20 Retirement Planning jobs in Taguig
Budget and Reporting Specialist (Financial Planning
Taguig, National Capital Region
JTI - Japan Tobacco International
Job Viewed
Job Description
We’re JTI, Japan Tobacco International and we believe in freedom.
We think that the possibilities are limitless when you’re free to choose. In fact, we’ve spent the last 20 years innovating, creating new and better products for our consumers to choose from. It’s how we’ve grown to be present in 130 countries. But our business isn’t just business. Our business is our people. Their talent. Their potential. We believe when they’re free to be themselves, grow, travel, and develop, **amazing things can happen for our business.**
That’s why our employees, from around the world, choose to be a part of JTI. It’s why **9 out of 10 would recommend us to a friend**. And why we’ve been awarded** Global Top Employer status, six years running.**
**Department**:People and Culture
**Location**:Taguig City and Malvar, Batangas
**Reporting to**: People and Culture Budget and Reporting Manager
**Role**: Permanent
**WHAT THIS POSITION IS ABOUT - PURPOSE**:
- Supports P&C Rewards Operations, Budget and Reporting Manager in all budget & reporting activities for JTIP and AMC - including but not limited to developing, recommending, and analyzing the market salaries, fringes and factory labor costs, analysis and submission of budgetary accounting and financial reports (accruals, headcount, etc.) and preparation of budget reports and cost models templates for presentation to management.
**WHAT WILL YOU DO - RESPONSIBILITIES**:
- **Budget Management and Reporting**
- Preparation of initial budget reports and monitoring expenditure.
- Gather data from various sources for reporting requirements
- Support Rewards Operations & Budget Manager in the preparation of Annual Plan/Latest Estimate (LE)/Out Look (OL)
- Perform detailed review and variance analysis of actual expenditure on salaries and fringes versus the approved budget/plan.
- Respond to requests for trends, actual accrual compensation, and benefits expenditure.
- Create / improve / maintain templates as needed
- **Monthly Reports**
- Prepare and submit monthly Compensation and Benefits reports such as headcount and
accruals.
- **IA/STA/Local plus Management**
- Track and report IA / STA expenses
- Coordinate with host/home entity for service agreements and recharges requirements
**WHO ARE WE LOOKING FOR - REQUIREMENTS**:
- **Bachelor's degree in Financial Planning & Analysis, Business Administrative, HR, Human Science, or similar**:
- **At least 3 to 5 years experience in People Budget & Reporting or Financial Planning and Analysis**:
- **Advanced written and oral English**:
- **Experience in using SAP S4 Hana**:
- **Strong and proven analytical skills**:
- **Excellent MS Office skills (Advance MS Excel, MS PowerPoint)**:
- **Excellent Communication skills**:
- **Strong Time Management skills**:
- **Self-management skills**:
- **Ability to work under pressure and tough deadlines**:
- **Team Player**
**WHAT’S IN IT FOR YOU?**
- Be covered with medical insurance and HMO upon hiring, with HMO dependent coverage and medicine allowance
- Receive bonuses and cash allowances such as meal and transport allowance
- Have access to over 200 company training
- Well-being programs for employees
- Opportunities for your career growth
- Recreational facilities in the office - Videoke, billiard and table tennis
- Be part of a truly international and diverse company with over 40,000 employees in 130 countries.
- Experience the culture of an Investors in People certified company
- Find out why 9 out of 10 employees recommend us to a friend.
- Understand why 9 out of 10 employees say they feel free to be themselves.
**WHAT ARE THE NEXT STEPS - THE RECRUITMENT PROCESS**:
- Thank you very much for your interest in the role. You are welcome to apply.
We think that the possibilities are limitless when you’re free to choose. In fact, we’ve spent the last 20 years innovating, creating new and better products for our consumers to choose from. It’s how we’ve grown to be present in 130 countries. But our business isn’t just business. Our business is our people. Their talent. Their potential. We believe when they’re free to be themselves, grow, travel, and develop, **amazing things can happen for our business.**
That’s why our employees, from around the world, choose to be a part of JTI. It’s why **9 out of 10 would recommend us to a friend**. And why we’ve been awarded** Global Top Employer status, six years running.**
**Department**:People and Culture
**Location**:Taguig City and Malvar, Batangas
**Reporting to**: People and Culture Budget and Reporting Manager
**Role**: Permanent
**WHAT THIS POSITION IS ABOUT - PURPOSE**:
- Supports P&C Rewards Operations, Budget and Reporting Manager in all budget & reporting activities for JTIP and AMC - including but not limited to developing, recommending, and analyzing the market salaries, fringes and factory labor costs, analysis and submission of budgetary accounting and financial reports (accruals, headcount, etc.) and preparation of budget reports and cost models templates for presentation to management.
