Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Bilingual (English and Chinese).
• Minimum 2 years of work experience in end-to-end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot.
• Certificate IV Financing & Mortgage Brokering.

What will you do?

• Handle, analyze, and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find.
• Share the Game Plan with customers for review and e-signature. 
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
• Facilitate application validation and final checks in Apply Online.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (Initial Office-based Training and will transition to Home-based)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• ·Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our financial wellbeing as an organisation, the better we can support and make a difference for our customers when they need us most. By ensuring our products are well designed and priced, analysing business performance and ensuring proper management of insurance policies in-force, you’re not just safeguarding AIA’s financial wellbeing. You’re securing a better future for the people and communities we serve - today, tomorrow and for generations to come.

If that interests you, read on. 

About the Role

Roles and Responsibilities:

• Handle large data processing such as data mining, cleansing, transformation, merging, aggregation, and calculation by using data processing software (i.e. DCS, SQL)
• Design, model, and generate deterministic or predictive data using Prophet, SAS, Python, or R Studio.
• Using processed data, conduct investigation, provide analysis, and endorse recommendations to stakeholders
• Present and communicate modeling and data analysis results and recommendations to internal stakeholders.
• Become an SME of actuarial and company data and data system.
• Collaborate with Actuarial Pricing, Valuation, Modelling, Reinsurance, Corporate Solution teams.
• Facilitate technical or skills training as needed.
• Support development and testing of IFRS 17 related solutions.
• Perform other responsibilities and duties as may be assigned by the manager in to meet stakeholder requirements.

MINIMUM JOB REQUIREMENTS

• Education: Bachelor’s degree related to math/statistics with good scholastic records
• Experience: At least 1-year relevant experience in Actuarial Valuation, Studies or Product Development, with any of the top 10 life insurance companies.
• Certifications:
  • Affiliate of the Actuarial Society of the Philippines
  • Almost Associate of Life Management Institute (LOMA)
• Skills:
  • Experience in manipulating data sets, designing, building actuarial and/or predictive models, and is familiar with the following software/tools:
    • Experience using statistical computer languages (R, Python, SQL, SAS etc.) to transform data and draw insights from large data sets.
    • Knowledge and exposure in actuarial software especially Prophet and DCS (or equivalent).
    • Experience visualizing/presenting data for stakeholders using: Power BI, SAS VA etc.
    • Automation solution such as Powershell and UiPath
  • Knowledgeable in IFRS and PFRS insurance accounting and reporting standards is a plus.
  • Proficient in MS Office applications.
  • Excellent communication and presentation skills to convey in easy to understand terms the results and recommendations to stakeholders
  • Comfortable to navigate and willing to work on ambiguous situations.
• Proactive and flexible attitude, with willingness to take an “all hands-on deck” approach

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

As Finance Analyst 2 - Invoice Processing, you will support the APAC entities in providing Invoice processing services, accounts review reconciliation, verifying and invoice posting. You will be directly reporting to Accounts Payable Manager. You would be directly responsible for processing specific portfolio of vendor invoices and/or accounts. Monitoring and Data analysis to be reported to Department head and with transactions Globally.

JOB RESPONSIBILITIES:

• Perform day to day financial transactions, including timely and accurate processing and validation of invoices.
• Ensure that Purchase Orders (PO) and Goods Receipts (GR) are properly matched and processed (3-way/2-way match).
• Complete monthly vendor reconciliations and related GL Account reconciliations.
• Verify, investigate, and handle invoice discrepancies and invoices on hold for assigned entities and suppliers.
• Review and reconcile complex and critical supplier statement of accounts against company's records.
• Work cross functionally to resolve any invoice/payment issues.
• Prepare balance sheet reconciliation at month end for the assigned accounts.
• Complete problem resolution, analyze aging reporting, and open GR report to solve pending issues.
• Compliance with SSC Accounts Payable KPIs and process metrics.
• Support continuous improvement initiatives and ongoing projects.
• Perform other duties as assigned.

This role serves as a partner to the Director of Finance within the Hotel - providing objective evaluations, process improvement solutions , effective communication, and guidance in recommending effective internal control standards and adhering to compliance regulations.

