7 Sales Accounting jobs in the Philippines
Senior Financial Analyst - Accounting & Reporting (GWAM & GA Finance)
Manulife
Posted 25 days ago
Job Viewed
Job Description
**Position Responsibilities:**
+ Serve as the go-to person of the specific location in terms of the knowledge of the in-scope Accounting & Reporting processes (journal entries preparation, reconciliation, reporting and analysis).
+ Prepare and complete monthly/quarterly reporting to groups throughout MIM and Manulife with little to no supervision. Process include but not limited to preparation of journal entries, financial statements, regulatory and management reports.
+ Ensure that all processes/deliverables for the day have undergone internal first level review process prior to submission.
+ Perform controls and ensure compliance with policies and procedures.
+ Provide support for audit requirements
+ Create training plan for new joiners.
+ Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production.
+ Collaborate with other team members and business partners on special projects, as required.
+ Initiates opportunities for process improvements and implement improved controls.
+ Trains new resources within the team and guides junior team members in asking right questions and provides suggested answers/ solutions.
+ Works closely with the business unit and teammates to ensure a smooth reporting process, assisting in ad hoc requests as needed.
**Required Qualifications**
+ University graduate in Accounting/Finance, professional accounting designation (CPA) is an advantage
+ At least 4 years of relevant experience in accounting, reporting and/or audit. Experience and knowledge on Investment/ Asset Management industry is an advantage
+ Intermediate to Advanced knowledge of Excel (i.e. knowledge and application of excel formulas and pivot tables is required); VBA is a plus
+ Strong verbal and written communication skills; ability to succinctly engage with business partners and team members
+ Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
+ Knowledge of general ledger reporting tools and systems
+ Strong attention to detail
+ Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests under strict timelines
+ Proactive approach to continuous improvements and a positive "can-do" attitude
+ Ability to identify and investigate complex issues and recommend actionable solutions
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
+ Serve as the go-to person of the specific location in terms of the knowledge of the in-scope Accounting & Reporting processes (journal entries preparation, reconciliation, reporting and analysis).
+ Prepare and complete monthly/quarterly reporting to groups throughout MIM and Manulife with little to no supervision. Process include but not limited to preparation of journal entries, financial statements, regulatory and management reports.
+ Ensure that all processes/deliverables for the day have undergone internal first level review process prior to submission.
+ Perform controls and ensure compliance with policies and procedures.
+ Provide support for audit requirements
+ Create training plan for new joiners.
+ Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production.
+ Collaborate with other team members and business partners on special projects, as required.
+ Initiates opportunities for process improvements and implement improved controls.
+ Trains new resources within the team and guides junior team members in asking right questions and provides suggested answers/ solutions.
+ Works closely with the business unit and teammates to ensure a smooth reporting process, assisting in ad hoc requests as needed.
**Required Qualifications**
+ University graduate in Accounting/Finance, professional accounting designation (CPA) is an advantage
+ At least 4 years of relevant experience in accounting, reporting and/or audit. Experience and knowledge on Investment/ Asset Management industry is an advantage
+ Intermediate to Advanced knowledge of Excel (i.e. knowledge and application of excel formulas and pivot tables is required); VBA is a plus
+ Strong verbal and written communication skills; ability to succinctly engage with business partners and team members
+ Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
+ Knowledge of general ledger reporting tools and systems
+ Strong attention to detail
+ Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests under strict timelines
+ Proactive approach to continuous improvements and a positive "can-do" attitude
+ Ability to identify and investigate complex issues and recommend actionable solutions
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
This advertiser has chosen not to accept applicants from your region.
0
Sales Finance Manager
National Capital Region, National Capital Region
GESG
Posted 2 days ago
Job Viewed
Job Description
We are looking for a Sales Finance Manager to lead financial planning, analysis, and business partnering efforts that empower key decision-making across our client's commercial teams.
br>Role Overview
As a Sales Finance Manager, you will play a critical role in supporting the Commercial Finance team by delivering strategic financial insights, optimizing pricing and margins, managing forecasts, and driving profitability across the business. You will collaborate closely with sales, operations, and senior management to ensure effective resource allocation and financial alignment with business goals.
