XPLAN Expert – Cebu On-site, Day Shift, HMO

5 ELK; Philippines; On-site; PHP 420,000 - 660,000; Full time

Benefits offered by this job

HMO from Day 1

Paid leave entitlements

Day shift

Shutdown during holidays

Ongoing training

Team events

Job summary

5 ELK is seeking an Xplan Expert in Cebu to manage and maintain clients' Xplan environments, handling data entry, workflow creation, and template setup. This full-time, on-site role focuses on accuracy, compliance, and efficient Xplan processes.

You will assist financial planners with modeling and strategy inputs, generate reports and advice documents, and collaborate with internal teams and international clients while documenting procedures and proposing system improvements.

Qualifications

• Demonstrated Xplan expertise with data management and workflow setup.
• Experience in financial planning or professional services with compliance knowledge.
• Strong analytical and detail-oriented approach to client data and documents.

Responsibilities

• Manage and maintain clients' Xplan environments and data entry.
• Create workflows and configure templates and reports.
• Support financial planners with modeling inputs and strategy guidance.
• Document procedures and suggest system improvements for best practices.

Skills

Xplan expertise

Data management

Workflow configuration

Template setup

Advice processes

Education

Finance/Accounting related degree

Tools

CRM systems

Cloud platforms

Spreadsheets

Word processing

Job description

5 ELK is seeking an Xplan Expert in Cebu to manage and maintain clients' Xplan environments, handling data entry, workflow creation, and template setup. This full-time, on-site role focuses on accuracy, compliance, and efficient Xplan processes.

You will assist financial planners with modeling and strategy inputs, generate reports and advice documents, and collaborate with internal teams and international clients while documenting procedures and proposing system improvements.