37 Financial Planning jobs in the Philippines
Financial Operations Manager
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Job Title: Financial Operations Manager
">">This is a challenging and exciting role for an experienced financial professional to lead the accounting function in our organization.
">The ideal candidate will have a strong background in accounting, with experience in supervising teams and managing financial operations. They will be responsible for ensuring accurate and timely financial reporting, maintaining financial records, and developing and implementing financial policies and procedures.
">We are looking for someone with excellent leadership and communication skills, who can work effectively with cross-functional teams and stakeholders. The successful candidate will have a proven track record of delivering high-quality results in a fast-paced environment.
">The key responsibilities of this role include:
">- ">
- Leading the accounting team to ensure efficient and effective financial operations ">
- Developing and implementing financial policies and procedures ">
- Maintaining accurate and up-to-date financial records ">
- Ensuring timely and accurate financial reporting ">
- Providing financial guidance and support to management and other departments ">
Requirements:
">To be considered for this role, you must have:
">Education: A degree in Accountancy or a related field
">Experience: At least 5 years of experience in a senior financial role, preferably in a supervisory position
">Skills: Strong leadership and communication skills, with the ability to work effectively with cross-functional teams and stakeholders
">Other Requirements:
">We offer a competitive salary range of PHP 40,000 – PHP 60,000, with opportunities for career advancement and professional growth. If you are a motivated and talented individual looking for a new challenge, please submit your application.
">Location: Antipolo Rizal
">Work Schedule: Monday to Friday
">Benefits:
">This is a full-time position that offers a stable and secure working environment, with opportunities for career advancement and professional growth.
">What We Offer:
">We offer a comprehensive benefits package, including:
">- ">
- A competitive salary range of PHP 40,000 – PHP 60,000 ">
- Opportunities for career advancement and professional growth ">
- A stable and secure working environment ">
- A comprehensive benefits package, including health insurance and retirement plans ">
How to Apply:
">If you are a motivated and talented individual looking for a new challenge, please submit your application by providing a cover letter and resume. We look forward to hearing from you!
">Key Skills: Accounting Supervisor, Finance Manager, Financial Operations, Team Lead, Budgeting, Forecasting, Financial Reporting, Financial Analysis, Auditing, Taxation
">Keyword: AccountingSupervisor
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Financial Planning Manager
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- Bachelor's degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage.
- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role.
- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.
As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide an
Key Responsibilities:
- Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.
- Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.
- Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.
- Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.
- Provide data-driven insights and strategic recommendations to support decision-making across departments.
- Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.
- Develop and improve internal financial models, dashboards, and forecasting tools.
- Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.
- Support audits, compliance checks, and internal controls related to financial planning processes.
- Participate in cross-functional strategic planning sessions and budgeting cycles.
Remote Financial Planning Specialist
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We are seeking an experienced and skilled Financial Advisor to work from home as part of our growing team. As a key player in client relationships, you will provide expert financial guidance to help clients achieve their long-term goals.
Your role will involve responding to prospective customers' queries about financial planning and providing detailed analysis of their financial needs. You will also be responsible for explaining our company's various products that can help them reach their objectives.
This is an excellent opportunity to develop your skills and expertise while working closely with junior financial consultants. You will have the chance to take on more responsibilities and lead a team in the future.
To succeed in this role, you should have a strong academic background, preferably a degree from a reputable university. Excellent communication and interpersonal skills are essential, as you will be working with people-oriented individuals. Additionally, you should be willing to learn and adapt to new technologies, possess good internet connectivity, and ideally own a personal laptop and tablet.
As a valued member of our team, you will enjoy a range of benefits, including bonuses, health card, group life insurance, savings plan, and participation in company events.
Expert Financial Planning Specialist
Posted today
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Job Opportunity: Financial Planning Expert
We are seeking a highly skilled and experienced Financial Planning Manager to lead our company's financial forecasting, planning, and performance reporting.
Main Responsibilities:- Leverage expertise in budget preparation, sales forecasts, cost analysis, and scenario modeling to drive business growth and success.
- Analyze and manage operational and purchasing costs, identifying key drivers and recommending strategies to optimize efficiency.
- Collaborate with various departments to consolidate and align financial forecasts with business objectives.
- Develop and deliver high-quality financial presentations and reports to stakeholders, highlighting business performance, financial risks, and growth opportunities.
