171 Financial Management jobs in the Philippines
Vice President - Fund Accounting
Manila, Metropolitan Manila
JPMorganChase
Job Viewed
Job Description
Join to apply for the Vice President - Fund Accounting role at JPMorganChase
Join to apply for the Vice President - Fund Accounting role at JPMorganChase
Job Description
Join our team to build your career in a culture that values innovation, creativity and excellence.
Job Description
Join our team to build your career in a culture that values innovation, creativity and excellence.
As a Vice President within the Fund Accounting team, you will be responsible for supervising the NAV production process to guarantee accurate and prompt calculations in line with set procedures. Your role will involve managing the delivery of NAVs for Pension, Superannuation, and Investment Manager Clients, ensuring all deliverables adhere to Service Level Agreements (SLAs). You will also function as a senior contact point for cross-functional collaboration and act as a point of escalation for resolving issues. Collaborating with partners and key stakeholders both locally and internationally, including those outside of Manila, will be a crucial part of your role to ensure timely and compliant deliverables.
Job Responsibilities
- Own the publication of accurate and timely NAVs for Asset Managers and Owners.
- Manage the workflow through the life cycle of any of the Fund Accounting sub functions.
- Operate management and control of the daily workflow within the Fund Accounting team.
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning.
- Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required.
- Provide direction and leadership to the team.
- Communicate effectively to the department, ensuring staff are aware of strategic and regulatory changes in the organization.
- Review content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities.
- Contribute to the strategic development of Fund Accounting products.
- Manage effective relationship with stakeholders across the locations.
- Minimum 10years Fund Accounting background
- Minimum 5years Fund Accounting in a Management capacity
- Front-to-back understanding about Asset Manager and Owners business and entire life-cycle Fund Accounting operations
- Good understanding of Security Types (Bond, Equity etc)
- Confident communicator in all mediums to both internal and external clients
- Strategic thinker, able to review and implement process improvements and automated solutions
- Product innovation with a strong focus on operational risk and regulations
- Chartered Accountant/ MBA/ Bachelor’s degree in Finance, Accounting or Economics
- Knowledge of Mutual Funds, Fund Accounting, and Fund Reconciliation processes
- Knowledge of the Securities industry, including dividends, principal and interest, corporate actions, and trading activities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
Referrals increase your chances of interviewing at JPMorganChase by 2x
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Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 1 day ago
Job Viewed
Job Description
Qualifications:
- 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.
- 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.
This advertiser has chosen not to accept applicants from your region.
0
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 9 days ago
Job Viewed
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.
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.
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.
This advertiser has chosen not to accept applicants from your region.
1
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 10 days ago
Job Viewed
Job Description
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.
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.
This advertiser has chosen not to accept applicants from your region.
2
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 14 days ago
Job Viewed
Job Description
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.
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.
This advertiser has chosen not to accept applicants from your region.
3
Financial Planning Consultant
Manila, Metropolitan Manila
RLSLIA - Pru Life UK
Posted today
Job Viewed
Job Description
**ONLINE! TIME FREEDOM! WORK-LIFE BALANCE! FLEXIBLE INCOME!**
Work at your own pace, at your own time!
Spend more time with your family!
Set your target income, and work for it!
**Available for FULL-TIME or PART-TIME**
Work from home
Flexible working hours
Performance-based income
**Qualifications**:
- Graduate of any 4-year course
- Lives within or nearby Metro Manila
- A people's person and easy to communicate with
- A team player
- Must be money-driven and goal-oriented
**Other prerequisites**:
- Has access to a stable internet connection
- Knows how to use Zoom meeting room
- Must download a Telegram app
- Have their own laptop/phone that they can use
**Overview of other perks and benefits**:
- Qualify on 9 travel incentives every year
- Monthly incentives
- Quarterly bonus
- Be part of one of the top Pru Life UK branches nationwide
- Outstanding commissions
- Opportunity to build and lead your own team
- and more.
When qualified, further information on the compensation, recruitment and onboarding process will be discussed during the online screening.
**Job Types**: Full-time, Part-time
Part-time hours: 15 per week
**Benefits**:
- Company events
- Flextime
- Health insurance
- Opportunities for promotion
- Work from home
Supplemental Pay:
- Bonus pay
- Commission pay
- Performance bonus
- Quarterly bonus
Application Question(s):
- Are you a graduate of any 4 years course?
