Total 4 financial advisor job vacancies in The Philippines

About Eightx

We provide Fractional CFO services for fast-growing eCommerce Brands and Agencies from Canada, the United States and the United Kingdom with one goal in mind:

To help eCommerce business owners scale their businesses with more cash and less stress.

This requires a broad range of skills including financial modelling, risk management, understanding of US/Canadian GAAP, financing, audit, investor relations and more.

We are small but growing fast which means you will get the chance to specialize and grow into future roles such as Finance Manager or VP Finance.

Lastly, as you might expect of a finance company, we work really hard when we need to, but we don’t work hard just for the sake of it. We don’t miss our kids’ concerts, we work out during the day and we usually sign off early on Fridays.

About the position

We are among the best in the world at what we do, and we hire elite staff to provide incredible service.

You’re an Elite and Enthusiastic financial modeller and analyst. The work you do helps people truly unplug on vacation, have more time with their kids and get back to enjoying running their businesses.

You will be assisting a portfolio of clients around the world with financial modeling, budgeting, cash flow forecasting, scenario planning, variance analysis and more.

You will help with market research and trend analysis to give our clients ideas on how to improve their operations, financial structure and operating results.

You will build 3-statement financial models from the ground up, then run and adjust them every month according to client’s actual results.

You will be working in a wide range of tech/software platforms including Shopify, Quickbooks Online, Xero, Google Sheets, Google Docs, Glew.io, Amazon Seller/Vendor, Rippling, Gusto and more.

Time Zone

• You will work in Vancouver, Canada or Toronto, Canada time zone

Financial Modelling

We build forecasts that are realistic, robust and useful for decision-making.

• Build 3-statement, dynamic financial models
• Every month (minimum) adjust the models and communicate potential issues to clients, CFOs, etc.
• Collect data on scenarios to analyze in the model
• Perform market research to make the models even more realistic

Financial Reporting

We look backward so we can look forward to manage cashflow and mitigate risk.

• Monthly financial reporting package with analysis and commentary
• Creating and updating KPI dashboards
• Creating and updating 3-statement financial forecasts
• Cash flow monitoring and forecasting
• Updating Board and Investor reporting decks

What you must have

• You are a Microsoft Excel expert
• You are incredibly fast at building, updating and troubleshooting financial models
• You understand North American accounting principles
• You are self motivated
• You can use judgement and creativity to solve problems
• You are happy to work in a fast-paced environment
• You take ownership of your work and mistakes
• You are comfortable not knowing everything. You can use your professional skills to make inferences to move projects along.

Your experience and education

• You have a Bachelors Degree
• You have a professional designation or Masters Degree (CPA, CA, MFin, MSc)
• You have 5+ years experience as a financial analyst

The interview process

1) Application

2) Short online pre-screen (10mins)

3) 15min Phone Interview

4) Online assessment (20mins)

5) 30min Interview with CEO

6) Case study

7) Offer

• Full-time, competitive salary
• Flexible working hours
• Remote work (work from wherever you want. Last year, a team member worked from Boracay for two weeks)
• 20 days of PTO and all National Holidays
• Company-wide shut off during the week between Christmas and New Year's

ThinkWell has a growing project portfolio in the Philippines and is seeking a Technical Advisor (TA). The TA will provide expertise in health financing and health systems strengthening as part of ThinkWell's technical support to the USAID TB-Free Luzon Activity, which is implemented by University Research Co., LLC (URC). The project aims to strengthen tuberculosis control and care in the Philippines by reducing the TB burden while ensuring financial protection for patients through sustainable, locally driven health system solutions. ThinkWell's role focuses on strengthening TB service delivery platforms through sustainable financing and UHC integration, working closely with the Department of Health, PhilHealth, and Local Government Units to optimize financing mechanisms and build local capacity.

The TA will provide technical leadership and strategic guidance in integrating TB services within the Philippines' Universal Health Care (UHC) framework. The role will focus mainly on sustainable financing mechanisms and health system strengthening, especially at the subnational level.

The Technical Advisor will report to ThinkWell's Senior Technical Advisor and will coordinate closely with URC's Objective 3 lead for the TB-Free Luzon Activity. This is a fixed-term position based in the Philippines.

What you’ll do

Technical Leadership

·        Provide technical assistance in designing and implementing sustainable service delivery and financing models for TB services within the UHC framework

·        Support the integration of TB services into local UHC implementation plans across Luzon, ensuring alignment with broader health systems strengthening objectives

·        Lead the development of strategies to mobilize and optimize funding for TB program through innovative and sustainable approaches

·        Coordinate with DOH and PhilHealth to review and enhance policies and financing mechanisms for TB services

·        Support policy development and refinement of local policies to improve efficiency and effectiveness of TB control programs, specifically in the area of health financing

·        Support the scale-up of any identified innovative and high-impact health financing interventions across Luzon

Stakeholder Engagement

·        Work closely with DOH, PhilHealth, and LGUs to strengthen health system capacity for effective TB service delivery

·        Assist in facilitating partnerships between public and private sector stakeholders to expand access to TB services

·        Coordinate with URC and other implementing partners to ensure alignment and consistency of technical approaches

·        Support capacity-building initiatives for local health officials and service providers on sustainable financing for TB services

·        Participate in technical working groups and coordination meetings as required

Monitoring and Technical Documentation

·        Support the development and implementation of monitoring frameworks to track progress of TB service integration within UHC

·        Support the preparation of work plans and provide technical input for quarterly and annual progress reports

·        Contribute to the production of high-quality learning outputs and provide written inputs into technical documents, project reports, concepts, blogs, articles and other strategic documents for publication and dissemination.