Key Responsibilities
- Financial Analysis: Assess commercial performance, identify trends, and uncover opportunities for growth.
- Budgeting & Forecasting: Lead budgeting and forecasting cycles in partnership with commercial teams.
- Pricing & Margin Strategy: Analyze pricing, margins, and sales trends to boost profitability.
- Business Partnering: Provide financial support to sales and operations, including new opportunities and contract evaluation.
- Financial Planning: Develop models and business plans that support strategic decision-making.
- Performance Reporting: Prepare dashboards and KPIs to monitor commercial outcomes and guide leadership decisions.
- Cost & Risk Management: Analyze costs, suggest efficiency improvements, and mitigate financial risks.
- Stakeholder Collaboration: Work across departments to ensure financial alignment and support.
- Team Leadership: Mentor and develop a team of finance professionals, fostering a high-performance culture.
Qualifications
- Bachelor's degree in Finance, Accounting, or a related field—CPA license is highly preferred < r>- With at least 2 to 3 years of experience in financial analysis, commercial finance, and budgeting
- Strong analytical and financial modeling skills (Excel expertise required)
- Excellent grasp of financial principles and regulations
- Proven ability to communicate complex financial information to non-financial stakeholders
- Experience partnering with sales, operations, or cross-functional teams
- Strong leadership and team development capabilities
- Strategic thinker with a business-driven mindset
- Willing to work in the Eastwood area, QC, on hybrid work arrangement (4 days onsite, 1 day WFH)
br>Role Overview
As a Sales Finance Manager, you will play a critical role in supporting the Commercial Finance team by delivering strategic financial insights, optimizing pricing and margins, managing forecasts, and driving profitability across the business. You will collaborate closely with sales, operations, and senior management to ensure effective resource allocation and financial alignment with business goals.
Key Responsibilities
- Financial Analysis: Assess commercial performance, identify trends, and uncover opportunities for growth.
- Budgeting & Forecasting: Lead budgeting and forecasting cycles in partnership with commercial teams.
- Pricing & Margin Strategy: Analyze pricing, margins, and sales trends to boost profitability.
- Business Partnering: Provide financial support to sales and operations, including new opportunities and contract evaluation.
- Financial Planning: Develop models and business plans that support strategic decision-making.
- Performance Reporting: Prepare dashboards and KPIs to monitor commercial outcomes and guide leadership decisions.
- Cost & Risk Management: Analyze costs, suggest efficiency improvements, and mitigate financial risks.
- Stakeholder Collaboration: Work across departments to ensure financial alignment and support.
- Team Leadership: Mentor and develop a team of finance professionals, fostering a high-performance culture.
Qualifications
- Bachelor's degree in Finance, Accounting, or a related field—CPA license is highly preferred < r>- With at least 2 to 3 years of experience in financial analysis, commercial finance, and budgeting
- Strong analytical and financial modeling skills (Excel expertise required)
- Excellent grasp of financial principles and regulations
- Proven ability to communicate complex financial information to non-financial stakeholders
- Experience partnering with sales, operations, or cross-functional teams
- Strong leadership and team development capabilities
- Strategic thinker with a business-driven mindset
- Willing to work in the Eastwood area, QC, on hybrid work arrangement (4 days onsite, 1 day WFH)
This advertiser has chosen not to accept applicants from your region.
1
Sales Executive (Bancassurance/Banking/Finance)
Makati, National Capital Region
HRTX
Posted 15 days ago
Job Viewed
Job Description
Full Onsite | Monday to Friday | 8am to 5pm
We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive . This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.
Qualifications:
- Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
- At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
- Excellent communication, interpersonal, and customer service skills.
- Results-oriented and motivated by a passion for helping people with their financial well-being.
- Willing to be deployed to an assigned bank branch location.
- Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).
Key Responsibilities:
- Develop strong working relationships with bank personnel to drive client referrals and generate leads.
- Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
- Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
- Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
- Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
- Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
- Achieve or surpass monthly sales goals and performance metrics.
- Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.
Competitive Benefits:
- Commissions
- HMO with 2 dependents.
- Life insurance and retirement plan upon regularization.
- Leave credits you can convert to cash + special birthday leave.
- Up to 14th-month pay, attendance bonus, and sales raffle rewards.
- Annual salary increase and performance bonuses.
- Laundry allowance, rice subsidy, and a Christmas gift.
- Emergency and bereavement leaves when needed.
This advertiser has chosen not to accept applicants from your region.
2
Sales Operation Associate - Lending/Finance (47590) - Makati
Makati, National Capital Region
RCX Recruitment Inc.
Posted 6 days ago
Job Viewed
Job Description
Salary: 17,000 - 20,000
br>Required Experience:
> College Graduate
> Experience in Financing / Lending under Business Loan
> With experience in end-to-end loan application process for at least 2 years.
> Excellent interpersonal and communication skills
> Result oriented and people person
> Ability to build rapport to clients, customers and agents
> Proficient in processing business documents
> Able to work onsite
JOB OVERVIEW
The Sales Associate – Operations is responsible with ensuring that the end-to-end loan application process is carried out smoothly. He/She will be given sales targets that should be met consistently. < r>
RESPONSIBILITIES AND DUTIES
> Ensuring that the loan application process, from document submission to loan proceed release, is well executed, and coordinated to all stakeholders (applicant, Business Consultant, and Business Manager)
> Performing of initial screening of applicant documents
> Coordinating with stakeholders on incomplete or inaccurate documents
> Updating of stakeholders on the status of the loan application
> Tracking of performance of the loan application process in terms of fulfillment of our promised turnaround time
> Endorsing of loan application to the Credit Department
> Answering of loan inquiries of on-going applications
br>Required Experience:
> College Graduate
> Experience in Financing / Lending under Business Loan
> With experience in end-to-end loan application process for at least 2 years.
> Excellent interpersonal and communication skills
> Result oriented and people person
> Ability to build rapport to clients, customers and agents
> Proficient in processing business documents
> Able to work onsite
JOB OVERVIEW
The Sales Associate – Operations is responsible with ensuring that the end-to-end loan application process is carried out smoothly. He/She will be given sales targets that should be met consistently. < r>
RESPONSIBILITIES AND DUTIES
> Ensuring that the loan application process, from document submission to loan proceed release, is well executed, and coordinated to all stakeholders (applicant, Business Consultant, and Business Manager)
> Performing of initial screening of applicant documents
> Coordinating with stakeholders on incomplete or inaccurate documents
> Updating of stakeholders on the status of the loan application
> Tracking of performance of the loan application process in terms of fulfillment of our promised turnaround time
> Endorsing of loan application to the Credit Department
> Answering of loan inquiries of on-going applications
This advertiser has chosen not to accept applicants from your region.
3
Direct Sales Account Officer - Lending/Finance (47592) - Makati
Makati, National Capital Region
RCX Recruitment Inc.
Posted 6 days ago
Job Viewed
Job Description
Salary: 18,000 - 28,000
br>Required Experience:
> College Graduate
> Experience in Financing / Lending under Business Loan
> With at least 3 years of experience in Direct sales.
> Excellent in interpersonal and communication skills
> With strong understanding of business loan processes
> Result oriented and people person
> Ability to adapt with constant changes in clients need
> Able to work onsite
Responsibilities < r>> Conduct first contact with a prospect, connect with the decision maker of the business and progress to the application process < r>> Discover customer’s goals, pressures, and challenges
Provide solution options to the prospect with regards to their financing situation. < r>> Urge prospects to apply for financing and maintain communication until their first loan release < r>> Generate leads by attending events, conducting market research, joining different social media groups, maximizing company databases, and establishing partnerships among others. < r>> Manage incoming inquiries from the company's social media platforms and website which will generate interest for a potential sale < r>> Onboard new customers from inbound and outbound sales channels < r>> Handle onboarding of Supplier Partners and other future partnerships < r>> Develop tools to help Supplier Partners and other future partnerships explain our product to their customers < r>> Identify inefficiencies in the process and documentation including but not limited to call flow, loan processes, customer feedback, and feedback from team members
br>Required Experience:
> College Graduate
> Experience in Financing / Lending under Business Loan
> With at least 3 years of experience in Direct sales.
