431 Financial Specialist jobs in the Philippines

Job Summary:

The Financial Planning and Accounting Specialist position supports financial planning and management reporting. The role includes developing ad hoc scenario and sensitivity analyses to support financially informed decision-making. This position works and coordinates cross-functionally to support strategic and commercial initiatives.

Key Responsibilities:

• Prepare financial statements, financial packages, budgets, and cash flow reports, adhering to group timelines and standards. Verify the accuracy of all general ledger entries and ensure they are recorded promptly and in compliance with company policies.
• Conduct regular balance sheet reviews to ensure accuracy in financial reporting. Investigate and explain significant variances to maintain data integrity.
• Maintain and update accrual accounts to reflect accurate expenses, ensuring compliance with accounting standards.
• Assist in the development and implementation of new procedures and features to enhance departmental workflow.
• Collaborate with cross-functional teams to provide financial insights and ensure alignment with strategic initiatives.

Job Requirements:

• BA/BS in Business with an emphasis in Accounting, CPA required
• Highly numerate and analytical, with strong interpersonal skills.
• Able to implement financial control and improve work process
• Knowledge of basic tax laws and regulations.
• Work location: 27th Floor PBCOM Tower  6795 Ayala Avenue, cor. VA Rufino Street, Barangay Bel-Air Makati City 1226, Philippines

Company Description
Aboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries, Pilmico and Gold Coin, we believe in sustainably feeding Asia's growth from mill to meal.

We are constantly improving and optimizing our processes by integrating the value chain around Asia. We leverage our sector expertise and capabilities to deliver quality every time. With our world-class technology and culture of constant innovation, we devote ourselves to serving you better.

At Aboitiz Foods, we embrace change and inspire innovation, leading the way in food and agribusiness solutions. Join us as we shape the future of food in Asia and build a culture where, together, we nourish the future.

Job Description
The Financial Planning Specialist is responsible for supporting financial planning and analysis functions, including budgeting, forecasting, financial feasibility studies, financial modeling, and performance analysis. The position will play a critical role in supporting the Business Unit by providing valuable financial planning process and strategic insights and ensuring the accuracy and integrity of financial data.

Acts as a business partner supporting the Business Unit towards profitability and sustainability. This includes the development of budget, forecast, strategic financial plans which requires close collaboration with various departments to create comprehensive financial models, conducting scenario analyses, and providing critical insights to support effective decision-making and achieve the Business Unit's financial objectives. This role requires a data-driven mindset, strong analytical abilities, and excellent communication skills to collaborate effectively with cross-functional teams.

Qualifications

• A university degree holder with discipline in accounting, finance, business, banking, economics
• Minimum of 2 years relevant work experience in financial planning, budgeting, forecasting and business partnership
• Being a Certified Public Accountant, Certified Management Accountant or Certified Financial Analyst is an advantage
• Excellent communication and interpersonal skills, with the ability to build relationships with key stakeholders
• Ability to work independently and as part of a team in a fast-paced environment
• Advance proficiency in Microsoft Excel and other financial analysis software
• Demonstrated ability to analyze complex financial data and provide accurate forecasts and recommendations
• Detail-oriented with strong analytical skills

Additional Information

At Athena, we empower possibility through transformative delegation. True leaders reflect on what they want in life and map the path to get there. We clear the way by pairing exceptional Philippine-based EAs with our driven clients and ensuring both receive ongoing support throughout the journey. The result is 10x more leverage, more time, and a greater impact on our clients' work and lives.

With a waitlist growing by the day, Athena has already showcased compelling demand. As part of the Athena team, you will have an exponential opportunity, empowering the fiercely ambitious to reach the most audacious goals.

*Role Overview *
The Finance Specialist, AR Support will be responsible for handling complex tasks and escalations. This role coordinates closely with the Invoicing and Collections sub-leads to ensure accurate and timely processing of client requests or inquiries. This role demands a deep understanding of invoicing and collection processes and strong problem-solving skills. This role requires the ability to lead and mentor junior team members. The role operates on a fixed night to graveyard schedule.

*Duties & Responsibilities
Leadership Role *
Attending meetings and alignments on the team's behalf.

Overseeing team activities to ensure timely completion.

Provide guidance and support to Analysts on complex issues.

