Total 6 Manager financial planner job vacancies in South Jakarta, South Jakarta City

• Provide sales strategy by seeking corporate customers in Financial Services & Banking Sector
• To execute sales calls to create new customer
• Create new sales activities to achieve team revenue/ sales target
• Business maintenance
• Exploring new potential client
• Building and maintaining relationships with existing clients in Financial Services & Banking Sector

• Age 25 -38 years
• Candidate must possess at least Bachelor's Degree in any field or equivalent
• At least 3 Years of working experience in the related field is required for this position
• Good communication and negotiation skills
• Able to work under pressure and independent
• Target Oriented
• English Active
• Preferably experienced handling Financial Services & Banking account
• Willing to Work in Centennial Tower, South Jakarta

• Medical Insurance
• Medical Check Up
• Free Product Service

• Defines and communicates the business’s Key Performance Indicators (KPIs) and targets to junior sales personnel regularly. These goals align with the organization’s overall strategy and revenue objectives.
• Analyzing patterns in consumer behavior and market trends is essential.
• Building and maintaining strong relationships with clients, stakeholders, and decision-makers is critical. This includes understanding client needs and tailoring solutions to meet them.
• Providing direction to the sales organization by tying sales goals, pricing actions, and investments together. The focus is on maximizing relationship returns.
• Technical skills within sales and networking are crucial. The Head of Sales collaborates with other departments to identify opportunities and expand the client base
• Overseeing the Treasury Services budget, sales goals, and Profit & Loss (P&L) for the segment1. Demonstrated understanding of corporate banking business and market is essential
• Monitoring and evaluating sales performance using metrics such as conversion rates, deal size, and customer satisfaction

1. Bachelor degree Sales in any major
2. Min. 5 years work experience as Head of Sales in B2B segment or related field
3. Effective management skill and rational thinking skill
4. Communication skill and consultative selling skill
5. Willing to work in Centennial Tower, Jakarta

• Medical insurance
• Medical checkup

Funding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs), which is crowdfunded by individual and institutional investors. And here at Funding Societies | Modalku we live by our core values:

• Serve with Obsession: Build win-win relationships for the long-term by having a customer obsession.
• Grow Relentlessly: Strive to become our best, most authentic selves.
• Enable Teamwork, Disable Politics: Only by forging togetherness, we help each other succeed.
• Test Measure Act: Stay curious and reinvent ourselves, through innovation and experimentation.
• Focus on Impact: Create impact through bias for action and tangible results.

The FP&A Manager will be the finance business partner to our country team. The professional will deeply understand the business by current and past trends in key performance indicators including all areas of revenue, operational expenses and capital expenditures.

What you will do:

• Support our country leaders by analyzing past trends in key performance indicators including all areas of revenue, expenses and capital expenditures
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Responsible for investor and board reporting on, amongst others, our business partner in respective countries 
• Manage the Finance partnership with our Country Head(s), to develop financial strategies as well as financial goals for expansion of the business with multi-channel possibilities
• Drive regional expansion projects: conduct quantitative and qualitative research into different markets, market sizing, portfolio reviews
• Together with the business drive planning and forecasting activities while interfacing closely with other Finance stakeholders 
• Lead on developing financial models and other core analysis to support strategic initiatives
• Use external and market benchmarks to measure performance
• Oversee and manage the continued development of budgeting, financial forecasting, operating plan and modeling tools

What we are looking for:

• Have a (minimum) Bachelor’s degree in Finance or Accounting; MBA or equivalent would be a plus
• Bring in 5+ years’ relevant experience in the Financial Planning and Analysis area. Preferably with a financial institution, high growth company, or a FinTech
• 1 to 2 years experience at Big4 with experience in audit/advisory in financial services industry would be an advantage
• Have an understanding how banks and financial services work
• It would be great if you have experience in a start-up environment
• Have advanced Microsoft Excel (incl. pivot tables, data tables) and PowerPoint skills

