343 Financial Management jobs in the Philippines
Looking for Finance Controller Makati dayshift
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Job Description
**An Advertising/Marketing Company that has been established for 3 decades handling all the end-to-end services of the organization.**
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Position: Finance controller
Industry: Advertising/Marketing Company
Location: Makati
Schedule: Day Shift
**Salary**: Negotiable
Work set-up: Onsite
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**Benefits**:
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- Government mandated benefits
- Life & Group Life Insurance
- Corporate Mobile
- Internet Subsidy
- Sick and Annual/Vacation Leave
- Birthday Leave
- Maternity and Paternity Leave
- Bereavement Leave
- 13th Month Pay
- Emergency Leave
- Birthday Gift
- Christmas Basket / Cash Gift
- Lion Service / Loyalty Award
- Company Anniversary Gift
- Fruit Basket
- Sympathy Flower
- Resignation and Retirement Benefit
- Retirement Age
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*Job Requirements:
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- Must have at least 3 to 5 Years in Budgeting and Forecasting
- Should be knowledgeable in accounting/financial/operational principles
- Has a good knowledge of SAP and HFM
- Has a strong Excel, Word and PowerPoint skills
- Has an ability to interact with various management levels.
- Has an ability to manage multiple tasks and adapt to a changing, fast-paced environment
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Job Responsibilities:
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- Has the responsibility to prepare the budgets, forecast and provide different analysis of the company.
- Forecasting, Budgeting and actively identifying opportunities for improvement as well as identifying business challenges and making sure to propose and create solutions.
- Making sure that capex budgets are prepared and monitoring the capex spend against approved budgets
- Monthly reporting of the financial reports, includes P&L analysis, posting necessary closing adjustments and HFM submissions to the management.
- Making sure to effectively develop and maintain relationships with business partners and all teams/departments of the organization/company.
- Streamlining accounting functions and operations.
- Developing plans for financial growth.
- Evaluating and managing risk.
- Coordinating audit processes.
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Recruitment Process: (Face-to-face Interview)
- Pre-screening Interview
- Initial Interview
- Final Interview
- Job Offer
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CONTACT US ANYTIME, OUR FRIENDLY RECRUITERS WILL ASSIST YOU.
GLOBE: & *
**LANDLINE: - 2829**
*(Skype): live: newhirephilippines
Look for: Ms. Kanna
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You can also reach us out through
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**Salary**: Php80,000.00 - Php90,000.00 per month
**Benefits**:
- Company Christmas gift
- Company events
- Health insurance
Schedule:
- 8 hour shift
Supplemental Pay:
- 13th month salary
Ability to commute/relocate:
- Makati: Reliably commute or planning to relocate before starting work (required)
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Financial Management
Posted today
Job Viewed
Job Description
Responsibilities:
- Oversees the preparation of financial statements and reports in compliance with applicable standards.
- Manages general ledger, accounts payable/receivable, tax reporting, and month & year-end close processes.
- Ensures compliance with statutory laws, regulations, and internal policies.
- Assist in the development of budgets and forecasts; monitor variances and report findings.
- Support in bookeeping activities.
- Prepares financial planning and analysis activities.
- Evaluates and improves accounting systems, processes, and procedures.
Financial Management Associate
Posted today
Job Viewed
Job Description
The
Financial Management Associate
assists in budget preparation, monitors actual expenses, and prepares the periodic financial statements and related fund utilization reports, financial forecasts and studies, for the designated programs (e.g. Sustainable Livelihood, Education, Youth Leadership, Relief and Rehabilitation Programs, Arts and Culture, and any other project/program that may be assigned to him/her). The incumbent will support the program manager by providing financial information in a timely and effective manner.
Budget Preparation
- Provide assistance to the Project Leads in the development of each program's annual budget, and in project costing of new programs and special projects, as needed.
Project monitoring and fund tracking
- Track fund utilization for each program
- Monitor cash advances and review liquidation reports.
