27 Investment Management jobs in the Philippines
Director Consulting Delivery (Wealth Management)
Taguig, National Capital Region
ADDFORCE Human Resource Solutions INC
Posted 22 days ago
Job Viewed
Job Description
Location: McKinley Hill, Taguig City
Work Setup: Onsite br>Schedule: Shifting Schedule
Summary:
This leadership role is responsible for overseeing strategy, operations, and financial performance within a BPO-focused Wealth Management division. The position emphasizes strategic planning, cross-functional collaboration, data analysis, and performance optimization.
Key Responsibilities:
Develop and implement BPO strategies tailored to commercial banking.
Present financial data and trends to stakeholders through executive-level presentations.
Design management reporting packages with insights and recommendations.
Coordinate across business, finance, and project teams for aligned execution.
Analyze KPIs and financial data to inform strategic decisions.
Lead performance optimization efforts, focusing on cost and fee management.
Mitigate business risks, including regulatory and operational issues.
Represent the business in internal and external strategic discussions.
Qualifications:
10+ years’ experience in Wealth Management and leadership roles. < r>Bachelor's degree in Business, Finance, or related field (advanced degrees/certifications preferred).
Strong skills in Excel, PowerPoint, and data visualization.
Self-motivated leader with excellent communication, analytical, and project management abilities.
Proven ability to influence stakeholders and present effectively to senior executives.
Work Setup: Onsite br>Schedule: Shifting Schedule
Summary:
This leadership role is responsible for overseeing strategy, operations, and financial performance within a BPO-focused Wealth Management division. The position emphasizes strategic planning, cross-functional collaboration, data analysis, and performance optimization.
Key Responsibilities:
Develop and implement BPO strategies tailored to commercial banking.
Present financial data and trends to stakeholders through executive-level presentations.
Design management reporting packages with insights and recommendations.
Coordinate across business, finance, and project teams for aligned execution.
Analyze KPIs and financial data to inform strategic decisions.
Lead performance optimization efforts, focusing on cost and fee management.
Mitigate business risks, including regulatory and operational issues.
Represent the business in internal and external strategic discussions.
Qualifications:
10+ years’ experience in Wealth Management and leadership roles. < r>Bachelor's degree in Business, Finance, or related field (advanced degrees/certifications preferred).
Strong skills in Excel, PowerPoint, and data visualization.
Self-motivated leader with excellent communication, analytical, and project management abilities.
Proven ability to influence stakeholders and present effectively to senior executives.
This advertiser has chosen not to accept applicants from your region.
0
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 1 day ago
Job Viewed
Job Description
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
br>As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.
Key Responsibilities:
Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.
Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.
Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.
Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.
Provide data-driven insights and strategic recommendations to support decision-making across departments.
Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.
Develop and improve internal financial models, dashboards, and forecasting tools.
Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.
Support audits, compliance checks, and internal controls related to financial planning processes.
Participate in cross-functional strategic planning sessions and budgeting cycles.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>
Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>
Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
Proven expertise in:
Budgeting and sales forecasting
Operational and purchasing cost analysis
Strategic financial modeling and scenario planning
Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
High level of analytical thinking, attention to detail, and business acumen.
Excellent interpersonal, public speaking, and executive communication skills.
Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
Must be willing to work onsite in Arca South, Taguig City.
br>As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.
Key Responsibilities:
Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.
Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.
Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.
Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.
Provide data-driven insights and strategic recommendations to support decision-making across departments.
Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.
Develop and improve internal financial models, dashboards, and forecasting tools.
Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.
Support audits, compliance checks, and internal controls related to financial planning processes.
Participate in cross-functional strategic planning sessions and budgeting cycles.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>
Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>
Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
Proven expertise in:
Budgeting and sales forecasting
Operational and purchasing cost analysis
Strategic financial modeling and scenario planning
Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
High level of analytical thinking, attention to detail, and business acumen.
Excellent interpersonal, public speaking, and executive communication skills.
Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
Must be willing to work onsite in Arca South, Taguig City.
This advertiser has chosen not to accept applicants from your region.
1
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 3 days ago
Job Viewed
Job Description
FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.
This advertiser has chosen not to accept applicants from your region.
2
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 6 days ago
Job Viewed
Job Description
FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION:
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION:
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.
This advertiser has chosen not to accept applicants from your region.
3
Financial Planning & Analysis
JKILC
Posted 23 days ago
Job Viewed
Job Description
Company Profile: One of the leading consultancy company that offers strategy, consulting, development, management, and research services to exponential clients in the market.
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
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
This advertiser has chosen not to accept applicants from your region.
4
Financial Planning Analysis Associate
Taguig, National Capital Region
WHR Global Consulting
Posted 7 days ago
Job Viewed
Job Description
Job Title: Financial Planning & Analysis (FP&A) Associate
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.
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.
This advertiser has chosen not to accept applicants from your region.
5
Financial Planning Manager - Taguig
Taguig, National Capital Region
WHR Global Consulting
Posted 20 days ago
Job Viewed
Job Description
Financial Planning Manager
Location: Taguig, Philippines br>Work Schedule: Monday to Friday
About the Role:
We are looking for a highly strategic and analytical Financial Planning Manager to lead financial planning, forecasting, and budgeting across our group of companies in food & beverage, electronics, manufacturing, and retail. The ideal candidate will provide data-driven financial insights, investment strategies, and profitability analysis to drive business growth. With expertise in change management, financial controls, and system implementation, this leader must be adaptable to different workplace environments, able to work at all levels, and thrive in an evolving and expanding organization.