- Provide data-driven insights and strategic recommendations to support informed decision-making across the organization.
- Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.
- Design and improve internal financial models, dashboards, and forecasting tools to enhance business intelligence.
- Mentor and guide a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.
- Support audits, compliance checks, and internal controls related to financial planning processes.
- Promote cross-functional collaboration and strategic planning to drive business excellence.
- Bachelor's degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage.
- A minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role.
- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in budgeting, sales forecasting, operational and purchasing cost analysis, strategic financial modeling, and scenario planning.
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
Financial Planning Professional
Posted today
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As a financial planning professional, you will play a pivotal role in helping clients achieve their long-term goals through customized investment strategies.
Key Responsibilities:- Meet with clients to discuss their financial objectives and develop tailored plans to meet those needs.
- Evaluate clients' current financial situations and recommend investment products that align with their goals.
- Perform regular portfolio reviews to assess clients' financial progress and re-strategize as needed.
- Competitive compensation packages and quarterly bonuses
- Flexible work arrangements allowing for remote work and hybrid set-ups
- Professional development opportunities to support growth and advancement
- Opportunities for career progression and leadership roles
We are open to fresh graduates and offer part-time or full-time positions. Our ideal candidate is a Bachelor's degree holder residing in the NCR or nearby provinces with a stable internet connection and access to a desktop, laptop, tablet, or smartphone.
Financial Planning Analysis Associate
Posted today
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Location: Taguig City, Philippines (Head Office)
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.
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.
Senior Financial Planning Analyst
Posted today
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Silay City, Philippines
Job Overview:
Seeking a detail-oriented FP&A professional to provide data-driven insights and support strategic decisions across multiple retail brands.
The ideal candidate will play a critical role in financial planning, budgeting, forecasting, and performance analysis.
Key Responsibilities:
- Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans.
- Analyze actual financial performance vs. budget and provide variance explanations.
- Develop financial models, dashboards, and scenario analyses to aid business planning and decision-making.
- Collaborate with various departments 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.
- Identify risks and opportunities that may impact financial results.
- Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance.
- Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools is a plus.
- Familiarity with ERP and accounting systems.
- Excellent analytical skills, 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, proactive, and problem-solving mindset.
Financial Planning Manager
Posted today
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Location: Taguig, Philippines
Work Schedule: Monday to Friday
About the Role:
We are looking for a highly strategic and analytical Financial Planning Manager to lead financial planning, forecasting, and budgeting across our group of companies in food & beverage, electronics, manufacturing, and retail. The ideal candidate will provide data-driven financial insights, investment strategies, and profitability analysis to drive business growth. With expertise in change management, financial controls, and system implementation, this leader must be adaptable to different workplace environments, able to work at all levels, and thrive in an evolving and expanding organization.
Key Responsibilities:
Strategic Financial Planning & Forecasting – Develop comprehensive financial plans and forecasts for sales, company budgets, departmental budgets, product pricing, and investments.
Revenue & Profitability Management – Analyze financial performance, cost structures, and profit margins to enhance business profitability.
Investment & Risk Assessment – Provide strategic recommendations on financial investments, risk mitigation, and business expansion opportunities.
Financial Controls & System Implementation – Establish and enforce financial policies, internal controls, and reporting systems to ensure operational efficiency.
Change Management & Business Growth Support – Lead financial transformation initiatives to align with company growth and expansion.
Cross-Functional Financial Collaboration – Work closely with sales, operations, marketing, and senior leadership to ensure financial alignment with business goals.
Data-Driven Decision Making – Conduct in-depth financial analysis and reporting, translating complex data into actionable business insights.
Budget Management & Cost Optimization – Monitor and control operational costs, pricing strategies, and financial efficiency.
Financial Presentations & Strategy Recommendations – Deliver clear, confident, and data-backed presentations to key stakeholders and executives.
Hands-on & Adaptive Leadership – Be willing to engage at all levels, from financial strategy development to ground-level implementation.
Qualifications & Experience:
8+ years of proven experience as Financial Planning Manager, FP&A Manager, or a similar leadership role.
Strong expertise in financial planning, forecasting, budgeting, and profitability analysis for food & beverage, electronics, manufacturing, and retail businesses.
