29 Investment Analysis jobs in the Philippines
Commercial Banking Portfolio Management Manager for Financial Spreading
Posted today
Job Viewed
Job Description
Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
+ Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
+ Interpret and develop credit policies and procedures
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio Management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of leadership experience
**Desired Qualifications:**
+ Graduate of any Business Course (Bachelor's Degree)
+ 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
+ At least 3-5 years of people management experience particularly in a shared services environment
+ Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
+ Good written and verbal communication skills and can collaborate with diverse culture of team members (US, India and Philippines)
+ Familiar with US GAAP, US Financial Statements (10-K and 10-Q) and financial ratios.
+ Experience in Stakeholder Management
+ Excellent MS Office Skills particularly on MS Excel
+ Experience in creating Training/Refresher Plan for new and existing hires
**Job Expectations:**
+ Will manage a team of 10+ Team Members doing Financial Spreading activity
+ Willing to work on midshift schedule (5PM to 2AM shift)
+ Willing to report on site based on existing Return to Office policy
**Posting End Date:**
14 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-471932
Commercial Banking Portfolio Management Manager for Supply Chain Finance
Posted 8 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
+ Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
+ Interpret and develop credit policies and procedures
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio Management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of leadership experience
**Desired Qualifications:**
+ 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
+ Knowledge on the structure of Asset Based lending loans and end to end knowledge of the credit life cycle
+ With People management experience
+ Familiar with US GAAP and US Financial Statements (10-K, 10-Q)
+ Have good understanding of Financial Statements
+ Excellent Communication Skills
+ Experience in Stakeholder Management
+ Excellent MS Office Skills particularly on MS Excel
+ Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
+ Experience in creating Training/Refresher Plan for new and existing hires
**Job Expectations:**
+ Will manage a team of 10+ Team Members doing Annual Reviews and other Portfolio Monitoring activities
+ Exceptional time management abilities, demonstrated by having robust capacity plan in place to manage peaks and trough in workload
+ Willing to work on midshift schedule (4PM to 1AM shift)
+ Willing to report on site based on existing Return to Office policy
+ Curiosity and an ardent desire to learn more and develop skills independently - learning is a mindset, not a task to complete.
+ Flexibility - our world is ever-evolving, and we are committed to continual improvement to better support our internal and external partners, which means embracing change is the expectation.
**Posting End Date:**
30 Jul 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-448106
Credit & Portfolio Risk Management - AVP - Transformation - Philippines

Posted 28 days ago
Job Viewed
Job Description
**Responsibilities:**
+ Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management
+ Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques
+ Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
+ Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required
+ Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives
+ Manage risk levels for the entire credit spectrum across multiple products and retail formats and prepare risk management presentations for senior management
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of relevant experience
+ Knowledge of commercial risk analytics
+ Ability to apply credit and risk principles toward business goals
+ Demonstrated ability to synthesize, prioritize and drive results with a sense of urgency
+ Proven ability to remain organized in a fast-paced environment, managing multiple projects
+ Proven interpersonal, organizational and analytic skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
---
**Job Family Group:**
Risk Management
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**Job Family:**
Credit & Portfolio Risk Management
---
**Time Type:**
Full time
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Analyst, Financial Analysis - Digital Solutions
Posted 23 days ago
Job Viewed
Job Description
**Grade Level (for internal use):**
10
**S&P Global Corporate**
**The Role:** Analyst, Financial Analysis - Digital Solutions
**The Team:** The Technology FP&A team is responsible for the end-to-end financial processes and support for the DS organization.
**Your Skills:** Bachelor's Degree in Accounting or Finance. Knowledge of US GAAP preferred, 3+ years' work experience in public/private accounting, finance or technology firm, strong skills in MS Excel, experience with Oracle Financials, Oracle Smart View, Anaplan, Ariba and Workday is preferred.
