Finance officer
San Fernando
Job Description
Posted on 13 May 2026Data & Spreadsheet Management
Organize, maintain, and submit detailed spreadsheets with a high degree of accuracy
Review data for consistency, errors, and completeness.
Assist in preparing recurring and ad hoc reports for internal stakeholders
Financial Software & Model SupportLearn and assist with building and updating financial models within proprietary software Input, manage, and validate data used for planning and performance tracking
Support ongoing improvements to workflows and reporting processes
Advisor Support & CommunicationCommunicate directly with advisors to gather information and clarify needs
Assist advisors in setting performance goals and tracking progress
Pull, analyze, and distribute reporting related to advisor metrics and outcomes
Participate in open, professional conversations around results and opportunities for improvement
Process & OperationsHelp streamline reporting and submission processes
Maintain organized documentation and standardized templates Proactively identify inefficiencies and suggest improvements
Qualifications/Requirements
Background in finance, accounting, economics, business analytics, or related fieldStrong proficiency in Excel and/or Google Sheets (formulas, organization, accuracy)
High level of attention to detail and data integrity
Comfortable learning and navigating new software systems
Strong written and verbal communication skills
Ability to work independently and manage deadlines in a remote environment
Exceptionally organized and detail-driven
Analytical mindset with strong problem-solving skills
Confident communicator who can engage professionally with advisors Proactive, reliable, and process-oriented
Work location
CITY OF SAN FERNANDO (CAPITAL), PAMPANGA
Remarks
No additional remarks
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