Total 9 financial consultant job vacancies in manila metro manila

Position: Financial Analyst

Working Hours: Monday - Friday, 9AM - 5PM 

Salary Range: $1,500 - $2,500/ month (Depending on the interview result and the client's approval)

• Analyzing and summarizing all due diligence materials related to the credit quality of businesses or assets being acquired or owned by ASC, including the analysis of the company or asset’s historical and present financial condition, products and/or services, sales and marketing strategies, customer and supplier base, industry dynamics, competitive position, management team, and financial projections;
• Working with the Senior leadership to manage the due diligence, screening, and underwriting approval processes;
• Assisting with the syndication process on transactions in which ASC is leading the financings;
• Fulfilling all portfolio management requirements including on-going credit analysis, reporting and follow-on credit activities (amendments, recapitalizations, acquisitions, restructurings, etc.);
• Supporting the firm’s efforts to attract, develop, and retain best-in-class origination, underwriting and portfolio management talent.

• Strong finance and accounting skills along with an intense attention to detail.
• Well-developed interpersonal skills to allow the candidate to successfully interface with external service providers and other members of the investment team.
• Demonstrated ability to multitask and manage work flow while taking ownership for the results.
• Excellent verbal and written communication skills.
• Significant Experience with MS Excel, Outlook and Power Point; exposure to investment analysis software (, e.g., Bloomberg, Capital IQ, etc.) preferred
• Occasional travel is required but role is based in Boston full-time
• Willingness to work in small, dynamic and high performing team

IMPORTANT: OPEN TO FILIPINO CITIZENS WHO ARE CURRENTLY RESIDING IN THE PHILIPPINES

Position: Financial Operations Manager

Salary Range: USD 1,500 – 1,750/ month

Working Schedule : 7AM - 6PM EST, with 1 hour lunch break/ 50 hours per week

Holiday: Christmas (12/25), New Years (1/1) and others with more tenure

About the company:

The client is a family-owned e-commerce business selling metal pill cases. The business was started in December 2021 and has been run by two brothers since then from Washington, DC.

Our mission is to make exceptional pill cases and provide exceptional customer service. We have committed to these principles by keeping our fulfillment operation in-house and providing white-glove service to our customers.

After 2 years - we are now selling several thousand pill cases per month and looking to expand our Philippines-based team beyond customer service.

The Finance portion of this role (75%) will involve bookkeeping, accounting, financial reporting, and inventory planning. The Operations portion of this role (25%) will involve inventory purchasing and inventory management assisting the US-based team. 

Key Responsibilities:

The primary definition of this role is that you will be doing whatever the business needs most related to Operations and Finance. We are a startup and it is an all-hands-on-deck mentality. The tasks below are examples of the work that you will be expected to know already or learn very quickly.

You should be self-motivated and looking to work hard - as you will be expected to work hard, contribute, and execute without supervision to help the whole team. 

You should be very organized and detail-oriented.

Finance / Accounting (75%)

• Review transactions in Quickbooks, categorize them
• build rules to auto-categorize them to increase role efficiency 
• Quickbooks is expected to be fully up to date on a 1-day lag / daily basis
• Keep financial models, budgets and projections up to date
• Accessing sensitive financial data, reporting directly to CEO with daily business financial health reports

Operations (25%)

• Take current inventory numbers from Shopify, and update them in Quickbooks
• Take inventory delivery schedules and use it to update our payment schedules to suppliers
• Take payment invoice from supplier, check it against quotes, save data and documents, approve for payment
• Save all documents related to inventory purchasing 

• Skills: Bookkeeping & GAAP Accounting
• Should be knowledgeable in E-commerce industry
• Software (requuired): 
• Spreadsheets (Google Sheets or Microsoft Excel)
• Bookkeeping & GAAP Accounting (Quickbooks Online or Quickbooks Desktop)

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Position: Financial Analyst

Schedule: Monday to Friday, 3-4 hours overlap between 8am to 8pm EST

Salary Range: 1000 - 1500 USD/month (to be assessed and approved by the client based on the candidate’s experience, knowledge, skills, and abilities)

About the Role:

We are seeking a detail-oriented and highly organized individual to join our team as a Virtual Analyst. In this remote position, you will be responsible for supporting our entire team, ensuring accuracy and compliance with established procedures. The ideal candidate is proficient in real estate and/or finance principles, possesses excellent communication skills, and is adept at utilizing software systems such as Microsoft Excel, Word, & PPT. We will ask the individual to focus on creating automated processes for any repeatable tasks to maximize efficiency. 

Responsibilities:

• Data Entry & Maintenance:
• Accurately enter transactions information into databases.
• Maintain organized and up-to-date records.
• Document Verification:
• Review various lists and documents for accurate information in a timely manner.
• Preparing Presentations:
• Work closely with the underwriting team to prepare Asset Summary Reports (ASR), Investor Presentations, and ad hoc materials to various partners, investors, teammates.
• Ensure data is correct and presentation is professional and organized.
• Document Sharing & Organization:
• Organize and manage folders in secure filesharing systems (i.e., Dropbox, Sharefile).
• Responsible for aggregating and sharing file links to various counterparties, both internal & external.
• Customer Service:
• Interact with team members and third parties, both via email and phone in a professional and timely manner.
• Follow Up:
• Organized and diligent to follow up internally and externally in a persistent, yet polite manner for requested documents and tasks.
• Quality Control:
• Special attention to making sure details are correct (both numbers and words).

