11 Sm Investments Corporation jobs in the Philippines

Requirements & Qualifications:

- CA, ICWA or MBA (Finance)
- 4-6 years of experience in Finance in IT industry, at least 50% of which should be in the areas of Business Finance / FP&A / Pricing

Duties & Responsibilities:

- Lead the preparation, analysis and communication of the monthly executive Business Unit pack review.
- Lead the monthly revenue forecasting exercise
- Facilitate the annual budgeting cycle
- Provide meaningful insights and commentary to portray the financial outlook.
- Provide financial analysis, coupled with business perspective to adequately communicate financial trends and variances to expected results. Provide metrics, ad hoc reports and dashboards that help steer business decisions.
- Recommend strategic changes which will augment revenues, optimize costs and drive profitability.
- Build effective relationships within the finance team as well as with the business teams.
- Work cross-functionally and collaborate to gain knowledge and insights of finance related activities. Maintain open communication with business partners to stay in front of activities with a financial impact.

Personal Attributes:

- Prior experience in leading the review and analysis of business unit P&L.
- Prior experience working with senior stakeholders
- Interpersonal skills to be able to work within a large team
- Strong Communication / Articulation skills
- Working independently to resolve issues
- Ability to work accurately within tight timeframes

**Salary**: Up to Php90,000.00 per month

Schedule:

- 8 hour shift

IT Portfolio Management (AVP)

Location: Pasay
Schedule: Monday - Friday, Morning Shift
Salary: Open Budget

Overview: The AVP, IT Portfolio Management is responsible for optimizing the company's IT investment portfolio, ensuring that all IT initiatives and projects are strategically aligned with business objectives and deliver maximum value. This role involves rigorous analysis, prioritization, and monitoring of IT projects, managing resource allocation, and providing strategic insights to senior leadership regarding the health and performance of the overall IT portfolio.

Key Responsibilities:

• Portfolio Strategy & Alignment: Develop and maintain the IT portfolio strategy, ensuring alignment with the overall corporate strategy and business priorities.
• Investment Prioritization: Establish and manage a robust process for evaluating, prioritizing, and selecting IT investments based on strategic value, return on investment (ROI), risk, and resource availability.
• Resource Optimization: Oversee resource planning and allocation across the IT portfolio, ensuring optimal utilization of personnel and financial resources to achieve project objectives.
• Performance Monitoring & Reporting: Implement metrics and reporting frameworks to monitor the performance, health, and progress of the IT portfolio and individual projects. Provide regular, insightful reports and recommendations to senior management.
• Governance & Standards: Define and enforce IT portfolio governance processes, standards, and tools to ensure consistency, transparency, and accountability across all IT initiatives.
• Risk & Dependency Management: Identify, assess, and manage risks and interdependencies within the IT portfolio, developing mitigation strategies to ensure successful project delivery.
• Stakeholder Engagement: Collaborate with business leaders, IT delivery teams, and finance to facilitate informed decision-making regarding IT investments and manage expectations.
• Continuous Improvement: Drive continuous improvement of portfolio management processes and methodologies, adopting best practices to enhance efficiency and effectiveness.

Qualifications:

• Bachelor's degree in Business Administration, Finance, Information Technology, or a related field. PMP, PgMP, or equivalent certification preferred.
• Minimum of 10 years of experience in IT project or program management , with at least 3-5 years specifically in IT portfolio management in a large organization.
• Experience in a fast-paced industry is highly desirable , understanding the pressures and strategic needs of IT investments in such an environment.
• Strong analytical skills with the ability to perform complex financial modeling, ROI analysis, and risk assessment.
• Proficiency in portfolio management tools and software.
• Exceptional communication and presentation skills, with the ability to articulate complex information clearly to diverse audiences, including executive leadership.
• Proven ability to influence without direct authority and drive consensus among various stakeholders.

