175 Financial Management jobs in the Philippines
Financial Planning Analyst
Posted today
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Job Description
The Financial Planning Analyst will be responsible to monitor the financial planning, budgeting, and forecasting of Planate LLC. Also, you will collaborate with the Group Head/ Budget Analyst Representative to recommend the best course of action based on the initial findings.
**Salary**: Php 40,000.00 to 50,000.00 monthly + BENEFITS
**Key responsibilities**:
- Project Financial Reporting
- Financial Status per Project
- Budget Management
- Annual Preparation
- Monthly Monitoring and Reporting
- Project Based Budgeting
- Monthly Forecast Preparation
- Financial Analysis
- Projections/Forecast collaboration with all business units
- Financial Review with all business units
- Company and Project Variance Analysis
- Other Analyses, as needed
- Shareholder Basis Maintenance
- Management Financial Reporting
- Cash Balance and Forecasting
- Corporate Financial Statements
- Wrap Rate Maintenance
- Perform other responsibilities associated with this position as may be appropriate.
**Qualifications To be successful in the role**:
- Degree in Accountancy
- Certified Public Accountant, preferred
- With 5 to 10 years in finance and/or accounting
- Experience in financial planning and analysis role
- Understanding of Financial and Accounting Principles
- Able to multitask, prioritize, self-starter and manage time efficiently
- Results Oriented
- Proficient with Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel), Power BI, and QuickBooks; Understanding and knowledge of accounting systems
- Strong communications skills in English both written and oral
**Why Planate?**
**_ Planate Management Group is an Affirmative Action and Equal Opportunity Employer._** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Joining the Planate team opens you to an experience working for a global company where you are among a team that is considered a premier trusted partner for planning, design, engineering, asset management, and professional service solutions anytime, anywhere. We Take Care of Our Own; Personally and Professionally, Up and Down The Line.
**SEAC: Full-Time employees enjoy the following benefits**:
- Medical insurance
- Life insurance with ADD&D
- Holiday pay
- Paid Time Off
- Rewards and Recognition
- Flexible Work Arrangement
- Annual Performance Review
- Rewards and Recognition Program
- Travel Insurance
- Strict Compliance with Government Mandated Benefits
We’d love for you to be a part of our Global workforce, helping us serve as an effective and integrated partner to advance every client's mission!
Financial Planning Analyst
Posted today
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DEPARTMENT: Accounting and Finance
Brief Description
The Financial Reporting Analyst is responsible in ensuring accurate and timely reporting of financial statements of all entities and providing necessary schedules and substantiation for balances and disclosures in the financial statements.
**Responsibilities**:
The Financial Reporting Analyst should:
- Analyze Financial Performance vs. Budget
- Prepares Annual Budget
- Preparing accounting and other required reports and projections based on the analysis performed.
- Evaluating capital expenditures and asset depreciation.
- Establishing and evaluating records, statements, and profit plans.
- Identifying financial performance trends and financial risk, and making recommendations.
- Providing recommendations for improvement based on trends.
- Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
- Providing financial models.
- Making financial forecasts.
- Analyzing inventory.
**Qualifications**:
- Bachelor's degree in business, accounting, finance, economics, or related field.
- At least 3 years as Financial Planning Analyst
- Outstanding presentation, reporting, and communication skills.
- Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
- Proficient in Word, Excel, Outlook, and PowerPoint
- Proven leadership abilities.
- Deep understanding of retail and inventory accounting
**Benefits**:
- Free parking
Schedule:
- 8 hour shift
Supplemental pay types:
- 13th month salary
Ability to commute/relocate:
- Manila: Reliably commute or planning to relocate before starting work (required)
Financial Planning Manager
Posted today
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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
Posted 4 days ago
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Job Description
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
Posted 19 days ago
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Job Description
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. br>- 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.
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 an
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.
Financial Planning Manager
Posted 27 days ago
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Job Description
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 Assistant
Posted today
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Job Description
- Has at least 2 years of experience in the Banking, Finance, or Insurance industry.
**OR**
- At least 2 years of experience in the BPO Industry handling Billing, Collections, Insurance, Accounting related tasks.
- Preferably with experience in using CRM systems.
- Knowledge in Xero, Quickbooks, SAP, or Peachtree systems is a plus but not required.
- Has excellent English communication skills, both oral and written.
**This is for **work onsite, full-time employment**
Schedule:
- 8 hour shift
Ability to commute/relocate:
- San Fernando, Pampanga: Reliably commute or planning to relocate before starting work (preferred)
**Language**:
- English (preferred)
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Financial Planning & Analysis Analyst
Posted today
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Job Description
- Partner with department heads to build bottoms-up annual budgets, monthly forecasts, and long-range plans, with primary focus on revenue and operational expenses
- Conduct detailed monthly review of budget vs. actual results to ensure optimal targets are met
- Investigate budget / forecast variances and provide explanations to department head and Executive leadership in a clear and concise manner
- Liaison with various business owners to stay up to date on changes, market pressures, trends and new business initiatives as well as translate and communicate these regarding financial impact
**Requirements**:
- 3-5 years' experience in FP&A, financial modeling, investment banking, etc.
- Bachelor's degree in Finance or Accounting, or a related discipline
- A keen eye for trends, outliers, and a demonstrated use of benchmarking
- Proficiency in Microsoft Office (with strong emphasis on Excel and **PowerBI) ** preparing and analyzing relevant financial, business performance and comparative industry and company data
- General accounting knowledge required
**Job Types**: Full-time, Permanent
Schedule:
- 8 hour shift
Supplemental pay types:
- 13th month salary
Ability to commute/relocate:
- Eastwood City: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Willing to do a 2-3 min video introduction of yourself with great communication skills
- Do you have experience using PowerBI?
- How long is your total relevant experience?
Financial Planning Analysis Associate
Posted 8 days ago
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Job Description
-Bachelor’s degree in Finance, Accounting, Economics, or a related field. br>- 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.
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.
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 - Taguig
Posted 17 days ago
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Job Description
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.