291 Financial Strategy jobs in the Philippines

Job Description

Strategic Planning & Partner Management:

• Develops and executes the technology strategy in alignment with the overall bank strategy.

• Conducts IT partner portfolio reviews to optimize spending and align with Enterprise Architecture.

• Builds, maintains, and manages long-term, strategic relationships with key IT partners.

IT & Operations Financial Management (CAPEX & OPEX):

• Oversees the full financial lifecycle for IT and Operations, including both CAPEX and OPEX budgeting, forecasting, and expenditure tracking.

• Develops and implements a comprehensive framework for prioritizing technology investments, considering both strategic relevance and financial impact (ROI, NPV, etc.).

• Collaborates with IT, business units, and finance teams to prepare and review CAPEX and OPEX proposals for all technology projects and ongoing operations.

• Monitors IT project budgets (CAPEX and OPEX) to ensure alignment with regulatory requirements and internal financial policies.

• Identifies and implements opportunities for cost optimization and efficiency improvements across IT spending.

• Develops and maintains a detailed understanding of IT cost drivers and implements cost control measures. o Provides regular financial reporting and analysis to senior management on IT spending and performance.

Benefits Realization & Performance Management:

• Develops and implements robust frameworks to measure the benefits realization of technology projects, focusing on efficiency gains, cost savings, enhanced customer experience, and revenue generation.

• Establishes key performance indicators (KPIs) and metrics to track the performance of technology investments and operations.

• Monitors KPIs (e.g., system uptime, transaction throughput, digital adoption, cost per transaction) to ensure alignment with projected outcomes and service level agreements.

• Conducts post-implementation reviews (PIRs) to assess project success, document lessons learned, and identify best practices.

• Identifies variances between planned and actual benefits and implements corrective measures.

Revenue & Benefits Mapping:

• Establishes and maintains a clear benefits map linking technology investments (CAPEX and OPEX) to business unit revenue targets and strategic goals.

• Works with business unit leaders to quantify revenue impacts from technology improvements and operational efficiencies.

• Provides financial insights and recommendations to ensure technology investments and operational strategies align with the bank's revenue and growth objectives.

Stakeholder Management & Communication:

• Acts as the primary communication resource for technology and operations progress, resource utilization, and financial performance to executive management and the board

• Collaborates effectively with IT leadership, finance, business units, and other stakeholders to build consensus and drive alignment.

• Acts as a key point of contact for regulatory audits and internal reviews related to technology investments and operations.

• Presents effectively and communicates (both written and verbal) appropriately at all organizational levels and with external stakeholders.

Qualifications

• Possesses a broad, bank-wide view and deep understanding of strategy, business, processes, capabilities, technologies, contracts, policies, standards, and regulations
• Applies integrative, critical, and analytical thinking to develop and execute technology strategies, optimize resource allocation, and drive financial performance.
• Strong financial acumen and extensive experience with IT.
• CAPEX and OPEX planning, budgeting, and benefits realization.
• Demonstrated leadership abilities and experience.
• Managing and developing high-performing teams.
• Excellent communication, presentation, and stakeholder management skills, including the ability to influence senior executives and board members.
• Proven track record of driving successful technology
• Transformations and achieving business objectives.
• Deep understanding of IT financial management best practices.

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties:

• Assist in the monthly/quarterly/annual reporting process, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance.
• Assist in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors.
• Assist in the annual Planning process, compiling information, analysis, and preparing reports.
• Assist in the monthly/quarterly forecast process.
• Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager.

Knowledge:

• Analytical and problem solving skills required to evaluate financial results.
• Effective written and verbal communication skills are necessary to present relevant information to group senior manager.
• Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information to various constituents.
• Knowledge of accounting, reporting and financial analysis usually acquired through a 4-year degree program or related work experience is required.

Experience:

• 4 - 6 years of related experience in project analysis and management reporting, planning, and analysis.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Summary
The Financial Analyst will support the business unit with various level of periodic reporting and analysis including, but not limited to, expense analysis, forecasting, variance analysis, invoices submission, monthly close processes, and other ad hoc tasks. The financial analyst will work closely and frequently with partners based both in Manila and in Chicago, to ensure the financial goals of the business unit and of Northern Trust are met.

Major Duties

• Perform monthly/quarterly reporting processes which involve, but not limited to, forecasting, P&L variance analysis, and preparation of various reports and presentations to the management focusing on key business factors driving financial performance, as well as supplement reports needed by business partners.
• Assist in annual planning which includes, but not limited to, supporting the business unit for the preparation, timeliness and integrity of the annual budget and proactively providing sound and valuable recommendations to stakeholders that would impact key business decisions
• Assist in the submission of invoices as requested by business partners, processing of cost chargebacks, and assist in the month-end close process including, but not limited to, reclassifications and adjustment entries.
• Develop strong relationships and closely coordinate with both partners in Manila and other locations in carrying the identified responsibilities.
• Work closely with the local and onshore managers, as well as members of the team in identifying process improvements to enhance the productivity and efficiency of the team and in developing financial/business metrics that are vital to stakeholders' decision-making.
• Participate in other special projects and ad hoc requirements.