**Responsibilities:**
_Monthly Financial Close_
+ Assist in the preparation and review of journal entries, accruals, prepaids, balance sheet reconciliations and reclasses for the organization
+ Assist with the monthly close in accordance with the published corporate schedule
+ Assist with monthly financial reporting process, including P&L reporting and analysis.
+ Analyze historical data for trends and unusual variances; comparing results to estimate and budget.
+ Review monthly expense activity (Ariba, Oracle, Other).
+ Track Need to Achieves and Variances to BAU engagements
+ Prepare analysis for ad hoc requests and special projects and provide direct support to the Senior Finance Leaders on an as-needed basis.
_Accounting & Operational Support_
+ Assist with account coding inquiries.
+ Assist business with invoice or procurement questions, and/or connecting these team members to the correct resource for resolution.
+ Assist in reviewing and tracking Ariba purchase requisitions.
_Annual Budget and Monthly Estimate Process_
+ Assist in monthly estimate process, including updating and validating forecast assumptions.
+ Support finance leaders in data collection needed for annual planning and budgeting purposes
+ Update forecast assumptions in Anaplan models
_Other Accountabilities:_
+ Maintain the operational schedules for Assets and Leases across the DS Organization
+ Assist with vendor management and governance-related activities.
+ Develop knowledge and understanding of the financial systems that are critical to the reporting process.
+ Provide thorough and accurate responses to senior management and business leads inquires.
+ Alert management to accounting or operational issues, risks and opportunities and suggest actionable solutions.
+ Partner with all DS Tower Financial Leads, Accounting COE and other Corporate financial functions
+ Use broader knowledge of financial principles and theories to improve processes
Other requirements:
+ Must be amenable to work EMEA Hours with flexibility from time to time
+ Must be willing to do Hybrid Setup. (This is not a 100% remote work)
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), FINANC202.1 - Middle Professional Tier I (EEO Job Group)
**Job ID:** 316096
**Posted On:** 2025-06-24
**Location:** Pasig City, National Capital Region (Manila), Philippines
Financial Planning & Analysis
Posted 24 days ago
Job Viewed
Job Description
br>Position: Assistant Manager, Financial Planning & Analysis
Company Industry: Strategic Management Services
Office Address: Malate, Manila
Work Schedule: 5 days a week (FlexiShift)
Salary: Php 70,000 - Php 90,000 (Negotiable)
Work Set Up: Work On Site
JOB REQUIREMENTS:
CPA license
With at least 4 years of experience in financial planning and analysis.
With experience working in gaming or hospitality industry.
With experience in using Workday tool is an advantage.
Amenable to work on site.
JOB RESPONSIBILITIES:
Contribute to the manager's ongoing innovation in the planning, forecasting, reporting, and monthly financial performance procedures.
Examines financial statements on a weekly, quarterly, and annual basis for management reports.
Help the management make sure that the financial reports are accurate and comprehensive, giving a clear picture of our financial situation.
Verifies projects and ad hoc financial analysis as required.
Creates management reporting packages for both internal and external use.
Perform other related duties as assigned.
RECRUITMENT PROCESS:
Final Interview (Face to Face)
Job Offer
Look for: Ms. Kendra
Financial Planning Analysis Associate
Posted 8 days ago
Job Viewed
Job Description
Location: Taguig City, Philippines (Head Office) br>Employment Type: Full-time
Department: Finance
Reports To: FP&A Manager / Finance Director
Job Summary:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.
Key Responsibilities:
- Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
- Analyze actual financial performance vs. budget and provide variance explanations to management.
- Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
- Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
- Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
- Monitor KPIs and financial performance metrics across different brands, stores, and channels.
- Support financial planning for new store openings, product launches, and expansion initiatives.
- Maintain and update FP&A tools, templates, and reporting systems.
- Assist in identifying risks and opportunities that may impact financial results.
- Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.
Preferred Attributes:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.
Financial Planning & Analysis Manager
Posted today
Job Viewed
Job Description
- Develop annual plan schedule and plan reporting requirements for the business units and corporate resource units.
