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Hire the best Financial Planners in Quezon City, PH

Check out Financial Planners in Quezon City, PH with the skills you need for your next job.
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  • $10 hourly

    • 4.1/5
    • (172 jobs)
    It is always been my mindset to deliver output quickly and accurately. I am an experienced accountant and bookkeeper for more than 21 years locally and online. I have a strong passion for this craft so I always target quality result. A flexible team player and values commitment. I am an organized and detail-oriented individual and always welcome changes and new learnings. I have an extensive experience in using various accounting software like Quickbooks Online, Quickbooks Desktop, Xero, Sage and Wave.
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    Tax Preparation
    Financial Analysis
    Financial Management
    Bookkeeping
  • $18 hourly

    • 4.6/5
    • (23 jobs)
    Your search stops with me. Pretty sure you've gone through countless profiles with really bland titles and lengthy overviews. They all sound the same, right? Some even listing all the things they said that they could do. But I'm not gonna bore you with that. Any SUPPORT you might need - from researching great restaurants to researching products. Yes! I'll be your personal and professional virtual assistant. With years of experience and great dedication, I can carry out any task efficiently and effectively. I am the most adaptable Virtual Assistant you'll ever have because I talk about Trello, Mailchimp, Quickbooks, Excel, and more in my sleep. Oh, a bonus. I am a Financial Analyst by profession, I can do finance-related tasks! So yeah, let me know how can I take all that workload off of your shoulder so you can do bigger things. P.S. I'll be your daily dose of sunshine and friend. ☀️
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    Bookkeeping
    Office 365
    Financial Management
    Email Communication
    Microsoft Excel
    Data Entry
    Lead Generation
  • $25 hourly

    • 4.7/5
    • (2 jobs)
    I am a CPA and a Finance Manager by profession with over 15+ years of experience in the field. I am equipped with advanced know-how in all finance facets of accounting for E-Commerce, Real Estate, Property Management, Customer Service, F&B, and Water Business. I am an expert in providing the following services in a remote set-up: - Bookkeeping (Sales, Inventory, AR, AP, Payroll, Tax) - Financial Report and Analysis - Financial Modelling and Business Valuation - System Migration from and to QuickBooks, NetSuite, MYOB, MS Sage, SAP and all other Accounting Systems I am NetSuite User and Admin Certified I am QuickBooks Certified I am Shopify Certified
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    GAAP
    QuickBooks Online
    Financial Modeling
    MS Excel
    Financial Forecasting
    Financial Accounting
    Business Analysis
    Data Analysis
    International Accounting Standards
    Accounting
    Financial Management
    Financial Analysis
    Data Migration
    Cost Analysis
    Oracle NetSuite
    SAP
    Oracle Accounting
    Intuit QuickBooks
    Bookkeeping
  • $8 hourly

    • 4.6/5
    • (2 jobs)
    GVA | Designer | A' Setter | SMM | Data | Property Lister| Creation of Booking/Shipments | Underwriter Designer templates, blogs, Social Media, Posters (CANVA) Transcriber Copywriter to E-Book Lead Generation Email Marketing Campaign Customer Service via email Researcher Data Entry Property listing Administrative Email marketing Content creation Logistics booking.
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    Loan Approval
    Financial Management
    Booking Management System
    Virtual Assistance
    Underwriting
    Social Media Engagement
    Social Media Advertising
    Property Management
    Multitasking
    Property & Equipment Lease
    Social Media Design
    HubSpot
    Data Entry
    Email Marketing
    Copywriting
  • $9 hourly

