254 Financial Planning Assistant jobs in the Philippines

The FP&A Assistant provide support in the preparation of the company budget. Primary duties include updating and consolidation of project financials and templates, coordinating with and assisting manager in preparation of variance analysis reports and providing other data and reports deemed necessary for the presentation of the company budget.

KEY FUNCTIONS/DUTIES AND RESPONSIBILITIES:

1. Financial Planning and Budget Monitoring

2. Assist in the preparation, updating, and consolidation of departmental and project budgets.

3. Coordinate with and collect data from concerns department needed for budgeting and forecasting.
4. Update the individual projects financials to present an up-to-date financial performance and cash flow movement.
5. Validate data and coordinate discrepancies if any, to ensure accuracy of project financials.
6. Expected to support activities that the team leader and/or Department Head has assigned.
7. Uploading of final and approved Annual Budget in the system.

2. Financial Analysis and Reporting

• Prepare variance analysis report - actual versus budget per project to present the financial status of the Project.
• Submit the variance analysis report for review to aid management in decision making.
• Prepare, update and submit monthly financial forecast.
• Provide an extracted Monthly PM Report per project from IFCA System and a summary report to the PM team
• Maintain accurate and organized records of all budget-related documentation

3. OTHERS

• Travel Requests and Purchase Requisition monitoring.
• Validation of budget reallocation memo.
• Assist in project financial study as needed.

EDUCATION, TRAININGS, LICENSES REQUIRED:

• BS Accountancy graduate
• 1-2 years' experience in Accounting and Finance/Budget
• Fresh graduates are welcome to apply

Get to know the role:

You will be part of the Country FP&A team supporting our client's internal team, which comprises businesses and Financial services. As an FP&A partner, you will work directly with the Heads of the businesses and the country leaders to help produce and refine the strategy and financial projections for the business. Main success factors for this role include analytical skills, distilling financial analyses for leadership teams.

The Critical Tasks You Will Perform

• Monitor actual financial results against Annual Operating Plan (AOP) and forecasts. Analyze the variances, investigate reasons for deviations, and collaborate with relevant partners to make necessary adjustments to forecasts, highlighting potential risks and opportunities. Provide insights to management and partners.
• Be a strategic finance partner to management and business teams. Work and collaborate with other departments to support the business activities/plans.
• Help with the annual operating plan and forecasting process, ensuring understanding of strategic goals and accurate financial projections.
• Collaborate with the controllership team during month-end closing to review our P&L. Identifying deviations from expected figures, contributing to the variance analysis, and helping improve the quality of financial data.
• Prepare weekly projections and short-term forecast for business departments and communicate these to the business teams.
• Build financial models to evaluate different scenarios and assess potential impacts on the financial performance.
• Deliver performance analysis with applicable insights aimed at enhancing profitability and driving topline growth
• Identify and increase process inefficiencies, applying on AI to enhance process and improve trackers and dashboards

Qualifications

What Essential Skills You Will Need

• You have a degree in accounting, finance or related fields and work experience in Financial Planning and Analysis (FP&A) for more than 5+ years.
• You have experience in business partnering and stakeholder management
• You have experience in preparing and reviewing business cases for new initiatives and new businesses
• You have experience in financial knowledge to present complex financial information to partners and be a collaborating partner with senior executives and teams.
• Proficiency in Microsoft Excel and Google Sheets. Knowledge of Oracle, EPM, SQL, or Power BI.

Job Type: Full-time

Pay: Php60, Php80,000.00 per month

Benefits:

• Company events
• Health insurance

Work Location: Hybrid remote in Ortigas

Job description:

Responsibilities:

• Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
• Keen to details in performing the 2-way and 3-way matching of vendor invoices
• Ensures Month-end deadlines are consistently met the deadline and with accuracy
• Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
• Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

• Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
• Graduate of Bachelor of Science in Accountancy
• Proficient in MS Office
• With excellent verbal and written communication skills
• Willing to work on Philippine holidays

Financial Services Representative

Location: Cebu City

Work Setup: Onsite | Shifting Schedule

Shape Your Career in Customer Experience

Join a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support, and a seamless service experience. This is more than just a job; it's an opportunity to build a fulfilling career in a fast-paced and rewarding industry.

Qualifications:

• College graduate, or at least 2 years in college (with valid proof)
• Minimum of 1 year BPO experience in a Financial Account, OR 2 years international BPO experience (Voice)
• Excellent communication skills in English, both verbal and written

What's in it for you:

• Competitive salary package ranging from ₱20,000 – ₱26,000
• 10% Night Differential pay
• HMO coverage
• Fixed weekends off to maintain work-life balance
• Additional perks and continuous career growth opportunities

We Are Hiring: Specialist, Financial Services

An exciting opportunity is open for a
Specialist, Financial Services
based in
Manila, Philippines
. This role will play a key part in supporting the
operations and customer support
of a new
Cash Loan product
scheduled for launch in
Q4 2025
.

