Finance Data Advisor – Wholesale Banking Tech (Hybrid)

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

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.