Primary responsibilities:

• To undertake operational audit and financial audit to ensure the company meets its financial, operational and compliance objectives
• Report on control deficiencies to management and making recommendations to mitigate risks
• Challenging current processes across the company and identify opportunities for refinement
• Engaging remediation of identified issued through follow-up
• Communicating with a variety of stakeholders across the company on audit findings, recommendations and the like
• To supervise daily operations of income audit, credit and receivable and cost control sections

Position                           : Head of Finance

Working Hours           : M-F, EST 9am -5pm (10pm - 6am PHT)

Holidays                     : US or PH Holidays

Salary Range                        : 1800-2300 USD

About the Company

The company strives toward unlocking the economic potential of marginalized small and medium business owners. By bringing together a team of individuals with a wide range of backgrounds and a passion for fintech, the company is equipping business owners and journeying with them to their bigger dream.

Main Responsibilities

• Oversee teams of accountants in the US, Mexico, and Uganda, and generate consolidated reports.
• Perform comprehensive financial analysis.
• Establish secure protocols to safeguard confidential information.
• Ensure adherence to financial regulations in all accounting operations and audits.
• Handle investor reporting.
• Revise forecast models with actual data.
• Lead the budgeting process company-wide.

Tools to use 

• QuickBooks
• Google workspace (required)

• 5+ years of experience as an accountant/Finance roles
• CPA is a big plus
• Bachelor's degree in accounting or finance is required

TecSurge is a leading global provider of engineering services and solutions for the process industry. We specialize in digital transformation solutions, helping our clients optimize their engineering data, increase productivity, and streamline their workflows. We are currently seeking a talented Finance Assistant to join our team.

As a Finance Assistant, you will play a vital role in supporting our finance department. Your main responsibilities will include assisting with financial transactions, reconciliations, and reporting. You will also be responsible for maintaining accurate records and ensuring compliance with all financial regulations.

This position requires a strong attention to detail, excellent analytical skills, and the ability to work independently. The ideal candidate will have a solid understanding of financial concepts and principles, as well as experience using financial software.

Responsibilities

• Assisting with the preparation of financial reports and budgets
• Conducting audits to ensure financial accuracy and compliance
• Processing and reconciling financial transactions
• Managing accounts payable and accounts receivable
• Monitoring financial data and identifying trends or areas for improvement
• Supporting the finance team in financial analysis and forecasting
• Assisting with the preparation of tax returns and regulatory filings

• Bachelor's degree in finance, accounting, or a related field
• 2+ years of experience in finance or accounting
• Proficiency in Microsoft Excel and financial software
• Strong attention to detail and accuracy
• Excellent analytical and problem-solving skills
• Knowledge of financial regulations and compliance
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

• Training & Development
• Performance Bonus

The Flexi Group is a collection of beautifully designed flexible workspace brands with spaces across Asia Pacific and Australia. Our brands include The Hive, Common Ground and The Cluster, each bringing our community a unique member experience. We build, nurture and expand a community of professionals, serving as a hub for connection and collaboration for businesses.

Our mission is to inspire meaningful connections by building a second home where members become friends and ideas become a reality.

We’re looking for people who want to make a meaningful impact on people’s workplace experience and someone who thrives in a collaborative setting. Take the next step in your career, join The Flexi Group’s dynamic team and become a part of the community.

A DAY IN THE LIFE OF

We are seeking an ambitious and driven Assistant Finance Manager whose values align with our TEAM; standing for Together, Extra-mile, Accountable and Mindful. The Assistant Finance Manager works closely with the Regional Head of Finance and the Accountant, as well as the rest of the Finance Team, to ensure the smooth running of the day-to-day financial transactions, such as processing payments, maintaining cost reports and managing invoices. The core focus is to maintain the financial health of the business, ensuring we use our resources beneficially.

