Total 9 financial planner job vacancies in Business Management / Project / Planning category in Makati, Metro Manila

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Mid-Shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 1

About the Role:

We are seeking an organized and detail-oriented Project Planner/Scheduler to manage project timelines, schedules, and resource allocation. The role will focus on creating and maintaining project schedules, ensuring that milestones are met on time and within scope. You will work closely with project managers, teams, and stakeholders to track project progress and adjust plans as necessary to ensure successful project delivery.

Key Responsibilities:

Schedule Development and Management

• Develop, maintain, and update detailed project schedules, including setting project milestones and deadlines.
• Coordinate with project managers to ensure that project schedules are accurate, realistic, and aligned with project goals.
• Monitor project progress, adjusting schedules as needed to ensure timely completion of deliverables.
• Identify any potential scheduling conflicts or resource constraints and proactively recommend adjustments.

Resource Allocation and Coordination

• Work with project teams to allocate resources efficiently, ensuring the right people and tools are available when needed.
• Monitor and manage resource utilization across multiple projects to ensure optimal use of resources.
• Track resource availability and adjust plans accordingly to prevent delays or resource shortages.

Progress Tracking and Reporting

• Track project milestones, deliverables, and critical paths to ensure projects remain on schedule.
• Prepare and provide regular status reports to project managers and stakeholders, highlighting any delays or issues.
• Use scheduling software to generate progress reports and timelines for project reviews and decision-making.

Risk and Issue Management

• Identify potential scheduling risks, such as delays or bottlenecks, and work with the project team to mitigate these risks.
• Provide input on corrective actions for projects that are falling behind schedule or facing delays.
• Ensure that risks and issues are documented and escalated to project managers when necessary.

Collaboration and Stakeholder Management

• Communicate regularly with project managers, team members, and stakeholders to ensure alignment on schedules and deliverables.
• Assist in coordinating with external vendors or contractors to meet scheduling requirements and deadlines.
• Ensure that any changes to project scope or schedule are documented and communicated to all relevant parties.

Quality and Compliance

• Ensure that scheduling practices and project timelines comply with internal processes, standards, and regulations.
• Support project managers in ensuring the overall quality of the project by keeping the schedule on track and minimizing delays.

Qualifications and Skills:

• Education: Bachelor’s degree in Project Management, Engineering, Business Administration, or a related field.
• Experience:
• 3-5 years of experience in project scheduling, planning, or coordination.
• Experience with project scheduling tools (e.g., Primavera P6, MS Project, or similar tools).
• Previous experience working on large-scale or complex projects is a plus.
• Technical Skills:
• In-depth knowledge of project scheduling principles and techniques.
• Proficient in project management software (e.g., MS Project, Primavera P6, or other scheduling software).
• Strong proficiency in Microsoft Excel and other reporting tools.
• Soft Skills:
• Excellent organizational and time-management skills.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Effective communication skills, both written and verbal.
• Problem-solving and critical-thinking abilities.
• Certifications (preferred):
• Project Management Professional (PMP) or Associate in Project Management (CAPM).
• Primavera P6 or MS Project certification.

Job Description:

We are hiring for various client-facing and operational teams with integrated planning and activation capabilities, covering all analog & digital channels including programmatic & biddable platforms.

If you are strong in creatively integrating both traditional and digital elements into the overall media mix while managing the day-to-day planning, buying, implementation, optimization and reporting requirements to meet client objectives, we want to talk to you!

As a Senior Integrated Planner, you will support your Manager in integrated media planning.