- Verify requests for payments and budget availability.
- Verify collection reports for special projects, as applicable.
Management Reporting
- Prepare the periodic financial statements and other related financial reports for the programs/pillars assigned to him/her
Requirements:
- At least a bachelor's degree in Business, Financial Management or other related courses
- Fresh graduates are welcome to apply
- Excellent numerical skills with advanced knowledge in Microsoft Applications, especially MS Excel
- Good oral and written communication skills
- Interpersonal skills, including ability to explain finance concepts to non-finance practitioners
- Willing to work in Makati City on a hybrid work setup (at least 3x a week on-site)
Financial Management Specialist
Posted today
Job Viewed
Job Description
Join Our Mission to Foster Prosperity in Asia
Are you ready to make a difference in the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious Asian Development Bank (ADB). At ADB, our mission is simple yet powerful: to alleviate poverty and promote sustainable development in the Asia-Pacific region.
Organizational Setting and Reporting Relationship
The position of Financial Management Specialist is assigned to the Public Financial Management Division (PFFM) within the Procurement, Portfolio and Financial Management Department. You will be based at our Headquarters in Manila, Philippines.
You will report to Director and will oversee junior team members and consultants as required.
Your Role
As a Financial Management Specialist, you will support or take the lead in providing technical guidance and advice, knowledge sharing and capacity building to support department's project financial management and financial due diligence (FDD) function to ensure quality of work for the ADB's overall financial management performance.
You Will
- Provide technical guidance, information, analysis and advice on financial management and FDD issues in sovereign operational activities following relevant ADB policies, guidelines and instructions.
- Support the continuous development and implementation of financial management guidelines and procedures (consistent with ADB's guidelines) for review of Audited Project Financial Statements and Audited Entity Financial Statements (APFS/AEFS), monitoring and quality improvement.
- Advise sovereign operations teams and Resident Missions (RMs) in the development of strategies for financial management in the relevant developing member countries (DMCs).
- Propose areas for streamlining/ automation, in particular to support ADB's digitalization agenda for implementation both in ADB's internal operations and for ADB's borrowers and executing agencies.
Provide technical guidance as member of sovereign operations' project teams on financial due diligence work by:
Support/lead the conduct of financial management assessments of executing and implementing agencies, including: (a) assessing whether previous financial management assessments have been conducted by ADB or other agencies and, if so, reviewing the results and ascertaining whether these can be used as input; (b) assessing capacity for planning and budgeting, management and financial accounting, reporting, auditing, internal controls, and information systems; (c) reviewing proposed disbursement and funds-flow arrangements; and (d) concluding on the financial management risk rating and identifying and confirming measures for addressing identified deficiencies;
- Support the preparation and agreement of cost estimates and a financing plan, which are based on verifiable data and to support project implementation;
- Support/lead the preparation of financial projections and conducting financial analyses of the executing and implementing agencies, and incremental recurrent costs, to determine financial sustainability, and reviewing proposed cost-recovery and tariff policies, including affordability;
- Support/lead the conduct of financial evaluations (financial cost-benefit analyses) including sensitivity analyses of project components that have a full cost-recovery objective to assess project financial viability;
- Propose mitigation measures to be incorporated in financial covenants when risks are identified to project or entity financial sustainability or viability; and
Assess and reach to an agreement on financial reporting, auditing and public disclosure arrangements for the project, and identify and agree arrangements for receiving financial statements from executing and/or implementing agencies.
Respond to financial management issues during management and staff review meetings.
- Participate in project preparation and/or review missions responsible for financial issues in the processing and implementation of projects and help resolve problems.
- Conduct /supervise the review of APFS/AEFS for sovereign projects following the internal review process; provide guidance on quality issues in APFS/AEFS and project implementation matters disclosed in the reports.
- Ensure compliance with ADB's financial management and audit requirements by reviewing, validating, monitoring, and evaluating implementation status of audit recommendations.
