41 Sm Investments Corporation jobs in the Philippines

Senior Lead Specialist Financial Analysis

Copeland

Posted 3 days ago

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Job Description

**About Us**
We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead?
Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!
The incumbent shall be responsible for overseeing the reporting of Philippine financial operations, including but not limited to preparation of budget, controls and forecasting, and business units costs and expenses variance analysis, fixed asset transactions, and other month-end activities
In this capacity, incumbent shall prepare high-quality reports and analysis, collaborate with internal and external customers, and help identify process improvements to provide excellent financial service to Copeland.
**Roles and Responsibilities**
+ Prepare department summaries and analysis monthly in a very time sensitive environment.
+ Prepare budget summaries and analysis on an annual basis.
+ Load monthly actual and forecast data into Oracle.
+ Communicate with department managers on actuals and forecast data and respond promptly and accurately in a fast-paced environment.
+ Ensure regular monthly balance sheet accounts, reconciliations are accounted for, monitored and reviewed.
+ Prepare and provide supporting documents for audit requirements.
+ Perform other accounting duties and support junior staff as required or assigned.
**Our Commitment to Our People**
Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future-for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.
Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.
Flexible and competitive benefits plans offer the right options to meet your individual/family needs. We provide employees with flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave?
Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!
**Our Commitment to Inclusion & Belonging**
At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.
**Equal Opportunity Employer**
Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.
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Financial Planning Analysis Associate

Taguig, National Capital Region WHR Global Consulting

Posted 4 days ago

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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.
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Financial Planning Analysis Associate

Taguig, National Capital Region WHR Global Consulting

Posted 7 days ago

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Job Description

Qualifications:
-Bachelor’s degree in Finance, Accounting, Economics, or a related field. br>- 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.

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.

Preferred Attributes:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.
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Financial Planning & Analysis Analyst

New
EPS Staffing Inc

Posted today

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Job Description

**Responsibilities**:

- Partner with department heads to build bottoms-up annual budgets, monthly forecasts, and long-range plans, with primary focus on revenue and operational expenses
- Conduct detailed monthly review of budget vs. actual results to ensure optimal targets are met
- Investigate budget / forecast variances and provide explanations to department head and Executive leadership in a clear and concise manner
- Liaison with various business owners to stay up to date on changes, market pressures, trends and new business initiatives as well as translate and communicate these regarding financial impact

**Requirements**:

- 3-5 years' experience in FP&A, financial modeling, investment banking, etc.
- Bachelor's degree in Finance or Accounting, or a related discipline
- A keen eye for trends, outliers, and a demonstrated use of benchmarking
- Proficiency in Microsoft Office (with strong emphasis on Excel and **PowerBI) ** preparing and analyzing relevant financial, business performance and comparative industry and company data
- General accounting knowledge required

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

Schedule:

- 8 hour shift

Supplemental pay types:

- 13th month salary

Ability to commute/relocate:

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

Application Question(s):

- Willing to do a 2-3 min video introduction of yourself with great communication skills
- Do you have experience using PowerBI?
- How long is your total relevant experience?
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Financial Planning Analysis Associate - Taguig

National Capital Region, National Capital Region WHR Global Consulting

Posted 6 days ago

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Job Description

Job Title: Financial Planning & Analysis (FP&A) Associate
Location: Taguig City, Philippines (Head Office) br>Employment Type: Full-time
Department: Finance
Reports To: FP&A Manager / Finance Director

Job Summary:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

Key Responsibilities:
Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.

Analyze actual financial performance vs. budget and provide variance explanations to management.

Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.

Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.

Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.

Monitor KPIs and financial performance metrics across different brands, stores, and channels.

Support financial planning for new store openings, product launches, and expansion initiatives.

Maintain and update FP&A tools, templates, and reporting systems.

Assist in identifying risks and opportunities that may impact financial results.

Participate in cross-functional projects related to cost optimization, business growth, and system improvements.

Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>
1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.

Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).

Excellent analytical skills, with attention to detail and accuracy.

Strong communication and interpersonal skills; able to collaborate effectively across departments.

Ability to work in a fast-paced, deadline-driven environment.

Highly organized, with a proactive and problem-solving mindset.

Preferred Attributes:
Experience supporting multi-location retail operations or e-commerce channels.

