583 Investment Reporting jobs in the Philippines

WORK SET-UP: Hybrid (3 days onsite, 2 days remote)

LOCATION: Bonifacio Global City, Taguig City

SHIFT: 9:00 AM to 6:00 PM (Might change depending on the business needs)

Job Details

What it's about

The Client Reporting Team produces and curates content for our internal and external stakeholders ensuring productivity, timeliness and quality standards are met.

A Client Reporting Support Specialist focuses on mastering their task portfolio and building the necessary knowhow to work independently.

Responsibilities:

• Independently delivers on assigned tasks and duties, fulfilling the defined task portfolio in a timely and error-free manner
• Assists on projects and contributes to the coordination and execution of centralized tasks on behalf of the team
• Ensures delivery of high quality output within agreed timelines
• Tasks include the following:
• Compose commentary describing newly completed investments, cashflow activities and valuation movements of investments
• Draft text summarizing latest developments of investment programs
• Prepare presentation slides containing updates on developments of investment programs

What we expect

• Bachelor's degree in Finance, Economics, Business Management, Business Administration or equivalent
• Preferably with 1-2 years of relevant working experience or a fresh graduate with relevant internships or qualifications
• Strong oral and written communication skills
• Strong attention to detail, organization skills and ability to prioritize multiple tasks
• Fluency with MS office applications such as Word, Excel, and PowerPoint

1. FINANCE SPECIALIST

2. Job Description

3. This role reporting to the Senior Finance Manager will support the overall mandate of Strategic Finance Initiatives and Accounting Advisory (SFIAA) namely:
4. Be at the forefront of developments around financial reporting and regulatory requirements
5. Be a key support to the control structure by ensuring effective Finance policies and guidelines are in place
6. Be an effective business partner to Finance and other cross-functional teams to support various activities and process improvements

Preferred skills

• Ability to solve problems with multiple constraints or with minimal pre-existing solutions or industry guidance
• Intellectual agility and strong analytical, innovation and problem solving skills
• Ability to work in an environment with fluctuating deadlines and multiple professional perspectives
• Ability to identify inefficiencies and develop recommendations for process improvements
• Ability to work in a fast paced, deadline driven environment
• Qualifications
• Undergraduate Degree in accounting or commerce
• At least 4 years of relevant accounting and financial reporting experience
• CPA designation is a requirement, any Actuarial training or designations are a plus
• Exposure on IFRS 17 and 9 implementation for insurance companies is a plus
• Knowledge of Business and Corporate finance and actuarial systems
• Knowledge of insurance industry, products and related accounting issues

Responsibilities

1.
Development and maintenance of Finance policies and operating guidelines

• Establish, strengthen, and reinforce the control structure by developing and maintaining Finance policies and operating guidelines
• Collaborate with cross-functional teams to ensure that Finance policies are aligned with organizational goals and objectives
• Identify process improvement opportunities on various Finance processes and develop solutions
• Ensure that Finance policies comply with regulatory requirements and Corporate guidelines
• Communicate Finance policies and guidelines to relevant stakeholders and provide training as needed
• Monitor and evaluate the effectiveness of Finance policies and recommend changes or updates as necessary, including completing PAC or similar attestations

• Serve as a subject matter expert on Finance policies and operating guidelines, and provide guidance to stakeholders as needed

• Accounting advisory

• Provide technical accounting guidance to Finance teams on complex accounting issues, propose solutions and develop accounting memo, policies or guidelines

• Lead the impact assessment of newly issued accounting / sustainability standards and interpretations, including developing and executing implementation plans and leading system implementation/enhancements activities, if necessary
• Collaborate with cross-functional teams including Finance, Actuarial, Operations and others to address accounting issues and implement accounting standards (and amendments thereto, as applicable)
• Review financial statements and disclosures for compliance with accounting guidelines and regulations
• Monitor emerging accounting issues and trends and provide insights or recommendations to stakeholders

• Discuss with External / Internal Auditors on accounting matters, as necessary.