- Ensure quality control of financial management inputs in various operational and non-operational documents, and of project documents concerning financial management.
- Ensure quality control of sovereign operations' reports, briefings and presentations on APFS, AEFS and other financial management related matters.
- Assess, design and/or implement stand-alone and technical assistance related financial management capacity building programs for borrowers, executing and implementing agencies, supreme audit institutions, private sector auditors, and financial management staff.
- Undertake knowledge sharing activities and regular communications with team members within and outside ADB to remain current on the latest developments in international and national financial management and analysis practices.
- Participate in meetings of the Multilateral Development Banks' Heads of Financial Management forum, forums of development partners with the International Federation of Accountants and the International Organization for Supreme Audit Institutions.
- Oversee the performance of reporting staff and ensure ongoing learning and development.
You Will Need
- A University degree in Business, Finance, Commerce, or related fields; preferably at post-graduate level or its equivalent.
- Professional qualification in accounting (e.g., CPA, CA, ACCA) from an internationally recognized institution (e.g., IFAC) is mandatory. A CFA qualification is an advantage.
- At least 6 years of relevant professional experience in private sector or public sector financial management (i.e., accounting, budgeting, auditing), or related area.
- International experience working in several countries, preferably ADB's DMCs.
- Credible expert in field of expertise with recognized ability to lead projects and to share relevant knowledge to benefit the broader ADB community.
- Proficiency in expressing ideas in both spoken and written formats in English.
- Mentor team members, providing guidance and advice on delivery of services.
- Please refer to the link for ADB Competency Framework for Technical International Staff Level 1 (TI1).
Benefits
ADB offers competitive compensation and a comprehensive benefits package . The salary will be based on ADB's standards and comparator markets, considering your qualifications and experience.
- Paid leave (including parental)
- Medical and health benefits
- Life and other insurance plans
- Staff development
- Retirement plan
- Housing and education allowance (if applicable)
- Expatriate benefits (for international staff)
Additional Information
This appointment is open to internal and external applicants.
This is a fixed-term appointment for an initial fixed period of 3 years. At the end of the initial period, this appointment may, at the option of ADB, be extended once for up to 2 years, converted to a regular appointment, or ended on its expiration date. This decision will be made in the overall interest of ADB that: (a) it will require Staff's particular blend of skills and experience in the foreseeable future; and (b) Staff's performance is satisfactory and they are suitable for further employment.
About Us
Asian Development Bank (ADB) is an international development finance institution headquartered in Manila, Philippines and is composed of 69 members, 50 of which are from the Asia and Pacific region.
ADB is committed to achieving a prosperous, inclusive, resilient, and sustainable Asia and the Pacific, while sustaining its efforts to eradicate extreme poverty. ADB combines finance, knowledge, and partnerships to fulfill its expanded vision under our
Strategy 2030
.
ADB only hires nationals of its 69 members .
To view ADB Organizational Chart, please click here .
ADB wants to ensure that everyone is treated with respect and given equal opportunities to work in an inclusive environment. ADB encourages all qualified candidates to apply regardless of their racial, ethnic, religious and cultural background, gender, sexual orientation or disabilities. Women are highly encouraged to apply.
Visit ADB Careers FAQ for more information.
Primary Location:
Asian Development Bank Headquarters-Philippines-Manila
Department:
Procurement, Portfolio and Financial Management Department
Division:
Financial Management Division
Staff Category:
Technical International (HQ)
Position Level:
TI1
Job Posting:
22-Sep-2025, 8:00:00 PM
07-Oct-2025, 7:59:00 PM
Senior Financial Management Officer
Posted today
Job Viewed
Job Description
Join Our Mission to Foster Prosperity in Asia
Are you ready to make a difference in the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious Asian Development Bank (ADB). At ADB, our mission is simple yet powerful: to alleviate poverty and promote sustainable development in the Asia-Pacific region.
