Finance officer

placeSan Fernando calendar_month 

Job Description

Posted on 13 May 2026
Data & 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 Support
Learn 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 & Communication
Communicate 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 & Operations
Help 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 field
Strong 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

Apply now

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