Knowledge/Skills

• Strong analytical and problem-solving skills with the ability to multitask across several different projects at a given time
• Relevant experience in Financial and Accounting processes is preferred
• Effective written and verbal communication skills to present relevant information to the Senior Management group and to various stakeholders
• Possess ability to work effectively and build relationships across a matrix structure and with a diverse management team
• Proficiency with Office 365 applications, including Excel, PowerPoint, Access, OneDrive, and Teams, to efficiently perform analyses and communicate financial information to various stakeholders
• Knowledgeable in PeopleSoft, HFM, TM1/Cognos, and other similar systems used in financial reporting, planning and analysis
• Experience with business intelligence analytical tools required to interpret data, perform analyses and communicate financial information to various constituents. Knowledge and experience in Power BI reporting is a plus
• Flexible and a team player

Experience Required

• CPA is a plus but not required, with 10+ years of collective experience in general and cost accounting, financial planning and analysis, management reporting, procurement, project management and analysis, and other relevant finance-related functional areas.
• Knowledge of the Financial Services Industry is a plus.
• Industry knowledge is beneficial

Working Hours

5AM - 2PM, Mondays - Fridays

Working With Us
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties

• Participate in the monthly/quarterly/annual reporting process, preparation of reports, analyses of results relative to prior year, prior month, forecast and/or Plan focusing on key business factors driving financial performance.
• Responsible for or assists with Business Unit Financial Reporting & Analysis, Forecasting, Budgeting, Cost Analysis, Financial Modeling, Strategic Planning, and Special Projects to be shared to Business Stakeholders.
• Leads the annual Planning process and quarterly Forecasting process, which includes preparation of materials, calculations, hands-on communication with stakeholders, review and system upload, and advisory services.
• Participates in the month-end close activities - posting accrual entries, investigating month-end balances and coordinating with various teams (Accounting, AP, etc.) as needed.
• Develops strong relationships and closely coordinates with Business Unit Managers and internal Finance Team.
• Conduct and lead special projects and ad hoc requests to support the Business Stakeholders and internal Finance Team.

Knowledge/Skills

• Strong analytical and problem solving skills required to evaluate financial results
• Broad financial and accounting knowledge and business acumen acquired through a 4-year degree program and related work experience
• Excellent oral and written communication skills required to present relevant information to management
• Strong knowledge in Microsoft Office suite, PeopleSoft, HFM, TM1/Cognos, and other similar systems used in financial reporting
• Experience with business intelligence analytical tools required to interpret data, perform analyses and communicate financial information to various constituents. Knowledge and experience in Power BI reporting is a plus
• Detail-oriented, highly flexible and adaptable to change, and proven ability to multi-task, work under pressure and meet tight deadlines.
• Ability to work effectively and build relationships in a geographically-blended environment (North America and Manila, primarily)

Experience Required

• CPA is a plus but not required, with 10+ years of collective experience in general and cost accounting, financial planning and analysis, management reporting, procurement, project management and analysis, and other relevant finance-related functional areas.
• Knowledge of the Financial Services Industry is a plus.

Working With Us
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Our Manila Office
The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth. Learn more.

Job Title: Financial Analysis Associate Manager

Reports to: Financial Analysis Senior Manager

Location: BGC Support Center

At
Coca-Cola Europacific Aboitiz Philippines
, we are driven by our purpose to
Refresh the Philippines and Make a Difference
– continuously leading the beverage industry with our
Great People, Great Beverages, Great Execution, and Great Partners – Done Sustainably
. As we continue to grow and shape the future, we are seeking passionate and innovative talents to join our team and make a difference with us.

Our commitment to excellence has been recognized through numerous industry awards by the
Top Employers Institute, HR Asia Awards, Asia-Pacific Stevie Awards, HR Excellence Awards, and the Quill awards
– and we are committed to continuously innovate, push boundaries, and create positive lasting impact to our people, customers, and the communities we proudly serve.

Role Overview

The
Financial Analysis Associate Manager
supports business decision-making through financial analysis, process evaluation, and KPI tracking to drive profitability and growth. The role involves analyzing trends, industry dynamics, and resource utilization to identify opportunities and risks.

Reporting to the Financial Analysis Senior Manager, the ideal candidate has experience in value chain analysis, financial modeling, forecasting, cash flow analysis, and interpreting key financial ratios.