ROLE AND RESPONIBILITIES

• Build solid relationships and give financial support across all departments and to vendors.
• General journal entries, cash flow projection, bank reconciliation, bills and payments, and ensuring all data is tracked daily.
• Record accounts payable and accounts receivable and prepare proof of payments and debit note invoices to respective parties on a timely basis.
• Handle a complete set of accounts independently and prepare month-end closing, balance sheets and P&L statements timely and accurately.
• Assist in preparing monthly consolidated accounts, landlord reports, tax computations and filing, year-end audit, and liaising with auditors to collate the requested documentation.
• Perform invoice billing and liaise with the operation team in resolving billing issues.
• Liaise with internal stakeholders to get accurate data on actual costs incurred.
• Monitor cash flow position and forecast with division inputs to provide bi-weekly updates.
• Support monthly payroll and keep organised records.
• Perform daily accounting duties, including financial reporting functions, bookkeeping, transaction reconciliation and identifying discrepancies, budgeting and cash flow, and giving biweekly updates.
• Process invoice billing and follow up operations team with clients, suppliers and partners as needed.
• Proactively identify and resolve accounting and financial errors and suggest process improvements.
• Assist with preparing monthly deck presentation and presenting on calls.
• Track and reconcile bank statements.
• Perform any ad hoc tasks as assigned.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER

We are committed to creating an inclusive, respectful environment that embraces individuality and talents. All appointments and promotions are made on the basis of performance and ability. We are committed to the continued development of our teams' personal skills and business acumen. All team members will be treated fairly and unbiasedly and given every encouragement to reach their potential.

EXPERIENCE AND REQUIREMENTS

• Personable with strong verbal and written communication.
• Exceptionally organised with the ability to multitask.
• Thrives under pressure and is solution-oriented.
• Detail-oriented and able to work under pressure and adapt to a fast-paced environment.
• A University Degree is an advantage.
• 2+ years of work experience in an Accounting or Finance related field.
• Proficient use of Microsoft Office and Google Suite.
• Bookkeeping knowledge.
• Previous experience in online accounting software such as Xero is an advantage.
• A good team player.
• Good business acumen.
• Prior experience in coworking, real estate, or startup business would be an advantage.
• Fluent in English.

WHAT WE OFFER

• Competitive salary reflective of your growth
• Variety of discounts across our growing industry partners
• A comprehensive training academy to support your growth and longevity with us
• Education allowance to support external training 
• A fun, dynamic working environment, working with a diverse, world-class team
• Regular team and community events based on our four event pillars; Business, Community-building, Entertainment and Wellness
• An extra day of leave to celebrate your birthday
• An annual dedicated day to volunteer at a charity of your choice
• Two days Flexcation a year, used to extend your time away by working in any of The Flexi Group locations 

Salary: P150,000 - P180,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM to 5:00 PM AEST)

What are we looking for?

Skills Required:

• Certificate or degree qualified in Accounting
• Must have at least 5 years+ of experience as a Finance Manager
• Working towards CA/CPA would be advantageous
• Experience with Microsoft Dynamics Navision (essential)
• Experience with Odoo (advantageous)
• Experience with Microsoft Office suite of products (Excel proficiency especially)

What will you do?

To support the CFO to manage all finance functions within the business, with emphasis on AR, AP, payroll, month end and journals. Accuracy of data, timely completion of tasks and attention to detail are key requisites of this role.  

Accounts Receivable

• Process customer invoicing and sending out monthly statements
• Follow up on overdue debts, keeping the CFO informed of any issues
• Receipt of customer payments into the general ledger
• Assist with customer queries into their account.

Accounts Payable

• Enter supplier invoices into the general ledger
• Process payments in the bank accounts for CFO approval
• Reconcile supplier statements with the general ledger
• Liaise with suppliers with any queries that arise

Payroll

• Process monthly payroll in the payroll system for CFO approval and payment
• Add new employees/process staff leaving (resignation or redundancy)
• Process pay changes for employees (eg. Pay increase)
• Assist with staff queries into payroll or leave
• Process monthly payroll journal in the general ledger

General Ledger

• Process all month end journals as agreed with the CFO
• Process all bank account journals per NAB bank statements
• Prepare all balance sheet reconciliations as required
• Review the P&L and Balance Sheet for accuracy
• Maintain fixed asset register
• Assist with any royalty and commission payments required
• Prepare the monthly BAS for CFO review and lodgments

