Total 63 Finance / Banking / Insurance job vacancies in Caloocan, Metro Manila

Position Overview:
A Car Insurance Customer Service Representative (CSR) is responsible for providing exceptional service to customers by addressing their inquiries, resolving issues, and assisting with car insurance policies. This role involves interacting with clients via phone, email, or chat, maintaining accurate records, and ensuring customer satisfaction.

Key Responsibilities:

1. Customer Support:
• Handle inbound and outbound calls to address customer inquiries regarding car insurance policies, coverage options, claims, and billing.
• Assist customers with policy changes, renewals, cancellations, and endorsements.
• Provide accurate information about car insurance products and services.
2. Claims Assistance:
• Guide customers through the claims process, ensuring they understand the required steps and documentation.
• Collaborate with claims adjusters and other team members to expedite claim resolution.
3. Policy Management:
• Process new policy applications, verify customer information, and issue insurance documents.
• Update customer accounts with accurate information, including address changes and payment details.
4. Problem Resolution:
• Address and resolve customer complaints or disputes effectively and efficiently.
• Escalate complex issues to supervisors or relevant departments when necessary.
5. Sales Support:
• Provide quotes for car insurance policies and offer cross-sell or up-sell opportunities.
• Explain discounts and savings options to customers.
6. Compliance:
• Ensure adherence to company policies, industry regulations, and state laws regarding car insurance.
• Maintain confidentiality and security of customer information.

Previous experience in customer service or the insurance industry preferred.

Excellent verbal and written communication skills.

Strong problem-solving abilities and attention to detail.

Qty : 3

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Mid-Shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 3

About the Role:

We are seeking a detail-oriented IT Analyst (Project Finance) to join our team. This role focuses on managing financial aspects of IT projects, including budgeting, forecasting, and cost tracking. You will work closely with project managers, finance teams, and stakeholders to ensure accurate financial planning, reporting, and control throughout the project lifecycle.

Key Responsibilities:

Financial Planning and Budgeting

• Assist in preparing project budgets, ensuring alignment with organizational goals and available resources.
• Develop financial models to support project decision-making and resource allocation.
• Monitor budget performance, highlighting variances and providing actionable insights.

Cost Tracking and Reporting

• Track project expenditures, ensuring they remain within approved budgets.
• Prepare regular financial reports, dashboards, and forecasts for stakeholders.
• Ensure accurate allocation of costs to specific projects and programs.

Risk Management and Compliance

• Identify and mitigate financial risks associated with IT projects.
• Ensure compliance with financial policies, regulations, and standards.
• Support audits and financial reviews related to IT projects.

Collaboration and Stakeholder Engagement

• Work with project managers to understand financial needs and constraints.
• Partner with finance teams to align project financials with overall business objectives.
• Provide financial insights to stakeholders to support project planning and prioritization.

Process Improvement

• Identify opportunities to enhance financial management processes for IT projects.
• Support the implementation of tools and systems to improve cost tracking and reporting.

Qualifications and Skills:

• Education: Bachelor’s degree in Finance, Accounting, Information Technology, or a related field.
• Experience:
• 3-5 years of experience in project finance, IT finance, or a related role.
• Familiarity with financial systems and software (e.g., SAP, Oracle Financials).
• Technical Skills:
• Strong analytical and financial modeling skills.
• Proficiency in tools such as Excel, Power BI, and project management software.
• Basic knowledge of IT project methodologies (e.g., Agile, Waterfall).
• Soft Skills:
• Excellent communication and presentation skills.
• Strong problem-solving and critical-thinking abilities.
• Ability to work collaboratively with cross-functional teams.
• Certifications (preferred):
• Certified Management Accountant (CMA).
• Project Management Professional (PMP).
• ITIL Foundation Certification.

We are seeking a highly skilled NetSuite Developer with strong coding and scripting abilities to join our finance systems team. This role involves the development, configuration, and support of our NetSuite ERP, including designing custom scripts, automations, and integrations to improve the system’s functionality for finance operations. The ideal candidate will work closely with the accounting, finance operations, and FP&A teams to provide technical expertise and support across multiple time zones. This position reports to the Finance Systems Team Lead.