• Bachelor's degree in Accounting, Finance, or related field.
• Proficient in using Microsoft Suite ( Word, Excel, PPT)
• Ability to create/use Macros and API Plug-ins to automate processes is a plus
• Excellent attention to detail and organizational skills.
• Effective communication and interpersonal skills.
• Ability to work independently and meet deadlines.

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Financial Analyst/Data Entry
Schedule: Flexible - morning overlap with EST
Salary Range:  up to $1,500
Benefits: TBD

About the Company:

A private investment holding company

About the Role:

The ideal candidate will be proficient in financial modeling using Excel, adept at creating impactful presentations in PowerPoint, and have experience with QuickBooks. The role will primarily involve categorizing transaction data, data entry, and financial modeling for real estate investments on a project-by-project basis.

Responsibilities:

• Accurately categorize and organize financial transaction data.
• Perform data entry tasks with precision and efficiency.
• Develop and maintain financial models for real estate investment projects, ensuring accuracy and relevance.
• Work on financial analysis projects on a project-by-project basis, contributing to the success of real estate investments.
• Focus on financial tasks related to real estate investments, particularly in the dynamic market of Florida.

• A degree in finance, accounting, or a related field.

• Proficient in financial modeling using Excel and can create compelling presentations in PowerPoint.
• Openness to learning and adapting to new software tools such as Notion, Asana, etc.
• Solid understanding of financial concepts and principles.
• Strong analytical thinking skills and has high attention to detail
• Proficient in QuickBooks
• Has effective communication skills and is able to present findings in a clear and compelling manner
• Can manage multiple tasks and is organized

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Chief Financial Officer

Work Hours: M-F; 9:00 AM-5:00 PM EST / 10:00 PM-6:00 AM PH Time

Salary: 2,000-3,000 USD per month

Duties and Responsibilities:

• Complete daily bank deposits and cash applications.
• Complete monthly bank reconciliations.
• Manage cash flow daily.
• Complete financial statement reviews on a monthly or quarterly basis.
• Complete year-end close-out.
• Create and maintain ongoing company budgets.
• Review proformas and urgent payment for vendors.
• Manage credit card payments in Paytrace and apply in QuickBooks.
• Maintain all project-related files on the company-wide shared drive.
• Other duties as required (e.g., data entry, maintaining various spreadsheets, etc.).
• Handle all AIA Billing.
• Handle 1099s, intercompany, cash flow analysis, and speak daily with ownership.

Accounts Receivable (AR)

• Spearhead all collections efforts and proactively reach out to customers when they are past due and keep notes of all ongoing conversations.
• AR aging report generation.
• Send past dues according to the AR aging report.
• Reconcile QuickBooks customers according to the Billing sheet.
• Deposit invoices in QuickBooks.
• Reconcile customer job with the payment.
• Response to payment request emails from vendors.

Accounts Payable (AP)

• Deposit checks.
• Enter vendor invoices in Bill.com.
• Put vendor invoices in the Project Management folder for approval.
• Review vendor invoices approved by Project Management and update the excel file for payment.
• Enter credit memos in Bill.com.
• Reconcile AP between QuickBooks and Bill.com and vendor statements.
• Resolve vendor issues and unreconciled accounts.
• Bill out CI billing in the Project Manager’s folder.
• Reconcile credit card accounts.
• Reconcile bank statements.
• Reconcile invoices vs. job profitability to ensure the right job allocation.
• Enter expenses invoices in Bill.com and mark them as paid.
• Save checks in the project folder.
• Process Accounts Payable invoices and W-9 verification for new vendors.
• Complete weekly Accounts Payable check run and monitor when invoices are due.

• A minimum of 5 years of experience as a CFO, with extensive experience in growth and middle-market companies.
• Proficient in using QuickBooks and has experience with various online banking portals.

• Background in distribution businesses, preferably with drop ship experience.
• Exceptional leadership abilities and experience in managing finance teams.
• Strong proficiency in financial modeling, forecasting, and cash flow analysis.
• Fluent in English, both written and spoken.
• A track record of success in strategic financial planning and execution.
• Bachelor’s degree in Accounting, Finance, or a related field; an MBA or CPA is highly preferred.
• Ability to operate at a high level of autonomy, demonstrating both strategic thinking and the capacity to lead day-to-day financial operations.

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Position: Real Estate Financial Analyst

Schedule: Monday to Friday 9am-5pm EST (10pm-6am PHL)

Salary Range: 1200 - 3000 USD/month plus performance bonus (to be assessed and approved by the client based on the candidate’s experience, knowledge, skills, and abilities)

About the Company:

We provide a range of consulting services to help our clients achieve their financial goals. We most often serve as an outsourced finance department so that you can spend your time and energy on the most critical tasks.