- Assist in the development of the annual business plan and targets
- Communicate and consult with department managers in the preparation and submission of monthly and yearly forecasts and budget
- Negotiate revenue and expense budget levels with a focus on productivity and business unit contribution.
- Analyze and support business unit forecasts and plans and provide the Executive Team insight into historical variations, upside/downside, and other major issues.
- Manage, report and analyze revenue and expense categories related to the budget.
- Perform monthly and quarterly trend analysis for the company and business units versus Plan, Prior Year, Prior Period, Forecast, and High-Performance targets.
- Prepare and distribute monthly financial and other internal and corporate reports.
- Develop and oversee the generation of insightful financial analysis for the executive team to support and drive strategic and financial decisions
- Provide reporting, forecasting, budgeting, and decision support to various organizational functional areas. analysis of company and business unit financial and non-financial performance versus plan, prior year, forecast, and high-performance targets.
- Complete various ad hoc and ongoing financial analysis activities.
- Collect various industry data and compare them to business unit financial performance to identify any variations.
- Perform competitor analysis for Executive Team on a regular basis
- Responsible for driving continuous improvement in financial analysis and
- Provide leadership to the Finance organization in the deployment of Operational Excellence.
**JOB QUALIFICATIONS**:
- Bachelor's degree in Accounting, CPA required;
- Minimum of 5 years of professional experience in accounting, reporting, consolidation, and financial analysis. Experience in the retail industry is a plus.
- Strong interpersonal, leadership, and customer service skills
- Working knowledge of Microsoft Office
- Must be detail oriented with strong organizational, analytical and problem-solving, and decision-making skills
- Must be proactive, a self-starter, able to prioritize tasks, and have the ability to multi-task and work independently
- Ability to understand transactional processes and implement improvements
- Must be a team player / able to work well with others in a fast-paced, dynamic environment
- Ability to multi-task, work under pressure and meet deadlines required.
- Ability to identify and communicate problems and discuss various solutions
- Ability to work under pressure to meet critical deadlines
- Well-developed communication and interpersonal skills
**Salary**: Php30,000.00 - Php60,000.00 per month
**Benefits**:
- Employee discount
- Flexible schedule
- Health insurance
- Opportunities for promotion
Schedule:
- 8 hour shift
Supplemental Pay:
- 13th month salary
- Performance bonus
Ability to commute/relocate:
- Davao City: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (required)
License/Certification:
- CPA (required)
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Financial Planning Analysis Associate - Taguig
Posted 10 days ago
Job Viewed
Job Description
Location: Taguig City, Philippines (Head Office) br>Employment Type: Full-time
Department: Finance
Reports To: FP&A Manager / Finance Director
Job Summary:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.
Key Responsibilities:
Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
Analyze actual financial performance vs. budget and provide variance explanations to management.
Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
Monitor KPIs and financial performance metrics across different brands, stores, and channels.
Support financial planning for new store openings, product launches, and expansion initiatives.
Maintain and update FP&A tools, templates, and reporting systems.
Assist in identifying risks and opportunities that may impact financial results.
Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>
1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
Excellent analytical skills, with attention to detail and accuracy.
Strong communication and interpersonal skills; able to collaborate effectively across departments.
Ability to work in a fast-paced, deadline-driven environment.
Highly organized, with a proactive and problem-solving mindset.
Preferred Attributes:
Experience supporting multi-location retail operations or e-commerce channels.
Knowledge of inventory planning, cost allocation, and retail margin analysis.
CPA, CMA, or further finance-related certifications is an advantage but not required.
Passion for numbers, business strategy, and continuous process improvement.
Financial Planning & Analysis Analyst (Work From
Posted today
Job Viewed
Job Description
Philippines. MVP was founded with the aim to be a bridge between highly skilled offshore professionals and small, medium and large-sized enterprises. MVP’s build rapport with clients to help them scale ridiculously fast.
