694 Financial Expert jobs in the Philippines

A game-changing career powered by YOU

We're Concentrix, a global technology and services leader that powers the brands you actually use every day. Think cutting-edge tech, innovative solutions, and working with some of the coolest companies around.

We're not just another job – we're a community of game-changers shaping the future of tech, finance, travel, and more.

As an Advisor, you'll join the movement powering the brands that define tomorrow. Let's challenge the status quo together Sounds exciting? Read on

Why You'll Love Working at Concentrix

We'll equip you with cutting-edge tech and top-tier training to dominate in your role. At Concentrix, career growth is a real thing. Most of our leaders started right where you are We are so rooting for your success story.

We offer mind-blowing benefits, exclusive discounts, and company programs that will make you say WOW

We got perks that support your unique style and help you crush your career goals. Here's a glimpse of what awaits you:

• Full paid communication, culture, and product-specific training
• Education Assistance Program
• Exclusive discounts from our partner establishments
• Referral bonus opportunities
• Mental Wellness Programs
• Career development programs, specialized courses, and language classes
• HMO, life insurance, leave conversion, and many more

Make a Real Impact with us as a Customer Experience Solutions Advisor

Think You've Got What It Takes?

• College graduate with or without experience in Customer Solutions roles
• At least six (6) months of background in the Customer Experience Solutions industry
• Good English communication skills
• Excellent customer service, problem-solving, and multitasking skills
• Superb computer skills
• Willing to work on shifting schedules

Even if you don't check every box, we encourage you to apply. Let's see what amazing things we can accomplish together

Ready, set, unlock the best version of you

This could be your next big thing. Start your Concentrix journey today and see why we're a top employer of choice by 440,000+ game-changers worldwide.

Concentrix is an equal opportunity employer

We're proudly united team, one company, globally. We're committed to equal employment opportunities for all candidates and a work environment free from discrimination and harassment. All our recruitment practices are based on business needs, job requirements, and professional qualifications, without regard to race, gender identity, sexual orientation, religion, ethnicity, family or parental status, national, origin, disability, or any other classification protected by applicable national laws.

Are you game see what it's REALLY like to work at Concentrix? Check us out on Facebook & TikTok @ConcentrixPH, or visit to see how we roll. Expect it to be epic

At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.

Job Description
The Financial Reporting Expert (Band B) is a key role focused on the complete financial reporting cycle for the Globe Group. The position requires a certified public accountant with at least two years of experience in external audit or financial reporting. The expert is responsible for preparing monthly consolidated financial reports, quarterly and annual financial statements, and various reports for government agencies like the NTC and SEC. A significant part of the role involves acting as a point person for assigned portfolio companies, ensuring their compliance and reviewing their accounts. Additionally, the role includes preparing accounting research memos, managing the monthly closing of books, and assisting with external audits.

Financial Reporting

• Prepares monthly consolidated financial reports including system processing, consolidation queries among others
• Acts as a point person for portfolio companies assigned. Tasks include but are not limited to compliance, consulting and review of accounts.
• Responsible for the completion of financial statement package for assigned reporting entity/ies including collation of inputs for period-to-period analysis on significant balance sheet and income statement fluctuations
• Prepares the quarterly and annual financial statements for assigned reporting entity/ies and disclosures
• Assists in managing the monthly consolidation and closing of books of accounts in compliance with financial reporting timelines
• Prepares accounting research memos including assessments and application to various Globe Group transactions.
• Creates/Maintains GL Database of all entities

Risk and Controls

• Perform assessment of controls over financial reporting and related processes, including risk and control assessment and management of control effectiveness, financial reliability and compliance with all applicable accounting standards, regulatory requirements & guidelines

Compliance

• Preparation of various reportorial requirements submitted to government agencies such as the National Telecommunications Commission (NTC), Philippine Statistics Authority (PSA), Securities and Exchange Commission (SEC) and Bangko Sentral ng Pilipinas (BSP)
• Assist the external auditors during quarterly reviews and annual financial statements audit

Others

• Responsible for the continuous enhancement of accounting processes & controls. Point person in the various automation projects.
• Promotes a productive team environment by driving and tracking performance, encouraging them to offer ideas and provides assistance only when needed. Influences behaviors of team members towards having a positive work attitude.
• Other ad hoc tasks that may be assigned

Equal Opportunity Employer
Globe's hiring process promotes equal opportunity to applicants, Any form of discrimination is not tolerated throughout the entire employee lifecycle, including the hiring process such as in posting vacancies, selecting, and interviewing applicants.