The role also collaborates with Procurement in planning the business plan for materials, supply chain, and indirects. It ensures accuracy in reporting procurement savings (P&L and avoidances), hedging results, and other KPIs, and supports regular tracking and reporting of these metrics.

Key Responsibilities

Management Reporting

• Ensures that accurate management reports (month-end and mid-month) are prepared and released in accordance with the needs of the management to aid in decision making.
• Produces monthly, quarterly, and ad hoc financial reports and dashboards tailored to stakeholder needs.
• Helps drive standardization, automation, and enhancement of financial analysis, reporting, and planning processes to improve efficiency and accuracy.

Develop Financial Modelling and Analytical Tools

• Develop analytical tools that generates relevant information that helps improve business results and consistently leverages on these to help the company reach its NSR, OI and ROIC targets.
• Lead development and review allocation models to support an accurate analysis of profitability by brand, pack and service model.

Product Post Launch Analysis

• Analyze and assess impact of product launches and strategic projects towards total company performance
• Perform post-launch reviews of new products and identify key learnings as compared to the original business plan. Provides sound recommendation for decision makers – whether to continue, terminate or extend NPL stage.

Capital Analysis

• Support capital projects by evaluating propositions by different functions linked to defined metrics such as NPV, IRR, Payback for capital funds allocation / prioritization.
• Drive Return on Invested Capital analysis, to influence capital funds allocation focusing on business growth, capacity expansion and process efficiencies.
• Perform post-analysis of capital investments and evaluate the actual investment return as compared to the original business proposition.

Procurement Finance

• Helps in the planning of overall business plan with Procurement on materials and SC & indirects.
• Ensures that the procurement savings (P&L and avoidances) and other KPIs (hedging results) are accurate and correct. Helps in the regular tracking and reporting of these savings.

Stakeholder Management

• IPP management – handles confidential information related to the pricing protocol agreements between Bottler and OU on our IPP accounts
• Lead development of financial framework and playbook linked to profitability improvement, cash flow management and capital allocation.
• Liase with OU Finance to devise an agreed financial framework and process maps
• Liaise with various stakeholders at all levels and sites in the company to gather information relevant to interpret operating results.
• Prepare reports for senior leadership team to support their decision making

Qualifications

• Bachelor's Degree in BS Accountancy.
• Must be a Certified Public Accountant (CPA).
• At least 3 years of relevant work experience.
• Extensive experience in financial modelling and use of spreadsheet for data consolidation and analysis.
• Strong verbal and written communication skills.
• Experience in developing, implementing and assessing company strategy.
• Excellent communication and stakeholder management and instructional skills.
• Proficiency in using financial tools and systems (e.g. SAP, Hyperion, MS Dynamics, BCS, etc.).
• Experience in continuous improvement projects related to financial planning and forecasting.

Company Socials

Reach us through our social media pages

LinkedIn:

Facebook:

Instagram:

Thrive with us at Coca-Cola Europacific Aboitiz Philippines and be part of a company that is dedicated to delivering refreshing moments with its diverse and inclusive workforce. Because at CCEAP, your individuality is celebrated, your voice is heard, and your contributions are valued.

CCEAP is proud to be an equal opportunity employer. We are committed to fostering an inclusive workplace where all individuals, regardless of race, color, religion, gender, sexual orientation, gender identity, age, disability, are treated with respect and have equal opportunities to grow and succeed. We believe that diverse teams lead to stronger ideas and better outcomes, and we are dedicated to ensuring a fair and equitable environment for all our employees.

Together, we can create great moments and make a meaningful impact on the lives of millions. Apply today and let's refresh the world together

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties:

• Has day-to-day management responsibilities for a small Finance team or sub team while managing own work load/projects.
• Conducts the performance management, career development, and staffing decisions of the team. Trains new employees or those with lesser experience. Provides regular feedback and coaching to employees.
• Participate in the monthly/quarterly/annual reporting process, preparing analyses of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance.
• Participate in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors.
• Participate in the annual Planning process.
• Participate in quarterly analysis of assets under management and assets under custody.
• Participate in the monthly/quarterly forecast process.
• Conduct and lead special projects and ad hoc requests to support the Corporate Controller and group manager.

Knowledge:

• Analytical and problem-solving skills required to evaluate financial results and projections.
• Effective written and verbal communication skills are necessary to present relevant information to senior management and business unit officers.
• Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information.
• Knowledge of accounting, reporting and financial analysis usually acquired through an advanced degree program or related work experience is required.

Experience:

• 5 - 8 years of related experience with emphasis on project analysis and management reporting, planning, and analysis.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

.

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth.

Learn more.