Organizational Setting and Reporting Relationship
The position of Senior Financial Management Officer is assigned to the Financial Management Division (PFFM) within the Procurement, Portfolio and Financial Management Department (PPFD). You will be based at our Headquarters in Manila, Philippines.
You will report to a designated International staff and may oversee Junior team members and/or consultants.
Your Role
As a Senior Financial Management Officer, you will: a) provide operational services in conducting financial due diligence of projects during processing and management during implementation; (b) support country FM assessments and FM systems strengthening projects; and (c) coordinate the development and delivery of knowledge sharing and capacity building support.
Though the position is based in Philippines, you can be assigned to work on tasks in other developing member countries of ADB.
You Will
- Operational services
- Lead the: (i) review of audited project and entity financial statements (APFS/AEFS) for all assigned projects following ADB's internal review guidelines including updating automated review checklists, monitoring and quality improvement; and (ii) FM support to project teams to communicate with executing and/or implementing agencies (EAs/IAs) on issues identified in the APFS and AEFS, including compliance with financial covenants.
- Analyze non-compliance or delayed compliance with APFS and AEFS submission and public disclosure requirements, and quality, common issues and deficiencies in APFS and AEFS and summarize these and expected actions in a regular report.
- Diligently follow up with project teams and EAs to achieve compliance with ADB FM requirements.
- Monitor the follow-up actions identified from APFS and AEFS review or other related actions and verify project related information to assist APFS and AEFS review.
Lead, and/or participate in, the financial due diligence work for project processing in the:
conduct a financial management assessment of the EAs/IAs, including: (i) ascertaining whether previous financial management assessments have been conducted by ADB or other agencies and, if so, reviewing the results and determining whether these can be updated for the project; (ii) assessing capacity for planning and budgeting, management and financial accounting, reporting, auditing, internal controls, and information systems; (iii) reviewing proposed disbursement and funds-flow arrangements; and (iv) concluding on the financial management risk rating and identifying and confirming measures for addressing identified deficiencies;
- preparation and agreement of cost estimates and a financing plan, which are based on verifiable data and are sufficient to support project implementation in collaboration with technical team members;
- prepare financial projections and conducting financial analyses of the EAs/IAs, and incremental recurrent costs, to determine financial sustainability, and reviewing proposed cost-recovery and tariff policies, including affordability;
- conduct financial evaluations (financial cost-benefit analyses) including sensitivity analyses of project components that have a full cost-recovery objective;
- develop risk mitigation measures to be incorporated in financial covenants where risks are identified to project financial sustainability or viability; and
assessment and achievement of agreement on financial reporting, auditing and public disclosure arrangements for the project, and, identifying and agreeing arrangements for receiving financial statements from EAs/IAs.
Facilitate and participate in project preparation and/or review missions to help resolve problems related to project financial management, as needed.
- Input and update project data and records in ADB information systems and databases.
- Monitor the assigned projects' compliance with financial covenants in the legal agreements and coordinate with project teams to follow up on achieving compliance.
- Monitor the timely implementation of financial management action plans, and communicate with EAs and IAs to resolve issues related to compliance along with the project team leader.
- Country FM Systems
- Participate as a team member for preparation of country or regional partnership strategy, governance risk assessments, or country public financial management assessments (e.g., public expenditure and financial accountability assessments).
- Review country FM systems and monitor changes related to project financial management, audit, taxation, and other finance-related areas, and update country management and staff on any changes that may affect project implementation and performance.
- Knowledge management
- Participates in and contributes to internal and external training and conferences and other activities for advocacy, distribution, and knowledge building on FM.
- Supports the implementation of stand-alone and technical assistance related FM capacity building programs for clients.
- Prepare and implement a capacity development plan for EAs/IAs to improve their understanding of ADB financial management requirements; conduct FM training and coaching programs for EAs/IAs.
- Lead efforts for building the capacity of audit firms engaged by ADB projects.
- Other tasks
- Other tasks as assigned and reflected in the your workplan.