• Other Finance initiatives

• Support the third-party risk management process through performing financial viability assessment of vendors and contracts review of supplier arrangements within agreed turn-around time

• Develop templates and MEUCs to facilitate process improvements within SFIAA's functional areas
• Support Finance Academy activities
• Support Finance teams on other organization strategies and initiatives that requires technical accounting knowledge and know-how on accounting processes, including serving as project lead or subject matter expert for Finance on potential system implementation and enhancements

Date posted: September 30, 2025

Pay: ₱45, ₱60,000.00 per month

Job description:

• Graduate of Accountancy, Finance, or any-related course (CPA preferred).
• With 3 - 5 years experience in financial analysis.
• Strong background in financial modeling, forecasting, and performance tracking.
• Proficient in Excel, SAP, and other financial tools.
• Excellent communicator and team player with high integrity.
• Home base: Multi-Line Head Office in Quezon City

Job Types: Full-time, Permanent

Education:

• Bachelor's (Required)

Work Location: In person

Job Types: Full-time, Permanent

Pay: Php45, Php60,000.00 per month

Work Location: In person

The Opportunity

This is not a back-office finance role. As
Finance Analyst
at The Medical City Ortigas, you will be embedded in the core of enterprise financial planning, performance analysis, and strategic decision-making.

You will work closely with department heads, institute directors, and senior finance leaders to drive data-informed decisions, optimize resource allocation, and support long-range planning. From financial modeling to budget coordination and M&A support, you will be a key player in shaping the financial health and strategic direction of the organization.

This is for someone who thrives in complexity, leads with insight, and is ready to elevate finance as a business enabler.

What You'll Actually Do

• Drive financial performance reporting:
  Prepare dashboards, management presentations, and department-level revenue reports.
• Lead budgeting and planning:
  Coordinate enterprise-wide budget activities, analyze run-rate trends, and support resource prioritization.
• Support strategic initiatives:
  Assist in financial due diligence, modeling, and analysis for M&A and investment cases.
• Manage forecasting cycles:
  Lead the Latest Estimate (LE) process and long-range planning across departments.
• Enable cash flow planning:
  Collaborate with Finance Operations and Treasury to support forward-looking financial scenarios.
• Own financial systems:
  Develop and maintain Anaplan modules, ensuring data accuracy and usability for end-users.

Who You Are

• A graduate of
  Accountancy, Financial Management, Business, or Economics
  .
• Preferably a
  Certified Public Accountant (CPA)
  ,
  Certified Management Accountant
  , or
  Certified Anaplan Model Builder
  .
• Has
  3–5 years of experience
  in financial planning, analysis, and business partnering.
• Proficient in
  SAP, ERP systems
  , and financial modeling tools.
• A structured thinker with strong analytical skills and commercial instinct.
• A collaborative partner who can translate numbers into strategic insights and influence decision-making.

What You'll Get

• A front-row seat in enterprise financial strategy and planning.
• Daily collaboration with senior finance leaders and department heads.
• Exposure to high-impact initiatives including M&A and capital planning.
• A dynamic, high-performance culture that values clarity, ownership, and innovation.
• A platform to grow into senior finance leadership or strategic planning roles.

If you're looking for a predictable, transactional finance role—this isn't it.

But if you're ready to lead, challenge assumptions, and make a strategic impact, we want to hear from you.