Knowledge of inventory planning, cost allocation, and retail margin analysis.

CPA, CMA, or further finance-related certifications is an advantage but not required.

Passion for numbers, business strategy, and continuous process improvement.
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Junior Manager, Financial Planning & Analysis

Diageo

Posted 20 days ago

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Job Description

**Job Description :**
**Junior Manager, Financial Planning & Analysis**
**About us**
With over 200 brands sold in nearly 180 countries, we're the world's leading premium drinks company. Bring your passion and use your curiosity as you explore, collaborate, and innovate to build brands consumers love. Together with passionate people from all over the world, you'll test new ideas, learn and grow, and unlock a brighter, more exciting future.
Join us to create a career worth celebrating.
**About the Function**
**Finance**
Our Finance team deliver sustainable growth for our business, customers, and much-loved brands. We're part of a $12.2 billion gross profit organisation, responsible for driving an exceptional level of performance and creating the potential for future growth.
Whether we're utilising our digital capabilities and analytics to inform our business strategy or creating capacity to invest in the future - no two days are the same in our Finance team. Wherever your skills lie, we'll help you to learn and develop, supporting you along the way in our inclusive culture.
**About the team**
**About the role**
**Role Responsibilities**
**Accountabilities**
· Participate in delivery of monthly management reporting processes (various business performance management reports, landing report, O&R, working capital/cash flow reporting and forecasting,) and also support deck preparation for the related review meetings
· Participate in the Annual Operating Plan and Strategic Plan preparation and submission
· Support forecasting process & financial analysis as required
· Brings strong knowledge of end-to-end business processes, applications and systems, Enterprise Resource Planning
· May have responsibilities in managing accounting and reporting systems, but with a required expertise in financial management.
· Works with moderate levels of independency, solving a range of problem within their area of responsibility.
· Analyses possible solutions based on knowledge and experience of procedures, best practices and the business context.
· Understands key business drivers and the external market.
· May require a need to collaborate and communicate complex or sensitive information and build consensus with others.
· Understands how the team relates to other closely related teams, and will set priorities to ensure task completion and coordinate work with other markets.
· Uses judgement to identify and resolve day-to-day problems with decisions guided by policies, procedures and local business plans.
**Experience / skills required**
**Qualifications and Experience Required**
· Degree educated in relevant finance / accounting/ business
· Financial Planning & Analysis, and cash flow experience is required
· 5+ years experience in relevant area
· Basic accounting knowledge
· Experience with Shared services process activities is an advantage
· Relevant experience with BW, SAP
· Strong Excel knowledge
· Fluent English
**Flexible Working Statement**
Flexibility is key to our success. Talk to us about what flexibility means to you so that you're supported to manage your wellbeing and balance your priorities from day one.
**Rewards & Benefits Statement**
We recognise and value performance, offering our people a highly competitive Rewards and Benefits package including:
**Diversity statement**
Our purpose is to celebrate life, every day, everywhere. And creating an inclusive culture, where everyone feels valued and that they can belong, is a crucial part of this.
We embrace diversity in the broadest possible sense. This means that you'll be welcomed and celebrated for who you are just by being you. You'll be part of and help build and champion an inclusive culture that celebrates people of different gender, ethnicity, ability, age, sexual orientation, social class, educational backgrounds, experiences, mindsets, and more.
Our ambition is to create the best performing, most trusted and respected consumer products companies in the world. Join us and help transform our business as we take our brands to the next level and build new ones as part of shaping the next generation of celebrations for consumers around the world.
Feel inspired? Then this may be the opportunity for you.
_If you require a reasonable adjustment, please ensure that you capture this information when you submit your application._
**Worker Type :**
Regular
**Primary Location:**
McKinley Hill
**Additional Locations :**
**Job Posting Start Date :**
2025-05-27
With over 200 brands sold in more than 180 countries, we're the world's leading premium drinks company. Every day, over 30,000 talented people come together at Diageo to create the magic behind our much-loved brands. From iconic names to innovative newcomers - the brands we're building are rooted in culture and local communities. Our ambition is to be one of the best performing, most trusted and most respected consumer products companies in the world.
Our founders, such as Arthur Guinness, John Walker, and Charles Tanqueray, were visionary entrepreneurs whose brilliant minds helped shape the alcohol industry. And through our people, their legacy lives on. Join us, and you'll collaborate with talented people from all corners of the world. Together, you'll innovate and push boundaries, shaping a more inclusive and sustainable future that we can all be proud of.
With diversity at our core, we celebrate our people's unique passions, commitments and specialist skills. Because when varied voices, mindsets, and personalities come together, great ideas are born. In our supportive culture, your voice will be heard and you'll be empowered to be you. Just bring your ambition, curiosity and ideas, and we'll celebrate your work and help you reach your fullest potential.
**DRINKiQ**
What's your DRINKiQ? Take our quiz to understand how alcohol is made and explore the effects of drinking. You can discover everything you need to know at DRINKiQ (
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Financial Planning & Analysis Manager - Apac