Management Reporting

• Assist the CFO with preparation of management reports, including cash flow forecasts and trade finance positions.
• Assist the CFO with preparation of the annual budget and monthly forecasting
• Support the wider business with relevant reporting requirements
• Provide insightful and timely financial analysis on performance of the business

Systems Development

• Support the CFO through the transition from Navision to Odoo
• Review and suggest process improvement opportunities
• Embrace change management and the efficiencies and improvements that Odoo will bring to the business

General

• Inspire and advocate company values
• Uphold OH&S policies and procedures to ensure a safe work environment for employees, contractors and visitors
• Other duties as requested

Join the awesome team and enjoy these benefits & perks:

• Home-based work setup
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client based in Australia specializes in helping businesses build efficient and successful hybrid teams by combining client's current team and offshore talent. With their expertise, they can maximize productivity, enhance collaboration, and achieve cost-effective results.

#ConnectOS #ConnectOSCareers #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

The Senior Financial Analyst is responsible for assisting the Finance Manager in preparing financial analysis, forecasts, and valuation studies for use in the development of financial and operational business decisions. Guided by the Finance Manager, the Senior Financial Analyst should be able to extend executive support through strategic business partnering.

DUTIES AND RESPONSIBILITIES:
Financial Reporting and Analysis
1. Ensures thoroughness, accuracy, and timeliness of financial analysis and reportorial requirements preparation for one or more divisions of the Food Group. These reports include but are not limited to the following:
a. BOD (Monthly performance highlights, latest thinking forecast)
b. EXCOM (Quarterly financial and operational highlights, other ad hoc reports)
c. MANCOM (Monthly reports covering the profitability and quality of revenue)
d. Banks (Forecasts, financial ratios)
e. Government institutions (Forecasts, other statutory requirements)
2. Prepares thorough, accurate, and timely ad hoc reports requiring deeper analysis due to higher degree of complexity and confidentiality.
3. Closely coordinates with different departments in the Food Group to ensure that relevant financial and operational information is reported and the integrity and confidentiality of the information are kept.

Financial Planning
4. Prepares the annual budget for one or more divisions of the Food Group and transitions the approved budget to the Controller's group for the monthly preparation of actual spending reports. Ensures financial forecasts reconcile with accounting reports.
5. Prepares monthly latest thinking forecast for one or more divisions of the Food Group to update full-year financial projections.
6. Ensures accurate and timely processing of CAPEX requests to effectively and efficiently manage capital spending.

Valuation and Investment Analysis

7. Builds financial models and valuation cases, and performs investment analysis for expansions,
new businesses, initiatives to improve efficiency and productivity, and mergers & acquisitions.
8. Provides analytical support to Executives, Business Development team, Corporate Strategy team,
and other operational teams across the Food Group.
9. Conducts post-mortem analysis and investment lookback after achieving milestones of
investment projects.

Others:
10. Provides support to CFOs, COOs, Country Directors and Controllers, Mill Managers, and other
executives, particularly in running financial and scenario analyses for both tactical and strategic
initiatives.
11. Provides research support to Treasury, and Risk & Commodity departments, particularly in data
gathering and analysis of key economic indicators that are regularly monitored by the Food
Group.
12. Provides cash, debt, and working capital analysis for one or more divisions of the Food Group.
13. Performs other tasks assigned by the Finance Manager as needed or as business conditions
change.

Job Overview:

This role consists of four main parts: General office support to the lending team, Gathering data from clients required for lending applications, Updating and maintaining loan details in the company’s CRM system, and Refixing existing clients' lending.

Company Profile:

Our client consists of a team of qualified professionals with a proven track record of achieving results for their clients based in New Zealand.

Their services are for families and corporations to help pay off clients’ mortgages faster, build wealth through smart investing, protect their wealth with estate planning, and have the life their clients and their loved ones deserve.

The company’s Financial Wellness programs are all about empowering individuals to take positive financial steps with confidence. They are proud to partner with organizations by supporting their teams through workshops, webinars, and one-on-one support.

This is a great chance to work for a company that helps clients live a better life and be confident in their finances.