Spreetail propels brands to increase their ecommerce market share across the globe while improving their operational costs. Learn how we are building one of the fastest-growing ecommerce companies in history: 

Spreetail is seeking a Financial Analyst to join our team. In this role, you will play a key role in driving financial success by managing accounts receivable, improving cash flow, and shaping process improvements that make a real impact. In this role, you'll review billing statements, provide insights to leadership, and develop strategies that influence critical business metrics like margin, revenue growth, and cash flow. If you thrive in a fast-paced environment, enjoy solving problems with data, and want the opportunity to make your mark on a growing team, this role is built for you

What experiences will help you in this role

• Review weekly and monthly billing statements, maintain a healthy AR aging report, and deliver accurate, timely reporting to Accounting and leadership.
• Develop and implement strategies to mitigate credit risk, improve cash flow, and identify opportunities for process improvements or automation within AR.
• Provide insights, recommendations, and ad hoc reporting to senior management and executive leadership based on AR analysis.
• Demonstrate strong attention to detail, analytical skills, and organizational ability to interpret financial data, identify trends, and prioritize tasks under tight deadlines.
• Exhibit integrity, adaptability, and collaboration, taking ownership of projects while maintaining positive relationships with clients and cross-functional teams.

How you will achieve success:

• Bachelor's degree in Finance, Accounting, or related field, or 5+ years of experience in an accounting/finance role, with prior exposure to accounts receivable management or financial analysis preferred.
• Proficient in Excel for data analysis and reporting, with strong analytical skills and keen attention to detail.
• Experience driving process improvements and leveraging automation or new technologies to increase efficiency.
• Fluent in Mandarin, with strong written and verbal communication skills.
• Ability to thrive in a fast-paced, high-volume environment with a passion for organization, collaboration, and seeing tasks through to completion.

This is a remote position and requires candidates to have an available work-from-home setup

Desktop/Laptop system requirements:

• 4th generation or higher, at least Intel i3 or equivalent processor;

• at least 4GB RAM;

• Windows 10 and above or MAC OSX operating system

• You are required to provide your own dual monitors

A strong and stable internet connection (A DSL, cable or fiber wired internet service with 10 Mbps plan or higher for primary connection)

PC Headset

A high-definition (HD) external or integrated webcam with at least 720p resolution.

Please be aware of scammers. Spreetail will only contact you through Lever or the domain. Spreetail will never ask candidates for money during the recruitment process. Please reach out to directly if you have any concerns. Emails from are fraudulent.

You'll supports the Management Accountant by preparing and analyzing financial data to aid in business decisions. This role involves detailed tracking of inventory, costing, and financial transactions, and contributes to financial planning, budgeting, and compliance reporting.

Responsibility

• Coordinate with logistics on inventory count schedules and reconcile results.
• Prepare costing sheets based on actual import documents and system data, post related service invoices.
• Analyze and validate data accuracy related to inventory movements.
• Prepare reconciliations and initial gross profit calculations.
• Assist in identifying tax impacts and ensuring compliance. Zero non-compliance findings on reports audited for tax accuracy.
• Suggest process or control improvements.
• Collaboration with logistics, tax, and accounting teams to ensure accurate and timely financial data processing.

Qualifications

• Knowledge of Accounting Standards, Tax Laws, and Finance Principles
• Bachelor's degree in accountancy; CPA/CMA is a strong advantage
• Experience: Minimum of 2 years in general accounting, costing, or finance analysis roles
• Certifications: CPA or relevant certifications preferred
• Strong Analytical, Costing, and Organizational Skills
• MS Office / ERP Accounting Software Proficiency

Be part of a team that values innovation and excellence. Join us and enjoy:

• Allowances & incentives
• Health / Life insurance

You'll work with cutting-edge products in a supportive and dynamic environment. We offer ample opportunities for career advancement and professional development. We are committed to diversity, equity, and inclusion, ensuring everyone feels valued and respected. Achieve your potential with us and make a significant impact in an industry that's shaping the future.

Financial Analyst (Canadian Equities)

Immediate openings now available for fresh graduates or those with up to 3 years experience for a career in business and investment analysis. This is a challenging position for those with sound financial accounting knowledge and good business analytical and writing skills.

Job involves real-time monitoring and updating of business information with a focus on Canadian-based companies. Requires continuous reviews of business financials, regulatory and exchange filings, news and press releases from various sources to keep track of corporate changes that may impact investor and creditors.

*** Require reporting to office in Eastwood for training but with opportunity to work from home once fully trained and able to work independently.

