283 Financial Coach jobs in the Philippines

About the Role

Communications graduates can thrive by using strong speaking and persuasion skills to guide clients virtually.

What You'll Do

• Virtual consultations

• Present financial solutions

• Support clients with documents

• Work flexible hours

What We Offer

• Remote/WFH role

• High commission potential

• Training & mentoring

• Flexible schedule

About the Role

Psych graduates can apply their counseling background to help clients make better financial choices and secure their future.

What You'll Do

• Virtual financial coaching

• Guide clients in decision-making

• Build trust and relationships

• Flexible workload

What We Offer

• WFH model

• Competitive incentives

• Full training

• Part-time flexibility

About the Role

This is a WFH part-time role for individuals passionate about helping others manage savings and protection while earning extra income.

What You'll Do

• Guide clients virtually

• Develop financial plans

• Support long-term goals

• Work only 2–3 hrs/day

What We Offer

• Remote setup, no commute

• High commission-based earnings

• Training & support programs

• Incentives for achievements

The role

Strategem Ventures Management Inc. is seeking a driven and experienced Manager, Financial Planning and Analysis to join our dynamic team in Metro Manila. As a key member of our finance and accounting department, you will play a pivotal role in supporting the strategic financial decision-making processes that drive the continued growth and success of our organization.

What you'll be doing

• Provide comprehensive financial analysis, reporting, and forecasting to support the executive team in strategic planning and decision-making
• Lead the development and refinement of financial models, budgets, and projections to enhance business performance and profitability
• Collaborate cross-functionally to gather and analyse data, identify trends and insights, and present findings in a clear, concise manner
• Support the month-end close process, ensuring the accuracy and integrity of financial statements and key performance indicators
• Contribute to the continuous improvement of financial processes and systems to streamline operations and increase efficiency
• Mentor and develop more junior members of the finance team, fostering a culture of excellence and continuous learning

What we're looking for

• A bachelor's degree in Accounting, Finance, or a related field, with a strong academic record
• At least 5 years of experience in a financial planning and analysis role, preferably in a fast-paced, growth-oriented environment
• Excellent analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights
• Proficient in the use of financial modelling tools and software, such as Excel, and experience with ERP systems
• Strong communication and presentation skills, with the ability to effectively convey complex financial information to both financial and non-financial stakeholders
• A collaborative and solutions-oriented mindset, with a proven track record of working cross-functionally to achieve business objectives
• CPA or CMA certification is highly preferred

Preferred Skills:

• Experience with ERP system, preferably Workday
• Experience in Gaming industry is a plus
• Knowledge in intercompany transactions is a plus

What we offer

At Strategem Ventures Management Inc., we are committed to fostering a dynamic and supportive work environment that empowers our employees to thrive. We offer a competitive compensation package, including a comprehensive benefits plan, opportunities for professional development and career advancement, and a range of wellness initiatives to support your overall well-being. If you're excited to be a part of our growing team and contribute to our continued success, we encourage you to apply now.

Job Description

Inventory Management

• Develop and implement inventory management process improvement and dashboard to enhance productivity and accuracy of supplies and assets distribution.
• Ensure accurate inbounding of supplies and assets for inter-SOC transfer from Inventory Management warehouse.
• Monitor schedule of incoming deliveries for SOC4 and SOC6 supplies team and ensure documents such as Delivery Receipt and Sales Invoice are collected with complete signatory for GRN creation.
• Report possible discrepancies from inter-SOC transfer and do reconciliation as needed.
• Collaborate with the Mid Mile team to schedule dispatch and resolve any related issues.
• Support other warehouse functions as required, including but not limited to inbound processing of inter-SOC transfer, alignment of process with cross functional team, establishing of standard operating procedures.
• Conduct regular evaluations to ensure accuracy, completeness, quality control. and compliance with company policies and regulatory requirements.

