526 Financial Associate jobs in the Philippines

Responsibilities

• Develop and monitor the company's annual budget, including forecasts throughout the year.
• Work cross-functionally with different functional groups to collect and consolidate budget inputs and ensure alignment on financial objectives.
• Build and maintain financial models to support strategic initiatives.
• Analyze key financial metrics and identify trends to forecast company performance.
• Perform monthly, quarterly, and yearly variance analysis of actuals vs. forecast. Provide insights and explain deviations.
• Assist in long-term strategic planning by evaluating market trends, economic trends, relevant market analysis, business aspects, and potential risks.
• Provide ad-hoc analysis and reporting with the capability to present reports effectively.
• Others as maybe assigned by Management

Qualifications

• Bachelor's degree in
  Accountancy, Economics, Business Administration, Management Engineering
  or a related field
• CPA, CFA, CMA,
  or other relevant finance certifications
  (e.g. FMVA) are a plus
• At leas
  t 2-3
  years of experience in
  financial analysis
  ,
  budgeting,
  and
  forecasting
• Proficient in Excel for building financial models and managing large datasets
• Experience with data visualization and BI tools is a plus.
• Strong analytical capabilities and proactive mindset.
• Excellent verbal and written communication skills.

ROLE SUMMARY AND CORE FUNCTION

The FP&A Associate position is designed to assist the Senior Financial Planning Analyst. The core function involves supporting Management by gathering data and information needed for completing the base budget and revised estimates. The FP&A associate is responsible for ensuring the timely and accurate generation, maintenance, and

submission of budget and related reports. The role also involves monitoring budget actualization and providing support on budget tools, systems, and financial plan initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The role is responsible for obtaining details from Finance teams to prepare and consolidate various reports including but not limited to:

Reporting Cycles and Uploads

• Preparation of the Monthly Global Management Report
• Handling Full Expense Consolidation and Forecastwise uploads
• Generating Bi-monthly Flash reports and Forecastwise uploads
• Providing budget and forecast details for deck presentation and periodic reporting to regional management
• Preparing Operating Expense (OPEX) projections for various budget cycles: Forward Plan, BUD, 1RE, 2RE, 3RE, and 4RE

Monitoring and Variance Analysis

• Monitoring Kissflow requests and approvals
• Monitor OPEX budgets versus actual results
• Providing insightful and well-crafted variance analysis
• Prepare and maintain monthly OPEX tracker to ensure proper monthly and quarterly closing variance analysis
• Preparation of special finance requirements from clients and other stakeholders (e.g. reporting requirements for global clients)

TEAM EFFECTIVENESS and EFFICIENCY

• Collaborate with other teams to obtain required data or provide required input to financial planning/reporting
• Ensure queries from regional and/or global counterparts are addressed
• Constantly review processes and aim to improve and streamline workflow, data gathering, report generation and records archiving
• Develop meaningful individual goals that support agency and department priorities including clear measure of performance that is in line with MWG standards.
• Be prepared for meetings and learn internal dynamics during meetings; share and propose ideas during brainstorming sessions
• Help maintain a work environment that consistently espouses strong work ethics
• Work directly with the supervisor for any other tasks assigned

SKILLS & QUALIFICATIONS

MUST HAVE:

• Proficient in MS Office Programs
• Advanced skills in Microsoft Excel
• Minimum of 1-2 years experience in Financial Planning and Analysis
• Accounting, Management Accounting, or Finance Graduate
• Strong attention to detail
• Strong analytical skills
• Good written and oral communication skills
• Ability to maintain discretion in handling sensitive and confidential data
• Ability to handle tight deadlines

NICE-TO-HAVE (Preferred but not Required)

• Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
• Knowledge of SAP or other ERP Systems
• Knowledge of Budget/Consolidation tools
• Advertising/Marketing Industry/Field experience or familiarity

• Lead preparation for the annual budget exercise including coordination of pre-work with relevant groups and SBUs, and recommending macroeconomic assumptions
• Assist in monitoring processes leading to the submission, consolidation and presentation of consolidated budget
• Assist in challenging of budget submissions and red-flagging of risks
• Assist in the preparation of analysis and presentation to the MWC Board for approval of the consolidated budget
• Prepare financial models as may be assigned from time to time
• Review and challenge inputs and assumptions used
• Analyze models and prepare recommendations
• Assist in the preparation of monthly financial reports
• Present the financial results to Management
• Send reports to recipients (internal and external)
• Assist in preparation of tariff and financial models with scenario building
• Assist in determining financing options for the project/s
• Determines returns – performs ADR/WACC computation
• Provides regulatory support to East Zone and Non-East Zone subsidiaries, which includes tariff runs, scenario building.
• Assist in reviews the operating subsidiaries' LT Plan and their contribution to the portfolio.
• Raises recommendation on rebalancing the portfolio, as needed
• Reviews impairment models and impact to Parent books
• Performs detailed review and challenging of inputs and assumptions used
• Ensures review comments and issues are communicated to project proponents and are resolved/addressed
• Prepares reports including recommendations on projects and initiatives that have financial impact on the Enterprise (including CAPEX/OPEX) for submission to Management
• Supports preparation and updating of policies, as needed by the department
• Works on and reviews special projects, as necessitated
• Performs other related functions inherent in team operation, acts as corporate resource and performs other tasks assigned by higher management

Job Types: Full-time, Permanent

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee
• Work from home

Ability to commute/relocate:

• Los Baños A: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial analysis: 1 year (Preferred)

Location:

• Los Baños A (Preferred)

Work Location: In person

We are mass hiring for Call Center Agents - Finance Account as prior in our Metro Manila sites

Sapient is URGENTLY HIRING APPLY TODAY AND GET HIRED IMMEDIATELY

Responsibilities:

• Resolve customer inquiries, concerns, or complaints effectively and escalate issues when necessary to ensure swift resolution.
• Update and maintain accurate records of customer interactions, transactions, and order details in the system.
• Stay updated on company policies, procedures, and services to provide accurate information to customers
• Contribute to a positive and collaborative team environment.

