High-Level Financial Planner

6 days ago


Singapore beBeeFinancial Full time $90,000 - $120,000
Senior Financial Planning Manager

Job Summary:

We are seeking a highly skilled Senior Financial Planning Manager to join our Finance team. The successful candidate will be responsible for supporting the Group FP&A Director in business planning and external PE engagement, as well as providing P&L insights and identifying risks and opportunities.

Key Responsibilities:

  • Support Group FP&A Director in Business planning and external PE engagement
  • Understand and partner with Group functions to provide P&L insights, identify risks and opportunities, track initiatives and projects costs, and evaluate ROI for commercial initiatives
  • Support decision making of Group functions through provision of timely, accurate, and meaningful monthly management financial reporting
  • Track activities with commentary
  • Support Planning and Forecasting processes
  • Other activities as directed
  • Perform detailed financial analysis including advanced financial modelling, profitability analysis, monitoring business issues, and impact on the bottom line for the corporate and group consolidation
  • Assist in preparing executive and internal management reporting packages, including analytical review and graphs
  • Assist the Group FP&A Director and CFO with PE queries regarding financials
  • Support the Group FP&A Director in the annual Strategic Planning, annual Budget, and monthly rolling forecast of the financials of the company
  • Coordinate with regional FDs to finalise forecast versions and relevant materials
  • Leverage financial planning and modelling platform (TM1) to increase the accuracy and reliability of data through designing, developing, and maintaining financial planning processes/models/templates as required in financial planning platform to achieve ideal business planning outcomes
  • Administer and maintain the financial planning platform (Reports/Versions/Mappings etc.)
  • Communicate regularly with Corporate functional leaders to effectively understand the business and act as a trusted business partner
  • Research and resolve enquiries on FP&A generated reports
  • Support month-end close process
  • Responsible for performing special projects to improve process efficiency and performance
  • Agree allocation methodology and work with controlling to ensure allocations are performed monthly

Requirements:

  • Good working knowledge of SAP, TM1 (Desirable), or any other Financial planning and modelling platform (e.g. Workday Adaptive/Anaplan etc)
  • Proficient in Microsoft Office suite of software (e.g. Excel/Powerpoint etc)
  • Advanced analytical skills with an ability to translate complex financial information into simple, clear insights and recommendations
  • Excellent communication skills and ability to present financial information to non-finance audience
  • Experience and/or interest in deciphering complex organisational processes/issues and optimising scalable solutions through automation (e.g. Alteryx /Python)

Benefits:

  • Be part of an energetic team within a thriving organisation, focused on bringing innovative products to market

Others:

  • Adhere to company values at all times

  • Financial Planner

    1 week ago


    Singapore Manulife Financial Advisers Full time

    **Financial Planner** Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global...


  • Singapore Global Financial Consultants Pte Ltd Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

  • Financial Planner

    2 weeks ago


    Singapore beBeeFinancial Full time $80,000 - $120,000

    We are seeking a seasoned Financial Planner to drive financial performance through budgeting, forecasting and insightful analysis.This is an excellent opportunity for a finance professional looking to make a significant contribution to a leading organization in Singapore.The successful candidate will have the chance to work on special projects, collaborate...

  • Financial Planner

    2 weeks ago


    Singapore Singapore Full time

    Looking to hire Financial Planner (5 slots available) Office in CBD area Job scope : Sales, Client relationships building, Insurance and Investments, Retirement/Financial/Estate/Protection Plannings. Perks: Travel opportunity yearly Good working environment Clear career progression Professional training **JOB REQUIREMENT** Min required qualification :...

  • Financial Planner

    2 weeks ago


    Singapore FLA Organization Pte Ltd Full time

    **Role & Responsibilities**: - Adopting the needs based approach to provide solutions to meet customers financial needs - Develop and implement wealth preservation and wealth accumulation plans - Build and establish customer relationships - **Develop new customer relationships**: - Ensure all operational transactions are executed expeditiously with minimum...


  • Singapore RLO GENERAL INSURANCE AGENCY Full time

    Welcome to Alliance Organisation career page. We are looking for Financial Planners to help clients manage their finances. You will be your clients' trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development....


  • Singapore MAGELLAN OPENSPACE PTE. LTD. Full time

    Roles & Responsibilities Job Description: About the Role: Join Magellan & Co. as a Financial Planner where you'll craft personalized wealth blueprints for clients—not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles. Key Responsibilities: Analyze & Plan – Develop comprehensive strategies...


  • Singapore beBeeWealthManagement Full time $40,000 - $60,000

    Financial Planner CareerWe are looking for a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing expert advice on financial planning and management to individuals and businesses.Your key responsibilities will include:Providing financial planning and advisory services to clientsDeveloping personalized...


  • Singapore MAGELLAN OPENSPACE PTE. LTD. Full time

    Roles & Responsibilities Job Description:About the Role:Join Magellan & Co. as a Financial Planner where you'll craft personalized wealth blueprints for clients—not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles.Key Responsibilities: Analyze & Plan – Develop comprehensive strategies (retirement,...