    • 5.0/5
    • (4 jobs)
    - Financial Services professional experienced in Sales Operations, Financial Markets, Risk Services, Training Operations, Home Lending Operations, Global Operations and Client Services. - I am highly critical and analytical in solving problems whilst committed to provide the highest level of client service. - I have strong aptitude and desire to learn, embracing new skills, ideas and technologies.
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    Management Skills
    End User Technical Support
    Sales
    Information Analysis
    Microsoft Office
    Education
    Customer Service
    Finance & Banking Chatbot
    Financial Management
    Data Analysis
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I am enthusiastic, self-motivated, reliable, responsible and hard working person. I like to study new things. Being knowledgeable about your field or any subject is ongoing process and I am always proactive about seeking new opportunities to develop and grow in my role.
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    Adobe Inc.
    Microsoft Project
    Business Management
    Management Skills
    Managerial Finance
    Adobe Photoshop
    Project Management
    Financial Management
  • $8 hourly

    • 5.0/5
    • (12 jobs)
    With 10 years of experience in a reputable Financial Institution. • Investigated into fraud claims by performing relevant research of accounts and timelines • Collected information to assist in performing detailed research to determine if fraud claim is valid • I am committed to meeting deadlines and taking responsibility for the quality of my performance. • Strong analytical and problem solving abilities • Excellent in providing great Customer Service experience • Organized, self-motivated, and has the ability to perform well with minimal supervision in a fast paced and target driven environment. • Took complaints regarding online or real time credit card frauds Skills: Fraud Analysis: Responsible for observing various customer transactions to flag or identify suspicious activity. Obtain information that can support the origin of the transaction. Investigates forgery and theft within customers’ accounts and transactions on behalf of a bank or a financial institution. We track and monitor the bank’s transactions and activity that comes through the customers’ accounts. We identify and trace any suspicious or high-risk transactions, determine if there is improper activity involved, and determine if there is any risk to the bank or its customers. For fraudulent items, information can bear out who perpetrated the fraudulent item and is responsible for the criminal activity in question. We contact the bank branch, the account holder, and any other intermediate parties like merchant that may have come in contact with or handled the questionable item. We are responsible for keeping any collected information confidential while working to catch the criminal(s) who may have committed the fraudulent activity on the account. Chargeback Analyst: Confer with clients to determine their complaints regarding unauthorized credit card transactions. Monitor high alert accounts to identify possible fraudulent activities and suspected transactions. Use automated or other systems to verify clients and verify received information. Contest chargeback claims when viable economically and monitor claims recovery. Lead team of chargeback agents by guiding them through processes to determine fraudulent activities in clients’ accounts. Work with clients to collect and document information that may be used in resolving outstanding disputes. Prepare periodic chargeback management reports and follow up on payments that may need to be made to clients. Make-certain that all chargeback activities are handled in accordance to statutory requirements
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    Financial Risk
    Financial Management
    Data Mining
    Administrative Support
    Project Planning
    Microsoft Excel
    Customer Service
    Fraud Analysis
    Project Risk Management
  • $10 hourly