You Will Need
- Bachelor's degree in accounting, finance, or a related field; preferably with Master's degree or equivalent;
- Professional qualification in accounting (e.g. CPA, CA, ACCA) from an internationally recognized institution (e.g., IFAC). A CFA qualification is an advantage;
- At least 8 years of relevant professional experience in private or public sector financial management (i.e., in accounting, budgeting, auditing); and at least 4 years of supervisory experience;
- Experience with (a) investment project appraisal, and (b) appraisal processes of financial institutions including multilateral development banks for sovereign and non-sovereign transactions is an advantage;
- Advanced and broad knowledge of all aspects of FM, including: (i) International Financial Reporting Standards and International Standards on Auditing; (ii) experience with internal control systems and procedures (in particular the COSO framework); (iii) experience in auditing including assessing auditors' competence; and (iv) experience in advising clients on the design and implementation of FM systems, including financial and management reports;
- Excel in a self-directed work environment to accomplish assigned transactions, areas of analysis and research, which have well-defined scope and steps;
- Proficiency in expressing ideas in both spoken and written formats (and report-writing) in English.
- Demonstrated critical thinking and problem solving skills.
- Able to liaise and work with government officials;
- Able to guide administrative staff to facilitate work planning, delivery and quality review;
- Proficiency in MS Word, MS Excel, MS PowerPoint; familiarity with database management tools; and
- Able to work well with teams as a constructive team member.
- Please refer to the link for ADB Competency Framework for technical local staff level 6.
Benefits
ADB offers a rewarding salary and a comprehensive benefits package . The salary will be based on ADB's standards and comparator markets, taking into account your qualifications and experience.
- Housing and education allowance (if applicable)
- Expatriate benefits (if applicable)
- Retirement plan
- Medical and health benefits
- Paid leave (including parental)
- Life and other insurance plans
- Staff development
Additional Information
This appointment is open to internal and external applicants.
This is a fixed-term appointment for an initial fixed period of 3 years. At the end of the initial period, this appointment may, at the option of ADB, be extended once for up to 2 years, converted to a regular appointment, or ended on its expiration date. This decision will be made in the overall interest of ADB that: (a) it will require Staff's particular blend of skills and experience in the foreseeable future; and (b) Staff's performance is satisfactory and they are suitable for further employment.
About Us
Asian Development Bank (ADB) is an international development finance institution headquartered in Manila, Philippines and is composed of 69 members, 50 of which are from the Asia and Pacific region.
ADB is committed to achieving a prosperous, inclusive, resilient, and sustainable Asia and the Pacific, while sustaining its efforts to eradicate extreme poverty. ADB combines finance, knowledge, and partnerships to fulfill its expanded vision under our
Strategy 2030
.
ADB only hires nationals of its 69 members .
To view ADB Organizational Chart, please click here .
ADB wants to ensure that everyone is treated with respect and given equal opportunities to work in an inclusive environment. ADB encourages all qualified candidates to apply regardless of their racial, ethnic, religious and cultural background, gender, sexual orientation or disabilities. Women are highly encouraged to apply.
Visit ADB Careers FAQ for more information.
Primary Location:
Asian Development Bank Headquarters-Philippines-Manila
Department:
Procurement, Portfolio and Financial Management Department
Division:
Financial Management Division
Staff Category:
Technical Local - HQ
Position Level:
TL6
Job Posting:
16-Sep-2025, 10:53:30 AM
30-Sep-2025, 6:59:00 PM
Operations & Financial Management Specialist
Posted today
Job Viewed
Job Description
Job Role Summary/Overview
Join a dynamic dual-company construction operation in Australia, supporting both residential building and commercial carpentry divisions. You'll be the operational backbone, managing critical financial processes, client communications, and system integrations across multiple platforms including BuildExact, Xero, and Procore.
Job Highlights
- Monthly Rate
:
Approximately
PHP 54,000 - Paid Hours per Week:
40 - Schedule
: Monday to Friday, 8:00 AM - 5:00 PM, with 1 hour unpaid break | Sydney, Australia time - Work Arrangement
: Work from home - Contract
: Independent Contractor
Side note: Since this is a permanent work-from-home position and an "Independent Contractor" arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
Responsibilities
- Monitor and respond to all builder and client inquiries within 4 hours across both residential and commercial divisions
- Process and categorize invoices for both companies within 24 hours, ensuring zero overdue payments due to processing delays
- Coordinate communications with subcontractors and manage variation requests with 100% documentation within 48 hours
- Maintain organized project records and generate weekly status update reports for all active projects
- Track payment schedules and manage accounts payable across both Xero accounts
- Reconcile costs against budgets and generate monthly project cost variance reports
- Update cash flow forecasts with 95% accuracy using existing Excel templates from business coach
- Create and maintain digital filing systems for easy document access within 24 hours
- Track and update insurance requirements and compliance documentation
- Coordinate scheduling between carpentry and building operations to prevent conflicts
- Input historical job tracking data into BuildExact and STIC systems
- Create and maintain SOPs for estimation processes and recurring operational tasks
- Generate operational reports for management review and document monthly efficiency improvements
- Support quote preparation and follow-up processes to improve response times
- Manage internal communications to provide real-time support to field teams for drawings and specifications
Requirements
- Strong experience with construction industry software, particularly BuildExact, Xero, and project management platforms
- Familiarity with Australian construction processes, compliance requirements, and industry terminology
- Experience with Procore, Aconex, HammerTech, and Bluebeam preferred
- Strong organizational skills with ability to manage multiple projects simultaneously across two companies
- Experience with invoice processing, accounts payable, and financial reconciliation
- Proficiency in Excel for cash flow forecasting and data management
- Understanding of construction estimating processes and takeoff procedures
- Experience creating and maintaining standard operating procedures
- Knowledge of fire safety compliance and building codes (beneficial)
- Familiarity with OneDrive and collaborative file management systems
Independent Contractor Perks
- Permanent work from home
- HMO Coverage for eligible locations
- Immediate hiring
Reminder:
- Kindly apply directly to the link provided; you will be redirected to BruntWork's Career Site. Complete the initial requirements, including the voice recording, prescreening assessment, and technical check of your computer/device.
ZR_28121_JOB
Accounting / Financial Management Intern
Posted today
Job Viewed
Job Description
This internship offers hands-on exposure to financial reporting, internal controls, and compliance processes within a dynamic corporate environment. The intern will support the Controllership team in ensuring accuracy, transparency, and adherence to regulatory standards across business units.
Key Responsibilities
- Assist in preparing journal entries and reconciling accounts
- Support monthly, quarterly, and year-end closing activities
- Help review financial statements for accuracy and completeness
- Participate in internal control testing and documentation
- Assist in compliance monitoring and audit preparation
- Contribute to process improvement initiatives and reporting automation
- Maintain organized records and support documentation for transactions
- Coordinate with cross-functional teams on finance-related tasks
Qualifications
- Currently pursuing a degree in Accountancy, Finance, or Business Administration
- Strong attention to detail and analytical thinking
- Proficiency in Microsoft Excel; familiarity with ERP systems is a plus
- Good communication skills and ability to work in a team
- High level of integrity and professionalism
- Willingness to learn and adapt in a fast-paced environment
Learning Outcomes
- Gain practical experience in financial operations and compliance
- Understand the role of controllership in corporate governance
- Develop skills in financial analysis, reporting, and documentation
- Build confidence in working with data and cross-functional teams
FINANCIAL MANAGEMENT ADVISORY SERVICES- Manager
Posted today
Job Viewed
Job Description
WHAT YOU'LL DO:
1. Operations Management
A. Work- Plan Development ( planning and ways of working)
Reviews resource requirements and oversee onboarding and off-boarding of both the company team and the client team.
Reviews resource requirements and monitors implementation/execution of client scope & engagements.
Reviews and approves talent capacity and loading based on target revenue.
B. Teamwork Effectiveness and Collaboration
Conducts Operations delivery meeting among team members
Monitors productivity of talents by ensuring client loading of team members are within targets
Monitors the delivery of the engagement deliverables
Identifies the team's strengths and weaknesses /challenges in service delivery, and leads the improvement process in service delivery
C. Problem Solving and Issues Resolution , Decision Making , Conflict Management
Makes good judgments, delivers timely perception of root causes and provides effective solutions of issues encountered (IIAAs)
Attends internal Operations Committee meetings and presents required dashboards /reports and communicate issues and gaps to the delivery of the deliverables
Follows thru on the resolutions and its implementation
Identifies possible risks and escalate the issues to the concerned parties
D. Driving Change and Innovation , Digitalization
Consistently seeks and delivers improvement and advancement in how one executes and achieves strong performance delivery.
Monitors the delivery results vs. the agreed deliverables to the client
Reviews the use of appropriate applications or technologies in the execution of delivery system and monitors issues and concerns for continuous improvement and efficiency.
2. People Management
A. Team Effectiveness, Time management, and Prioritization, Collaboration
Oversees the work of the Team and ensures that client engagements follow the prescribed service quality of the company
Supervises and reviews the work of the Junior Managers, Senior Consultant and Junior Consultant and make sure they delivering the system properly
Effectively communicates goals and sets clear expectations
Monitors employee onboarding and off-boarding
Review time charges of Junior Managers/Team Leaders based on BOA or budgeted time
B. Developing Others
Mentors and coaches team members Junior Managers, Senior and Junior Consultants
Participate in team recruitment, employee on boarding and development plans
Prepares and monitors development plans for Junior Managers, Senior Consultant and Junior Consultant
Evaluate and perform team member's performance evaluation
Provides training and research on Management Accounting Reports, Dashboards, Templates , new delivery systems
3. Account/Client Management
A. Delivery Satisfaction /Account Management /Customer Focus
Understanding of the Deliverables , Scope of Client Engagement , Delivery metrics set
Ensures understanding and completeness of Client onboarding activities and implementation of Agreed Upon Procedures with clients
Ensures implementation and execution of Agreed Upon Procedures with clients
Reviews and analyzes Management reports/dashboards before submission to client-partners
Reports and presents at clients ManCom, ExeCom and Board meetings, if included in service engagement activities
Reviews and evaluates monthly performance metrics set in the engagement contract and communicate consistently and timely with client-partner
Fill up the Customer Satisfaction (CSAT) with the client .
B. Collaboration and Communication
Leads account meetings with client - partners on Management Accounting reports and related analysis, if needed
Develops good working relationship with internal and external partners that result in improvement and strong service delivery
C. Business Acumen , Problem Solving and Issues Resolution
Makes good judgments and discuss or delivers timely resolution and escalation of issues and concerns regarding service delivery
Builds trust with clients and effectively identifies key opportunity areas that improve customer experience
D. Drives and Delivers Results
Monitors and ensures timely collection of engagement fee based on the contract
Ensures Service Level Agreements or SLA and deliverables contracted with client-partner are executed properly and timely
Ensures completeness of Client offboarding activities and transition of Agreed Upon Procedures with clients
4. Account/Client Management
Attends meeting with a prospective client and develops engagement roadmap or propose services for existing client/account needs
Prepares Bill of Activities (BOA)
Prepares Engagement Proposal
Obtains client feedback/concerns/issues on the proposal and address or resolve the said feedback/concerns/issues
Obtains from clients the signed Engagement Proposal
Onboards clients and operations team on new engagements
Check the competencies needed and allocate and match talents to the engagement
5. BUSINESS/FINANCIAL MANAGEMENT
Review account profitability and team's productivity on a monthly based on the set targets (BOA)
Manage Annual Revenue Portfolio
6. OTHERS
Makes recommendations to improve the existing internal practices and procedure
Other duties and responsibilities that maybe assigned from time to time by immediate head
Protects organization's value by keeping information confidential.
Job Qualifications:
A graduate of a Bachelor's Degree in Accounting, Management Accounting, Business Management, and equivalent.
CPA, CMA or MBA is a plus
With minimum of 8 years of finance and accounting experience, financial and investment reporting and analysis, budgeting, financial study and simulations.
With experience in supervising or managing a team of at least 5-8 people is required
Willing to do travels and client visits if needed.
Key Skills Required
Ability to plan and implement change initiatives.
Ability to remain flexible to meet constantly changing and sometimes opposing demands.
Extensive knowledge of Finance, Accounting, Auditing, and Financial Planning principles and concepts and highly analytical.
Has good working relations with internal and external partners that results in improvement and strong engagement delivery.
Strong business sense, with a high level of integrity, commitment, work ethic, and values.
Listens, comprehends, and can communicates effectively, both orally and in writing.
Training and mentorship of people and staff
Effective Project Management Skills
9 .Ability to share knowledge, teach and train people to persuade and motivate them.
- Ability to make effective decision-making.
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Investment Management Lead
Posted today
Job Viewed
Job Description
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
Cash and Inventory Custodian - Grad of BSBA Financial Management
Posted 9 days ago
Job Viewed
Job Description
Cash Handling: Receive and process cash transactions, including accepting payments, making change, and ensuring accurate cash counts at the beginning and end of each shift.
Inventory Management: Oversee the receipt, storage, and distribution of inventory items, ensuring proper documentation and accurate tracking of stock levels.
Record Keeping: Maintain accurate records of cash transactions and inventory movements, and reconcile discrepancies between physical counts and records regularly.
Security: Ensure the security of cash and inventory by following established protocols and safeguarding against theft, fraud, or damage.
Replenishment: Monitor inventory levels and initiate restocking orders when necessary to avoid stockouts and maintain optimal inventory levels.
Reporting: Generate reports on cash and inventory activities, including cash flow, stock levels, and any irregularities or discrepancies.
Compliance: Adhere to company policies, accounting principles, and legal regulations related to cash handling and inventory management.
Audits: Assist in internal and external audits by providing relevant documentation and information as required.
Team Collaboration: Coordinate with other departments, such as finance, purchasing, and sales, to ensure smooth cash and inventory operations.
Customer Service: Provide excellent customer service, especially when dealing with cash transactions and inventory inquiries.
Requirements:
The position is responsible for collection of payments from the patients, inventory control, and maintaining availability of products.
"· Candidate must be a Graduate of BSBA Financial Management or any finance related course.
· Inventory and cash handling experience is an advantage.
· Fresh Graduates are encouraged to apply."
"6 days a week
Onsite
Clinic Hours: 10:00AM-5:00/7:00PM
1 Day Off (Weekday)"
Financial Markets Management Trainee
Posted today
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Job Description
Be in good hands with Metrobank
Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach
The Financial Markets Apprenticeship & Strategic Training (FAST) Programaims to inspire and develop future leaders of the financial markets industry through extensive training that can give you the opportunity to.
- Be part of a comprehensive and immersive program with exposure to (including but not limited to) Treasury, Investment Distribution, Private Wealth, and Trust Banking
- Learn and expand your understanding on Financial Markets
- Work closely with your peers and Financial Markets professionals
- Hone your leadership skills and fast-track your career in the banking industry
- Build a competitive profile for a rewarding career as an officer of the bank
We are looking for candidates who…
- Are fresh graduates or young professionals of any business-related field
- Have the passion to develop a career in the field of Financial Markets
- Have a basic understanding of or a strong interest to learn about Financial Markets
- Have excellent communication and analytical skills with the ability to collaborate across teams to deliver results
Our Talent Acquisition Officer will reach out to you once you've passed the initial screening.
Location: Baguio