Specifically, you will be involved in:

1. Planning

• Partner your Manager to develop media strategy, channel recommendations and prepare the detailed media flowplan
• Brand stewardship and client management
• Acquiring business, consumer, and media insights and translating them into media recommendation
• Defining the strategy, effectively cascading to the team (i.e. to the buying team, digital planning, and even outside agency partners like creatives), and consistently monitoring the performance of the campaign
• Together with the Manager and team leads, drive business and profitability

I. Description

Work Arrangement: Fully remote, overlapping EST working hours

Job Type: Full-time

Salary Range: Up to $2,200 per month, Based on Skills and Experience

Work Schedule: 40 hours per week, with core hours between 9 AM – 6 PM EST or 8 AM to 5 PM EST

Locations: Remote, open to candidates in Colombia and Philippines

About Pearl Talent:

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About the Company:

Our client offers personalized financial planning and investment management services, primarily targeting high-income women and couples. Their approach focuses on empowering clients through education, offering unbiased, fee-only advice. With a Certified Financial Planner® at the helm, they specialize in managing complex financial situations, ensuring that clients can achieve their wealth-building goals efficiently and confidently.

Role Overview:

The Operations Associate role is responsible for overseeing daily operations, providing high-level assistance to the CEO, managing client and partner communication, and supporting marketing and sales initiatives. This role requires a balance of operational efficiency, organizational skills, and effective communication across various business units.

Your Impact:

This position is vital in ensuring smooth daily operations and executive support, enhancing client relationships, and driving growth through marketing and sales support. By streamlining processes and managing key communication, the role significantly contributes to overall business efficiency and success.

Key Responsibilities:

1. Operations Support:

• Manage daily operations to ensure efficient workflow across multiple business units.
• Streamline processes using tools like Google Spreadsheets and Zapier to enhance operational efficiency.
• Monitor project progress, report on milestones, and suggest continuous improvements.

2. Executive Assistance:

• Provide high-level support to the CEO, including complex calendar management, travel arrangements, and handling confidential information.
• Schedule and coordinate meetings across multiple time zones and stakeholders.
• Prepare meeting materials, reports, and presentations.

3. Client & Partner Communication:

• Serve as the primary point of contact for clients and external partners.
• Draft and review correspondence, presentations, and other key documentation.
• Ensure timely communication and follow-up on client inquiries.

4. Marketing & Sales Support:

• Assist in the development and implementation of marketing strategies.
• Manage CRM and outreach tools to support lead generation and client onboarding.

Immediate tasks anticipated for the candidate to fully own on week 1:

• Get acquainted with the team and understand the company’s mission and values.
• Schedule introductory meetings with key team members and stakeholders.
• Take full ownership of the CEO's calendar and begin handling complex scheduling.
• Organize and manage digital files, presentations, and other project materials.
• Begin supporting ongoing initiatives, including tracking and consolidation.

Must-Have:

• Strong organizational skills to manage multiple tasks like operations, executive assistance, and client communication.
• Basic knowledge of automation tools like Zapier to streamline processes.
• Experience in financial services or a related industry with a solid understanding of financial processes.
• Proficient in CRM systems for managing client and lead data.
• Excellent written and verbal communication skills to interact with clients, partners, and internal teams.
• Familiarity with project management tools to track and coordinate tasks effectively.
• Ability to handle sensitive and confidential information with discretion.

Nice-to-Have:

• Tech Savviness
• Experience working with remote teams.
• Bilingual proficiency in Spanish.
• Experience with Trainual.com
• Experience supporting marketing or sales efforts, especially with CRM and outreach tools.

Compensation Package:

• Competitive Salary: Up to $2,200 per month, Based on Skills and Experience
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world
• Work-Life Balance: Flexible hours that support a healthy work-life balance

Ready to Join Us?

If this role aligns with your skills and career goals, we’d love to hear from you. Apply now to take the next step in your journey with Pearl.