New
Manila, Metropolitan Manila Hitachi

Posted today

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Job Description

**Company Description**

Hitachi Solutions is a core IT Company of the Hitachi Group, which employs over 330,000 people worldwide. Headquartered in Tokyo, Japan, Hitachi Solutions' reach extends to group companies in Japan and abroad, working with a worldwide network of alliance partners. We strive to provide ideal solutions and products to customers in a diverse set of countries and regions including Asia, North America, and Europe.

Using a portfolio of management consulting, implementation, and support services, we help our clients compete with the largest global enterprises leveraging powerful, affordable, and easy to use industry solutions built on Microsoft technologies. Our vision is to help our customers achieve their vision through superior products, prices, and people.

Hitachi Solutions has been recognized as the winner for the 2021 Microsoft Dynamics 365 Field Service Partner of the Year Award and also named a finalist for the Dynamics 365 Customer Service Partner of the Year, Dynamics 365 Marketing Partner of the Year, Dynamics 365 Sales Partner of the Year, and Government Partner of the Year.

**JOB OVERVIEW**:
The position is responsible for collating and analyzing various financial and operational data concerning the operations of Hitachi Solutions in APAC. The position provides support for the various management reporting and other ad-hoc financial reports required by the Head of Finance for APAC.

**Reports to**: Assistant Vice President (AVP) Finance - APAC

**Employment Type**: Full-time, permanent

**Work Schedule**:9:00 AM to 6:00 PM

**Work Location**:Full-time work from home (until further notice). Office address is in BGC, Taguig City

**JOB RESPONSIBILITIES**:

- Analyzing financial data
- Researching macroeconomic and microeconomic conditions
- Preparing accounting and other required reports and projections based on the analysis performed
- Establishing and evaluating records, statements, and profit plans
- Identifying financial performance trends and financial risk
- Coordinating with other members of the Finance team, such as a risk analyst when required to review financial information and forecasts
- Coordinating with Operations Team to provide qualitative information on financial results
- Providing financial models
- Making financial forecasts

**TASK OUTPUT**

The position will be responsible in preparing the following:

- Working Paper Templates on Budget and Monthly Rolling Forecast based on Adaptive System
- APAC Budget Worksheets per ODIN Entity and Consolidated
- Monthly Monitoring Report of Actual vs. Budget per Entity and Consolidated
- Monthly Detailed Rolling Forecast
- Any other ad-hoc analysis reports that may be required from time to time by Head of Finance or Top Management.

**Qualifications**
- CPA required
- Bachelor's degree
- Minimum of 4 years' relevant experience, preferred
- Must be exposed in several aspects of accounting and finance

**Additional Information**

OUR COMPETITIVE EDGE

We work together in a dynamic and rewarding work environment. We have an experienced leadership team, excellent technology and product expertise, and strong relationships with a broad base of customers and partners.

We offer competitive compensation and benefits package, regular performance review, performance bonuses, and regular trainings.