Key Responsibilities:
Strategic Financial Planning & Forecasting – Develop comprehensive financial plans and forecasts for sales, company budgets, departmental budgets, product pricing, and investments. < r>Revenue & Profitability Management – Analyze financial performance, cost structures, and profit margins to enhance business profitability. < r>Investment & Risk Assessment – Provide strategic recommendations on financial investments, risk mitigation, and business expansion opportunities. < r>Financial Controls & System Implementation – Establish and enforce financial policies, internal controls, and reporting systems to ensure operational efficiency. < r>Change Management & Business Growth Support – Lead financial transformation initiatives to align with company growth and expansion. < r>Cross-Functional Financial Collaboration – Work closely with sales, operations, marketing, and senior leadership to ensure financial alignment with business goals. < r>Data-Driven Decision Making – Conduct in-depth financial analysis and reporting, translating complex data into actionable business insights. < r>Budget Management & Cost Optimization – Monitor and control operational costs, pricing strategies, and financial efficiency. < r>Financial Presentations & Strategy Recommendations – Deliver clear, confident, and data-backed presentations to key stakeholders and executives. < r>Hands-on & Adaptive Leadership – Be willing to engage at all levels, from financial strategy development to ground-level implementation. < r>
Qualifications & Experience:
8+ years of proven experience as Financial Planning Manager, FP&A Manager, or a similar leadership role.
Strong expertise in financial planning, forecasting, budgeting, and profitability analysis for food & beverage, electronics, manufacturing, and retail businesses.
Experience in change management and leading financial teams through transformation.
Track record in financial control system implementation and internal process optimization.
Excellent presentation, communication, and stakeholder management skills.
Highly adaptable, able to work in diverse workplace settings and engage at all levels.
Strong analytical skills with expertise in data-driven financial insights and strategic decision-making.
Proficient in financial software, data modeling, and reporting tools.
Willing to work onsite in Taguig, Monday to Friday.
Location: Taguig, Philippines br>Work Schedule: Monday to Friday
About the Role:
We are looking for a highly strategic and analytical Financial Planning Manager to lead financial planning, forecasting, and budgeting across our group of companies in food & beverage, electronics, manufacturing, and retail. The ideal candidate will provide data-driven financial insights, investment strategies, and profitability analysis to drive business growth. With expertise in change management, financial controls, and system implementation, this leader must be adaptable to different workplace environments, able to work at all levels, and thrive in an evolving and expanding organization.
Key Responsibilities:
Strategic Financial Planning & Forecasting – Develop comprehensive financial plans and forecasts for sales, company budgets, departmental budgets, product pricing, and investments. < r>Revenue & Profitability Management – Analyze financial performance, cost structures, and profit margins to enhance business profitability. < r>Investment & Risk Assessment – Provide strategic recommendations on financial investments, risk mitigation, and business expansion opportunities. < r>Financial Controls & System Implementation – Establish and enforce financial policies, internal controls, and reporting systems to ensure operational efficiency. < r>Change Management & Business Growth Support – Lead financial transformation initiatives to align with company growth and expansion. < r>Cross-Functional Financial Collaboration – Work closely with sales, operations, marketing, and senior leadership to ensure financial alignment with business goals. < r>Data-Driven Decision Making – Conduct in-depth financial analysis and reporting, translating complex data into actionable business insights. < r>Budget Management & Cost Optimization – Monitor and control operational costs, pricing strategies, and financial efficiency. < r>Financial Presentations & Strategy Recommendations – Deliver clear, confident, and data-backed presentations to key stakeholders and executives. < r>Hands-on & Adaptive Leadership – Be willing to engage at all levels, from financial strategy development to ground-level implementation. < r>
Qualifications & Experience:
8+ years of proven experience as Financial Planning Manager, FP&A Manager, or a similar leadership role.
Strong expertise in financial planning, forecasting, budgeting, and profitability analysis for food & beverage, electronics, manufacturing, and retail businesses.
Experience in change management and leading financial teams through transformation.
Track record in financial control system implementation and internal process optimization.
Excellent presentation, communication, and stakeholder management skills.
Highly adaptable, able to work in diverse workplace settings and engage at all levels.
Strong analytical skills with expertise in data-driven financial insights and strategic decision-making.
Proficient in financial software, data modeling, and reporting tools.
Willing to work onsite in Taguig, Monday to Friday.
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planning and Analysis Associate
Taguig, National Capital Region
WHR Global Consulting
Posted 3 days ago
Job Viewed
Job Description
FINANCIAL PLANNING AND ANALYSIS ASSOCIATE
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION
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.
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.
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION
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.
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.
This advertiser has chosen not to accept applicants from your region.
7
Financial Planning and Analysis Associate
Taguig, National Capital Region
WHR Global Consulting
Posted 6 days ago
Job Viewed
Job Description
FINANCIAL PLANNING AND ANALYSIS ASSOCIATE
LOCATION: Taguig br>SETUP: Onsite and Day shift
JOB DESCRIPTION:
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.
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.
LOCATION: Taguig br>SETUP: Onsite and Day shift
JOB DESCRIPTION:
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.
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.
This advertiser has chosen not to accept applicants from your region.
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Financial Planning Analysis Associate - Taguig
National Capital Region, National Capital Region
WHR Global Consulting
Posted 9 days ago
Job Viewed
Job Description
Job Title: Financial Planning & Analysis (FP&A) Associate
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.
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.
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