    • 0.0/5
    • (1 job)
    My name is Marlon Salom. As for my experience, I have 6 years of experience working in accounting field. I started my career as a Finance Assistant in a Manufacturing company way back 2016 up until late of 2018 wherein I handle mostly AP, AR Bank reconciliation processing of Invoices up until paying it the vendors, I Also prepare the consolidation and preparation of output and input VAT doing the monthly schedules of Accruals and Prepayments. After that I joined IBM as an accounting analyst for 3 years, I was part of the record to report team and was assigned to handle entities in APAC region which are Singapore, Australia and Philippines may main responsibilities handling (General Accounting, Treasury, Fixed Asset Management, Reporting of Financial reports and doing the Month end close activities.) We also make sure that all BS accounts are reconciled monthly. We are responsible in providing the documents needed by the auditors. And my last employer was TOA global Manila Inc, and I am an Accountant there. TOA Global is an outsourcing company wherein they will hire accounting professionals then they will outsource them to other countries like Australia, New Zealand, Canada and for me I was outsourced to a US client which is Furey Financial Services an accounting firm in the USA. In this company they let me handle 9 to 10 clients with different industries. So, with these clients I am responsible in monitoring their accounting mailboxes so all queries like receiving, processing, and verifying invoices up until the payment part I am the one doing that. I am also the one who do the setting up the vendor’s details in the system. I also do the Bank reconciliations for (Cash and CC accounts); maintenance of the fixed assets register doing the monthly entries for accruals and prepayments and preparing the AP and AR ageing and monthly financial reports. The ERP’s and accounting software that I have experience using are SAGE 300, SAP, QuickBooks, and XERO.
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    Management Accounting
    Financial Management
    Bill.com
    QuickBooks Online
    Xero
    Bookkeeping
    SAP ERP
    Payroll Accounting
    SAP
    Accounts Payable
    Bank Reconciliation
    Accounts Receivable
    Account Reconciliation
    Sage
    General Ledger
    Financial Report
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    I am a multi internationally awarded Financial Advisor and Manager. I have a fast pace personal and professional growth as I help people learn financial literacy and busimess opportunities.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Management
    Business
    Financial Planning
    Marketing
    Recruiting
    Marketing Presentation
    Managerial Finance
    Business Management
    Management Skills
    Client Management
    Business Operations
    Business Presentation
    Branding
    Brand Management
    Branding & Marketing
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    Objective: Monitor financial status and costs of the contracts and oversee the associated financial analysis and reporting process
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    Accounts Receivable
    Financial Management
    Financial Variance Analysis
  • $10 hourly

    • 0.0/5
    • (0 jobs)
    I am a current administrative staff seeking engaging employment that suits my qualifications and where I can grow together with the organization. * Obtained Bachelor's Degree in BSBA-Financial Management * Average oral and written communication skills * Has experience in administrative and technical tasks * Has knowledge of customer service and strategic management * Ability to work individually and as a part of the team
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    Server
    Management Skills
    Sales
    Electronic Keyboard
    Outbound Sales
    Automotive
    Filing
    Business Strategy
    Invoicing
    Corporate Strategy
    Financial Management
    Microsoft Excel
    Clerical Procedures
    Business
    Microsoft Office
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    Personal Profile I am a college student taking up Marine Engineering from the Technological Institute of the Philippines and also an Active Financial Advisor at Sun Life of Canada, Philippines
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    Copyright
    Copywriting
    Copy & Paste
    Engineering & Architecture
    Financial Analysis
    Financial Management
    Marine Engineering
    Copyright Search
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I am a Student with experience in Financial management in Enterprise managament society. i can adopt to any work and environment to fill what the company needs. - i have critical thinking skills in terms of solving financial problems as well as solving problems in one department - i can adopt to any environment and improve it to boost the performance of my team - can communicate well wihin the organization
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    Financial Consulting
    Communication Skills
    Financial Management
    Leadership Skills
    Financial Analysis
  • $13 hourly

    • 0.0/5
    • (0 jobs)
    I'm a financial services professional with extensive experience in financial reporting, has experience in data entry, accounting/bookkeeping, project management, excel and power point. Also has experience in people management with emphasis on coaching and training and development.
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    Project Management
    Bookkeeping
    Data Extraction
    Data Entry
    Coaching
    Training & Development
    People Management
    Microsoft PowerPoint
    Financial Management
    Finance & Accounting
    Management Accounting
    Accounting Basics
    Excel Formula
    Accounting
  • $8 hourly