**WHAT WILL YOU DO - RESPONSIBILITIES**:
- **Budget Management and Reporting**
- Preparation of initial budget reports and monitoring expenditure.
- Gather data from various sources for reporting requirements
- Support Rewards Operations & Budget Manager in the preparation of Annual Plan/Latest Estimate (LE)/Out Look (OL)
- Perform detailed review and variance analysis of actual expenditure on salaries and fringes versus the approved budget/plan.
- Respond to requests for trends, actual accrual compensation, and benefits expenditure.
- Create / improve / maintain templates as needed
- **Monthly Reports**
- Prepare and submit monthly Compensation and Benefits reports such as headcount and
accruals.
- **IA/STA/Local plus Management**
- Track and report IA / STA expenses
- Coordinate with host/home entity for service agreements and recharges requirements
**WHO ARE WE LOOKING FOR - REQUIREMENTS**:
- **Bachelor's degree in Financial Planning & Analysis, Business Administrative, HR, Human Science, or similar**:
- **At least 3 to 5 years experience in People Budget & Reporting or Financial Planning and Analysis**:
- **Advanced written and oral English**:
- **Experience in using SAP S4 Hana**:
- **Strong and proven analytical skills**:
- **Excellent MS Office skills (Advance MS Excel, MS PowerPoint)**:
- **Excellent Communication skills**:
- **Strong Time Management skills**:
- **Self-management skills**:
- **Ability to work under pressure and tough deadlines**:
- **Team Player**
**WHAT’S IN IT FOR YOU?**
- Be covered with medical insurance and HMO upon hiring, with HMO dependent coverage and medicine allowance
- Receive bonuses and cash allowances such as meal and transport allowance
- Have access to over 200 company training
- Well-being programs for employees
- Opportunities for your career growth
- Recreational facilities in the office - Videoke, billiard and table tennis
- Be part of a truly international and diverse company with over 40,000 employees in 130 countries.
- Experience the culture of an Investors in People certified company
- Find out why 9 out of 10 employees recommend us to a friend.
- Understand why 9 out of 10 employees say they feel free to be themselves.
**WHAT ARE THE NEXT STEPS - THE RECRUITMENT PROCESS**:
- Thank you very much for your interest in the role. You are welcome to apply.
This advertiser has chosen not to accept applicants from your region.
Job No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
VP - Operations (BPO Financial Services)
Taguig, National Capital Region
Quantumgroup Philippines
Posted 26 days ago
Job Viewed
Job Description
Required qualifications to be successful in this role
• Experience: A minimum of 10 years of experience in financial services, with a strong preference for candidates with a background in commercial banking. br>• Education: Bachelor’s degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision. < r>• Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders. < r>• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights. < r>• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process. < r>• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies. < r>• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.
• Experience: A minimum of 10 years of experience in financial services, with a strong preference for candidates with a background in commercial banking. br>• Education: Bachelor’s degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision. < r>• Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders. < r>• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights. < r>• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process. < r>• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies. < r>• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.
This advertiser has chosen not to accept applicants from your region.
0
Project Manager Financial Services and Insurance
Makati, National Capital Region
Hunter's Hub Inc.