Globe's Diversity, Equity and Inclusion Policy Commitment can be accessed here

Make Your Passion Part of Your Profession. Attracting the best and brightest Talents is pivotal to our success. If you are ready to share our purpose of Creating a Globe of Good, explore opportunities with us.

Build a Business with Purpose — Join FWD Life Insurance Philippines

An exclusive partner of Security Bank

About Us

FWD Life Insurance Philippines is part of the FWD Group, a leading multinational insurer founded in 2013 and headquartered in Hong Kong. As the insurance arm of Pacific Century Group, FWD is one of Asia's fastest-growing insurers.

We're on a mission to change how people feel about insurance — offering customer-first, digitally enabled, and purpose-driven financial solutions to help individuals and businesses achieve financial security and live life to the fullest.

What You'll Do:

• Guide clients in building financial security through insurance and investment solutions
• Conduct online consultations and design personalized financial plans
• Build and grow your own business with the support of a top-tier brand and training team
• Enjoy the flexibility to work remotely on a schedule that fits your lifestyle

Who This Role is Ideal For:

• Financial professionals (bankers, loan officers)
• Educators skilled at explaining complex topics
• Real estate agents familiar with commission-based sales
• Healthcare professionals and medical reps who value protection
• Content creators and influencers with strong networks
• Corporate professionals and mid-career switchers seeking flexibility
• OFWs and returning workers looking for a sustainable income
• Sales and marketing experts who thrive on closing deals

What You'll Get:

• Up to 43% commissions plus monthly and weekly bonuses
• Exciting travel incentives—local and international
• Flexible hours and a remote work setup
• Fast promotion and leadership opportunities
• Comprehensive professional training and mentorship
• A meaningful career with real income potential

Qualifications:

• At least 2 years of college (any course)
• Self-motivated and competitive mindset
• Willingness to attend online training
• Ability to work independently with reliable internet access
• Own a personal iPad, laptop, or desktop
• Willing to take the Insurance Commission Licensure Exam
• At least 1 year of work experience

Ready to Start?

If you're passionate about helping others achieve financial freedom and meet the qualifications above, we'd love to hear from you.

Send your resume to or apply here:

FWD Life Insurance Philippines is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Qualifications:

• Bachelor's degree in accounting, finance, Economics, or a related field.
• 3–5 years of experience in a financial advisory, FP&A, or reporting role.
• Strong hands-on experience with Power BI, DAX, SQL, Power Query, and Advanced Excel is a plus.
• Familiarity with enterprise performance management tools like SmartView, Hyperion, Essbase, or TM1 is a plus.
• Proven ability to build reports from scratch and present findings effectively.
• Excellent stakeholder management, cross-functional collaboration, and communication skills.
• Ability to create clear and compelling PowerPoint presentations to communicate financial insights.
• Experience in banking, particularly Wholesale Banking, is a plus but not required.
• Open to candidates from other industries with strong technical and analytical capabilities.

Responsibilities:

• Lead data management and reporting activities.
• Oversee and support small cost centers, ensuring accurate financial tracking and reporting.
• Drive the consolidation of financial data across the Wholesale Banking Tech domain.
• Build and automate custom financial reports and dashboards using tools such as Power BI, DAX, SQL, Power Query, Advanced Excel, and enterprise performance management tools like SmartView, Hyperion, Essbase, or TM1.
• Present financial insights and recommendations to senior stakeholders and management teams.
• Improve data quality and reduce manual processes through automation.
• Collaborate with global finance teams and challenge forecasts and assumptions when needed.

More info:

Location: One Ayala Makati

Work set up: 50% Hybrid

Schedule: Mid shift

Operations is responsible for supporting the various trading, investment, and reporting activities of the firm. The core mission of the Operations group is to establish scalable investment workflows, ensure a controlled operating environment and deliver high-quality client service to both internal and external business relationships. In addition to supporting primary investment related activities, the groups assist in design and implementation of firm-wide projects, operational due diligence, counterparty management and client-related activities.