Mentor and train junior team members to enhance their skills and knowledge.

Support Tickets, Reporting to stakeholders of Tasks Statistics and Insights.

Primarily responsible in addressing and resolving complicated clients' billing-related inquiries.

Conducting calls with stakeholders for faster task resolution.

Weekly audit of completed and reverted tasks.

Escalations Management

Can handle Tier 2 and Tier 3 escalations

Tier 2: Technical Support

*Responsibilities: *
Address more complex issues that Tier 1 cannot resolve.

Use deeper knowledge of the product or service.

Escalation Criteria:
Problems needing specialized knowledge.

Issues with longer resolution times.

Problems impacting a small number of clients.

Tier 3: Expert Support

*Responsibilities: *
Resolve highly complex or critical issues.

Perform in-depth technical analysis and root cause investigation.

Escalation Criteria:
Unresolved Tier 2 issues.

Problems significantly impacting business operations.

Ensuring quick resolution of client escalations

Prepare an investigation report of the escalation

Management of Billings Team email

Responsible for making sure of a quick SLA on complex inquiries received in the Billings Team email.

Support the Sub-teams

Support in the audit and reconciliation process.

Align and monitor corrective and preventive actions identified especially in escalation cases.

Communications and Collaborations

Conduct daily handover calls to ensure smooth transitions between shifts.

Provide daily updates on tasks completed.

Collaborate with various stakeholders for smooth financial operations.

Process Improvements

Identify opportunities for process improvements and efficiency gains.

Creation of standard operating procedures.

Ad hoc

Lending Support To Other Sub-functions
Other reporting requirements as needed

Key Stakeholders
Athena Clients

C-suite and Executives

Operations Team

Sales and Growth Team

Delegation Experience Team

Finance Leadership

Other Finance groups

*Skills *
Advanced Accounting, Financial Analysis, and Reporting Skills

Strong Customer Service Skills

Advanced Data Management and Analysis Abilities

Expertise in Excel/Google Sheets, including formulas and functions

Familiarity with QuickBooks, Stripe, or HubSpot is advantageous

Leadership and Mentoring Abilities

Competencies
Conflict Resolution: Skilled in negotiating and mediating to resolve conflicts effectively and achieve mutually beneficial outcomes.

Analytics & Problem Solving: Expertise in analyzing financial data and solving complex problems.

Attention to Detail: Meticulous in ensuring accuracy in financial reporting and client interactions.

Verbal & Written Communication: Clear and effective communication skills in discussing financial matters and reporting.

Assertiveness: Confident in handling client inquiries and escalations promptly and effectively.

Numeracy: Strong numerical skills for data analysis and financial reconciliation.

Inquisitiveness: Curious and proactive in understanding client needs and improving processes.

Initiative: Takes initiative in identifying opportunities for process improvements and efficiency gains.

Teamwork: Collaborates effectively with cross-functional teams to achieve financial goals and resolve issues.

Resourcefulness: Resourceful in finding solutions to challenges and optimizing financial processes.

Time Management: Efficient in managing time and priorities to meet deadlines and SLA

*Relevant Experience Required *
4+ years of experience in Accounts Receivable field of Finance.

2+ years experience in the customer service industry.

1+ years of experience in handling a team

*Educational And Certification Requirements *
College graduate with a Bachelor's Degree in Finance, Accounting, or a related field (Accountancy, Accounting Technology, Financial Management, Management Accounting, Banking and Finance)

Relevant certifications (e.g., CPA, CMA) are a plus

Direct Reports and Span of Control
Finance Analyst, AR Support

Equal Opportunity Employer: At Athena, we are deeply committed to fostering an inclusive and diverse workplace environment. We believe that diversity enriches our organization, enhances creativity, and drives innovation. We are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable laws. We strive to create an environment where everyone feels valued, respected, and empowered to contribute their unique perspectives and talents. We actively promote diversity and inclusion through our hiring practices, employee development initiatives, and company culture, recognizing that it is essential for our success as a company and as a community.