**What is it like working here?**
- We pride ourselves on being industry leaders and providing an enjoyable work environment where our people can grow personally and professionally. Hitachi is the place people can develop skills they're excited about. The following are our commitments to employees.
- We recognize our profitability and project success comes from our team-great people doing great things. As such, we pursue profitable growth and expanded opportunities for our team.
- We offer challenging and diverse work across multiple industries and reward creativity and entrepreneurial innovation.
- We respect, encourage, and support each individuals needs to continually learn and grow personally and professionally. We are committed to fostering our people.
- We believe that investing in our community is just as important as investing in our organization. To that extent, we fundraise, volunteer, and allocate funds to support local charities.
- We listen. Every employee has something important to say that can contribute to enriching our environment.
- We compensate fairly. And while employees might come for the paycheck, they stay for the people. Our people are the reason we are exceptional. This is something we never forget.

***

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Financial Planning & Analysis Manager - Apac

New
Manila, Metropolitan Manila Hitachi Solutions Ltd

Posted today

Job Viewed

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Job Description

**Company Description**

Hitachi Solutions is a core IT Company of the Hitachi Group, which employs over 330,000 people worldwide. Headquartered in Tokyo, Japan, Hitachi Solutions' reach extends to group companies in Japan and abroad, working with a worldwide network of alliance partners. We strive to provide ideal solutions and products to customers in a diverse set of countries and regions including Asia, North America, and Europe.

Using a portfolio of management consulting, implementation, and support services, we help our clients compete with the largest global enterprises leveraging powerful, affordable, and easy to use industry solutions built on Microsoft technologies. Our vision is to help our customers achieve their vision through superior products, prices, and people.

Hitachi Solutions has been recognized as the winner for the 2021 Microsoft Dynamics 365 Field Service Partner of the Year Award and also named a finalist for the Dynamics 365 Customer Service Partner of the Year, Dynamics 365 Marketing Partner of the Year, Dynamics 365 Sales Partner of the Year, and Government Partner of the Year.

**JOB OVERVIEW**:
The position is responsible for collating and analyzing various financial and operational data concerning the operations of Hitachi Solutions in APAC. The position provides support for the various management reporting and other ad-hoc financial reports required by the Head of Finance for APAC.

**Reports to**: Assistant Vice President (AVP) Finance - APAC

**Employment Type**: Full-time, permanent

**Work Schedule**:9:00 AM to 6:00 PM

**Work Location**:Full-time work from home (until further notice). Office address is in BGC, Taguig City

**JOB RESPONSIBILITIES**:

- Analyzing financial data
- Researching macroeconomic and microeconomic conditions
- Preparing accounting and other required reports and projections based on the analysis performed
- Establishing and evaluating records, statements, and profit plans
- Identifying financial performance trends and financial risk
- Coordinating with other members of the Finance team, such as a risk analyst when required to review financial information and forecasts
- Coordinating with Operations Team to provide qualitative information on financial results
- Providing financial models
- Making financial forecasts

**TASK OUTPUT**

The position will be responsible in preparing the following:

- Working Paper Templates on Budget and Monthly Rolling Forecast based on Adaptive System
- APAC Budget Worksheets per ODIN Entity and Consolidated
- Monthly Monitoring Report of Actual vs. Budget per Entity and Consolidated
- Monthly Detailed Rolling Forecast
- Any other ad-hoc analysis reports that may be required from time to time by Head of Finance or Top Management.

**Qualifications**
- CPA required
- Bachelor's degree
- Minimum of 4 years' relevant experience, preferred
- You have a minimum of 3 years' relevant experience gained
- Must be exposed in several aspects of accounting and finance

**Additional Information**

OUR COMPETITIVE EDGE

We work together in a dynamic and rewarding work environment. We have an experienced leadership team, excellent technology and product expertise, and strong relationships with a broad base of customers and partners.

We offer competitive compensation and benefits package, regular performance review, performance bonuses, and regular trainings.

**What is it like working here?**
- We pride ourselves on being industry leaders and providing an enjoyable work environment where our people can grow personally and professionally. Hitachi is the place people can develop skills they're excited about. The following are our commitments to employees.
- We recognize our profitability and project success comes from our team-great people doing great things. As such, we pursue profitable growth and expanded opportunities for our team.
- We offer challenging and diverse work across multiple industries and reward creativity and entrepreneurial innovation.
- We respect, encourage, and support each individuals needs to continually learn and grow personally and professionally. We are committed to fostering our people.
- We believe that investing in our community is just as important as investing in our organization. To that extent, we fundraise, volunteer, and allocate funds to support local charities.
- We listen. Every employee has something important to say that can contribute to enriching our environment.
- We compensate fairly. And while employees might come for the paycheck, they stay for the people. Our people are the reason we are exceptional. This is something we never forget.

