Finance Business Partner (Global Banking)

John Clements Consultants, Inc.; Makati; Hybrid; PHP 800,000 - 1,000,000; Full time

Job summary

A leading financial advisory firm in the Philippines is seeking a Finance Advice Expert to join their Wholesale Banking Tech team. In this role, you will lead data management efforts, support cost center oversight, and consolidate financial data across the department. Candidates should have strong skills in Advanced Excel, Power BI, DAX, SQL, and be able to build reports from scratch. This position offers a hybrid work setup with a mid-shift schedule.

Qualifications

• 3–5 years of experience in a financial advisory, FP&A, or reporting role.
• Strong hands-on experience with Power BI, DAX, SQL, and Advanced Excel.
• Proven ability to build reports and present findings effectively.

Responsibilities

• Lead data management and reporting activities across Wholesale Banking Tech.
• Oversee and support small cost centers with accurate financial tracking.
• Drive consolidation of financial data across the department.
• Build and automate custom reports and dashboards.
• Present financial insights to senior stakeholders.
• Coordinate Dynamic Planning and Rolling Forecasts.
• Improve data quality and reduce manual processes through automation.

Skills

Advanced Excel

Power BI

DAX

SQL

Automation tools

Stakeholder management

Cross-functional collaboration

Communication skills

Education

Bachelor’s degree in accounting, finance, Economics, or a related field

Tools

Power Query

SmartView

Hyperion

Essbase

TM1

Job description

We are looking for a Finance Advice Expert to join our Wholesale Banking Tech team. This role will lead data management efforts and support cost center oversight for smaller units, while playing a key role in the consolidation of financial data across the Wholesale Banking Tech domain.

The ideal candidate will have strong technical skills in Advanced Excel, Power BI, DAX, SQL, and other automation tools, with the ability to build reports from scratch and present insights to senior stakeholders.

Qualifications

• Bachelor’s degree in accounting, finance, Economics, or a related field.

• 3–5 years of experience in a financial advisory, FP&A, or reporting role.

• Strong hands‑on experience with Power BI, DAX, SQL, Power Query, and Advanced Excel.

• Familiarity with enterprise performance management tools like SmartView, Hyperion, Essbase, or TM1.

• Proven ability to build reports from scratch and present findings effectively.

• Excellent stakeholder management, cross‑functional collaboration, and communication skills.

• Ability to create clear and compelling PowerPoint presentations to communicate financial insights.

• Experience in banking, particularly Wholesale Banking, is a plus but not required.

• Open to candidates from other industries with strong technical and analytical capabilities.

Responsibilities

• Lead data management and reporting activities across Wholesale Banking Tech.

• Oversee and support small cost centers, ensuring accurate financial tracking and reporting.

• Drive the consolidation of financial data across the Wholesale Banking Tech domain.

• Build and automate custom financial reports and dashboards using tools such as Power BI, DAX, SQL, Power Query, Advanced Excel, and enterprise performance management tools like SmartView, Hyperion, Essbase, or TM1.

• Present financial insights and recommendations to senior stakeholders and management teams.

• Perform Flash and Actuals reporting and coordinate Dynamic Planning and Rolling Forecasts.

• Improve data quality and reduce manual processes through automation.

• Collaborate with global finance teams and challenge forecasts and assumptions when needed.

More info

Location: One Ayala Makati

Work set up: 50% Hybrid

Schedule: Mid shift