
Financial Analyst, WAM FP&A Asia
- Quezon City, Metro Manila
- Permanent
- Full-time
- Responsible for consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various data sources and 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 & GA Finance - Financial Planning and Analysis Asia
- Prepares Monthly/Quarterly Management Decks, WAM MIS Report, Quarterly Forecasts from different countries within Asia, Sales commentaries, Value of Flows and others
- Prepares and maintains templates of report packages, highlight key issues, and actively look for 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 Hong Kong business unit, Global Stakeholders and 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
- University graduate in Accounting/Finance, professional certifications such as CPA, CMA or CFA is a plus but not required.
- 3+ years of experience in a finance role, Wealth and Asset Management industry experience an asset
- Strong Excel and PowerPoint skills
- Working experience in Advanced Excel spreadsheet, Power BI and Anaplan
- Knowledge of IFRS tools (SmartView-Essbase, Lawson) and eFinance is preferred
- Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
- Experience in Finance transformation is a plus
- Must be willing to work on a hybrid arrangement in Quezon City on a a dayshift schedule.
- Good communication and presentation skills; ability to succinctly engage with business partners and team members.
- Effective verbal and written communication skills. Demonstrated ability to interact effectively with a variety of stakeholders including mid-level managers
- Ability to clearly articulate ideas and results to diverse business and technical audiences
- 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
- Ability to identify and investigate complex issues and recommend actionable solutions
- 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.