> Excellent in interpersonal and communication skills
> With strong understanding of business loan processes
> Result oriented and people person
> Ability to adapt with constant changes in clients need
> Able to work onsite
Responsibilities < r>> Conduct first contact with a prospect, connect with the decision maker of the business and progress to the application process < r>> Discover customer’s goals, pressures, and challenges
Provide solution options to the prospect with regards to their financing situation. < r>> Urge prospects to apply for financing and maintain communication until their first loan release < r>> Generate leads by attending events, conducting market research, joining different social media groups, maximizing company databases, and establishing partnerships among others. < r>> Manage incoming inquiries from the company's social media platforms and website which will generate interest for a potential sale < r>> Onboard new customers from inbound and outbound sales channels < r>> Handle onboarding of Supplier Partners and other future partnerships < r>> Develop tools to help Supplier Partners and other future partnerships explain our product to their customers < r>> Identify inefficiencies in the process and documentation including but not limited to call flow, loan processes, customer feedback, and feedback from team members
This advertiser has chosen not to accept applicants from your region.
4
Bancassurance Sales Specialist - CALABARZON (Insurance/Banking/Finance)
Cavite, Cavite
HRTX
Posted 9 days ago
Job Viewed
Job Description
Full Onsite | Monday to Friday | 8am to 5pm
Available Locations: Metro Manila, South Luzon, North Luzon
We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive . This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.
Qualifications:
- Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
- At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
- Excellent communication, interpersonal, and customer service skills.
- Results-oriented and motivated by a passion for helping people with their financial well-being.
- Willing to be deployed to an assigned bank branch location.
- Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).
Key Responsibilities:
- Develop strong working relationships with bank personnel to drive client referrals and generate leads.
- Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
- Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
- Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
- Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
- Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
- Achieve or surpass monthly sales goals and performance metrics.
- Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.
Competitive Benefits:
- Commissions
- HMO with 2 dependents.
- Life insurance and retirement plan upon regularization.
- Leave credits you can convert to cash + special birthday leave.
- Up to 14th-month pay, attendance bonus, and sales raffle rewards.
- Annual salary increase and performance bonuses.
- Laundry allowance, rice subsidy, and a Christmas gift.
- Emergency and bereavement leaves when needed.
This advertiser has chosen not to accept applicants from your region.
5
Bancassurance Sales Specialist - Metro Manila (Insurance/Banking/Finance)
National Capital Region, National Capital Region
HRTX
Posted 9 days ago
Job Viewed
Job Description
Full Onsite | Monday to Friday | 8am to 5pm
Available Locations: Metro Manila, South Luzon, North Luzon
We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive . This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.
Qualifications:
- Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
- At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
- Excellent communication, interpersonal, and customer service skills.
- Results-oriented and motivated by a passion for helping people with their financial well-being.
- Willing to be deployed to an assigned bank branch location.
- Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).
Key Responsibilities:
- Develop strong working relationships with bank personnel to drive client referrals and generate leads.
- Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
- Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
- Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
- Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
- Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
- Achieve or surpass monthly sales goals and performance metrics.
- Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.
Competitive Benefits:
- Commissions
- HMO with 2 dependents.
- Life insurance and retirement plan upon regularization.
- Leave credits you can convert to cash + special birthday leave.
- Up to 14th-month pay, attendance bonus, and sales raffle rewards.
- Annual salary increase and performance bonuses.
- Laundry allowance, rice subsidy, and a Christmas gift.
- Emergency and bereavement leaves when needed.
This advertiser has chosen not to accept applicants from your region.
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