Experience in change management and leading financial teams through transformation.
Track record in financial control system implementation and internal process optimization.
Excellent presentation, communication, and stakeholder management skills.
Highly adaptable, able to work in diverse workplace settings and engage at all levels.
Strong analytical skills with expertise in data-driven financial insights and strategic decision-making.
Proficient in financial software, data modeling, and reporting tools.
Willing to work onsite in Taguig, Monday to Friday.
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Financial Planning Associate
Posted today
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Position: Financial Planning Associate (Open for Fresh Graduates)
Company Industry: Financial Services Company
Work Location: Ortigas, Pasig City
Work Schedule: Weekends Off (Dayshift)
Salary: Php15,000 - Php25,000 (Negotiable)
Work Set Up: Work on Site
BENEFITS:
13th month pay
Christmas bonus
Life insurance
Medical Insurance
Leave Credits
JOB REQUIREMENT:
Bachelor's degree holder of finance, accounting or any related course.
Open for Fresh Graduates
With working experience in finance is an advantage.
Has experience working in the same industry is an advantage
Amenable to work on site
Amenable to attend face to face interview.
JOB RESPONSIBILITIES:
Contribute to the creation and execution of business plans and corporate strategies.
To assist in making strategic decisions, acquire data, perform competition analysis, and conduct market research.
Support forecasting, performance analysis, and budget planning.
Supports the Corporate Planning Head in achieving the Corporate Planning Group's aims and objectives.
Other task as assigned
RECRUITMENT PROCESS: (FACE TO FACE)
Initial Interview
Final Interview
Job Offer
Financial Planning and Analysis
Posted today
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1 month ago Be among the first 25 applicants
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ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced POWER BI Specialist to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you
Account Specific Roles & Responsibilities
- To provide support to Operations by providing reporting needs that meet client requirements
- Design and develop metrics and reports, dashboards, and analyses to drive key business decisions
- Conduct large-scale data analysis and modeling to derive actionable insights
- Review outputs for trends
- Work with the team to conduct root cause analyses and communicate improvement recommendations
- Required knowledge and experience in Excel, Power Query, Power Pivot
- Strong background in Financial Planning and Analysis
- Strong visualization experience - charts, bars, images, dynamic reports, etc
- Some exposure to Procurement, Planning, and Product Lifecycle Management functions
- Excellent Verbal and Written English Communication skills
- Excellent analytical and problem-solving skills
- Self-driven, ability to work in a fast-paced environment with minimal supervision
- Able to work onsite in Buendia, Makati or Shaw Blvd, Mandaluyong
- Schedule of work: can be discussed with hiring manager
What can we offer you?
- Competitive salary and benefits
- Health Insurance with free dependents*
- 10%-night differential
- Attendance Bonus
- Paid time off
- Convertible to cash leave credits
- Performance Appraisal
- Work-life balance
- A focus on growing your career path with us
- We encourage you to follow your passions and learn new skills
- Strong culture and values-driven leadership
- We create opportunities for you to learn and grow at any stage of your career
- Continuous learning and innovation
- We foster an all inclusive environment where everyone thrives
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
- Industries IT Services and IT Consulting
Referrals increase your chances of interviewing at ISTA Solutions by 2x
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#J-18808-LjbffrFinancial Planning Specialist
Posted today
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Cash Management Expertise Sought
A distinguished opportunity has arisen to leverage your expertise in cash management and financial planning.
Key Responsibilities:
- Develop and direct all cash management activities, maintaining accurate records and reports.
- Prepare and update the cash flow budget to reflect income and expenditure changes.
- Monitor cash flow, transferring funds between accounts to optimize investment earnings.
- Determine daily cash needs and ensure adequate liquidity.
- Act as liaison with banking and creditors, facilitating seamless transactions.
- Review aging accounts receivables, follow up on collections, and propose adjustments as needed.
- Supervise the collection and depositing of daily collections, verifying accuracy and completeness.
- Approve checks prepared for signature by authorized signatories.
- Verify and recommend payments to suppliers, creditors, and vendors.
- Assist in preparing annual budgets and cash flow projections.
- Resolve accounting and financial issues, providing expert guidance and support.
Essential Skills:
To excel in this role, you must possess excellent communication and organizational skills, with a strong understanding of financial regulations and best practices.