Key Responsibilities:

• Develop and customize NetSuite scripts, workflows, and integrations to meet business needs.
• Provide technical support for NetSuite users, troubleshooting issues, and responding to user queries via Jira and email.
• Design and implement custom fields, records, and forms within NetSuite.
• Create and maintain saved searches, reports, and dashboards to enhance data visibility for end users.
• Automate key finance and accounting processes within NetSuite, streamlining workflows.
• Collaborate with finance and IT teams to integrate third-party systems and applications with NetSuite.
• Support system upgrades and implementations, including testing and debugging.
• Train and mentor end users on new features, functions, and system customizations.
• Document system customizations, technical processes, and best practices.
• Support special projects related to system enhancements, integrations, and process improvements.

As our Finance Leader for Philippines, you will be working closely with the management, in

charge of all aspects of financial management including corporate accounting, regulatory

compliance, financial & management reporting, budget and forecasts preparation, taxation, cash

flow management, internal controls as well as producing useful analytics, reports and insights

for operational & strategic business decisions.

Key Responsibilities

 Form close & trusting relationships with the management team and various functional

leads to monitor and assess financial results, identify areas of growth potential and

operating efficiency

 Drive & lead the financial planning & budgeting process, short term to long term plans

and Forecast

 Carry out Performance Analysis, Variance Analysis and Reporting

 Analyze and recommend process improvements

 Ensure accuracy and timeliness of various financial and management reporting and

analyses

 Responsible for full statutory & regulatory compliance

 Review contracts/RFPs/ Pitches for commercial/Financial clauses

 Carry out analyses and provide insights to facilitate business decision making and

effective business management

 Monitor Project Profitability and highlight variances with recommended actions

 Responsible for Cash flow management, ensure billing and collections and maintain

healthy cash flow position of the company

 Prepare & present business and finance related insights and information in leadership

meetings

 Drive change and implementation in systems & processes

 Lead, Delegate and develop the finance team

 Responsible for financial related initiatives and change management

Bachelor Degree, and Professional Accountancy Qualification – CA, CPA, ACCA,

 Minimum 10+ years of commercial, Business and finance controlling experience

 Possess strong knowledge of national and international accounting standards, national

statutory compliance requirements, national taxes and project accounting

 Experience working on an ERP system or SAP will be an added advantage.

 Self-Initiative, with high level of integrity

 Able to understand the business and be a finance advisor to the business leaders

 An effective, assertive business partner and a good team player.

 Able to pay attention to details yet maintaining broad perspective view of business

 A multi-tasker under a fast-paced environment.

 Excellent communication skills

For more details, please visit our website www.spacematrix.com

This is an opportunity to be based in our office in Manila but working closely with the Singapore team

• 1st level check to job opening requests / PO requests (to follow checklist)
• Review Billing Draft in compliance to job completion, take-up and correcting documentation and supportings where necessary. Troubleshoot billing draft errors with India team and local office team, ensure billing reaches Client and upload to client system where applicable
• Generate wip report, disseminate to stake holders cc SG team
• Where applicable, completeness check to Client POs vs Client invoice to ensure completeness
• Prepare job by job reconciliation to ensure no cost overruns, safeguard agency revenue
• Housekeeping of all billing drafts, instructions, proof of work
• Review AR overdues with PH Credit Control, cc SG team
• Recoverable Amex recharges with PM and Jiaxin
• Print, prepare and consolidate production spend report
• All pass through billings and IC POs for inter-company pass through billings on behalf to clients  (self-help to CEs creation and IPOs)

Salary: P35,000 to P40,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM - 5:00 PM AEST)

What are we looking for?

Skills Required:

• A minimum of 2 years of experience in a customer-facing role, preferably in customer support, service, or help desk, and ideally within the financial industry.
• Prior experience in lending, particularly in a consumer-facing or phone-based capacity, with a preference for Australian mortgage lending.
• An exceptional communicator with outstanding customer service skills, strong interpersonal abilities, and excellent organizational skills. Proactive and solution-oriented mindset.

What will you do?

Inbound / Outbound Calls

• Ensures timely response to inbound calls.
• Efficiently resolves inquiries by addressing the root cause to meet customer needs.
• Initiates outbound calls as needed to address customer concerns.
• Adopts a "First Time Right" approach to resolve inquiries promptly whenever feasible.