Posted today
Job Viewed
Job Description
**QUALIFICATIONS**:
- Bachelor’s degree holder
- **5+ years relevant experience in the Financial Services Industries, preferably with experience in insurance**:
- **Experience in the following technical skills: Risk Management, Operations, Insurance, IT, Customer Experience, Distribution**:
- Proven leadership and people/talent management capabilities
- Able to build and maintain honest, ethical, and fair relationships with direct reports, peers, supervisors
- Able to function as an organizational change agent and see beyond current situations towards enterprise-wide higher level process and systems improvements
- Ability to work and adapt in a changing environment
- Excellent escalation handling, coaching, planning, and organizing skills
- Demonstrate project management and planning skills; balances strategic skills with tactical execution skills
- Strong analytical and metrics management skills
- Strong communication skills - verbal, written, presentation, negotiation, ability to adapt content to various audiences; communicates effectively at all organization levels
- Proven interpersonal skills: ability to build relationships, engage, and influence others, work with a diverse internal and international customer base
- Certifications and Project Management methods (Agile, SAFe, Waterfall, PRINCE2) is an advantage
**JOB DESCRIPTION**:
- Effectively partner with the Project Sponsor/Owner to formulate strategic plans to meet and exceed the business unit requirement
- Effectively manage interactions of the teams assigned
- Effectively work with the Project Owner and team to manage daily operations of the team
- Identifies resource needs for the project and establishes roles and expectations with team members
- Provides support/feedback to the Project Owner with regards to the execution of deliverables
- Provides direction/instructions and guidance to team members to continuously improve both individual and team performance
- Ensures all team members are engaged and are effective contributors towards the team success
- Provide effective and regular communication within the project team, stakeholders, sponsors, and management
- Drives operational efficiencies and cultivate innovative mindset among team members
- Regular interaction with the Business Owner of the project to understand the project from a Business terms of view (process, dependencies, inter-department play, IT)
- Identifies, analyses, mitigates, documents, and controls project risks
- Ensures compliance to work process standards and guidelines
- Ensures that assigned projects are completed within budgets and schedules while meeting client business objectives
- Good understanding of business functions and issues
- Delivering, monitoring, a detailed project plan with all dependencies
**Benefits**:
- Health insurance
- Life insurance
- Opportunities for promotion
- Promotion to permanent employee
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Rotational shift
- Weekends
Supplemental pay types:
- 13th month salary
- Bonus pay
- Performance bonus
Ability to commute/relocate:
- Makati City: Reliably commute or planning to relocate before starting work (required)
- Bachelor’s degree holder
- **5+ years relevant experience in the Financial Services Industries, preferably with experience in insurance**:
- **Experience in the following technical skills: Risk Management, Operations, Insurance, IT, Customer Experience, Distribution**:
- Proven leadership and people/talent management capabilities
- Able to build and maintain honest, ethical, and fair relationships with direct reports, peers, supervisors
- Able to function as an organizational change agent and see beyond current situations towards enterprise-wide higher level process and systems improvements
- Ability to work and adapt in a changing environment
- Excellent escalation handling, coaching, planning, and organizing skills
- Demonstrate project management and planning skills; balances strategic skills with tactical execution skills
- Strong analytical and metrics management skills
- Strong communication skills - verbal, written, presentation, negotiation, ability to adapt content to various audiences; communicates effectively at all organization levels
- Proven interpersonal skills: ability to build relationships, engage, and influence others, work with a diverse internal and international customer base
- Certifications and Project Management methods (Agile, SAFe, Waterfall, PRINCE2) is an advantage
**JOB DESCRIPTION**:
- Effectively partner with the Project Sponsor/Owner to formulate strategic plans to meet and exceed the business unit requirement
- Effectively manage interactions of the teams assigned
- Effectively work with the Project Owner and team to manage daily operations of the team
- Identifies resource needs for the project and establishes roles and expectations with team members
- Provides support/feedback to the Project Owner with regards to the execution of deliverables
- Provides direction/instructions and guidance to team members to continuously improve both individual and team performance
- Ensures all team members are engaged and are effective contributors towards the team success
- Provide effective and regular communication within the project team, stakeholders, sponsors, and management
- Drives operational efficiencies and cultivate innovative mindset among team members
- Regular interaction with the Business Owner of the project to understand the project from a Business terms of view (process, dependencies, inter-department play, IT)
- Identifies, analyses, mitigates, documents, and controls project risks
- Ensures compliance to work process standards and guidelines
- Ensures that assigned projects are completed within budgets and schedules while meeting client business objectives
- Good understanding of business functions and issues
- Delivering, monitoring, a detailed project plan with all dependencies
**Benefits**:
- Health insurance
- Life insurance
- Opportunities for promotion
- Promotion to permanent employee
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Rotational shift
- Weekends
Supplemental pay types:
- 13th month salary
- Bonus pay
- Performance bonus
Ability to commute/relocate:
- Makati City: Reliably commute or planning to relocate before starting work (required)
This advertiser has chosen not to accept applicants from your region.
1
Sr. Patient Financial Services - Revenue Cycle Management, Healthcare Finance
Manila, Metropolitan Manila
Amazon
Posted 18 days ago
Job Viewed
Job Description
Description
Working Conditions:
-Fixed night shift schedule (start time of 9PM but can change depending on business need).
-Report daily to the Pasay office.
