Total 4 Junior Executive financial planner job vacancies in The Philippines

The role is responsible for developing project plans and schedules based on contractual agreements. The role will be monitoring and creating reports to ensure that the progress and resources are aligned with the overall project plan and are communicated to relevant stakeholders. The role will be reporting to the Project Controls Manager in Manila and the project point of contact

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• Develop project plans and schedules and monitor progress and resource use to ensure alignment with the overall project plan.
• Work closely with project managers and other stakeholders to create efficient workflows, identify potential risks, and develop contingency plans.
• Assists in the development and assessing the reasonableness of the proposed schedule durations, cost loading, activity coding and work breakdown structure (WBS).
• Manage the development, updating, and monitoring of schedules and preparing status reports and staffing curves, in alignment with the scope of work and resources, including subcontractors and consultants, planned to execute scope.
• Read and understand client contracts and subcontracts; particularly as related to scope, schedule, budget, and risk. Coordinate with project manager/lead to ensure all procedures are in place to meet contractual requirements
• Able to cost load, resource load schedules, and perform schedule risk analysis.
• Expert ability to develop critical path method (CPM) schedule logic for engineering, procurement, and construction as well as command of cornerstone scheduling system.
• Analyzing contractor critical path method (CPM) schedules for delays, inefficiencies providing dispositions due to site conditions, inefficiencies, and delays.
• Knowledgeable of scope control and change management and has demonstrated ability to incorporate directed changes into schedule baseline and review/recommendations of consequential impact.
• Familiar with cost analysis and forecasting, cashflow reporting as it relates to planning and scheduling.
• Maintain the planning updates, applying engineering, procurement, and construction terminology, concepts, and relationships.
• Create reports to communicate project status to all levels of project and company management and the client.
• Analyze, evaluate, and forecast current status against an established baseline schedule. Assess the impacts of design or construction changes and schedule slippages.
• Review project scope and determine all contractual deliverables have been met.
• Participates in and at times leads project planning and scheduling review meetings.
• Performing time impact / claims analysis and prepare reports and recommendations during project execution.
• Escalate issues and recommend resolutions to the Team Lead in a timely manner. May support junior members of the team in addressing routine issues within the assigned processes.
• Perform moderately complex tasks in compliance with service level agreements, processes, policies, and procedures.
• Contribute to various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity.
• Contribute specialized expertise to different assigned projects and may provide key updates to the Team Lead and Manager.

Minimum Requirements:

• Bachelor’ degree in engineering, architecture, construction, or related technical field
• At least 8 years of relevant professional experience in Project Management
• Proficient with MS Project and Primavera P6 Professional software
• Intermediate proficiency in MS Office tools
• Knowledgeable in project management tools and software
• Prior experience working with an engineering, construction management, or related field

Attributes: 

• Ability to effectively communicate and collaborate with a varied audience and internal and external customers. (Communication)
• Ability to identify and resolve simple to moderate with the ability to provide resolution alternatives by following defined policies and procedures. (Problem Solving)
• Ability to gather, integrate, validate, and analyze relevant data to develop resolutions, findings, and recommendations (Analytical Thinking)
• Ability to clearly define objectives and set targets for the team that are consistent with and compliant with service delivery agreements, key performance indicators, and policies (Planning and Organizing)
• Ability to be thorough and meticulous in completing assigned tasks and identifying errors, duplicates, & discrepancies through defined methods. (Attention to Detail)

The role is responsible for developing project plans and schedules based on contractual agreements. The role will be monitoring and creating reports to ensure that the progress and resources are aligned with the overall project plan and are communicated to relevant stakeholders. The role will be reporting to the Project Controls Manager in Manila and the project point of contact.

