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Reporting to Customer Finance Manager

Duty Post Taguig City

Work Arrangement Hybrid

Customer Finance Investment Specialist

The incumbent is responsible for providing strategic financial and analytical oversight for Marketing and Sales projects and programs within the scope of Customer Finance. The role ensures that initiatives are aligned with company objectives, governed by appropriate controls, and executed within approved budgets. Responsibilities include evaluating program profitability and ROI, monitoring expenditures through budget and actualization processes (including GR/IR reviews and monthly accruals), and supporting robust financial governance. The role also encompasses pre‑ and post‑implementation reviews to assess KPI delivery, drive efficiency, reinforce accountability, and support continuous improvement.

As the Customer Finance Investment Specialist, you will

Investment Planning

Support the development of the Program Optimization Planner (POP), ensuring initiatives are well‑planned, risk‑assessed, and supported by proper controls.
Conduct pre‑ and post‑program KPI reviews to assess commercial effectiveness, including ROI, volume growth, and market impact.
Assign and validate Work Breakdown Structures (WBS) for accurate budget allocation, cost tracking, and financial monitoring.
Partner with cross‑functional teams to monitor budgets, flag risks or variances, and provide insights to improve forecast accuracy and optimize spend.

Reporting & Analysis

Review and analyze investment performance, sales contributions, and program effectiveness.
Monitor actual program spend using relevant tools and validate Proof of Performance (POP) to support monthly accruals and financial completeness.
Track and report monthly KPIs to Marketing, Sales, and Management.
Manage GR/IR reviews and monthly accruals to ensure accurate financial actualization.

Business Partnership & Collaboration

Work closely with Sales and Marketing to align on program objectives, finalize POP, and ensure accurate financial execution.
Serve as a finance business partner throughout the program lifecycle, providing guidance on design, execution, and spend governance.
Strengthen compliance by enforcing standardized validation and approval processes and ensuring audit readiness.
Resolve execution and documentation gaps to support timely reporting and accurate actualization.

Projects & Ad Hoc Tasks

Support other projects or tasks as assigned by the manager.

Requirements

University degree in Finance, Accounting, Economics, or a related field; CPA or MBA is an advantage
3–5 years of experience in Commercial Finance
Strong background in marketing program analysis, budgeting, and financial analysis
Experience in inventory management
Solid knowledge of P&L statements, financial trends, analysis, and modeling
Experience in compliance, reporting, and presenting insights to stakeholders
Willing to do fieldwork
Fluent in English and Tagalog; knowledge of local dialect in the assigned territory is an advantage
Functional Skills

Ability to work independently and manage pressure to meet deadlines
Highly team oriented individual/ Business partnering mindset
Excellent communication and analytical skills in interpreting financial data and influence decisions
Insightful and proactive
Strong business acumen
Proficient in MS Office, mainly Excel (Functions / Formula), Outlook and Powerpoint
Excellent in communication (oral & written) and presentation skills
Must be flexible, proactive, highly organized and detail oriented
Good understanding of integrated systems (e.g., ERP). Knowledgeable in SAP is an advantage

Are you ready to join us Build your success story at JTI. Apply now!

Next Steps

After applying, if selected, please anticipate the following within 1-3 weeks of the job posting closure Phone screening with Talent Advisor > Assessment tests > Interviews > Offer. Each step is eliminatory and may vary by role type.

At JTI, we strive to create a diverse and inclusive work environment. As an equal-opportunity employer, we welcome applicants from all backgrounds. If you need any specific support, alternative formats, or have other access requirements, please let us know.