This role is within the Finance function of Manulife Investment Management, the global brand for the global wealth and asset management segment of Manulife Financial Corporation that operate across US, Canada, Europe and Asia. Our mission is to make decisions easier and lives better by empowering investors for a better tomorrow. Manulife Investment Management serves more than 17 million individuals, institutions, and retirement plan members by offering investment solutions across equities, fixed income, multi-asset, and private markets investments through mutual funds, ETFs, separately managed accounts, and other vehicles.
The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis. Will locally report to MBPS FP&A Team Leader and provide support to stakeholders located in Asia and North America.
**Position Responsibilities:**
+ Actively involve in consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders
+ Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM Finance - Financial Planning and Analysis
+ Prepares Monthly/Quarterly Management Decks, Sales Report, Quarterly Forecasts from different business segments and others
+ Prepares and maintains templates of report packages, highlight key issues, and participate on issue resolution
+ Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
+ Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
+ Works closely with the North America or Asia business units, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
+ Participates in team cross-training to establish back-up and improvement of processes handled
**Required qualifications:**
+ University graduate in Accounting/Finance, professional accounting designation (CPA) is an advantage
+ At least 2 years of experience in a finance role; Wealth and Asset Management industry experience is an asset
+ Intermediate to Advanced knowledge of Excel and Powerpoint (i.e. knowledge and application of excel formulas, pivot tables and creating of charts and tables is required);
+ Effective verbal and written communication skills; ability to succinctly engage with business partners and team members
+ Solid technical accounting skills with strong understanding of the business environment and financial reporting structure to provide value-added analysis and insights to management
+ Knowledge of general ledger reporting tools and systems
+ Strong attention to detail
+ Experience in developing of Power BI dashboard and knowledge of Anaplan is a plus
+ Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
+ Proactive approach to continuous improvements and a positive "can-do" attitude
**_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

**About Pearson**
Learning is the most powerful force for change in the world. More than 20,000 Pearson employees deliver our products and services in nearly 200 countries, all working toward a common purpose - to help everyone achieve their potential through learning. We do that by providing high-quality, digital content and learning experiences, as well as assessments and qualifications that help people build their skills and grow with the world around them. We are the world's leading learning company. Learn more at pearsonplc.com
**About Pearson Financial Services (PFS)**
PFS is Pearson's centre of excellence for all FP&A and financial control activity. We partner with the business, Finance business partners and group reporting to provide outstanding financial support and service
**About the role**
Reporting to the Manager Financial Planning & Analysis (FP&A), the Financial Analyst will support the provision of a consolidated view of financial business performance and planning to business partnering teams across Pearson. This role will prepare and deliver financial planning and analysis to business areas enabling effective business decision making within Assessment and Qualifications. This role will also contribute to aspects of the budgeting and forecasting cycle.
The role will be hybrid with our offices based in central Belfast.
**Responsibilities include:**
+ Complete the processing of all technical responsibilities (see below) in a timely, efficient and accurate manner
+ Manage/perform the preparation of ad-hoc analysis / production of reports as requested to support accurate reporting and business decisions
+ Preparing variance analysis against performance targets.
+ Preparing monthly management reporting packs
+ Assist in providing value add financial analysis to Finance Business Partners
+ Manage the preparation of accruals / other adjustment journal entries as required.
+ Supporting in the Planning, Budgeting and Forecasting cycles through preparation of analyses and system loads working with the BPO team to complete in line with strict deadlines
+ Ensure team performance targets are met and service is delivered to end users as expected.
+ Take proactive involvement in determining and implementing best practices within PFS
+ Reconcile data between source ERPs and consolidated reporting tools (Oracle/Hyperion) and seek explanations for significant variances
+ Reviewing the output of our Bangalore based BPO team
+ Ad hoc reporting and analysis as required.
+ Identify opportunities for continuous process improvement and innovative solutions and communicate these to your line manager
+ Contribute to team effort and assist co-workers across PFS and all business divisions as needed to enable effective delivery.
+ Help to create a work atmosphere conducive to collaborative working
**About you**
If you are a part qualified or recently qualified accountant and are a self-starter looking to join a business where you can drive continuous improvement and continue to develop your financial skills then we would love to hear from you.
**_Essential skills / capabilities_**
+ A self-starter who is motivated to work under own initiative when required demonstrating initiative and sound judgement
+ Ability to manage Stakeholders effectively
+ Analytical/variance analysis skills, proven ability to review and analyse financial data and explain the results. Providing analysis to support decision making
+ Intermediate user of Microsoft Office suite, particularly Excel (v-lookups, sum-ifs, pivot tables etc.)
+ Strong verbal and written communication skills and the ability to effectively communicate with both finance and non-finance professionals
+ Experience of finance ERP systems (Oracle preferred but not essential)
+ Ability to work to strict financial deadlines and to be able to prioritise to meet those deadlines
+ A team player who is driven by customer service
**_Desirable skills / capabilities_**
+ Experience of planning, budgeting and forecasting and producing management information for decision making.
+ Advanced user of Microsoft Excel (Building macros, scripts, power queries and data models)
+ Experience working with and partnering with stakeholders in a large organisation
+ Ability to coordinate the delivery of multiple priorities in parallel across disparate teams and locations
+ Experience using Oracle and Hyperion systems and Smartview tools
**Your rewards & benefits**
We know you'll do great work, so we give a lot back with some of the best benefits in the business. We know one size doesn't fit all, so our workplace programs meet the different needs of our diverse teams, and their families, too. We offer:
+ A competitive salary
+ Flexible working
+ 25 days annual leave, which increases by 1 day each year up to 30 days (with the option to buy and sell up to 5 days per year on top of this)
+ A fantastic pension plan, where Pearson doubles what you contribute
+ Worldwide Save for Shares in Pearson
+ Other benefits, including private dental care, private medical insurance, digital GP service, season ticket loan, eye tests, cycle to work scheme, volunteering days, employee wellbeing assistance, discounted retail and leisure products, services from leading companies and much more. See our options here: Pearson Jobs - Benefits
**Who we are:**
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing
**Job:** Finance
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:** Hybrid
**Req ID:** 20643

