Conduct thorough financial audits to ensure accuracy and regulatory compliance.Analyse financial data and controls, report findings, and suggest improvements.

Support senior auditors and management with audit planning, fieldwork, and reporting.Collaborate with BMI Finance Corporation teams to understand business processes and identify risk areas.Stay updated with industry trends, risks, and compliance standards.

The Director for International Affairs and Strategic Partnership is in-charge of establishing, coordinating, and managing linkages, and partnerships locally and internationally in collaboration with the offices of the Academics, Research, Extension Services and Community Relations, Student Affairs, and Auxiliary Services of the campus. The linkages promote institutional collaboration and consortium with local and foreign universities, industries, organizations, and government agencies.

The specific Duties and Responsibilities are as follows:

1. Identifies, communicates, facilitates and maintains strategic partnerships or linkages with local and foreign higher education institutions (HEI), medium to multi-national corporations, government agencies, and associations for prospective programs and projects.
2. Facilitates the proposals and memorandum of agreement for joint institutional programs and projects with local and international partners, and safely keeps all signed pertinent documents.
3. Facilitates international tours and travels of personnel and students for academic benchmarking, socio-cultural exchanges, and others in coordination with the Academics Department.
4. Facilitates international student recruitment including admission, orientation, and enrolment of international students in coordination with concerned departments of the College.
5. Monitors and do liaison work for students undergoing international on-the-job training to ensure their safety in collaboration with the respective deans.
6. Monitors, and evaluates alumni-relations activities, programs, and services designed to foster and strengthen the relationship between the College and its Alumni.
7. Identifies, builds, nurtures and maintains relationships with strategic partners to provide interactive on-the-job training and other career-readiness opportunities for students to build their skills, explore career opportunities, and strengthen their professional networks.
8. Identifies, builds, nurtures, and maintains relationships with strategic partners to provide alumni discounts and other benefits in support of the alumni privilege card.
9. Complies with the Quality Management System to which the College subscribes to.

Position Overview:

We are looking for driven and client-focused Financial Advisors to join our team. In this role, you will work directly with clients to provide expert financial advice and personalized life insurance solutions. You will have the opportunity to build relationships, develop financial plans, and offer a range of insurance products that help clients achieve their financial goals and protect their future.

What We Offer:

Competitive Compensation: Earn Php20K-30K monthly income, with performance-based bonuses and incentives.

Career Growth: Opportunities for promotion to leadership roles, such as Sales Manager, with added income potential (extra Php20K to Php100K).

Travel Incentives: Local and international travel opportunities for top performers.

Comprehensive Benefits: Free HMO coverage and Agent Savings Plan for financial security.

Flexible Work Arrangements: Open to both part-time and full-time roles, providing flexibility for individuals at different stages of their careers.

• Secures financial operations by monitoring and approving financial processing, reporting, and auditing.
• Supervises staff accountants and clerical staff to assure that the department accomplishes accounting objectives by selecting, onboarding, assigning, managing, and mentoring employees.
• Develops and maintains sales and margin reporting.
• Meets accounting operational standards by contributing financial information to strategic plans and reviews, resolving problems, and identifying system improvements.
• Meets accounting financial standards by providing accounting department annual budget information, monitoring expenditures, identifying variances, and implementing corrective actions.
• Maintains cash flow by monitoring bank balances and cash requirements, and resource planning.
• Approves cash disbursements by verifying check amounts against invoices, and authorizing checks and wire transfers.
• Approves ledger entries by auditing transactions.
• Renews business insurance by scheduling values, including personnel and real property, vehicles, computers, equipment, media, and accounts receivable.
• Supports annual audit by providing information and answers to auditors.
• Reports 401(k) savings by distributing and explaining quarterly election forms.
• Verifies employee benefit invoices by verifying coverage and costs.
• Protects organization’s value by keeping information confidential.
• Maintains financial security by adhering to internal controls.
• Updates job knowledge by participating in educational opportunities, reading professional publications, and participating in professional organizations.
• Provides financial information to management by researching and analyzing accounting data and preparing reports.
• Prepares asset, liability, and capital account entries by compiling and analyzing account information.
• Documents financial transactions by entering account information.
• Recommends financial actions by analyzing accounting options.
• Summarizes current financial status by collecting information, preparing balance sheets, profit-and-loss statements, and other reports.
• Substantiates financial transactions by auditing documents.
• Maintains accounting controls by preparing and recommending policies and procedures.
• Reconciles financial discrepancies by collecting and analyzing account information.
• Secures financial information by completing database backups and following internal controls.
• Prepares payments by verifying documentation and requesting disbursements.
• Answers accounting procedure questions by researching and interpreting accounting policy and regulations.
• Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed action.