Duties and Responsibilities:

• Provide Lending Operations Manager with lending administration support, including:
• Collecting the essential data required for processing lending applications and establishing communication with financial institutions to obtain pertinent loan information.
• Work with the Loans Officer to liaise with clients to confirm suitable loan structures and provide instructions to the banks.
• Check lending documents for details and changes.
• Handling the “fixed term expiry” process.
• Update and maintain loan details in the company’s CRM system. 
• Manage Asana Tasks:
• Follow the processes provided and escalate all instances falling outside the allowed process steps.
• Look for ways to increase efficiency and take ownership of various daily tasks.
• Maintain a high level of accuracy in data capture and use.
• Be proactive in protecting client data and maintaining confidentiality and privacy.\
• Abide by the Code of Professional Conduct for Financial Advice Services.
• Abide by the Code of Conduct.
• Assist with projects as directed.

• 3+ years of administrative work experience.
• Essential requirement: US accent
  
• Background in Accounting and/ or Financial Advisory / Wealth Management a plus.\
• Strong attention to detail / highly organized.
• Strong Written and Oral English + interpersonal skills to communicate effectively.
• Computer/online savvy. Ability to use a variety of online applications including: Zoom, Google Suite and Office 365 tools (including Outlook).
• Experience with Asana (for task management) a plus.
• Ability to problem solve + high ability to “Get Stuff Done”.
• Ability to follow processes.
• Ability to stay up to date with the mortgage/lending market and products.
• Ability to manage time efficiently.
• Ability to work in a goal-oriented environment and unsupervised.
• High skill level with Microsoft Word and Excel.
• Smart and Fast learner (i.e., quick “pick up”).
• Committed to growth and learning.

WE'RE LOOKING FOR FILIPINOS OR PHILIPPINES-BASED CANDIDATES

Job Title: Social Media and General Virtual Admin Assistant

Working Hours: To Be Determined

Salary Range: $900 - $1200/month

Join our dynamic team! We are seeking a skilled Social Media and General Virtual Assistant to provide crucial support to our leadership team and contribute to the seamless operation of our organization.

Responsibilities:

• This individual will be building out lists of prospective recruits in the insurance agency field, then accessing clients LinkedIn for direct outreach and setting up calls/meetings
• They will then do the same thing for prospective clients with defined criteria
• Research topics and coordinate flights and travel both for work and personal use
• Schedule conversations and meetings for client
• Event planning for work (coordinate get-togethers for team and team building activities)
• Coordinate vendors and develop outreach work or capture sign ups

• Minimum 2 years of experience
• Above Average to Excellent communication and written skills; minor accent is acceptable
• Tools: Office 365, Google Workspace, Google Drive, Notion (big plus), and Sales Force (big plus)
• Must be detail oriented, coachable, friendly, fun, and trustworthy  
• Prior experience in US Insurance, Sales,Recruiting and Client Retention

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Position : Financial Analyst

Working Hours : Monday - Friday | 7:00am-3:00pm CST or 8:00am-4:00pm CST

(subject to change, could potentially allow working PH hours after a few months but would start with CST working hours)

Salary Range : 1000 - 1500 USD

(depending on interview assessment and client's approval) Please take note that pay will be given in USD

Holiday : US Holidays

About the company: 

The company was founded around disrupting the Property Management industry and providing the residents with an unparalleled experience. They seek to Improve the Lives of all residents and provide them with a place they are proud to call home.

Duties and responsibilities

1. Financial Analysis and Reporting:

• Generate and analyze financial reports to support decision-making processes.
• Work with Excel extensively to manipulate and interpret financial data.
• Provide insights based on financial analysis to contribute to strategic planning.

1. Budget Entry:

• Accurately enter and manage budget data.
• Collaborate with team members to ensure budgetary goals align with overall objectives.

1. Virtual Assistance:

• Provide calendar assistance, ensuring efficient scheduling and coordination of appointments.
• Assist with general administrative tasks as needed.

• Proven of 2 years of experience in Financial Data Analysis
• Proficiency in Google Suite and Microsoft Office is required
• Mastery of Excel is required
• Willingness and capability to share knowledge and teach others, particularly in Excel.
• Familiarity with Appfolio is a plus, but not mandatory.