We are seeking a Financial Planning Analyst to join our Financial Planning team at MBPS. In this role, you will be responsible for delivering accurate, timely, and relevant financial data reports, analysis, planning, and forecasting on a monthly, quarterly, and annual basis to various stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis Asia team.
Responsibilities:
- Consolidate, analyze, and synthesize large amounts of financial and non-financial information from various stakeholders; prepare and maintain report templates, highlight key issues, and actively seek resolutions.
- Prepare high-quality monthly and quarterly reports, dashboards, presentations, and management decks.
- Improve and re-engineer reporting processes and deliverables to enhance consistency and efficiency during month-end and quarter-end cycles; support the annual consolidated planning process by investigating trends, model projections, sensitivities, and metrics.
- Work closely with the Hong Kong business unit, global stakeholders, and teammates to ensure smooth reporting and planning processes; assist in ad hoc requests and initiate improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
- Participate in team cross-training to establish process backups; train new team members and conduct quality checks on the team's work as necessary.
Qualifications
Knowledge/Skills/Competencies/Education:
- University graduate in Accounting/Finance, professional accounting designation (CPA, CMA) is preferred
- At least 2 years of experience in a finance role, Wealth and Asset Management industry experience is an asset
- Strong Excel and PowerPoint skills
- Good communication and presentation skills; ability to succinctly engage with business partners and team members
- Power BI knowledge is a plus
- Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
- Knowledge of IFRS tools (SmartView-Essbase, Lawson)
- Strong attention to detail
- Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
- Proactive approach to continuous improvements and a positive can-do attitude
- Ability to identify and investigate complex issues and recommend actionable solutions
- The candidate must be willing to report on a morning shift (9AM-6PM) and may vary as needed by the business.
- The candidate must be willing to report in UP Technohub, Diliman, Quezon City
When you join our team:
We'll empower you to learn and grow the career you want.
We'll recognize and support you in a flexible environment where well-being and inclusion are
more than just words.
As part of our global team, we'll support you in shaping the future you want to see.