***

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This advertiser has chosen not to accept applicants from your region.

Financial Analyst - Financial Planning & Analysis (GWAM Finance)

Manulife

Posted 11 days ago

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Job Description

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
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Portfolio Management Analyst / 220495

New
Mandaluyong, National Capital Region Asian Development Bank

Posted today

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Job Description

The Portfolio Management Analyst is responsible for (i) supporting the preparation of key portfolio reports and indicators for sovereign and/or non-sovereign portfolio; (ii) producing non-sovereign data on financial performance and portfolio indicators; (iii) generating and reviewing of financial performance and portfolio indicators for specific analyses, regular and ad hoc portfolio reports, and special studies; (iv) assisting in the performance of the quality assurance function on portfolio reports through review of records in the financial systems and project and portfolio management systems; and (v) providing guidance and support to user departments on the use of project and portfolio management systems, and portfolio reports/indicators. The incumbent will report directly to the designated International Staff and senior National Staff**.**

**Responsibilities**
- Contributes to the preparation of the Annual Portfolio Performance Report, Statement of the ADB's Operations, Operations Review Meetings materials, Quarterly Summary Report on Approved Technical Assistance, Quarterly Portfolio Update, and special studies undertaken by the Unit.
- Generates and performs first level review and quality assurance on non-sovereign financial performance and portfolio indicators, including statistics and graphical presentations on historical trends at ADB-wide level for annual, quarterly, and ad-hoc reports. Provides validated data and analysis on portfolio information.
- Maintains complete, accurate, and timely update of portfolio management data for use in reports, ad hoc requirements, and special studies. Supports the conduct of research and provides inputs to the preparation of special studies and issues related to the non-sovereign and/or sovereign operations, including simulations and historical trends.
- Comments and provides inputs on non-sovereign-related data/matters to other departments’ reports, such as Quarterly Risk Management Report, Development Effectiveness Report, Informal Board Seminar, and Midyear Review of BRC.
- Monitors portfolio performance issues, and coordinates with concerned departments (e.g., Operations Departments, Private Sector Operations Department, Office of Risk Management, Controller's Department, and Strategy, Policy and Partnership Department).
- Supports the Regional Departments in the preparation of background papers for country portfolio review, quarterly country portfolio indicators, and country partnership strategy by providing data and historical trends on standard indicators/information for non-sovereign operations.
- Assists in performing user acceptance testing on system functionality of the project processing and portfolio management eOperations system, Integrated Disbursement System, Operations and other dashboards. Provides inputs and feedback in consultation with the team and monitors accuracy of regular outputs.
- Prepares required information for ad hoc requests.
- Performs other tasks across teams within PPFD, as requested.

**Qualifications**:
**Relevant Experience & Requirements**
- Bachelor’s degree major in Accounting, Business Management, Computer Science, Economics, Engineering, or Financial Management
- At least 5 years relevant work experience in administering and reporting of ADB’s non-sovereign products, supporting project processing, project implementation, and portfolio management
- Working knowledge on ADB or similar multilateral development bank’s financial instruments and project/portfolio performance reporting systems - Project Performance Reports, portfolio reports, project/product approvals, and portfolio performance indicators
- Working knowledge of ADB or similar multilateral development bank’s project administration and financial systems
- Strong analytical skills; ability to analyze relationships among several parts of a problem or situation
- Ability to work well with numbers and details
- Proficient in using MS Excel (including its functions, formulas, and creation of charts)
- Good understanding of basic statistical concepts
- Good understanding of ADB' or similar multilateral development bank’s operational processes and procedures
- Has initiative and thinks independently under limited supervision
- Ability to liaise and work effectively with staff within the team and throughout ADB
- Ability to work collaboratively with teams as a constructive team member
- Excellent oral and written communication skills in English
- Please refer to the link for ADB Competency Framework for Administrative Staff Levels 7.

**General Considerations**

ADB offers competitive remuneration and a comprehensive benefits package. Actual appointment salary will be based on ADB’s standards and computation, taking into account the selected individual’s qualifications and experience.
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