• Develop project plans and schedules and monitor progress and resource use to ensure alignment with the overall project plan.
• Work closely with project managers and other stakeholders to create efficient workflows, identify potential risks, and develop contingency plans.
• Assists in the development and assessing the reasonableness of the proposed schedule durations, cost loading, activity coding and work breakdown structure (WBS).
• Manage the development, updating, and monitoring of schedules and preparing status reports and staffing curves, in alignment with the scope of work and resources, including subcontractors and consultants, planned to execute scope.
• Read and understand client contracts and subcontracts; particularly as related to scope, schedule, budget, and risk. Coordinate with project manager/lead to ensure all procedures are in place to meet contractual requirements
• Able to cost load, resource load schedules, and perform schedule risk analysis.
• Expert ability to develop critical path method (CPM) schedule logic for engineering, procurement, and construction as well as command of cornerstone scheduling system.
• Analyzing contractor critical path method (CPM) schedules for delays, inefficiencies providing dispositions due to site conditions, inefficiencies, and delays.
• Knowledgeable of scope control and change management and has demonstrated ability to incorporate directed changes into schedule baseline and review/recommendations of consequential impact.
• Familiar with cost analysis and forecasting, cashflow reporting as it relates to planning and scheduling.
• Maintain the planning updates, applying engineering, procurement, and construction terminology, concepts, and relationships.
• Create reports to communicate project status to all levels of project and company management and the client.
• Analyze, evaluate, and forecast current status against an established baseline schedule. Assess the impacts of design or construction changes and schedule slippages.
• Review project scope and determine all contractual deliverables have been met.
• Participates in and at times leads project planning and scheduling review meetings.
• Performing time impact / claims analysis and prepare reports and recommendations during project execution.
• Escalate issues and recommend resolutions to the Team Lead in a timely manner. May support junior members of the team in addressing routine issues within the assigned processes.
• Perform moderately complex tasks in compliance with service level agreements, processes, policies, and procedures.
• Contribute to various and simultaneous process improvement initiatives to streamline processes, improve customer experience, and increase productivity.
• Contribute specialized expertise to different assigned projects and may provide key updates to the Team Lead and Manager.

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.

ABOUT US

BSA Solutions provides talent outsourcing services to small and medium-sized businesses. We offer global businesses access to highly skilled professionals from the Philippines and Malaysia, enabling businesses to build their offshore dream teams. Our vision is to be the place where bright minds meet to build a community of successful companies. We help talents chart their professional careers and allow our clients to focus on strategic and high-level tasks while we care for their talent management needs. We pride ourselves on delivering exceptional results through our personalized services and our in-depth knowledge of the markets we serve.

HEADLINE

We are seeking a FINANCE ASSISTANT. You will be working in a dynamic team in Cebu to support the head office in Ireland. A comprehensive training will be provided in the first month.

What's in it for you? 

• Full-time, permanent position with a day-shift schedule so you can maintain a healthy work-life balance. 
• Office-based in vibrant Cebu City, offering a modern collaborative work environment. 
• Opportunity to work with cutting-edge financial tools and systems, enhancing your skills and expertise. 
• Be part of a culture of equity, diversity, and inclusion, where you can showcase your unique talents. 
• Grow and develop your career with us through our technical and professional development programs. 
• Competitive basic salary between PHP20-25K + generous benefits + personalized learning and development. 

 This role has been specifically designed to align with the aspirations and talents like you. 

This is a full-time, office-based role in Cebu City.

Join us and connect and collaborate with the best minds, building a community of successful companies. 

ABOUT THE ROLE

We are looking for an Accounts/Financial Assistant to provide back-office financial and accounting services for a top-tier accountancy firm. You will be working in a dynamic team in Cebu to support the head office in Ireland. A comprehensive training will be provided in the first month.

RESPONSIBILITIES:

• Weekly reconciliations.
• Daily delivery dockets reconciliations.
• Processing of invoices and creditors reconciliations.
• Journal postings.
• Review of existing finance system/accounts package to improve efficiencies.

• A diploma in Accountancy or higher, experience is also considered.
• At least two (2) years of experience in an accounting role.
• Proficient in English verbal and written.
• Experience in XERO or other similar accounting software is preferable.
• Intermediate or Advanced level in MS Excel.
• Self-motivated and Independent Worker.
• High Attention to detail.
• Prioritize accuracy over speed.

BSA Solutions, Inc. offers: 

• Comprehensive financial rewards and benefits that exceed market standards and the requirements of the Philippines Labor Law. 
• Comprehensive and generous HMO benefits package for you and one dependent from the start date. 
• Regular professional development coaching and mentoring will help you map your personal and professional development plan. 
• Broad selection of exciting and engaging social events to embrace as a vibrant BSA community. 
• Psychologically safe environment for you to develop your skills and talent consistent with BSA values and 
• Frequent webcasts and discussion forums by senior leaders to obtain feedback and ideas, and genuinely interested in hearing what you have to say. 

We are an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, gender identity/orientation, race, colour, religion, origin, or any other characteristics protected by applicable law.