Job Title: Financial Solutions Specialist

Full Onsite | Monday to Friday | 8am to 5pm

Available Locations: Metro Manila, South Luzon, North Luzon

his is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

• Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
• At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.
• Results-oriented and motivated by a passion for helping people with their financial well-being.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

• Develop strong working relationships with bank personnel to drive client referrals and generate leads.
• Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
• Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
• Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
• Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
• Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
• Achieve or surpass monthly sales goals and performance metrics.
• Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Basic Salary: 25,000

Competitive Benefits:

• Commissions
• Guaranteed 14th-month pay
• Monthly rice subsidy and monthly allowance
• Annual laundry allowance, multi-purpose draw benefit, and Christmas gift.
• HMO with 2 dependents.
• Life insurance and retirement plan upon regularization.
• Annual salary increase and performance bonuses.
• Leave credits you can convert to cash + special birthday leave.
• Emergency and bereavement leaves when needed.

Still stuck in a job or situation that doesn't challenge or reward you?

Maybe it's time to make a move, and we're making it easy for you.

Sapient is growing, and YOU could be the newest addition to our Customer Service Representative / Financial Account Representative team in Metro Manila With a 1-day hiring process and a salary of up to ₱30,000 plus monthly commissions. What's stopping you?

What Your Day Looks Like:

• Handle customer concerns through voice and/or non-voice channels.
• Resolve concerns with empathy and efficiency
• Process orders, returns, and account updates with accuracy.
• Work with a supportive team that wants you to succeed
• Hit key performance targets in customer satisfaction and efficiency.

What We're Looking For:

• High school graduates (old curriculum), ALS passers, fresh grads welcome
• 1 Year of BPO experience required
• Good communication and problem-solving skills.
• Willing to work onsite in Metro Manila
• Career shifters and experienced CSR agents are welcome.

What You Get:

• Salary up to 25K + Monthly Commissions
• Career growth for consistent performers
• HMO coverage for you + 2 dependents starting Day 1
• Pioneer accounts (including easy, non-voice roles)
• Incentives, signing bonuses, and premium perks
• Shifting schedules — Day, Mid, or Night shifts
• Life Insurance & Retirement Plan for qualified hires
• Free coffee & biscuits (yes, we care about the little things)

Why Sapient?

You weren't made for just "okay" jobs. Choose a career that invests in your growth, rewards your work, and treats you like you matter.

At Sapient, we give everyone a chance:

We don't wait for "perfect" applicants — we build them. You bring the attitude — we'll handle the training. Apply Now

Job Types: Full-time, Permanent

Pay: Php29, Php30,000.00 per month

Benefits:

• Additional leave
• Employee discount
• Health insurance
• Paid training

Work Location: In person

FINANCIAL SPECIALIST in NCR

For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

General Accountability:

The role is accountable for the migration of financial processes within Asia territories as part of the Asia Finance Transformation project within Manulife Business Processing Services ("MBPS") and for the maintenance of trust with our customers.

Role and Responsibilities :

Accounting and Reporting

The job holder will be allocated with Finance processes not limited to:

• Operations – finance operations transactional in nature but has financial impact ( e.g. Invoicing, Credit Card Refund, Daily Matching of Premium)
• Accounting Operations – responsible in preparing, uploading of Journal Entry to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements
• Reconciliation - performs reconciliation such as Bank Reconciliation, Intercompany Reconciliation and System reconciliation to ensure completeness and correctness of financial information for the month
• Management Reporting – to support needs of different internal or external parties.

Quality Analyst/ Review er

The job holder will be given processes that will be subject to his/her review on top of his/her daily, monthly production work. It will be part of her responsibility to monitor junior team members work, ensure error-free submission and be accountable for the processes subject to his/her review.

• Ensure that all processes/deliverables for the day have undergone internal review process prior to BU submission
• Follow the quality checklist as documented during migration. Ensure that all team members adhere to the signed of process documentation.
• Assist the leader in providing root cause analysis and action items for incidents encountered during the month.

Trainer

The job holder is responsible to train junior team members of the processes already migrated. Ensure complete transfer of knowledge through theoretical training, reverse shadowing, and guide the team members from parallel run to go-live.

• Serve as the go-to person of the specific location in terms of the knowledge of the processes
• Create training plan for new joiners
• Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production
• Provide timely feedback on team members for the perusal of the leader
• Provide coaching and additional training for items that needs further clarification prior to raising to the BU.

Point-of-Contact

Reporting directly to Asia Finance Controllers – SSC, Team Leader , the Senior Finance Specialist is primarily accountable for general accounting and reporting through timely and accurate service delivery.

• Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedbacks and inputs as necessary.
• Assist the leader in providing updates in the migration.
• Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run
• Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower.
• Serve as the business unit point of contact for any process issues or task specific queries.

Automation Champion

The job holder is responsible in driving automation initiatives on processes handled by his/her assigned Business unit with the goal of improving accuracy and overall cost efficiency of the team.

• Propose automation for tasks assigned and
• Support junior members on their automation initiatives .
• Coordinate with Business Developers on status of automation projects .
• Lead User Acceptance Testing and report result to Team Leader.

Qualifications:

• 5+ years of working experience with progressive responsibility within the Accounting and management reporting field at least 3 of which is with an international organization or Shared Service Center.
• CPA with university degree in accounting, finance, or financial management.
• Excellent analytical and problem-solving skills.
• Ability to work in ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
• Preferably with process migration background
• Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills.
• Intermediate to Advanced knowledge of Excel ( i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point.
• Willing to work on dayshift and overtime may be required to meet business deadlines.

This Job Description is intended to describe the general nature and level of the work being performed. It is not intended to be a comprehensive list of all responsibilities, duties and skills required for this role.

Competencies:

• Excellent analytical, research and problem-solving skills
• Comprehensive knowledge in expenses management, payment systems and operations
• Solid interpersonal skills to interact with, establish relationships with the international business units.
• Makes decisions in the absence of rules and /or in complex situations

• Strong time management skills with the ability to be flexible to changing environments.

• Ability to work independently and willing to collaborate with other team members.

Challenges:

Training junior members of the team on migrated tasks and handling review function to ensure the team's overall accuracy and timeliness.

Delivery of financial reports and analyses under tight deadlines.

Create and continuously develop more effective controls to ensure accuracy of report s and cost efficiency.

Position Dimensions (Organizational Impact):

• The Senior Financial Specialist role is primary responsible in driving migration projects through accurate and timely reporting.

Candidates should be willing to report in Diliman, Quezon City

Candidates should be willing to report in a morning shift

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Working Arrangement

Hybrid

We are mass hiring for Call Center Agents as prior in our Metro Manila sites

Sapient is URGENTLY HIRING APPLY TODAY AND GET HIRED IMMEDIATELY

Responsibilities:

• Resolve customer inquiries, concerns, or complaints effectively and escalate issues when necessary to ensure swift resolution.
• Update and maintain accurate records of customer interactions, transactions, and order details in the system.
• Stay updated on company policies, procedures, and services to provide accurate information to customers
• Contribute to a positive and collaborative team environment.

Our Awesome Benefits:

• Fix weekends Off
• Competitive Salary
• Monthly Commissions
• Pioneer, Non-voice, and Easy Accounts Available
• HMO with 2 FREE Dependents from Day 1
• Free Coffee and Biscuits at the office
• Paid leaves, OT & holiday pay
• Government-mandated benefits & 13th-month pay
• Fast-Track Career Growth for top performers
• Retirement/Life Insurance for Qualified Staff
• Incentives and Signing Bonuses and other Premium Benefits for you to enjoy.

THIS IS FOR AN ONSITE WORK SET UP ONLY

Job Types: Full-time, Permanent, Fresh graduate

Pay: Php29, Php30,000.00 per month

Benefits:

• Additional leave
• Company events
• Employee discount
• Health insurance
• Paid training

Work Location: In person

Job Title: Financial Solutions Specialist

Full Onsite | Monday to Friday | 8am to 5pm

Available Locations: Metro Manila, South Luzon, North Luzon

This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

• Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
• At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.
• Results-oriented and motivated by a passion for helping people with their financial well-being.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

• Develop strong working relationships with bank personnel to drive client referrals and generate leads.
• Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
• Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
• Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
• Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
• Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
• Achieve or surpass monthly sales goals and performance metrics.
• Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Basic Salary: 25,000

Competitive Benefits:

• Commissions
• Guaranteed 14th-month pay
• Monthly rice subsidy and monthly allowance
• Annual laundry allowance, multi-purpose draw benefit, and Christmas gift.
• HMO with 2 dependents.
• Life insurance and retirement plan upon regularization.
• Annual salary increase and performance bonuses.
• Leave credits you can convert to cash + special birthday leave.
• Emergency and bereavement leaves when needed.