financial or Banking Accounts is a plus
- Familiarity with current technologies, like desktop sharing, cloud services, and VoIP
- Expert with word-processing software and spreadsheets (e.g., MS Office)
- Knowledge of online calendars and scheduling (e.g., Google Calendar)
- Excellent time management and solid organizational skills
- Self-directed and able to work without supervision
- Excellent verbal and written communication skills

**Tasks and Responsibilities**:

- Client-facing role
- Build and maintain relationships with clients
- Manage your client inquiries and correspondence
- Foresee your clients’ insurance needs, such as policy amendments
- Manage client’s lapsed payments & dishonour status
- Assist the client with any claim request on their policies
- Keep relevant records and update client information
- Prepare new or update an existing fact find for superannuation
- Contact clients for documents/forms
- Process investment purchase, switch and sell down
- Process rollovers
- Prepare and send client invoices using Xero or manually
- Prepare market comparisons
- Assist in preparation for tax return and compliance reporting
- Must have the ability to multitask projects

**How to apply?**

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

**Salary**: From Php25,000.00 per month

**Benefits**:

- Company Christmas gift
- Company events
- Gym membership
- Health insurance
- Paid training
- Pay raise
- Promotion to permanent employee
- Staff meals provided

Schedule:

- 8 hour shift
- Day shift
- Early shift

Supplemental Pay:

- 13th month salary
- Overtime pay

COVID-19 considerations:
All employees working on-site are asked to wear a mask at all times.

FINANCIAL PLANNING AND ANALYSIS ASSOCIATE
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.

PREFERRED ATTRIBUTES
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.