·        Support project data analysis and interpretation for program improvement

·        Support the assessment and documentation of TA implementation including LGU good practices and lessons learned

Project Management

·        Function as the primary lead for ThinkWell’s implementation of the TB-Free Luzon Activity work plan, ensuring high-quality delivery of all technical assistance and capacity building activities

·        Contribute to work plan implementation, monitoring evaluation and learning by coordinating activities across internal teams, consortium partners, and external stakeholders, ensuring effective collaboration, harmonized approach, and timely delivery of outputs.

·        Ensure compliance with USAID reporting requirements, including preparation of quarterly and annual reports

·        Monitor project deliverables and performance against targets, and propose course corrections as needed

·        Produce high-quality written reports and presentations, including technical documents, project status reports, policy briefs, and publications for conferences and journals.

·        Manage project documentation and contribute to ThinkWell's institutional knowledge management

1.    BA/BS and 7+ years experience or graduate degree and 5+ years of experience;

1.    Substantive, relevant work experience in health system strengthening and health financing in the Philippines.

2.    Strong understanding of TB control programs and Universal Health Care implementation

3.    Demonstrated ability to be a respected team player for political engagement and citizen participation in complex local government-based health planning and participatory budgeting for health;

4.    Experience working with government institutions, particularly DOH and PhilHealth

5.    Proficiency in monitoring and evaluation methodologies

6.    Excellent data analysis and interpretation skills

7.    Adept at communicating technical information to non-technical audiences.

8.    A thoughtful systems thinker with a grounded, pragmatic understanding of the complexities of our work;

9.    Full English and Filipino fluency;

10.  Outstanding cross-cultural communication skills, including the ability to relate respectfully with staff at all levels, ages, genders, nationalities and orientations as well as across work areas;

11.  Ability and willingness to travel up to 25%.

The IT and Financial Operations Auditor role is part of the Audit Services Group (ASG) which evaluates the adequacy and effectiveness of AECOM’s systems of internal controls that guide company activities toward accomplishing key business objectives. This role is primarily responsible for executing ASG’s information technology and financial operations compliance, and advisory and assurance projects globally. This role will be based in Manila, Philippines.

Responsibilities & Duties

• Participate in planning, scoping, and execution of risk-based IT and Financial Operations assurance and advisory projects including SOX 404 controls testing in accordance with the Institute of Internal Auditors (IIA) and ASG standards.
• Perform test of design and operating effectiveness of IT and FinOps controls.
• Effectively communicate audit results to management.
• Identify opportunities for enhancing the efficiency and effectiveness of IT, financial, operational, and compliance processes and controls.
• Work with stakeholders to develop action plans that address root cause of findings.
• Demonstrate up-to-date knowledge in IT and apply this to the development, execution, and improvement of audit programs and recommendations.
• Develop and maintain productive working relationships with stakeholders, while maintaining independence and objectivity.
• Provide advisory services on moderately complex audit, accounting, and system issues as assigned.
• Contribute to and participate in various department initiatives to share real-time information, establish best practices, identify emerging risks, and refine processes.
• Maintain the SOP/DTP of current processes and incorporate documentation updates as required.
• Contribute specialized expertise to different assigned projects and provide key updates to Project Lead and Manager

Position Type :

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The world of finance moves fast. At FIS, we’re faster. Our teams are empowered to learn, grow, and make an impact–in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we’d like to know: Are you FIS?

About the role:
As a Product Support Representative, you will work with FIS clients to provide in-depth product support. You will take incoming inquiries to resolve customer concerns raised during installation, operation, maintenance or product application for our Trading Application FIS Trading Suite (formerly Valdi).

About the team:

You will be part of APAC Regional CX Team supporting clients under Trading who are using FIS Proprietary platform. The team is distributed strategically across APAC to cover countries in the region.

What you will be doing:

• Handle customer inquiries and resolving support issues such as address changes, processing orders, warranty, or billing and payment.

• Provide in-depth product support and researching client issues.

• Troubleshoot problems with equipment or software applications and recommend corrective action.

• Document customer information and recurring technical issues to support product quality programs and product development.

• Recreates client issues in test environment, Identifies/documents how applications and systems interact to support business processes.

• Resolves client concerns raised during installation, operation, maintenance or product application or compatibility matters.

• Other related duties as assigned.

What you will need:

• Must have At least 6 years of combined experience working as an application or software support specialist

• Demonstratable strong analytical & problem-solving skills.

• Experience supporting Trading environments or platforms (e.g., Fidessa, Ullink, Bloomberg, Refinitiv, etc) is preferred.

• A strong understanding of Trading process (Buy Side, Sell Side, Exchange) is preferred.

• Experience in financial services industry is preferred.

• Excellent English communication skills

• Organizational and time management skills and the ability to work independently.

Added bonus if you have:

• Familiar with Valdi (FIS Trading Suite)

What we offer you:
At FIS, we hire the best. In return, you receive exceptional benefits including:

• Opportunities to innovate in fintech

• Tools for personal and professional growth

• Inclusive and diverse work environment

• Resources to invest in your community

• Competitive salary and benefits

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FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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