Are you hungry for growth, passionate about learning and looking for a fun working environment? **We got you!**
**Join our growing team of MVPs!**
We are looking for top talents who can effectively deliver excellent support to our valued Clients.
We offer learning opportunities, career growth and work-life balance.
**Financial Planning & Analysis Analyst**
- Develop strategic partnerships with cross functional teams within the organization; responsible for tacking and reporting of results, drivers and report variances versus prior year, current forecast, and business plan to be presented to leaders
- Assist with the annual budget preparation, monthly/quarterly forecast process and review and analysis of actual financial performance against plans/forecasts
- Support ad-hoc financial analysis and provide financial support to business partners in various projects.
- Provide analytical support for potential initiatives related to business development, operational improvement, and capital investments
- Other ad-hoc items based upon the needs of the worldwide finance department
- Participate in the design of new processes to improve the quality and productivity of the finance team and the business in general
- Work closely with the Finance and Accounting organization to continuously improve financial processes and procedures
- Participate in process improvements initiatives around financial planning and analysis and financial systems
**Qualifications**
- BS/BA in Finance, Business Administration, Accounting, or related fields of study
- Thorough understanding of accounting, forecasting and analysis skills, including working knowledge of
P&L, Balance Sheet and Cash Flow Statements
- 3-5 years’ experience with emphasis in financial planning, analysis and reporting
- Experience with ERP systems; Oracle or SAP (Experience with Dynamics - Navision is an advantage)
- Proficiency with Microsoft Office Suite, advanced user of MS Excel
- Experience with multi-national company and understand global consolidation
- Experience working in a cross-functional environment and interacting with multiple departments
- Ability to identify and help drive opportunities that improve internal control, process and efficiency
- Posses a high level of integrity, curiosity strong discipline, and a high degree of accuracy
- Excellent communication and presentation skills and a proven ability to establish positive relationships with management, peers and employees
- Ability to handle multiple projects simultaneously
- Comfortable working in a growing and ever-changing organization
- Self-Starter and fast learner with proven ability to work independently
- Exceptional English Communication skills - oral and written
Never miss this exciting opportunity to be part of one of the fastest-growing BPO companies in Clark,
Pampanga!
**Benefits**:
- Health insurance
Schedule:
- 8 hour shift
- Night shift
Investment Analyst
Posted 13 days ago
Job Viewed
Job Description
**Position Responsibilities:**
+ Processing of Credit Processes. This includes updating daily requests in Full General Account ("Full GA") database and archiving in General Account Data and Control folder and Global Credit and Research Repository.
+ Consolidate and communicate Weekly and Monthly Rating Changes and Early Credit Warning Indicators
+ As training progresses, analyst will help in the preparation of Weekly Credit Utilization Reports, Monthly Exposure Summary for Annual Review and other reports such as Malaysia Credit Log, Capital and Legal structure, etc
+ Perform other audit/adhoc task as required by CAT and Business Unit
+ Process Improvement. Develop/improve current database and reporting tools to ensure accuracy and maximize efficiency
+ Assist in preparation work with respect to the upcoming replacement of Global Credit Repository system and Connections Plus
+ Support in Allvue system maintenance for Asia Annual reviews
**Required Qualifications:**
+ University degree in Business/Finance/Economics or any related course
+ 5+ years of progressive experience in a financial services company and/or shared services environment
+ Good understanding of the end-to-end production environment, and the impact of changes to the reporting process, production schedule, and all the systems and applications supported by Manulife
+ Excellent analytical, problem-solving, and influencing skills
+ Ability to work and adapt in a changing environment while managing time and workload within set timelines
+ 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, and Project. Candidate must also be willing to learn PowerBI as a reporting tool and share knowledge with GMOA
+ Capable of building a business case for potential process improvements including cost/benefit analysis
**Preferred Qualifications:**
+ Excel (VBA), PowerBI, and MS Access (SQL and VBA) experience.
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
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