• Manage daily financial operations, including AP/AR, payroll and budgeting.
• Support operational strategies to improve efficiency within the recruitment space.
• Assist with month-end financial reports and cash flow projections.
• Oversee compliance with financial regulations pertinent to HR.
• Collaborate with teams to enhance client satisfaction and business expansion.
• Trinity Workforce Solutions, Inc. is a leader in the Human Resources & Recruitment industry, and is seeking a dedicated Finance and Operations Associate to bolster our dynamic team.

• General Ledger Management – GL account maintenance and reconciliation, review accuracy and timeliness of journal entries. Ensure accurate recording of all transactions in the General Ledger and General Journal.
• Financial Reporting – Preparation of monthly, quarterly and annual FS including account schedules, financial forecasts and budgets. Prepare required monthly and quarterly financial and management reports. Ensure the accurate closing of books of accounts monthly.
• Compliance and Audit – knowledgeable of accounting standards and regulatory requirements – LGU, BIR and SEC; with experience in external audits and BIR audits.
• Liaise with external auditors with the goal of successfully obtaining an auditor's clean opinion without the need for surprised year-end adjustment nor unplanned tax payments.
• Monitor the assets (i.e., fixed assets, pre-payments, cash, receivables) of the company assigned.
• Perform ad hoc tasks from time-to-time.

• Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)
• Guide existing clients in making wise financial decisions across different life stages
• Develop business by acquiring and building individual and corporate clienteles
• Manage, develop, and train a group of financial consultants.

Responsibilities

• Creating long-term finance department strategic plans aligning with the agency’s strategic and business plans.
• Managing all financial aspects of the company.
• Overseeing business financial management and identifying areas that need improvement.
• Assessing the financial risk of any business operations, investments, and innovations.
• Collaborating with department heads about budget, commercial opportunities, capital expenditure, investment opportunities, recruitment plans, and divestments.
• Creating and executing the business investment strategy, monitoring and adjusting for risk when necessary.
• Ensuring impeccable and detailed financial records; overseeing that taxes and record filing are done correctly and to government standard.
• Identifying patterns in company spending and revenue; creating and proposing solutions to any problem areas.
• Exploring new commercial models to improve business profitability.
• Providing financial data for new business pitches and client meetings.
• Conducting and cooperating with internal and external financial audits.
• Liaising and collaborating with stakeholders, Client Services, and the agency senior leadership team, providing advice, recommendations, and progress reports. Communicating with outside financial entities on behalf of the company.
• Managing, developing, and motivating the financial team, including coaching and developing employees and teams for a more effective skill set and work environment.
• The personal and professional development of their team.

• Leverage expertise in financial analysis and reporting to oversee accounting operations.
• Drive the budget forecasting process and manage internal financial controls within People's Credit Network Finance Company Inc.
• Uphold adherence to financial legislation and policies in a dynamic Banking & Financial Services industry.
• Lead a team focused on optimizing the company’s financial performance and strategic development.
• Collaborate across departments to support financial decision-making and improve profitability.

• Performs administrative functions such as facilitate the releasing of loan check and ensuring compliance of the borrower to loan documents or requirements
• Performs various treasury functions in the branch
• Inform clients regarding loan charges such as monthly amortization, deductions, penalties, loan proceeds and documentation requirements prior to release of loan

• Communicate with our customers on a daily basis to resolve a varied range of customer concerns
• Work closely with the management, product, marketing, and operations teams to improve the product based on customer feedback
• Identify gaps in the customer journey and, together with the Customer Success Team, create policies and procedures that optimize the customer experience.
• Able to create scalable and strategic customer centric programs providing
• exceptional customer support to our most valued students and guarantors 

Duties and Responsibilities:

• Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents.
• Determining the feasibility of granting loans and communicating with management if required.
• Ensuring loans are processed as per established company procedures and policies.
• Providing assistance in maintaining various credit files and following up on client inquiries.

Benefits:

• Basic Salary + Commission

Handle Credit Evaluation and handle decision makings of Secured / Unsecured loans, and other tasks to be assigned related to Credit operations.

• Market Research: Conduct research to identify potential clients and market trends.
• Lead Generation: Generate new leads through networking, referrals, and outreach efforts.
• Client Engagement: Build and maintain relationships with clients, addressing their financial needs.
• Promotional Activities: Assist in developing and implementing marketing campaigns and promotional events.
• Reporting: Track and report on sales activities and client feedback to management.

• Manage and ensure the timely collection of payments from clients while maintaining a high level of customer service.
• Analyze credit data and financial statements to develop strategies for minimizing financial risk to the company.
• Coordinate with legal counsel and implement legal procedures for overdue accounts when necessary.
• Provide customer service and negotiate payment arrangements with clients in cases of financial difficulty.
• Monitor receivables and transactions and report on collection activity and accounts receivable status to management.
• Maintain accurate and up-to-date client records and collection reports.
• Comply with company policies and procedures, as well as legal regulations pertaining to credit and collections.