529 Investment Advisor jobs in the Philippines

BENEFITS :

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

Client Profile:

This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.

Position: Wealth and Asset Manager

Industry: IT Company

Location: Taguig City

Work Set up: Work On Site

Salary: Php 150,000 - Php 250,000 (Negotiable)

Work Schedule: Midshift or Night Shift

Requirements:

Bachelors Degree holder

At least 5-10 years of working experience in wealth and asset management

People Management experience for about 2-5 years

Amenable to work on site.

Experience working in Financial Services/Financial Company.

Responsibilities:

Create and execute commercial banking strategies that improve service delivery and operational efficiency.

Create engaging narratives to communicate trends and projections to stakeholders.

Create thorough management reporting.

To expedite deliveries and guarantee alignment with business objectives, encourage cooperation across project managers, finance teams, and business managers.

Lead projects aimed at improving the company's financial performance, such as fee optimization and cost control.

Determine, intensify, and reduce possible business risks.

To increase operational efficiencies, evaluate financial performance, pinpoint productivity projects, and supervise their execution.

Represent the company in pertinent internal and external working groups, promoting best practices and strategic objectives.

Recruitment process: (Online)

Initial Interview

Second Interview

Final Interview

Job Offer

Look for: Ms. Kendra

Job Type: Full-time

Pay: Php150, Php250,000.00 per month

Work Location: In person

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information

• Capable of multitasking and working in cultural environment

• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters

• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose

• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Job Description
This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

Job Category:
Finance

Posting End Date:
29/11/2025

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.