Finance Analyst

Overview

Role involves maintaining client portfolios and preparing reports using Excel and PowerPoint.

Ideal candidate should have 3-5+ years of experience in finance with advanced Excel skills.

Locations

• Philippines

Requirements

• Bachelor's degree required
• 3-5+ years of experience in finance or investment
• Advanced Excel skills required
• Proficiency in PowerPoint required
• Strong attention to detail required
• Excellent communication skills required

Responsibilities

• Maintain and update client portfolios
• Extract and reconcile data
• Prepare client-ready reporting packs
• Collaborate with the Director
• Produce customized quarterly client reports
• Identify workflow efficiency opportunities
• Ensure accuracy of client-facing materials
• Perform other role-specific duties

Benefits

• Work from home
• Work-life balance
• Dayshift
• HMO benefits
• Government-mandated benefits
• Training and development programs
• Employee engagement events
• Supportive culture