- How old are you?
- Do you live within or nearby Metro Manila?
- Are you the type of person who is goal-oriented?
- Are you the type of person who is motivated by money, incentives, and other benefits?
Work at your own pace, at your own time!
Spend more time with your family!
Set your target income, and work for it!
**Available for FULL-TIME or PART-TIME**
Work from home
Flexible working hours
Performance-based income
**Qualifications**:
- Graduate of any 4-year course
- Lives within or nearby Metro Manila
- A people's person and easy to communicate with
- A team player
- Must be money-driven and goal-oriented
**Other prerequisites**:
- Has access to a stable internet connection
- Knows how to use Zoom meeting room
- Must download a Telegram app
- Have their own laptop/phone that they can use
**Overview of other perks and benefits**:
- Qualify on 9 travel incentives every year
- Monthly incentives
- Quarterly bonus
- Be part of one of the top Pru Life UK branches nationwide
- Outstanding commissions
- Opportunity to build and lead your own team
- and more.
When qualified, further information on the compensation, recruitment and onboarding process will be discussed during the online screening.
**Job Types**: Full-time, Part-time
Part-time hours: 15 per week
**Benefits**:
- Company events
- Flextime
- Health insurance
- Opportunities for promotion
- Work from home
Supplemental Pay:
- Bonus pay
- Commission pay
- Performance bonus
- Quarterly bonus
Application Question(s):
- Are you a graduate of any 4 years course?
- How old are you?
- Do you live within or nearby Metro Manila?
- Are you the type of person who is goal-oriented?
- Are you the type of person who is motivated by money, incentives, and other benefits?
This advertiser has chosen not to accept applicants from your region.
4
Financial Planning Analysis Associate
Taguig, National Capital Region
WHR Global Consulting
Posted 1 day ago
Job Viewed
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.
br>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.
br>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.
This advertiser has chosen not to accept applicants from your region.
5
Financial Planning Analysis Associate
National Capital Region, National Capital Region
WHR Global Consulting
Posted 1 day ago
Job Viewed
Job Description
POSITION TITLE: Financial Planning and Analysis (FP&A) Associate
WORK LOCATION: Taguig City, Philippines (Head Office) br>EMPLOYMENT TYPE: Full-time
DEPARTMENT: Finance
REPORTS TO: FP&A Manager / Finance Director
QUALIFICATIONS:
– Bachelor’s degree in Finance, Accounting, Economics, or a related field.
– Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
– Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar). < r>– Excellent analytical skills, with attention to detail and accuracy. < r>– Strong communication and interpersonal skills; able to collaborate effectively across departments. < r>– Ability to work in a fast-paced, deadline-driven environment. < r>– Highly organized, with a proactive and problem-solving mindset. < r>
PREFERRED ATTRIBUTES:
– Experience supporting multi-location retail operations or e-commerce channels. < r>– Knowledge of inventory planning, cost allocation, and retail margin analysis. < r>– CPA, CMA, or further finance-related certifications is an advantage but not required. < r>– Passion for numbers, business strategy, and continuous process improvement. < r>
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. < r>– Analyze actual financial performance vs. budget and provide variance explanations to management. < r>– Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making. < r>– Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions. < r>– Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders. < r>– Monitor KPIs and financial performance metrics across different brands, stores, and channels. < r>– Support financial planning for new store openings, product launches, and expansion initiatives. < r>– Maintain and update FP&A tools, templates, and reporting systems. < r>– Assist in identifying risks and opportunities that may impact financial results. < r>– Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
WORK LOCATION: Taguig City, Philippines (Head Office) br>EMPLOYMENT TYPE: Full-time
DEPARTMENT: Finance
REPORTS TO: FP&A Manager / Finance Director
QUALIFICATIONS:
– Bachelor’s degree in Finance, Accounting, Economics, or a related field.
– Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
– Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar). < r>– Excellent analytical skills, with attention to detail and accuracy. < r>– Strong communication and interpersonal skills; able to collaborate effectively across departments. < r>– Ability to work in a fast-paced, deadline-driven environment. < r>– Highly organized, with a proactive and problem-solving mindset. < r>
PREFERRED ATTRIBUTES:
– Experience supporting multi-location retail operations or e-commerce channels. < r>– Knowledge of inventory planning, cost allocation, and retail margin analysis. < r>– CPA, CMA, or further finance-related certifications is an advantage but not required. < r>– Passion for numbers, business strategy, and continuous process improvement. < r>
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. < r>– Analyze actual financial performance vs. budget and provide variance explanations to management. < r>– Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making. < r>– Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions. < r>– Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders. < r>– Monitor KPIs and financial performance metrics across different brands, stores, and channels. < r>– Support financial planning for new store openings, product launches, and expansion initiatives. < r>– Maintain and update FP&A tools, templates, and reporting systems. < r>– Assist in identifying risks and opportunities that may impact financial results. < r>– Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planning Analysis Associate
Taguig, National Capital Region
WHR Global Consulting
Posted 18 days ago
Job Viewed
Job Description
Qualifications:
-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.
-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.
This advertiser has chosen not to accept applicants from your region.
7
Financial Planning Manager - Taguig
Taguig, National Capital Region
WHR Global Consulting
Posted 27 days ago
Job Viewed
Job Description
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.
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.
This advertiser has chosen not to accept applicants from your region.
8
Financial Planning & Budget Specialist
Mandaluyong, National Capital Region
Eagle Cement Corporation
Posted today
Job Viewed
Job Description
**Responsibilities**:
- Assist in the preparation of the annual plan and budget.
- Assist in conducting financial studies and project analysis on potential business investments and acquisitions
- Perform assigned financial reporting requirements by providing analyses of financial data and preparation of reports.
- Assist, support, and participate in special projects and process improvements initiatives
- Assist in the preparation of financial models for project financing, financial planning, and control.
- Ensures proper implementation of budgeting procedures and processes in accordance with the strategic objectives of the company and that they are in compliance with all oversight or regulatory entity regulations and requirements.
- Assist/Prepare financial analysis support and ad hoc reports for decision making and for disclosure to the public.
**Minimum Qualifications**:
- Bachelor's degree in Accounting/Finance or equivalent relevant courses
- Certified Public Accountant is a plus
- With 3-5 years of relevant professional experience in Financial analysis, Finance, or Accounting
- Proficient in using MS Office tools
- With good oral and written communication skills;
- Strong analytical and planning skills
**Job Types**: Full-time, Permanent
**Salary**: Php30,000.00 - Php35,000.00 per month
**Benefits**:
- Opportunities for promotion
Schedule:
- 8 hour shift
Supplemental pay types:
- 13th month salary
- Performance bonus
**Education**:
- Bachelor's (required)
**Experience**:
- Budget: 3 years (preferred)
- Financial Analysis: 2 years (preferred)
- Assist in the preparation of the annual plan and budget.
- Assist in conducting financial studies and project analysis on potential business investments and acquisitions
- Perform assigned financial reporting requirements by providing analyses of financial data and preparation of reports.
- Assist, support, and participate in special projects and process improvements initiatives
- Assist in the preparation of financial models for project financing, financial planning, and control.
- Ensures proper implementation of budgeting procedures and processes in accordance with the strategic objectives of the company and that they are in compliance with all oversight or regulatory entity regulations and requirements.
- Assist/Prepare financial analysis support and ad hoc reports for decision making and for disclosure to the public.
**Minimum Qualifications**:
- Bachelor's degree in Accounting/Finance or equivalent relevant courses
- Certified Public Accountant is a plus
- With 3-5 years of relevant professional experience in Financial analysis, Finance, or Accounting
- Proficient in using MS Office tools
- With good oral and written communication skills;
- Strong analytical and planning skills
**Job Types**: Full-time, Permanent
**Salary**: Php30,000.00 - Php35,000.00 per month
**Benefits**:
- Opportunities for promotion
Schedule:
- 8 hour shift
Supplemental pay types:
- 13th month salary
- Performance bonus
**Education**:
- Bachelor's (required)
**Experience**:
- Budget: 3 years (preferred)
- Financial Analysis: 2 years (preferred)
This advertiser has chosen not to accept applicants from your region.
9