Responsibilities:

- Prepares financial reports and maintains records of assets, liabilities, revenue and expenditure, payments, and other financial activities.
- Manages billings and statement of accounts.
- Researches and resolves client payment discrepancies and performs account / payment reconciliations as required.
- Assist in ad hoc projects and compliance requirements.

Requirements:   
- Excellent interpersonal and communication skills with a positive work attitude and high level of integrity. 
- Relevant working experience in General Accounting and Billing and Collection Ability to develop strong internal relationships across the business with all key stakeholders. 
- Administration skills.
- Proficiency in MS Excel.
- Experience in SAP preferred, but not required.

**Job Types**: Full-time, Permanent

**Benefits**:

- Additional leave
- Company events
- Flextime
- Health insurance
- Life insurance
- Paid training

Schedule:

- 8 hour shift
- Overtime

Supplemental pay types:

- 13th month salary
- Overtime pay

Ability to commute/relocate:

- Makati City: Reliably commute or planning to relocate before starting work (required)

**Position Overview**

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Supervisor of Financial Services.

**What you’ll do at Insight**
- Manage an assigned portfolio of client AR
- This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with mínimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills
- Provide special billing requirements for strategic clients
- Ability to successfully meet client Portal billing requirements
- Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract
- Keep detailed record/status of their ongoing collection efforts
- Receive payment information from clients and record amounts promised to be paid into client’s account
- Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
- Update Collections Management with status reports on top delinquent accounts
- After consultation with their manager, order service interruption/credit hold on future orders
- Sort and file correspondence
- After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager
- Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients
- Must maintain their portfolio goals aligned to departmental standards

**What you’ll need to join Insight**
- Open for college undergraduate/ college degree preferred.
- Two years previous collections experience required and/or training; or equivalent combination of education and experience

**Position Overview**

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Supervisor of Financial Services.

**What you’ll do at Insight**
- Manage an assigned portfolio of client AR
- This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with mínimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills
- Provide special billing requirements for strategic clients
- Ability to successfully meet client Portal billing requirements
- Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract
- Keep detailed record/status of their ongoing collection efforts
- Receive payment information from clients and record amounts promised to be paid into client’s account
- Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
- Update Collections Management with status reports on top delinquent accounts
- After consultation with their manager, order service interruption/credit hold on future orders
- Sort and file correspondence
- After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager
- Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients
- Must maintain their portfolio goals aligned to departmental standards

**What you’ll need to join Insight**
- Open for college undergraduate/ college degree preferred.
- Two years previous collections experience required and/or training; or equivalent combination of education and experience

**Position Overview**

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Supervisor of Financial Services.

**What you’ll do at Insight**
- Manage an assigned portfolio of client AR
- This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with mínimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills
- Provide special billing requirements for strategic clients
- Ability to successfully meet client Portal billing requirements
- Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract
- Keep detailed record/status of their ongoing collection efforts
- Receive payment information from clients and record amounts promised to be paid into client’s account
- Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
- Update Collections Management with status reports on top delinquent accounts
- After consultation with their manager, order service interruption/credit hold on future orders
- Sort and file correspondence
- After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager
- Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients
- Must maintain their portfolio goals aligned to departmental standards

**What you’ll need to join Insight**
- Open for college undergraduate/ college degree preferred.
- Two years previous collections experience required and/or training; or equivalent combination of education and experience