As a Bancassurance Financial Advisor you will help fellow Filipinos meet their financial goals.

KEY RESPONSIBILITIES

You will

• Connect with the bank's counterpart in the store who will introduce you to bank customers
• Give sound financial advice to customers
• Handle applications to delivery of policies
• Manage customer inquiries and concerns
• Continue to build the relationship with existing customers

Qualifications

• At least 2 years in college; recent graduates of Business-related course are open to apply
• At least 1 year of experience in sales or customer service

Benefits:

• Monthly and Quarterly allowance
• Product commission
• Incentives (money and travel)
• Uniform
• Unlimited earning potentials
• HMO day 1 with a dependent

Work Schedule: Monday to Friday | Banking hours

KEY RESPONSIBILITIES

You will:

• Provide monthly Oracle Financial book and modules closing activities including manual journal preparation, calculations, and analytical reports supporting various journals.
• Prepare and post Oracle financial data to Hyperion Financial Management System to generate the monthly financial statements for the market unit assigned.
• Prepare regular monthly balance sheet reconciliation reports, supporting analysis and schedules, and ensure resolution of open issues
• Provide regular monthly analysis of various Gross Profit reports and Selling, General, and Administrative expenses in detail.
• Consult and coordinate with the market unit commercial or financial managers as to the adequacy of various costs and expenses that shall ensure proper matching of revenues, costs, and expenses by VP&P and US GAAP.
• Serve as a main contact for all market unit internal and external audit engagements in terms of the submission of the required supporting files, documents, analysis, reports, and financial statements.
• Submit regular monthly, quarterly, and yearend report requirements that will support Asia Finance or Market Unit Finance on time.
• Prepare Tax Stream reports, reconciliations, and tax entries every quarter in coordination with the Market Unit.
• Prepare weekly bank reconciliation and corresponding adjustments to clear bank recon items and make sure that reconciling items are current.

QUALIFICATIONS

• Bachelor’s degree in accountancy Graduate/ Certified Public Accountant preferred
• At least 3-5 years of working experience with audit or financial accounting-related work experience such as but not limited to general accounting using automated financial systems 
• Experience in a Shared Services environment would be an advantage
• Experience in using ERP systems such as Oracle Accounting System
• Knowledge of tax reconciliation work using local or foreign tax laws

Job Overview:

The key role of the Manager will be to lead cash operations and reporting utilized by our Treasury, shared service and accounting teams.

You will:

• Manages Treasury cash functions, including daily cash positioning, electronic payment transfers and short-term investing and borrowing.
• Manage security administration within banking portals in accordance with our corporate policies regarding bank access and payment approvals.
• Serve as a Primary Treasury contact for Shared Services activities including Accounts Receivable and Accounts Payable.
• Approves & review various monthly & quarterly Treasury reports.
• Utilize & troubleshoot the Treasury Management System (GTreasury), to track, monitor, evaluate and report on Journal Entries, cash balances and liquidity.
• Conduct research into forecast variances.
• Execute and improve procedures and processes around month-end and quarter-close activity.
• Collaborate with Treasury on continued development of best-in-class processes and project work assigned
• Provide coaching to local Treasury analyst and development of Treasury talent.

Qualifications:

• Bachelor’s degree required in Business, Finance, Accounting or a related field.
• 7+ years of experience with a multi-national corporation, accounting firm or bank with management experience preferred.
• Must be able to analyze and resolve issues, multi-task, prioritize work assignments, and meet stringent deadlines in a fast-paced environment.
• Advanced MS Excel skills and knowledge of Microsoft Office suite products.
• Experience with commercial online banking systems. Treasury Management System experience preferred.
• Knowledge of Oracle, SAP, Hyperion and OneStream a plus.

As a Bancassurance Financial Advisor you will help fellow Filipinos meet their financial goals.

KEY RESPONSIBILITIES

You will

• Connect with the bank's counterpart in the store who will introduce you to bank customers
• Give sound financial advice to customers
• Handle applications to delivery of policies
• Manage customer inquiries and concerns
• Continue to build the relationship with existing customers

Qualifications

• At least 2 years in college; recent graduates of Business-related course are open to apply
• At least 1 year of experience in sales or customer service

Benefits:

• Monthly and Quarterly allowance
• Product commission
• Incentives (money and travel)
• Uniform
• Unlimited earning potentials
• HMO day 1 with a dependent

Work Schedule: Monday to Friday | Banking hours

As a Bancassurance Financial Advisor you will help fellow Filipinos meet their financial goals.

KEY RESPONSIBILITIES

You will

• Connect with the bank's counterpart in the store who will introduce you to bank customers
• Give sound financial advice to customers
• Handle applications to delivery of policies
• Manage customer inquiries and concerns
• Continue to build the relationship with existing customers

Qualifications

• At least 2 years in college; recent graduates of Business-related course are open to apply
• At least 1 year of experience in sales or customer service

Benefits:

• Monthly and Quarterly allowance
• Product commission
• Incentives (money and travel)
• Uniform
• Unlimited earning potentials
• HMO day 1 with a dependent

Work Schedule: Monday to Friday | Banking hours

As a Bancassurance Financial Advisor you will help fellow Filipinos meet their financial goals.

KEY RESPONSIBILITIES

You will

• Connect with the bank's counterpart in the store who will introduce you to bank customers
• Give sound financial advice to customers
• Handle applications to delivery of policies
• Manage customer inquiries and concerns
• Continue to build the relationship with existing customers

Qualifications

• At least 2 years in college; recent graduates of Business-related course are open to apply
• At least 1 year of experience in sales or customer service

Benefits:

• Monthly and Quarterly allowance
• Product commission
• Incentives (money and travel)
• Uniform
• Unlimited earning potentials
• HMO day 1 with a dependent

Work Schedule: Monday to Friday | Banking hours

Location: Pampanga-Clark