Reporting Line

• Business Controller

Primary Responsibilities    

• Business partnering
• Forecasting, Annual Budget & Medium-term planning
• Financial Analysis
• Capital Expenditure Review and Post Review Analysis
• Cost Control
• Financial Reporting

• Lead and manage the annual budget process – revenue, direct/indirect/sales & marketing costs, support overheads, capital expenditures, headcount, and allocation drivers.
• Monitor and update forecasts regularly to reflect changes in business conditions and provide actionable insights.
• Develop and maintain financials models and reports to support forecasting and budgeting process.
• Track sales and spending to ensure alignment with targets and report variances with clear and concise commentaries and recommendations to senior management.
• Prepare and present financial information to stakeholders highlighting key variances and providing recommendations.
• Analyze cost structures and identify opportunities for cost-saving to improve profitability.
• Track and manage both direct/indirect costs, sales & marketing costs, support overheads.
• Review purchase requisitions and challenge any spending that is not align with target margin.
• Review viability and reasonableness of cost savings projects by various departments.
• Review of proposed capital expenditures and perform post review analysis.
• Work closely with local finance and finance shared services center team to ensure accurate recording of financial transactions.
• Act as business partner to various departments – Business, Operations, Commercial & Support Overheads
• Prepare ad-hoc financial reporting and analysis – P&L simulation & scenarios.
• Work closely with commercial team to review a reasonable sales pricing model.
• Foster a collaborative and high-performing team environment.

Integrity and Compliance

• At all times, comply with SGS Code of Integrity and Professional Conduct

The Senior Digital Planner owns strategic planning and campaign execution for assigned clients. This position is both strategic and tactical in scope, requiring ability think and work independently with minimal supervision. This position is expected to deliver strategic plans for campaigns based from available data and tools then implement campaigns with the support of different Publicis Media teams.

The Senior Digital Planner will work closely with Digital Buyers for specific client requirements, providing expertise on strategy building, insighting, planning, reporting, and optimization while being guided by platform or industry best practices.

I. RESPONSIBILITIES

• Attend, present, and contribute during client meetings
• Develop, grow, and maintain relationships through exceptional client service
• Effectively communicate digital strategies and rational for approaches for each campaign
• Execute, manage, and optimize online media campaigns and programs for agency clients while meeting or surpassing agreed upon performance expectations
• Manage the delivery of plans, creative assets, insertion orders, and all relevant campaign documentation in preparation for all campaigns
• Partner with support teams on how to strengthen campaign measurement for reporting and insights generation
• Provide regular insights and actionable points to clients detailing performance, campaign optimizations, and new opportunities
• Coordinate and work with media partners to develop relevant strategies and ensure accurate platform implementation
• Participate in campaign QA process
• Troubleshoot issues across planning and buying functions
• Help in the generation of monthly bill/pay/spend reporting in coordination with relevant functions
• Participate in regular knowledge sharing sessions to contribute and learn new strategies for optimizing and enhancing campaign performance
• Proactively formulates proposals for new client opportunities

We are hiring for various client-facing and operational teams with integrated planning and activation capabilities, covering all analog & digital channels including programmatic & biddable platforms.

If you are strong in creatively integrating both traditional and digital elements into the overall media mix while managing the day-to-day planning, buying, implementation, optimization and reporting requirements to meet client objectives, we want to talk to you!

As a Senior Integrated Planner, you will support your Manager in integrated media planning.

The Senior Digital Planner owns strategic planning and campaign execution for assigned clients. This position is both strategic and tactical in scope, requiring ability think and work independently with minimal supervision. This position is expected to deliver strategic plans for campaigns based from available data and tools then implement campaigns with the support of different Publicis Media teams.

The Senior Digital Planner will work closely with Digital Buyers for specific client requirements, providing expertise on strategy building, insighting, planning, reporting, and optimization while being guided by platform or industry best practices.