Qualifications:

• Candidate must have at least 2 years of experience in a leadership / people management role
• At least 3 years' worth of experience in Capital Markets, specifically in handling Financial Information or Investment Reports OR Trade Settlement/Life Cycle (Equities, Fixed Income and Derivatives)
• Must be willing to work on either fixed US shift OR rotate between EMEA and US shifts as scheduled by supervisor
• Excellent command of the English language – oral and written
• Well organized, motivated, detail-oriented, a team player and knows how to work with Service Level Agreements (SLA) and metrics.
• Possess strong client service skills
• Excellent database knowledge preferred in Excel, SQL, or VBA.
• Strong leadership and problem-solving skills
• Ability to mentor, coach and develop team members, peers, and colleagues

Education and Experience

• Candidate must possess at least a Bachelor's/College Degree in Financial Management, Economics, Accounting, or other related business course
• Experience working with all primary asset classes and financial products (equities, fixed-income and derivatives) is required
• Familiarity with general accounting principles is preferred

Job Description

Essential Functions/Core Responsibilities

• Provide floor support, learning sessions, coaching & feedback to agents (Subject Matter Expert).
• Assists in driving metrics of the team
• Monitor closure of service levels regularly.
• Ensure prompt escalations to Team Captain.
• Supervise team in the absence of the Team Captain.
• Monitor performance and quality scores of team.
• Take production calls as well as escalated calls.

Career Framework Role

Works autonomously within established procedures and practices; seeks guidance in the more complex aspects of the process (extensive latitude for independent judgment). Does not have any outstanding disciplinary, attendance or performance issues. Analyzes process-related problems and suggest possible solutions. Guides and trains junior team member and facilitates their work. Demonstrates mastery of required behaviors/competencies such as the ability to teach/coach other agents and/or support the program by performing data analysis work. Client feedback must be favorable for progression to this level. Opportunity to progress here is dependent on business needs. Call handling tasks may be required as business needs dictate.

Qualifications:

• Minimum of two years of college education with at least 12 to 18 months of call center experience

• Ability to think clearly and can explain complex issues effectively, both above average written and verbally

• Demonstrate product expertise

• Dependable with proficient attention to detail and ability to solve complex issues

• Can train others

• Willing to report onsite with shifting schedule

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel working within this job title.

Concentrix is an equal opportunity employer. Concentrix evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability status or any other legally protected characteristic.

Job Description

Essential Functions/Core Responsibilities

• Provide floor support, learning sessions, coaching & feedback to agents (Subject Matter Expert).
• Assists in driving metrics of the team
• Monitor closure of service levels regularly.
• Ensure prompt escalations to Team Captain.
• Supervise team in the absence of the Team Captain.
• Monitor performance and quality scores of team.
• Take production calls as well as escalated calls.

Career Framework Role

Works autonomously within established procedures and practices; seeks guidance in the more complex aspects of the process (extensive latitude for independent judgment). Does not have any outstanding disciplinary, attendance or performance issues. Analyzes process-related problems and suggest possible solutions. Guides and trains junior team member and facilitates their work. Demonstrates mastery of required behaviors/competencies such as the ability to teach/coach other agents and/or support the program by performing data analysis work. Client feedback must be favorable for progression to this level. Opportunity to progress here is dependent on business needs. Call handling tasks may be required as business needs dictate.

Qualifications:

• Minimum of two years of college education with at least 12 to 18 months of call center experience

• Ability to think clearly and can explain complex issues effectively, both above average written and verbally

• Demonstrate product expertise

• Dependable with proficient attention to detail and ability to solve complex issues

• Can train others

• Willing to report onsite with shifting schedule

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel working within this job title.

Concentrix is an equal opportunity employer. Concentrix evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability status or any other legally protected characteristic.

BENEFITS :

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

Client Profile:

This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.

Position: Wealth and Asset Manager

Industry: IT Company

Location: Taguig City

Work Set up: Work On Site

Salary: Php 150,000 - Php 250,000 (Negotiable)

Work Schedule: Midshift or Night Shift

Requirements:

Bachelors Degree holder

At least 5-10 years of working experience in wealth and asset management

People Management experience for about 2-5 years

Amenable to work on site.

Experience working in Financial Services/Financial Company.

Responsibilities:

Create and execute commercial banking strategies that improve service delivery and operational efficiency.

Create engaging narratives to communicate trends and projections to stakeholders.

Create thorough management reporting.

To expedite deliveries and guarantee alignment with business objectives, encourage cooperation across project managers, finance teams, and business managers.

Lead projects aimed at improving the company's financial performance, such as fee optimization and cost control.

Determine, intensify, and reduce possible business risks.

To increase operational efficiencies, evaluate financial performance, pinpoint productivity projects, and supervise their execution.

Represent the company in pertinent internal and external working groups, promoting best practices and strategic objectives.

Recruitment process: (Online)

Initial Interview

Second Interview

Final Interview

Job Offer

Look for: Ms. Kendra

Job Type: Full-time

Pay: Php150, Php250,000.00 per month

Work Location: In person

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus