690 Financial Modeling jobs in the Philippines

Grade Level: 07
(Internal Use Only)

The Team:
The Client Operations team is the primary touchpoint for our clients and is the "face" of the company. Going above and beyond in our service offering is where this team adds value. The Client Operations team is a powerful synergy of diverse skills, talents and cultures spread across multiple locations. We are customer-focused and result-oriented providing exposure to a wide array of products, platforms and processes globally. We nurture open and transparent communication, and a great work-life balance, with a positive work culture where team members are recognized for their work. We meet challenges head-on and work at the solution as one team. We work hard and play harder – we participate in cultural and sports events within as well as outside of the company, and also contribute back to the society through the company's corporate social responsibility efforts.

The Impact
: The Application Associate will be accountable for Research and Client Operations Group, including Client Support, Content Research, Operations & Testing within a specified industry sector or a cross-industry group to accelerate the quality and timeliness of the data, increase support standards, improve operational efficiency to reduce error rates, improve support survey scores to help maintain retention rates and drive revenue increases.

What's in it for you?

As an Application Associate in Client Operations, you will learn, explore, educate and support financial information for customer of financial market, where you will hold investigative conversations with clients to drive product usage and revenue. You will leverage your financial market knowledge, your strong customer service skills and exceptional troubleshooting abilities to help the clients with their requests, while showcasing your vast knowledge of our tools, our data and the industries we cover. Many of the Fortune 500 companies in the world will be asking your help to find solutions to their challenges. You will also be the Client's advocate and work with different teams inside the organization across many functional areas (Sales, Technology, Content, Industry Research etc.)

You will also play a major role in executing and improving BAU proactive processes to prevent issues and improve delivery quality to the clients. In the process you will suggest improvements to the product as well as perform Agile based User-Acceptance-Testing to curb issues even before they hit our clients.

Principal Responsibilities:

Develop financial models in MS Excel (by utilizing our tools) for internal/external clients to help them in their routine workflow/analysis.

Consistently make proactive suggestions in regards to product usability, presentation, and data quality.

Be the primary point of contact for providing critical research and value-add knowledge to our diverse client base at various financial institutions, government organizations and Universities.

Supporting client base in their research by responding to their requests that comes through calls, e-mails and other forms of communication. Direct interaction with clients, through phone, email and video conferences, as they relate to Industry, platform and data questions.

What are we looking for?

Basic Qualifications:

• Fluency in speaking and writing in Mandarin is required.
• Candidate must possess at least a Bachelor's in Finance/Accounting/Banking, Business, Economics, Statistics, Mathematics or equivalent.
• At least 1 year of working experience in the related field is preferred; fresh graduates can be considered.
• Intermediate to Advanced level of MS Excel proficiency skills is required.
• Strong analytical and problem-solving skills; knowledge of MS Office products and understanding of databases is a plus.
• Must be knowledgeable in Finance/Accounting, or someone who is interested in building a career in the finance industry and willing to learn.
• Fluency and eloquence in English is required.
• Strong communication and interpersonal skills
• Amenable to work on Morning / APAC Shift

Preferred Qualifications:

• Candidates with Master's degree or pursuing CFA is a plus.
• VBA Knowledge is a plus.
• Experience with Salesforce or similar CRM applications is a plus.

*About The Role:
Grade Level (for internal use): *
08

*The Role: *
S&P Global Market Intelligence is seeking a commercial operations Application Associate to join our commercial operations team in Manila, Philippines.

Grade Level: 8 (Internal Use)
*The Team: *
The Client Operations team is the primary touchpoint for our clients and is the "face" of the company. Going above and beyond in our service offering is where this team adds value. The Commercial Operations team is a powerful synergy of diverse skills, talents and cultures spread across multiple locations. We are customer-focused and result-oriented providing exposure to a wide array of products, platforms and processes globally. We nurture open and transparent communication, and a great work-life balance, with a positive work culture where team members are recognized for their work. We meet challenges head-on and work at the solution as one team. We work hard and play harder – we participate in cultural and sports events within as well as outside of the company, and also contribute back to the society through the company's corporate social responsibility efforts.

What's in it for you?
As an Senior Application Associate in Client Operations, you will learn, explore, educate and support financial information for customer of capital and commodity market, where you will hold investigative conversations with clients to drive product usage and revenue. You will leverage your financial market knowledge, your strong customer service skills and exceptional troubleshooting abilities to help the clients with their requests, while showcasing your vast knowledge of our tools, our data and the industries we cover. Many of the Fortune 500 companies in the world will be asking your help to find solutions to their challenges. You will also be the Client's advocate and work with different teams inside the organization across many functional areas (Sales, Technology, Content, Industry Research etc.). You will also play a major role in executing and improving BAU proactive processes to prevent issues and improve delivery quality to the clients. In the process you will suggest improvements to the product as well as perform Agile based User-Acceptance-Testing to curb issues even before they hit our clients.

*Principal Responsibilities: *

• Develop financial models /Product Services on website/Office products for internal/external clients to help them in their routine workflow/analysis.
• Consistently make proactive suggestions in regards to product usability, presentation, and data quality.
• Be the primary point of contact for providing critical research and value-add knowledge to our diverse client base at various financial institutions, government organizations and Universities.

What are we looking for?

• Bachelor's Degree in Finance, Business or Economics. Candidates pursuing CFA is a plus.
• Intermediate to Advanced level of MS Excel proficiency skills is required.
• Strong analytical and problem-solving skills; knowledge of other MS Office products and understanding of databases is a plus.
• Good understanding on accounting standards.
• Strong communication and interpersonal skills
• VBA Knowledge is a plus
• Experience with Salesforce or similar CRM applications are a plus.

*About S&P Global Market Intelligence *
We deliver exceptional solutions, for exceptional results.

Every day at S&P Global Market Intelligence we collect, scrub, interpret, and analyze vast volumes of content, turning it into actionable intelligence on the global financial markets and the companies and industries that comprise those markets.

We deliver the data and insight you need to make informed, smarter business decisions and investment decisions that are critical to your future.

*About S&P Global Market Intelligence *
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit

What's In It For
You?
*Our Purpose: *
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.

*Our People: *
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

*Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of
integrity
in all we do, bring a spirit of
discovery
to our work, and collaborate in close
partnership *
with each other and our customers to achieve shared goals.

*Benefits: *
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our Benefits Include:

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit:

*Global Hiring And Opportunity At S&P Global: *
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

*Recruitment Fraud Alert: *
If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.

US Candidates Only:
The EEO is the Law Poster  describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)

Job ID:

Posted On:

Location:
Makati City, National Capital Region (Manila), Philippines

At SGV, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help SGV become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Summary of role

Our work is divided into the following categories:

• Valuation -
  provision of valuation or valuation review opinions in connection with transactions, business strategy, financial reporting, and/or taxation. Transactions involve acquisitions, divestitures, or financing of a business enterprise, division, product line, or portfolio of tangible/intangible assets.
• Modeling -
  development or review of custom-built financial models for our clients, to meet their specific needs - in support of investment decisions, finance raising, business planning, and development feasibility.
• Economics -
  combining deep sector knowledge with strong technical skills in economics, econometrics, and quantitative analysis to assist our public and private sector clients in addressing strategic issues such as government policy, pricing, regulation, and competition.

Your key responsibilities:

• Prepare valuation reports, financial models, and economic analyses
• Analyze and evaluate data, and document your findings
• Provide tailored valuation advice on both tangible and intangible assets
• Research and determine value across customers' wide range of needs
• Identify risks, issues and opportunities, suggest simple and effective strategies to drive improvement
• Build relationships with colleagues across the business, supporting and promoting a collaborative culture.

Qualifications, skills and experience:

• Bachelor's degree in Accountancy, Business, Economics, or Finance
• CPA license & relevant work experience would be advantageous.
• Candidates with more than 3 years of relevant work experience may be considered for Senior Associate level

Skills and attributes for success:

• A genuine interest in financial strategy and constantly updated understanding of current trends and issues
• Strong analytical and problem-solving skills, supported by the confidence to work effectively in a high-energy, fast-moving environment
• Proficient in the English language, including the ability to listen, understand, read and communicate effectively both in writing and verbally in a professional environment
• Excellent problem solving, project management, facilitation and interpersonal skills
• Willing and able to learn and work independently with minimal supervision
• Effective organization and time management skills with ability to work under pressure and adhere to project deadlines
• Able to multitask and work efficiently in a fast-paced environment

What we offer:

We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.