About the Role:

We are seeking a highly skilled and detail-oriented Real Estate Financial Analyst to join our dynamic team. As a Real Estate Financial Analyst, you will be responsible for creating comprehensive financial models to analyze real estate investments, providing crucial insights into cash flows, expenses, and potential returns. Your expertise will contribute to informed decision-making and strategy formulation.

Responsibilities:

• Develop detailed financial models to assess real estate investments, considering various factors such as cash flows, expenses, and potential returns.
• Conduct market research and analysis to provide insights into current real estate trends and opportunities.
• Collaborate with cross-functional teams to gather relevant data and ensure accurate inputs for financial models.
• Assist in the preparation of investment proposals and reports for stakeholders, presenting findings in a clear and understandable manner.
• Stay abreast of industry developments, regulations, and economic trends to inform financial analyses.
• Any other tasks typical of a Real Estate Financial Analyst.

• Proficiency in Excel is a must, with the ability to create complex financial models.
• A background in real estate, with a solid understanding of market dynamics and investment principles.
• Demonstrated experience in cash flow modeling, ensuring accuracy and reliability in financial analyses.
• Strong analytical and problem-solving skills, coupled with attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work collaboratively in a team-oriented environment.

ONLY OPEN TO FILIPINO CANDIDATES

Position : Financial Analyst

Working Hours : 7:00am-3:00pm CST or 8:00am-4:00pm CST | Mon - Fri (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: 

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.

Minimum Requirements:

• Proven of 1-2 years of experience in Financial Data Analysis
• Proficiency in Google Suite 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.

LOOKING FOR FILIPINOS OR PHILIPPINES-BASED CANDIDATES

Job Title: Financial Analyst

Schedule: Monday to Friday, Flexible Hours & time zone (at least 3 hours of overlaps with Europe time zone for updates and all)

Salary: 1,000 - 1,500 USD

SPECIFIC DUTIES AND RESPONSIBILITIES:

• Conduct initial cuts for an underwriting model to streamline processing time
• Leverage underwriting experience in real estate to assess financial risk and viability of proposed projects
• Dedicate exclusive focus to underwriting responsibilities for the organization
• Maintain high availability to accommodate the dynamic nature of the underwriting process
• Maintain up to date deal status notes on the company’s pipeline
• Demonstrate a comprehensive understanding of underwriting concepts, particularly in the context of finance-focused real estate

• Minimum of 2 years of experience as a Finance Underwriter, preferably in the real estate industry
• Strong analytical and critical thinking skills
• Proficient in financial analysis and Microsoft Excel
• Working comprehension of profit & loss statements discounted cash flow analysis, and related finance concepts
• Excellent communication and interpersonal skills
• Ability to work independently and make sound decisions.

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Financial Analyst (Real Estate)

Work Hours: M-F; 9:00 AM-6:00 PM EST / 10:00 PM-7:00 AM PH Time

Salary: 1,500-2,000 USD per month

Duties and Responsibilities:

• Lead underwriting and due diligence activities, including overseeing acquisitions and performing financial analysis, market analysis, and reviewing third-party due diligence reports.
• Perform the initial screening of investment opportunities to determine fit with the company's investment objectives; this includes quick back of the envelope (BOE) as well as full underwriting analyses.
• Oversee and manage deal flow.
• Create investment decks that thoughtfully assess prospective investments.
• Create reports for lenders and investors.
• Conduct market assessments, site assessments, zoning assessments, and other due diligence related to site acquisition and development feasibility.
• Be able to review and underwrite models, build/update waterfall / promote models and forecasts.
• Lead the financial analysis for new and existing investments (primarily multifamily, mixed-use, and affordable).
• Lead the creation of thorough and concise investment memorandums.
• Prepare asset management reports, investor updates/presentations, and other marketing materials.
• Monitor and manage closing processes and assist with closing.
• Model and forecast asset performance, projected returns, varying debt scenarios, and equity waterfalls (IRRs and Equity Multiple).
• The hired candidate will report directly to the Founder of the firm.

• A minimum of 3-5 years of experience in real estate financial modeling from areas such as real estate corporate finance, investment banking, private equity or real estate investment sales, or debt platforms.

• Strong quantitative, financial analysis and modeling, advanced knowledge of MS PowerPoint, and advanced MS Excel skills are required.  Excel Modeling skills – will be tested.
• Excellent communication, written, and interpersonal skills at all levels are critical to success.
• Must have strong experience with MS PowerPoint.
• Ability to perform quantitative and qualitative analyses of real estate transactions with advanced underwriting techniques and a deep understanding of equity and debt capitalization structures.

Personality/Attitude/Culture Preference:

• Exceptional time management and prioritization skills are also required to succeed in a fast-paced environment, managing multiple projects with significant responsibilities and competing priorities.
• Must be able to work well independently to manage and own tasks.