I. RESPONSIBILITIES

• Attend, present, and contribute during client meetings

• Develop, grow, and maintain relationships through exceptional client service

• Effectively communicate digital strategies and rational for approaches for each campaign

• Execute, manage, and optimize online media campaigns and programs for agency clients while meeting or surpassing agreed upon performance expectations

• Manage the delivery of plans, creative assets, insertion orders, and all relevant campaign documentation in preparation for all campaigns

• Partner with support teams on how to strengthen campaign measurement for reporting and insights generation

• Provide regular insights and actionable points to clients detailing performance, campaign optimizations, and new opportunities

• Coordinate and work with media partners to develop relevant strategies and ensure accurate platform implementation

• Participate in campaign QA process

• Troubleshoot issues across planning and buying functions

• Help in the generation of monthly bill/pay/spend reporting in coordination with relevant functions

• Participate in regular knowledge sharing sessions to contribute and learn new strategies for optimizing and enhancing campaign performance

• Proactively formulates proposals for new client opportunities

• Passenger Operations Financials
• Monthly Financial Analysis on PAX
• Forecasting and Monthly discussion with Ops on financial results
• Works with transport Ops and marketing on weekly targets
• Adhoc Analysis
• Process Improvements
• Budget

• Bachelors’ degree in Financial Management or any related course
• 4 years of solid experience in the same position
• In depth knowledge in Budget Control, Forecasting, Variant Analysis

• Excellent analytical skills
• Expertise in MS Excel (creating spreadsheets and using advanced formulas)
• Proven work experience as a Financial Planning and Analysis or similar role
• Demonstrable strategic thinking skills
• Confidentiality in handling sensitive financial information
• Ability to present financial data using detailed reports and charts

Why join Angkas?

• Freedom of work
• Work life balance
• Free meal and use of gym
• Opportunities for promotion
• Competitive salary
• Pay raise
• Start-up environment
• Multi-cultural and Agile work environment
• Diversified use of technology

Salary: P80,000 to P100,000 (Monthly Package)

Schedule: Monday – Friday (09:00 AM - 06:00 PM AEST)

What are we looking for?

Skills Required:

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3 years of demonstrated success in asset management, financial services, or related sales roles, with a strong focus on quantitative trading and systematic trend following strategies.
• Expertise in utilizing HubSpot and other lead tools that can apply to this role.
• Profound understanding of quantitative trading methodologies, systematic trend following, and diversified futures portfolios.
• Exceptional interpersonal and communication skills, with the ability to explain complex strategies to potential clients.

Nice to Have:

• MBA or CFA is a plus.
• Self-motivated and goal-oriented, driven by a commitment to achieving results in the quantitative trading space.
• Excellent negotiation and presentation skills.
• Ability to work collaboratively within a team and independently.

What will you do?

• Client Acquisition: Identify and target potential clients, including institutional investors, family offices, and financial advisors, who are interested in systematic trend following strategies over diversified futures portfolios.
• Market Research: Stay up-to-date on industry trends, competitor activities, and market dynamics within the quantitative trading and futures markets, providing valuable insights and recommendations to our team.
• Sales Strategy: Develop and execute effective sales strategies and tactics tailored to our systematic trend following offerings to achieve revenue and growth targets.
• Client Engagement: Build and maintain strong, long-term relationships with clients by understanding their specific investment needs and delivering tailored solutions based on our strategies.
• Product Knowledge: Maintain an in-depth understanding of our quantitative trading strategies, systematic trend following methodologies, and their application in diversified futures portfolios. Effectively communicate the benefits of these strategies to clients.
• Networking: Attend industry-specific events, conferences, and seminars to expand your professional network and represent the company as a leader in quantitative trading.
• Reporting: Prepare and deliver regular reports on sales activities, pipeline, and progress toward goals to the management team.
• Compliance: Ensure all activities adhere to industry regulations and compliance standards, particularly in the context of quantitative trading and futures trading.

Join the awesome team and enjoy these benefits & perks:

• Hybrid 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 with performance-based bonuses 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 a quantitative fund manager, with over 15 years of trading derivatives in Sydney, Australia. Their expertise lies in dynamic asset allocation across 60+ liquid futures markets, encompassing equity indices, government bonds, short-term interest rates, currencies, and commodities. Licensed to serve wholesale investors under the Australian Financial Services License.

#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.