About the Role

The Specialist, Financial Services will:

• Operations Management
  : Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
• Customer Support
  : Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
• Stakeholder Collaboration
  : Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements.
• Continuous Improvement
  : Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.

Qualifications

• 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
• Experience in handling loan or credit products is an advantage
• Strong analytical, problem-solving, and communication skills
• Proficiency in CRM tools, Microsoft Office Suite, and operational systems
• Bachelor's degree in Business, Finance, or related field
• Familiarity with Philippine financial regulations and compliance standards
• Ability to work independently and collaboratively in a fast-paced environment

Location:
Manila, Philippines
Employment Type:
Backfill/Repurpose

This role offers the chance to contribute to the
successful launch of an innovative financial product
while gaining valuable experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

KEY RESPONSIBILITIES What does this position aim to do?

• Effectively handle a substantial influx of incoming calls pertaining to loan and dues accounts within the portfolio.
• Initiate outbound calls to collect payments or arrange payment plans for delinquent accounts pertaining to dues and loans.
• Accurately evaluate, identify, and promptly address inquiries from owners in a timely and efficient manner to proactively prevent any potential issues, while simultaneously fostering relationships through interactive communication to achieve utmost owner satisfaction. Thoroughly assess customer accounts using the appropriate tools and methodologies to determine the most suitable and necessary course of action. Offer suitable solutions and alternatives within the designated timeframe. Conduct follow-ups to ensure successful resolution, submit any required adjustments, and ensure meticulous documentation of the transaction is duly recorded.
• Collaborate with other departments to ensure owners receive timely and effective service to their account. (25% time)
• Performs other duties as needed

MINIMUM POSITION QUALIFICATIONS What should the position holder be and have?

• High school diploma or G.E.D. equivalent
• Complete product training in two or more of the products/functional areas (SVC, WVR, WbW)
• Demonstrate proficiency in one or more of the products/functional areas listed above (SVC, WVR, WbW)
• Excellent problem-solving, and decision-making abilities
• Detail-Oriented
• Ability to work in a continually changing environment
• Excellent communication skills
• Strong interpersonal skills
• Ability to interact with multiple levels of the organization
• Strong work ethic with high level of integrity and ethics.
• Collaborative and relational work style with proven success in a team environment
• Ability to work within a structured schedule and a variety of shifts, which may include Holidays, evenings, mornings, and/or weekends as pre-determined by business need.
• Ability to use basic math skills including addition, subtraction, multiplication, and division, along with intermediate data entry/typing skills in an office or service center environment
• Ability to use active listening skills to better understand the owner's needs; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
• In some limited instances, proficiency in Japanese, Portuguese, Spanish or other language is preferred
• Working knowledge of Microsoft Word and Excel
• Good math aptitude and strong ability to type
• Two years customer service experience
• Financial background is preferred

Where Memories Start with You

Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.

Overview

The Financial Services Representative provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.

Responsibilities

• Obtain and verify required client documentation and authorizations to process account updates and service requests.
• Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
• Submit requests to financial institutions or service providers for changes or updates related to client accounts.
• Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
• Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
• Respond to inquiries from clients and internal departments within established service level standards.
• Maintain accurate reporting and status tracking for client account updates and service requests.
• Perform data entry and verification of client financial information in the department's system.
• Provide support for special projects and other duties as assigned.

Qualifications

• High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
• Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
• Strong attention to detail and accuracy in processing financial information.
• General office skills, including document management, data processing, and client communications.
• Strong written and verbal communication skills.
• Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
• Ability to quickly learn new processes, systems, and tools.
• Willingness to work overtime as needed to meet client or business deadlines.

Job Type: Temporary

Contract length: 3 months

Pay: Php28,000.00 per month

Benefits:

• Opportunities for promotion
• Promotion to permanent employee

Work Location: In person

Join Our Team and Unlock Your Potential with CRUX Consultants PH

Ready to build a rewarding career while helping others secure their future? We're looking for passionate individuals to join our dynamic team of Financial Advisors.

How to be a Crux Financial Advisor:

Drive sales and achieve ambitious targets.

Deliver engaging and persuasive presentations to potential clients.

Provide exceptional service and build lasting relationships with your clients.

Actively participate in our ongoing training and development programs to stay at the top of your game.

Qualifications:

Prior sales experience is essential.

A Bachelor's degree in any field is welcome.

Strong technology, communication, and presentation skills.

An eagerness to learn, grow, and adapt.

An empathetic and client-focused approach to financial planning.

Ready to take the next step? Send us a message to apply and begin your journey to success