    • 0.0/5
    • (0 jobs)
    I am an experience Product Support Analyst for Trading, Treasury and ERP systems catering global customers for the past 8 years. I am a mentor, a colleague, and a contributor in the team. I am a fast learner with the ability to work well under pressure. I make sure that I am effective and efficient at my work while I maintain customer satisfaction at all times. I am output based person whose attention to detail is always considered.
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    AWS Application
    Microsoft Azure
    CIMx Software Quantum
    Sophis RISQUE
    Zoom Video Conferencing
    Linux
    Database Query
    MySQL
    Accounting Software
    Financial Management
    ERP Software
    Stripe
    Enterprise Resource Planning
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    Accomplished Internal Auditor offering more than 4 years of preparing internal audit documentation and reports such as inventory, financial, compliance, and operation audits. Knowledgeable in GAAP and operation auditing. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Capable Human Resources Payroll Officer with experience handling all aspects of payroll processing, including employee paychecks and direct deposits, taxes, deductions, and garnishments. BBring a comprehensive understanding of applicable laws and regulations related to payroll and employee benefits. Excellent communicator answering employee inquiries and resolving any payroll-related issues.
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    Accounts Receivable Management
    Accounts Payable Management
    Accounts Receivable
    Accounts Payable
    Payment Processing
    Financial Management
    Financial Audit
    Finance & Accounting
    Internal Auditing
    Accounting
    Human Resource Management
    Payroll Accounting
    Intuit QuickBooks
    QuickBooks Online API
    QuickBooks Online
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    CAREER OBJECTIVE Seeking for a position in an established company where I can share my knowledge and contribute my efforts towards great service and excellent company growth.
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    Financial Plan
    Financial Analysis & Valuation
    Finance
    Finance & Accounting
    Financial Management
    Phone Communication
    Technical Support
    Customer Service
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    EXPERIENCE CONVERGYS (September 9, 2015—January 6, 2018) • Was a Technical support representative for 8 months and was pulled out as a floorwalker for 3 months and got promoted as an SME/Technical coach for the rest of the stay with the company with Microsoft Answer Desk. CONVERGYS (May 28, 2018—April 20, 2019) • Was a Technical support representative with AT&T U- verse for 3 months and had been transferred to AT&T Mobility Sales and Billing support for the rest of the stay with the company. 24/7 INTOUCH (October 6, 2019—February 1, 2020) • Was a Customer Care representative with Calphalon kitchenware. TELETECH NOVALICHES (February 6, 2020—March 14, 2021) • Was a customer service representative with billing and Sales department for Verizon Wireless. ACQUIRE (March 15, 2021—August 11, 2023) • An email representative in Roblox. Specialized in handling concerns regarding hacked accounts, moderating accounts, resetting passwords and login issues. I'm currently a V.A in a Property management in AirBNB from September 2023 to Present
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    Zendesk
    Slack
    Booking Services
    Collections Framework
    Financial Management
    Back-End Development
    Operating System
    Content Moderation
    Sales Management
    Leadership Training
    Technical Support
    Customer Service
    Management Skills
    Business Management
    Property Management
  • $4 hourly

    • 0.0/5
    • (0 jobs)
    Having difficulty in inaccurate financial records? Maintain accurate records, optimize cash flow, ensure compliance in real estate bookkeeping. 𝐇𝐈𝐑𝐄 𝐌𝐄 𝐓𝐎𝐃𝐀𝐘! 𝑯𝒆𝒓𝒆'𝒔 𝒕𝒉𝒆 𝒗𝒂𝒍𝒖𝒆 𝑰 𝒃𝒓𝒊𝒏𝒈: 📌 Timely account reconciliation 📌 Cash flow optimization 📌 Budgeting support 📌 Financial analysis and forecasting insights 📌 Payment coordination with vendors 📌 Fraud detection measures 📌 Comprehensive financial reporting 📌 Keen to details 𝑺𝒐𝒇𝒕𝒘𝒂𝒓𝒆 𝒑𝒓𝒐𝒇𝒊𝒄𝒊𝒆𝒏𝒄𝒚 𝒊𝒏𝒄𝒍𝒖𝒅𝒆𝒔: ✅✅ 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 ✅✅ 𝐗𝐞𝐫𝐨 ✅✅ 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐎𝐟𝐟𝐢𝐜𝐞 – 𝐖𝐨𝐫𝐝, 𝐄𝐱𝐜𝐞𝐥, 𝐏𝐨𝐰𝐞𝐫𝐏𝐨𝐢𝐧𝐭, 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 ✅✅ 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭 ✅✅ 𝐆𝐦𝐚𝐢𝐥 ✅✅ 𝐀𝐝𝐨𝐛𝐞 𝐏𝐡𝐨𝐭𝐨𝐬𝐡𝐨𝐩 ✅✅ 𝐂𝐚𝐧𝐯𝐚 𝗔𝗹𝗹 𝘀𝗲𝘁 𝗳𝗼𝗿 𝗮 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗰𝗵𝗮𝗻𝗴𝗲? 𝗣𝗿𝗼𝗺𝗽𝘁𝗹𝘆 𝗲𝗮𝘀𝗲 𝘆𝗼𝘂𝗿 𝗯𝘂𝗿𝗱𝗲𝗻 𝘄𝗶𝘁𝗵 𝗺𝘆 𝘀𝘂𝗽𝗽𝗼𝗿𝘁. 📩 Connect today by sending a message now. ☎️ Contact for a personalized consultation.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    QuickBooks Online
    Management Accounting
    Financial Management
    General Ledger
    Real Estate Financial Model
    Real Estate
    Xero
    QuickBooks Online API
    Bookkeeping
    Financial Reporting
    Accounting Basics
    Data Entry
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • $6 hourly

