Financial Analyst

The Financial Analyst is responsible for providing detailed financial analysis, material creation, and reporting to support decision-making within the organization. This role involves analyzing financial data, creating financial models, and preparing presentations to communicate insights. The ideal candidate will have strong analytical skills, proficiency in Excel and PowerPoint, resourcefulness, proactiveness, and excellent communication abilities. 

Benefits:  

• Competitive salary  
• Strong support system  
• Salary increase starting on your first year of employment (based on performance)  
• Monthly Performance Incentive (only for full-time roles | based on given metrics |can range from $40 - $50)  
• Health benefit ($30/month)  
• No computer activity monitoring  
• Training materials for upskilling provided  
• Paid holiday leaves (depending on the holidays that the client observes)  
• Paid sick leaves (sick leave convertible to cash if perfect attendance)  
• Paid planned leaves  
• 13th month pay  
• Allowance for SSS and Pag-ibig contribution ($20/month) 

Key Responsibilities: 

• Presentation Development: Create compelling PowerPoint decks to present financial data, analysis, and recommendations to senior management. 
• Financial Analysis: Conduct detailed financial analysis to support business decisions, including analysis of loan pools, trend analysis, and financial forecasting. 
• Data Management: Collect, organize, and analyze financial data to identify key trends and provide actionable insights. 
• Reporting: Prepare and present financial reports to management and other stakeholders, including performance dashboards and variance reports. 
• Financial Modeling: Develop and maintain financial models to support budgeting, forecasting, and other financial planning activities. 
• Process Improvement: Identify opportunities to improve financial processes, enhance data accuracy, and streamline reporting procedures. 
• Collaboration: Work closely with cross-functional teams to ensure financial goals and objectives are aligned. 
• Learning and Adaptation: Continuously learn and adapt to new financial tools, systems, and processes to stay current with industry best practices. 
• Ad Hoc tasks. 

• Experience: Minimum of 2 years of experience in financial analysis or a related field. 
• Skills: Strong proficiency in Microsoft Excel, and Microsoft PowerPoint including advanced functions and financial modeling. 
• Communication: Excellent verbal and written communication skills, with the ability to clearly articulate financial concepts to non-financial stakeholders. 
• Presentation Skills: Proficiency in PowerPoint and the ability to create professional, visually appealing presentations. 
• Attention to Detail: High level of accuracy and attention to detail in financial analysis and reporting. 
• Learning Ability: Willingness and ability to learn new processes and adapt to changing financial environments. 
• Professionalism: Strong work ethic and commitment to delivering high-quality work with minimal supervision. 
• Unquestionable ethics 
• Amenable to work Monday to Friday between 8 AM – 5 PM Eastern Time (EST/EDT)  

Preferred Qualifications: 

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 
• Experience: Prior experience in a fast-paced, dynamic financial environment is a plus. 
• Certifications: Professional certifications such as CFA, CPA, or similar are preferred but not required. 
• Tools: Experience with financial software and tools beyond Excel, such as SQL, Power BI, or Tableau, is a plus.