Help Desk Ticket Management

• Supervise and oversee email and live chat communications.
• Handle a queue of support tickets with conflicting priorities.
• Investigate, address, or prioritize tickets using outbound calls, emails, or chats.
• Elevate tickets to the appropriate internal team or third-party partner with all relevant details when necessary.
• Keep customers informed about ongoing issues in a consistent and timely manner following SLAs.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (once a month on-site)
• Competitive salary package and annual performance review.
• Bi-Annual Vacation Leave credit/ allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Birthday, Emergency and Bereavement Leave)
• HMO Coverage (Medical, Dental and Group Life insurance).
• Mandatory Government Benefits and 13th Month Pay.
• Financial Assistance program through one of the leading FinTech Company in Philippines.
• We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself.
• Regular Company Events, Work Life Balance.
• Complimentary Sleeping Quarters, Coffee at no cost.         
• Complimentary Office Fitness and Wellness Facilities at no cost.                        
• 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 the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#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.

Position Type :

Type Of Hire :

Education Desired :

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Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

TBD

Finance Manager

Location: Remote

Job Type: Full-time

Company Overview

Whizz is an innovative e-bike/e-moped subscription service catering to delivery drivers in the US. We partner with leading companies like DoorDash and Grubhub, offering affordable $159/month rental subscriptions to independent delivery workers. In just two years, Whizz has grown rapidly, managing a fleet of 2,500 e-bikes primarily in New York and New Jersey, achieving a remarkable 250% year-over-year growth rate. Our mission is to serve an underserved audience of gig workers, aiming to manage the largest electric two-wheeler fleet in the US. Our dynamic team of 90 people is expanding quickly.

Key Responsibilities

• Plan, Organize, and Execute Financial Tasks and Projects: The Finance Manager will be responsible for planning, organizing, and executing various financial tasks and projects that are critical to the company's operational and strategic objectives. This includes creating financial plans, managing financial risks, and ensuring that the financial operations align with the overall business goals.
• Provide and Interpret Financial Reports for Management: You will be tasked with preparing comprehensive financial reports and analyzing financial data to provide meaningful insights and recommendations to the managerial team. This involves interpreting financial information and trends to support decision-making and advising on possible courses of action to improve financial performance and operational efficiency.
• Manage the Preparation of the Company’s Budget: A key responsibility is to oversee the budgeting process, which includes developing the annual budget, monitoring expenses, and ensuring that the budget aligns with the company’s financial goals and strategies. This requires meticulous planning and coordination with various departments to compile and review budget proposals.
• Estimate Funds for Short and Long-Term Financial Objectives: You will be responsible for making accurate estimates of the funds required to meet both the short-term and long-term financial objectives of the company. This includes forecasting cash flows, identifying financial risks, and planning for capital expenditures and operational funding needs.
• Payroll accrual and payment: In this role, you will be responsible for accurately calculating and recording payroll accruals to ensure that all employee compensation and related expenses are properly accounted for in financial records. Additionally, you will oversee the timely and compliant disbursement of payroll payments, ensuring that all employees receive their correct compensation and that payroll processes align with regulatory requirements.

• Proven experience in a finance/accounting role 3+ years;
• Advanced Excel and Google Sheet skills: expertise in using advanced functions and formulas;
• Comprehensive understanding of QuickBooks Online, experience in managing company financials;
• Good understanding of accounting principles and financial regulations in the US (GAAP);
• Ability to support and collaborate with a finance team effectively;
• Readiness to work in a high-growth startup, with the ability to help build processes from scratch, not just maintain existing ones.

• Competitive salary and benefits package.
• Remote work flexibility.
• Opportunity to contribute to the finance function in a rapidly growing startup.
• Collaborative and innovative work environment.
• Potential for career growth and advancement within the company.

Join Whizz and play a crucial role in revolutionizing the e-bike/e-moped subscription industry while supporting the gig economy. We'd love to hear from you if you’re a finance professional passionate about driving growth and operational excellence.

Send your resume to recruiter1@getwhizz.com, pedal towards your success!

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

LOOKING FOR FILIPINO CANDIDATES

Position : Head of Finance 

Work Hours (Client) : M-F, 9am-5pm PST timezone 

Holidays : US Holidays       

Pay Range : $2000 - $3000/month (depending on interview assessment and client's approval) Please take note that pay will be given in USD

Company/Client Overview:

We are one the fastest growing online fitness companies in the world. Led by a veteran executive team with a track record of success and over 28 years of experience in the online health and fitness industry. We’ve helped over 100,000 individuals achieve their goal weight through expertly crafted plans tailored to their unique hormonal profile. They are committed to equipping each individual with the tools necessary for sustained, long-term weight management that aligns with their individual lifestyle and preferences.

