Financial Analyst for Portfolio Management

Vivant Corporation; Mandaue; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

Vivant Corporation in the Philippines seeks a skilled finance professional to monitor monthly performance, track budgets, and analyze variances across power and retail segments. You will build models, forecasts, and scenarios to inform decision-making and help drive efficiency.

This role drafts and updates policies to ensure regulatory compliance and prepares dashboards for leadership meetings. The ideal candidate has a CPA or equivalent certification and 2–3 years in financial analysis with

Qualifications

• Bachelor’s degree in Accountancy or Finance.
• Preferably CPA, CFA, or CMA certification.
• 2–3 years of relevant experience in financial analysis; at least 3 years of experience in financial analysis, budgeting, and forecasting preferred.

Responsibilities

• Conduct monthly financial monitoring including budget tracking and variance analysis.
• Develop financial models, forecasts, and scenario analyses.
• Prepare reports, dashboards, and KPIs for Board, ExCom, and ManCom.
• Identify risks and recommend actionable solutions to improve efficiency.

Skills

Budgeting

Forecasting

Financial analysis

MS Office

Education

Bachelor’s degree in Accountancy or Finance

CPA certification

CFA or CMA certification

Tools

Microsoft Excel

PowerPoint

Word

Job description

Responsible for conducting monthly financial monitoring, including budget tracking, variance analysis, and operational performance evaluation of subsidiaries in power generation and retail electricity supply. The role develops financial models, forecasts, and scenario analyses to support decision-making, while ensuring compliance through drafting and updating policies and procedures aligned with regulations and industry best practices. It also identifies risks, financial issues, and performance gaps, recommending actionable solutions to improve efficiency. In addition, the position prepares recurring reports, dashboards, and key performance indicators for Board, ExCom, and ManCom meetings, and provides ad hoc analysis and insights for urgent business concerns.

Qualifications

• Bachelor’s degree in Accountancy or Finance.
• Preferably CPA, CFA, or CMA certification.
• 2–3 years of relevant experience in financial analysis; at least 3 years of experience in financial analysis, budgeting, and forecasting preferred.
• Proficiency in Microsoft Office applications (Excel, PowerPoint, Word).