Inter-SOC inbounding and Sorting

• Ensure the accuracy of the actual received supplies and assets against the transmittal form from the Inventory Management warehouse.
• Sort and prepare supplies and assets based on the request log for each hub level.
• Ensure enough supplies of sacks for SDrop distribution / pick up.
• Outbound (Quality Control and Dispatch)
• Documentation and preparation of the transmittal form of the consolidated requests for hub dispatched.
• Implementation of 100% quality and quantity inspection of supplies per hub level versus transmittal form.

Forecasting and analysis & Forecast Accuracy

• Develop accurate demand forecasts by analyzing historical data, factoring in operational consumption patterns and recurring or ad-hoc requests from cross-functional teams.
• Prepare periodic forecast reports (monthly and quarterly) to support planning processes and guide data-driven decisions.
• Regularly measure and report forecast accuracy using metrics or forecast bias, provide insights on root cause deviations, and continuously improve performance through model refinement and collaboration with data owners.

Report

• Monitor inter-SOC transfer, outbound log, allocation for Sdrop.

Requirements

• Bachelor's degree in Industrial Engineering, Supply Chain Management, Business Administration, or related field.
• 2-3 years of experience in Inventory and Warehouse Management, with background in warehouse operations or any relevant field.
• Proven experience in a warehouse environment, preferably inbound and outbound operations.
• Proficiency in using warehouse management strategies and familiarity with inventory control practices.
• Commitment to implement warehouse operations best practices and maintain a clean, safe, and orderly workspace.
• Knowledge in advanced functions and formulas in Microsoft Excel or Google Sheets to analyze data including but not limited to VLOOKUP, INDEX-MATCH, and PivotTables, resulting in improved data accuracy and efficiency.
• Excellent communication skills and ability to collaborate with cross-functional teams across SPX Express.
• To be reporting in Plaridel (SOC4) and Meycauayan (SOC6), Bulacan.
• Must be keen to details, with deep understanding on Inventory and Warehouse Management, Analytical thinker, and Problem-solver.
• Must have a strong knowledge of quality assurance procedures, experience in leading or coordinating a team, flexibility to adjust to changing priorities in operations, time management skills to prioritize tasks to meet set KPIs, and ability to manage multiple responsibilities concurrently

Your potential has a place here with TTEC's award-winning employment experience.  As a Financial Planning & Analysis Manager working remotely in Manila, Philippines, you'll be a part of bringing humanity to business. #experienceTTEC 

Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in The Philippines says it all

What You'll be Doing

Passionate to combining your finance skills with technology? Looking to use your business integrity to make a difference? You'll provide efficient and accurate financial analysis and forecast for assigned areas reporting to operational business leaders. Providing strategic guidance and insight to executive leadership, you'll create accounting report packs including financial analysis with forecast outlooks, variances against performance targets and provide partners insightful pre-close flash reports as you oversee junior team members and partner with multiple teams.

You'll report to an Executive Director, Finance. You'll provide value through your communication and financial guidance through your analysis at an executive level.

During a Typical Day, You'll

• Prepare annual operating budget and monthly and quarterly reporting packages for leadership including forecasts, important metrics, goals, and trend analysis identifying variances to budget and historical comparisons
• Organize multiple datasets and analysis to communicate results to leadership
• Assess where opportunities are for improvement and risk mitigation
• Work with existing reporting packages to improve outputs, highlight potential efficiencies, and support the reporting process with your great understanding of analytics and influence of problems
• Prepare and influence executive leadership with presentations
• Support recurring and ad-hoc global/regional reporting

What You Bring to the Role

• Business Analytics, Finance or Business-related degree
• 4+ years previous experience in financial analysis in a business environment, 2+ years' experience forecasting
• Manage partners and communicate with finance and non-finance professionals at different business levels
• Experience planning, budgeting, forecasting, and producing information addressing long and short-term needs for leadership decision-making
• Experience and great understanding taking an analytical approach in addressing issues causing variances in the data
• Experience reporting software tools such as Hyperion Financial Reporting, SmartView, MSBI, Oracle and knowledge of Microsoft Office