-Knowledge of reading an Explanation of Benefits (EOB), denial management and denial codes is required
-Familiarity with Medicare and Medicare Advantage programs
-Minimum 1 year of working experience in Revenue Management Cycle (RCM) preferably in US healthcare
The Finance Operations organization works with every part of Amazon to provide operations accounting and operations excellence services with the highest level of controllership at the lowest cost to the company. We provide the backbone systems and operational processes which completely, accurately, and validly pay Amazon's suppliers, invoice our customers and report financial results. Amazon is quickly building the Finance Operations capabilities in the healthcare industry by creating the Healthcare Finance Operations Services.
As part of the Amazon Healthcare Global Finance Operations Services team, you will find yourself working with exceptionally talented and determined people committed to driving financial improvement, scalability, and process excellence. To support the growth of Amazon HealthCare, this candidate must possess a strong passion for accountability, setting high standards, raising the bar, and driving results through constant focus on improving existing and future state operations, systems, and processes in collaboration with Management.
As we continue to grow and scale our ability to provide innovative primary care across the country, the teams that support this critical work are growing as well. Amazon Healthcare is seeking to hire Patient Financial Services professionals (RCM) for the Revenue Cycle team. As a member of the Revenue Cycle team, you will be working in the Revenue Cycle Team ensuring that our members get the best billing experience available. You will help us to attain this goal by assisting administrators with member inquiries and doing pro-active reach outs to members with large balances.
Key job responsibilities
- Handle tasks via our offline chat using One Medical tools
- Oversee comprehensive revenue cycle management operations while ensuring compliance with healthcare billing regulations.
- Assisting admins with our member's billing needs via 1Life's tasking system to provide the best customer service
- Answering patient inquiries for complex billing cases and questions
- Investigating claims through insurance to ensure they were processed according to the patient benefit plan via internal tools
- Supporting One Medical through processes aimed at empowering our patients to resolve any financial responsibilities
- Reviewing and reconciling patient and insurance balances for accuracy
- Managing the member statement process, by ensuring bills are efficiently and accurately sent
- Maintaining service level agreements in response time to admins and patients
Basic Qualifications
- Minimum a Bachelor's degree in any field
- Prior experience of at least 1 year in Accounts Receivable in RCM or in US healthcare revenue cycle operations.
- Knowledge of reading an Explanation of Benefits (EOB), denial management and denial codes is required
- Familiarity with Medicare and Medicare Advantage programs
- Understanding of Coordination of Benefits and Eligibility
- Customer service exposure to anything related to revenue cycle-billing insurance
- Experience working in shared services environment with productivity targets
- Experience in US healthcare and insurance landscape
- Understanding of basic accounting principles and receivables management
- Proven ability to adhere to policies and procedures, as defined by leadership
Preferred Qualifications
- 2+ yrs experience with US healthcare and health insurance industry
- Prior AR Collections or back office experience
- CRCR cert preferred
- Has led or been part of a team that worked on a Six Sigma belt project / Kaizen / Lean projects
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Working Conditions:
-Fixed night shift schedule (start time of 9PM but can change depending on business need).
-Report daily to the Pasay office.
-Knowledge of reading an Explanation of Benefits (EOB), denial management and denial codes is required
-Familiarity with Medicare and Medicare Advantage programs
-Minimum 1 year of working experience in Revenue Management Cycle (RCM) preferably in US healthcare
The Finance Operations organization works with every part of Amazon to provide operations accounting and operations excellence services with the highest level of controllership at the lowest cost to the company. We provide the backbone systems and operational processes which completely, accurately, and validly pay Amazon's suppliers, invoice our customers and report financial results. Amazon is quickly building the Finance Operations capabilities in the healthcare industry by creating the Healthcare Finance Operations Services.
As part of the Amazon Healthcare Global Finance Operations Services team, you will find yourself working with exceptionally talented and determined people committed to driving financial improvement, scalability, and process excellence. To support the growth of Amazon HealthCare, this candidate must possess a strong passion for accountability, setting high standards, raising the bar, and driving results through constant focus on improving existing and future state operations, systems, and processes in collaboration with Management.
As we continue to grow and scale our ability to provide innovative primary care across the country, the teams that support this critical work are growing as well. Amazon Healthcare is seeking to hire Patient Financial Services professionals (RCM) for the Revenue Cycle team. As a member of the Revenue Cycle team, you will be working in the Revenue Cycle Team ensuring that our members get the best billing experience available. You will help us to attain this goal by assisting administrators with member inquiries and doing pro-active reach outs to members with large balances.
Key job responsibilities
- Handle tasks via our offline chat using One Medical tools
- Oversee comprehensive revenue cycle management operations while ensuring compliance with healthcare billing regulations.
