Financial Assistant

AMDESX; Makati; On-site; PHP 334,800 - 446,400; Full time

Job summary

A leading financial services firm in the Philippines is seeking a highly organized Financial Assistant to support the finance team. The role involves preparing financial reports, managing financial data, and assisting in budgeting and forecasting. The ideal candidate will have a Bachelor’s degree in a related field and a minimum of 2 years of relevant experience. Proficiency in financial software and strong analytical skills are essential. This position offers opportunities for career growth in a dynamic environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Minimum of 2 years of experience in a financial assistant or financial reporting role.
• Proven experience in financial analysis, reporting, and data management.

Responsibilities

• Prepare, analyze, and present financial reports, including monthly, quarterly, and annual statements.
• Maintain and update financial records, ensuring accurate documentation.
• Assist in the preparation and tracking of budgets and forecasts.

Skills

Strong analytical and problem-solving skills

Excellent attention to detail

Ability to communicate complex financial data

Strong time management

Proficiency in Microsoft Office Suite, particularly Excel

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

QuickBooks

SAP

Excel

Job description

Job Summary

We are looking for a highly organized and detail‑oriented Financial Assistant to support the finance team in preparing financial reports, managing financial data, and providing insight for decision‑making. The ideal candidate will possess strong financial analysis skills, an understanding of financial principles, and the ability to communicate complex financial information in a clear, actionable way.

Key Responsibilities

Financial Reporting

• Prepare, analyze, and present financial reports, including monthly, quarterly, and annual statements.
• Ensure accuracy and compliance with accounting standards and financial regulations.
• Review financial transactions and assist in preparing budgets, forecasts, and variance analyses.
• Assist in preparing and filing financial reports for audits.

Financial Data Management

• Maintain and update financial records, ensuring that all transactions are accurately recorded and backed by appropriate documentation.
• Monitor daily cash flows and ensure sufficient liquidity.
• Track and reconcile accounts payable/receivable, expenses, and other financial transactions.

Budgeting & Forecasting

• Assist in the preparation and tracking of budgets and forecasts.
• Help create financial models to guide decision‑making and optimize business operations.

Collaboration & Support

• Collaborate with other departments to provide financial insight and support for their initiatives.
• Support senior financial managers and executives with various financial projects and tasks.
• Assist in implementing best practices for financial management and reporting.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.

Certifications

• Relevant certifications (e.g., CPA, CFA) are a plus.

Experience

• Minimum of [2] years of experience in a financial assistant or financial reporting role.
• Proven experience in financial analysis, reporting, and data management.
• Familiarity with financial software (e.g., QuickBooks, SAP, Excel).

Skills & Competencies

• Strong analytical and problem‑solving skills.
• Excellent attention to detail and accuracy.
• Ability to communicate complex financial data to non‑financial stakeholders.
• Strong time management and organizational skills.
• Proficiency in Microsoft Office Suite, particularly Excel.