Duties and Responsibilities:

The role of Head of Finance and Certified Public Accountant (CPA) represents a pivotal position within the client's business, embodying a fusion of financial stewardship, strategic leadership, and regulatory compliance. This essay provides a comprehensive overview of the responsibilities and requirements associated with this multifaceted role.

Specific Duties and Responsibilities:

• Managing the financial reporting for the organization. This includes monthly financial reporting, budgeting and forecasting, 
• Financial plans and all statutory financial reporting
• Providing sound financial support and insights to enable the ELT to make critical business decisions
• Presentation of financial results and insights to the Executive Team
• Play a key role in the formulation of the business's strategy
• Managing and overseeing the taxation affairs of the organization and liaising with the external tax firm for specialist advice
• Managing and overseeing the cash flow of the company and ensuring it has the appropriate controls
• Managing and overseeing the company's banking and borrowing arrangements
• Managing and overseeing the company’s financial systems
• Investment appraisal and analysis
• Presenting results to non-finance people to understand
• Accounts Payable, Accounts Receivable, Tax, Treasury, Payroll, Financial and Management Accounting functions.
• Risk Management to ensure the business has a solid risk framework in place
• Advising and implementing best practice methods to increase revenue and reduce costs
• Managing and tracking budget and accounting information including billing, collections, and tax information

Candidates with an understanding of marketing or direct response marketing experience would be ideal. Calculating customer lifetime value, AOV, or CAC will be a part of the role.

Minimum Requirements:

• BSc/BA in Accounting, Finance or relevant field.
• Candidate with MSc/MBA or relevant certification (e.g. CFA/CPA) is a plus.
• 5+ years of experience and proven work experience as a Head of Finance, Director of Finance or similar role.
• Candidates must have experience in US Taxes.
• In-depth understanding of cash flow management, bank reconciliation and bookkeeping.
• Hands-on experience with budgeting and risk management.
• Excellent knowledge of data analysis and forecasting models.
• Proficiency in accounting software like Quick books or other relevant accounting tools.
• Excellent English Communication Skills
• Solid analytical and decision-making skills.
• Leadership abilities.
• Must be confident, passionate, and very willing to work to grow the company through this role.
• Looking for very talented, very qualified talent with a breadth of experience.
• Someone who is looking to be a part of a growing team, work across multiple businesses, and contribute to the growth of a startup.

1 week PTO/ year

We are seeking a detail-oriented and organized Finance Coordinator to join our team. The successful candidate will support the finance department in various tasks, ensuring smooth operations and compliance. The ideal candidate will be proactive, able to handle multiple tasks efficiently, and possess strong communication skills.

Key Responsibilities:

• Project Assistance within the finance team - eg tracking deliverables, scheduling follow up calls, meeting notes and actions. 
• Maintaining and tracking version control on all finance key policies.
• Assisting with maintenance and creation of key finance documents into Turnitin branding.
• Process and manage employee expense reports for XLT members in Finance.
• Organize and maintain financial records and databases, ensuring data integrity and confidentiality.
• Coordinate and manage the calendars for the finance team.
• Assist in the coordination of a compliance calendar for all deadlines within finance.
• Create and share an internal update on deadlines monthly for leadership
• Support recruitment activities within the finance department. 
• Assist with onboarding and offboarding activities within the finance department.
• Handle various administrative tasks to ensure the smooth operation of finance functions.
• Update KPIs and distribute to management.
• Ensure all SOPs are created and tracked centrally.
• Adhoc projects as required.

Salary: P60,000 to P90,000 (Monthly Package)

Schedule: Monday – Friday (10:00 PM – 7:00 AM PHT)

What are we looking for?

Skills Required:

• At least 4+ years of experience on a similar role
• Expertise in investment principles, asset allocation and portfolio management.
• Background in banking and/or financial services industry
• Proficiency in Microsoft Office, especially Excel and PowerPoint.

Nice to Have:

• Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes.
• CFA

What will you do?

Client Reporting & Presentations:

• Draft and update client investment presentations, encompassing performance reports and market analysis.
• Maintain and update forecasting models for private investment portfolio.

Investment Database & Performance Monitoring:

• Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking.

Portfolio Analysis, Management & Modeling:

• Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment.

Investment Compliance & Operations:

• Ensure compliance with regulatory requirements, including AML/KYC.
• Coordinate with custodians for accurate cost basis reconciliation.
• Manage private investment subscriptions and account openings.

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package 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, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

#ConnectOS #ConnectOSCareers #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.