*** Applicants must be based in Metro-Manila.

*** Graduates with no accounting course credits need not apply.

Required Skills and Background

• University graduate in accounting, finance and business related discipline.
• Strong accounting knowledge.
• Proficiency in English communication skills, both reading and writing. Should be able to summarize business news releases using clear and concise English sentences.
• Attentiveness to detail in spelling, grammar, English usage and entry of financial data is essential.

Position will provide successful applicants with opportunity to acquire deep understanding of investment analysis and gain relevant experience required for a CFA designation.

Job Type: Full-time

Pay: Php20, Php32,000.00 per month

Benefits:

• Flexible schedule
• Health insurance
• Promotion to permanent employee

Application Question(s):

• Do you live in Metro Manila and can commute easily to Eastwood, Q.C. if necessary? Unless you answer YES, application will not be reviewed.
• Have you completed at least two accounting courses in university? Unless you answer YES, application will not be reviewed.

Work Location: In person

Qualifications:

• Certified Public Accountant.
• At least
  3 years of work experience
  from a reputable accounting firm (tax and/or audit)
• Knowledgeable in bookkeeping, financial handling, payment of taxes, and renewals
• Familiar with SEC, BIR (Tax & Audit), and LGU rules and regulations, especially within NCR
• Advantage if with
  BIR assessment experience
• Skilled in handling holding companies and operating companies, particularly dividend incomes and property acquisitions

Job Responsibilities:

• Maintain accurate and up-to-date books of accounts
• Handle payment of taxes, renewals, and compliance requirements
• Prepare checks, vouchers, and various financial reports
• Support audits and assist in tax-related matters
• Ensure compliance with government regulatory bodies (SEC, BIR, LGU)
• Provide financial insights and support to management for decision-making.

CTC BPO Inc. (FKA: CallTek Center International Inc.) is a call center and a BPO company based in Cebu, Philippines. CTC BPO Inc. is a tailor-made business processing and technical support provider for the broadband and video/TV industry, specializing in hospitality/MDU markets.

We continuously seek highly motivated, energetic, flexible, career-driven, and most importantly, people-oriented individuals. We aim to build a company that provides the best technical and customer service available.

We are seeking a Financial Control Analyst to join our finance team.

This role is responsible for tracking, analyzing, and flagging issues related to expenses, receivables, and revenue fluctuations to ensure financial stability. The ideal candidate will have strong analytical skills, attention to detail, and the ability to identify and mitigate financial risks before they escalate.

Key Responsibilities:

• Monitor and track financial transactions, including expenses, accounts receivable, and revenue trends.
• Identify and flag financial anomalies, overdue payments, and unexpected expense fluctuations.
• Ensure timely follow-ups on receivables and maintain cash flow oversight.
• Generate and present financial reports with insights and recommendations.
• Collaborate with finance and operations teams to address financial risks proactively.
• Maintain financial records with accuracy and compliance.

Requirements:

Qualifications & Skills

• Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Experience: 1 year in financial analysis, accounting, or internal controls.
• Technical Skills: Proficiency in Excel, financial reporting software, and accounting tools (e.g., QuickBooks, NetSuite, SAP).
• Analytical Thinking: Ability to identify trends, anomalies, and financial risks.
• Problem-Solving: Strong ability to address financial challenges proactively.
• Attention to Detail: High level of accuracy in financial tracking and reporting.
• Communication: Clear and concise reporting skills to share insights with executives and cross-functional teams.

Benefits:

• Free one meal a day
• Emergency Loan and Other Financial Assistance Program
• Free 24-hour snacks and beverages
• Health Insurance
• Health Subsidy
• Interest-Based Clubs
• Retirement Plan/ Life Insurance
• Savings Plan
• Team Socialization Allowance
• Perfect Attendance Bonus
• Quarterly Perfect Attendance Bonus
• Year-End Performance Bonus Plan(Company discretion)
• And much more