Plus, we offer:

• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next
• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way
• Transformative leadership: We'll give you the insights, coaching, and confidence to be the leader the world needs
• Diverse and inclusive culture: You'll be embraced for who you are and empower you to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please send your application and we'll reach out to you as soon as possible.

The exceptional SGV experience. It's yours to build.

The role

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

What you'll be doing

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

What we're looking for

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

Preferred Skills:

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

What we offer

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

Job Description

Inventory Management

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

Inter-SOC inbounding and Sorting

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

Forecasting and analysis & Forecast Accuracy

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

Report

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

Requirements

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

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

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

What You'll be Doing

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

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

During a Typical Day, You'll

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

What You Bring to the Role

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

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is a Midwest-based company headquartered in Indiana. They are a privately owned staffing agency that helps organizations achieve greater flexibility, efficiency, and results through innovative workforce solutions. With a mission to bring people together through meaningful work, they specialize in connecting diverse talent with businesses that need reliable staffing support across industries.

Through strong community ties, deep cultural engagement, and proven processes, they deliver more than just staffing—they build lasting partnerships that improve productivity, reduce labor costs, and create opportunities for growth. Their commitment to diversity, inclusion, and social impact sets them apart as a staffing partner that not only meets business needs but also enriches the communities they serve.

About the Role

We are seeking a strategic Financial Planning & Analysis (FP&A) Analyst to join the client's finance team. The role is ideal for an individual with strong expertise in NetSuite Planning and Budgeting (NSPB) to drive budgeting, forecasting, financial reporting, and performance analysis, ensuring the company maintains strong financial health and supports business growth. This role will be key in driving financial insights and supporting strategic decision-making, particularly in staffing and service operations.

Work hours: 8:00AM to 5:00PM EST or 8:00 PM to 5:00 AM PST

Work set-up: Remote

What you'll do

• Lead budgeting, forecasting, and financial planning within NetSuite Planning and Budgeting.
• Provide regular financial reports, variance analysis, and actionable insights to management, and build and maintain financial models, dashboards, and reports.
• Analyze revenue, expenses, profitability, and key KPIs (gross margins, billable hours, utilization, placement rates).
• Perform variance analysis, scenario planning, and ad-hoc projects.
• Ensure timely, accurate data integration and reporting within NSPB.
• Partner with operations, sales, and HR teams to understand financial drivers in staffing and workforce deployment.
• Support strategic initiatives by evaluating investment opportunities, cost-saving measures, and resource allocation.
• Ensure accuracy and timeliness of financial data used for decision-making.

What You Bring

• Bachelor's in Finance, Accounting, Economics, or related field (CPA, CMA, MBA a plus).
• 3 to 5+ years in FP&;A, financial analysis, or related roles; staffing/services experience preferred.
• Hands-on experience with NetSuite Planning and Budgeting (NSPB) (setup, administration, reporting).
• Strong financial modeling, forecasting, and analytical skills.
• Excellent communication and cross-functional collaboration skills.
• Proficient in Excel/Google Sheets; ERP/BI tools a plus.

KPIs:

• Forecast accuracy and variance analysis quality.
• Gross margin, utilization, and placement performance.
• Impact of financial insights on business decisions.

Don't meet every single requirement? At Penbrothers we are committed to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but you don't feel 100% aligned with the qualifications, we encourage you to apply anyway. You may just be the right fit for this or other roles.

Hiring Process

We utilize AI tools to enhance our hiring efficiency and ensure a fair evaluation of all candidates. As a result, candidates who passed our initial evaluations should expect an AI Interviewer as a component of our recruitment process. This is supervised by Human Talent Acquisition Experts who will also engage with you throughout your application journey.

What You'll Get

At Penbrothers, we are obsessed with creating positive employee experiences. Here you'll find an environment that nurtures learning and provides opportunities for growth. You'll have the opportunity to make an impact on fast-growing startups and dynamic companies.

• Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset: We are genuinely invested in our people's career and welfare.
• Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups: We've created 1,400 Filipino jobs that empower global start-ups to focus on growth.