Our Awesome Benefits:

• Fix weekends Off
• Competitive Salary
• Monthly Commissions
• Pioneer, Non-voice, and Easy Accounts Available
• HMO with 2 FREE Dependents from Day 1
• Free Coffee and Biscuits at the office
• Paid leaves, OT & holiday pay
• Government-mandated benefits & 13th-month pay
• Fast-Track Career Growth for top performers
• Retirement/Life Insurance for Qualified Staff
• Incentives and Signing Bonuses and other Premium Benefits for you to enjoy.

THIS IS FOR AN ONSITE WORK SET UP ONLY

Job Types: Full-time, Permanent, Fresh graduate

Pay: Php17, Php25,000.00 per month

Benefits:

• Additional leave
• Employee discount
• Health insurance
• Paid training

Work Location: In person

Responsibilities:

• Prepare and consolidate financial reports to be used by PEZA as basis for decision making in the company's distribution margin, financial statements schedules, bank reconciliation, financial highlights and recruitment cost accurately and in a timely manner.
• Reconcile account balances to determine unrecorded transactions for the month and estimate expenses to be incurred as needed in the Financial Highlights Report.
• Coordinate with support groups to accommodate employee and trainee needs and resolve General Accounting related concerns.
• File taxes to Bureau of Internal Revenue (BIR) in a timely manner to meet government reportorial requirements.
• Ensure that journal entries and related transactions are recorded and reported in the monthly financial statements.
• Perform ad hoc tasks to support departmental needs and functions.

Requirements:

• Candidate must possess at least a Bachelor's Degree in Accountancy, Commerce or equivalent
• At least 1- 2 years work experience in General Accounting
• Work experience in a call center industry is a plus
• Knowledge in Great Plains 13 is an advantage
• Proficient in MS Excel
• Good communication skills
• Can work under minimum supervision
• Willing to work on shifting schedules, extended hours and holidays

Your Role

The
Institutional Finance Associate
is responsible for ensuring the accounting and regulatory financial reporting standards. Standard Practice Instructions (SPIs), Operations Manual (OMs), and Circulars; and Service Level Agreements (SLAs). The incumbent is also required to ensure that risks in the following areas are mitigated: Erroneous and inaccurate financial reports and Audit findings due to non-compliance with relevant accounting standards and regulatory policies and procedures.

How you can contribute

• Reviews and ensures accuracy and completeness of manual journal entries for posting in the general ledger
• Ensures transactions posted the previous day are circulated to Operations/HO units/Branches for any discrepancies
• Prepares and/or reviews balance sheet account schedules for regulatory and management reporting
• Identifies opportunities to streamline recon process and recommends appropriate changes (thru automation, or change of process at source level)
• Co-leads/Participates in user acceptance testing (UAT) for process automation and new product initiatives of the bank
• Handles queries and provides guidance to Operations/HO units/Branches on accounting matters
• Reviews processes of other units to understand flow of transactions and its effects to the GL
• Drafts policies and procedures, as applicable
• Drafts new SLAs and updates existing SLAs, as applicable
• Conducts risks and controls self-assessment

Your Profile

• Bachelor's Degree in Accountancy, Finance, Information Technology, or any related course
• Must have relevant experience at least 1-3 years
• Experience in reconciliation
• Strong working knowledge of MS Word, PowerPoint and Excel (VBA and Macro)
• Good communication skills
• Background in project management, testing, and monitoring

Role and Responsibilities:

• Prepares journal entries; ensures that entries and financial records adhere to established controls, accounting principles, and policies
• Ensures accurate and appropriate recording of revenues, expenses, accruals, adjustments, etc.
• Reviews and verifies the accuracy of journal entries and supporting documents
• Prepares and analyzes financial statements and monthly reports (including revenue and expense trend analysis)
• Prepares and analyzes balance sheet reconciliations and advises supervisor and/or manager of issues on the reconciliation and a proposed resolution
• Assists with audits by providing supporting records and documentation
• Evaluates current accounting processes and propose improvements for operational efficiency
• Assists in preparing statistical and monthly reports
• All other duties as assigned

Requirements:

• Candidate must possess at least a Bachelor's/College Degree in Accountancy is REQUIRED
• Required skill(s): general accounting, General Accounting Procedures.
• Experience in working with the US or multinational company
• Experience in working in a BPO or Shared Services
• At least 2-3 Yrs Experienced Employees specializing in RTR/General/Cost Accounting or equivalent.
• Required language(s): English
• Strong analytical and evaluation skills with attention to detail;
• Good communication skills both oral and written;
• Must have excellent interpersonal skills to effectively work with teammates and US contacts, a team player
• Flexible and assertive,
• Proficient in Excel, Word, and Outlook;
• Experience in using an ERP system
• Willing to work from home or onsite. (Hybrid Set-up)
• Willing to work in a Night shift