Finance Ops & Reporting Specialist

San Fernando, Pampanga, Philippines

Finance Ops & Reporting Specialist

Job Description

Remote Employee BPO has an outstanding opportunity for you!

Role: Finance Ops & Reporting Specialist

Compensation: Competitive Basic Salary

• Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance, and Night Differential
• Work Schedule: 5-day work week
• Training: Monday to Friday - 12:00 am to 9:00 am Philippine Time
• After Training: Monday to Friday - 10:00 pm to 7:00 am Philippine Time
• Work Setup: WFO (Office-based)| San Fernando, Pampanga

Overview

We are seeking a detail-oriented, tech-savvy Virtual Finance Operations & Reporting Specialist to support a fast-paced environment. This role is ideal for someone with experience in finance, analytics, or operations who excels in data management, spreadsheets, and performance reporting. The ideal candidate is organized, proactive, comfortable learning financial software, and able to collaborate professionally with advisors on goals, metrics, and results.

Job Duties and Responsibilities

Data & Spreadsheet Management

• Organize, maintain, and submit detailed spreadsheets with a high degree of accuracy
• Review data for consistency, errors, and completeness.
• Assist in preparing recurring and ad hoc reports for internal stakeholders

Financial Software & Model Support

• Learn and assist with building and updating financial models within proprietary software Input, manage, and validate data used for planning and performance tracking
• Support ongoing improvements to workflows and reporting processes

Advisor Support & Communication

• Communicate directly with advisors to gather information and clarify needs
• Assist advisors in setting performance goals and tracking progress
• Pull, analyze, and distribute reporting related to advisor metrics and outcomes
• Participate in open, professional conversations around results and opportunities for improvement

Process & Operations

• Help streamline reporting and submission processes
• Maintain organized documentation and standardized templates Proactively identify inefficiencies and suggest improvements

Qualifications

• Background in finance, accounting, economics, business analytics, or related field
• Strong proficiency in Excel and/or Google Sheets (formulas, organization, accuracy)
• High level of attention to detail and data integrity
• Comfortable learning and navigating new software systems
• Strong written and verbal communication skills
• Ability to work independently and manage deadlines in a remote environment

Traits of an Ideal Candidate

• Exceptionally organized and detail-driven
• Analytical mindset with strong problem-solving skills
• Confident communicator who can engage professionally with advisors Proactive, reliable, and process-oriented

Required Skills

BASIC Business Analytics Organization Operations Google Sheets Templates Data Integrity Salary Spreadsheets Data Management Compensation Metrics Attention To Detail Analytics Communication Skills Economics Excel Accounting Software Documentation Finance Planning Business Training Communication Management

Package Details

HMO with 2 Free Dependents

Free meals (onsite employees)

Monthly Perks

Government Mandated Benefits (SSS, PagIBIG, PhilHealth, TIN)

Complete Workstation

12 SIL

10% Night Differential Pay

Company Events

PHP 1500 Rice Allowance

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