    • 0.0/5
    • (1 job)
    Hardworking and self-motivated customer service representative who has over 6 years of experience in email, chat and telephone service. Experience with sales, troubleshooting, tech support and customer care. Proven expert at assisting clients by finding creative solutions. Looking to fulfill the role of a virtual assistant in order to maintain exceptional and internal communication.
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    Management Accounting
    Data Analysis
    Customer Service
    Business Management
    Customer Support
    Financial Management
  • $10 hourly

    • 0.0/5
    • (1 job)
    Hi there! What a Good Day to start a project with you. My name is Kathleen. I am a hardworking and passionate in my work who believes in honesty and good working relation. Though I'm a newbie in this sector, I do have some qualification and skill that perhaps makes me qualifies and make me good at this. I'm a degree holder in Business Administration with experience in handling Treasury Products for both Trading and Operations/Settlement. My education background and experienced will surely help me to achieve my clients expectation. I been in the field of Business Administration in which I am good and very skilled in making a reports. If you hire me, I'll make sure that there will be no wasted time since I am very punctual and good in communication with my clients which I consider as one of my asset. I firmly believe that regular communication is very important in dealing with my clients, so let's keep in touch always!
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    Business
    Microsoft Office
    Financial Management
    Retail
    Finance & Accounting
    SAP
    Business Management
    Administrate
    Forex Trading
    Management Skills
    Swift
  • $6 hourly

    • 0.0/5
    • (0 jobs)
    Financial Management , Journal , Able to work under pressure and willing to learn and being able to adapt to any environment.
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    Business Management
    Financial Management
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    I'm looking for a part time job my specialist would be writing skills. I'm very work in progress willing to learn whatever job is
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    Management Skills
    Business Management
    Managerial Finance
    Financial Management
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    I am a finance major who has skills in data analyzation and entry. I am experienced in using Google suit and Microsoft office.
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    Microsoft PowerPoint
    Microsoft Office
    Business Management
    Management Skills
    Social Media Management
    Microsoft Word
    Microsoft Outlook
    Accounting Basics
    Google Workspace
    Google Slides
    Microsoft Excel
    Financial Management
    Google Docs
    Social Media Content
  • $3 hourly

    • 0.0/5
    • (0 jobs)
    I'm quite good at math. So I can instruct, and I enjoy teaching children. I can also assist individuals with organization, reminders, scheduling.
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    Management Skills
    Business Management
    Financial Management
  • $4 hourly

    • 0.0/5
    • (0 jobs)
    I have experiences in financial and executive assistant to CEO. I am also a team player. I am proficient in Microsoft Excel and other software and is willing to learn QuickBooks and Xero, if required. I am eager to learn and can grasp systems and instructions well.
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    Financial Management
    Virtual Assistance
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