- Assisting admins with our member's billing needs via 1Life's tasking system to provide the best customer service
- Answering patient inquiries for complex billing cases and questions
- Investigating claims through insurance to ensure they were processed according to the patient benefit plan via internal tools
- Supporting One Medical through processes aimed at empowering our patients to resolve any financial responsibilities
- Reviewing and reconciling patient and insurance balances for accuracy
- Managing the member statement process, by ensuring bills are efficiently and accurately sent
- Maintaining service level agreements in response time to admins and patients
Basic Qualifications
- Minimum a Bachelor's degree in any field
- Prior experience of at least 1 year in Accounts Receivable in RCM or in US healthcare revenue cycle operations.
- Knowledge of reading an Explanation of Benefits (EOB), denial management and denial codes is required
- Familiarity with Medicare and Medicare Advantage programs
- Understanding of Coordination of Benefits and Eligibility
- Customer service exposure to anything related to revenue cycle-billing insurance
- Experience working in shared services environment with productivity targets
- Experience in US healthcare and insurance landscape
- Understanding of basic accounting principles and receivables management
- Proven ability to adhere to policies and procedures, as defined by leadership
Preferred Qualifications
- 2+ yrs experience with US healthcare and health insurance industry
- Prior AR Collections or back office experience
- CRCR cert preferred
- Has led or been part of a team that worked on a Six Sigma belt project / Kaizen / Lean projects
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
This advertiser has chosen not to accept applicants from your region.
2
Director Consulting Delivery (Wealth Management)
Taguig, National Capital Region
ADDFORCE Human Resource Solutions INC
Posted 26 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.
3
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 5 days 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.
4
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.
5
Financial Planning Manager
Taguig, National Capital Region
WHR Global Consulting
Posted 10 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.
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6
Financial Planning Analyst
Makati, National Capital Region
Advance Intelligence Group
Posted today
Job Viewed
Job Description
Responsibilities:
- Regular reporting to management
- Collaboration on monthly closing
- Developing and delivering ad hoc analysis as required
- Supporting team in preparation of reports, plans and forecasts
- Compliance reviews of various internal controls and procedures (control reports, data analysis, exception reports)
Qualifications:
- University degree (preferred in Mathematics, Statistics, Economics, Finance, Accountancy)
- 3 - 4 years of work experience in Financial Audit, Financial Industry Advisory, Financial Planning and Analysis
- Strong analytical and problem solving skills are a must
- Ability to structure problem well and co-operate with different departments
- Ability to recommend actions based on performed analysis
- Commercial and business awareness
- Good communication skills - both written and verbal
- Microsoft Office Suite - active user, main focus on Excel (analytical functions, pivots, etc.)
- English language - active, as daily communication within the company is in English
**Salary**: Php50,000.00 - Php80,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Makati City: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Are you willing to work 4 days on site and 1 day Work from home?
**Education**:
- Bachelor's (preferred)
**Experience**:
- Auditing Firm: 4 years (preferred)
- Financial Audit: 3 years (preferred)
License/Certification:
- CPA (preferred)
- Regular reporting to management
- Collaboration on monthly closing
- Developing and delivering ad hoc analysis as required
- Supporting team in preparation of reports, plans and forecasts
- Compliance reviews of various internal controls and procedures (control reports, data analysis, exception reports)
Qualifications:
- University degree (preferred in Mathematics, Statistics, Economics, Finance, Accountancy)
- 3 - 4 years of work experience in Financial Audit, Financial Industry Advisory, Financial Planning and Analysis
- Strong analytical and problem solving skills are a must
- Ability to structure problem well and co-operate with different departments
- Ability to recommend actions based on performed analysis
- Commercial and business awareness
- Good communication skills - both written and verbal
- Microsoft Office Suite - active user, main focus on Excel (analytical functions, pivots, etc.)
- English language - active, as daily communication within the company is in English
**Salary**: Php50,000.00 - Php80,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Makati City: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Are you willing to work 4 days on site and 1 day Work from home?
**Education**:
- Bachelor's (preferred)
**Experience**:
- Auditing Firm: 4 years (preferred)
- Financial Audit: 3 years (preferred)
License/Certification:
- CPA (preferred)
This advertiser has chosen not to accept applicants from your region.
7
Financial Planning Analysis Associate
Taguig, National Capital Region
WHR Global Consulting
Posted 11 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.
8
Financial Planning Manager - Taguig
Taguig, National Capital Region
WHR Global Consulting
Posted 23 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.
9