• Time off - We would love you to take time off to rest and rejuvenate. We offer flexible paid vacations as well as many other observed holidays by country. We also like to have our people take a day off for special days like birthdays and work anniversaries.
• Flexible Working - We believe in giving back the control of work & life to our people. We trust our people and love to provide the space to accommodate each and everyone's working style and personal life.
• Medical Benefits - We offer health insurance coverage for our employees and dependents. Our people focus on our mission knowing we have their back for their loved ones too.
• Mental Health and Wellness - We understand that our team productivity is directly linked to our mental and physical health. Hence we have Wellness Wednesdays and we engage partners to provide well-being coaching. And we have our Great FSMK Workout sessions too to keep everyone healthy and fit!
• Learning & Development - We believe learning should never end and we support everyone with self-learning L&D allowances.
• Tech Support - We provide a company laptop for our employees and the best possible support for the right equipment/tools to enable high productivity

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

• Accountable developing end to end NGL program, start from identifying potential life planner and build ecosystem such as communities, development program, activities and recognition platform as new leaders funnel  
• Develop compelling new leader value proposition, addressing current difficulties of low promotion ratio due to comfortable and focus on personal selling, do not see the benefit of becoming a leader and view it more as burden with fewer benefits, lack of appreciation as leader, etc.
• Communication and updates on next generation leaders strategy and policies to internal key partners
• Continuous engagement with potential life planners and new leaders and internal key partners to maintain alignment
• Assess and review ground response and make timely interventions to ensure efficiency of initiatives

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Financial Planning and Analyst will own the financial planning, budgeting and forecasting process at a company to inform major decisions made by the executive team and board of directors. The candidate will collect, prepare and analyze financial data from across the organization to create reports that provide data-driven answers to business questions.

An FP&A professional should be a business partner for the entire organization, working closely with various business units, and a strategic advisor to the CFO function. These professionals help leaders of the finance department maintain and mitigate additional costs by identifying opportunities for efficiency, savings and investment.

The ideal candidate possesses leadership capabilities, solid operational and have adequate cost-accounting background and works proactively to drive results. This person is a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment.

Responsibilities:

• Perform budgeting and rolling forecasting the company’s future financial performance that aligns with the company’s strategic plan that sets high-level targets (revenue, net income, core strategic initiatives, etc.). The rolling forecast including forecast of the company’s performance and its direct result to the financial statements (i.e. Profit and Loss, Balance Sheet, and Statement of Cash Flow) 
• Creating custom financial models to support the budget and forecast that account for trends within the business and in the broader industry and economy that may affect revenue and profit
• Perform various financial stress tests / scenarios (e.g. for new line of business or to seek efficiency within the existing business process) to provide timely, accurate and actionable recommendations to senior management.
• Responsible for putting together board reports and management reports such as variance analysis reports, which track budget vs. actual spend by department, including collecting data from different departments, verifying and consolidating that information. 
• Proactively maintain and monitor key financial indicators—like debt-to-equity ratio and current ratio.
• Perform analysis to the financial statements to understand which product lines or services have the highest profit margin or contribute the most to net profit. This task includes breaking down the cost and revenue or profit generated by each department within the company. 
• Perform assessment for the return of the business’s investments with its working capital and finding new investment opportunities
• Provide Ad-hoc reports related to the company or business unit performance to internal and external parties as needed.

• Proficient in Microsoft Excel and math 
• Have an appetite for crunching numbers
• Strong business partnering skills. Business partnering skills include the ability to work well with others and understand their business priorities and goals, build a deep knowledge of the company and its processes, and turn droves of information into easily understood reports. 
• At least 5 years of experience, with a minimum of 1 year management experience
• A Bachelor’s / Master's degree in Accounting or Finance
• Have a background in accounting or advisory firm
• Knowledge in cost accounting
• Have experience in financial industry
• Strong problem solving skills and willingness to perform direct work to get the job done
• Skilled at working effectively with cross functional teams
• Excellent business reporting and communication skills

Youtap Limited, a global leader in digital banking and payments, is seeking an experienced Agile Scrum Manager Platform to join our team in Indonesia. As an Agile Scrum Manager, you will be responsible for leading and managing our platform software development teams, ensuring the successful delivery of high-quality products using agile methodologies.

You will be a Scrum Manager with a strong Infrastructure as Code background and an understanding of cloud-delivered software platforms.

Responsibilities

Your responsibilities will include:

• Leading and managing the agile development process, including sprint planning, daily stand-ups, sprint reviews, and retrospectives.
• Working closely with product owners and stakeholders to define project scope, requirements, and timelines.
• Building and managing high-performing agile teams, ensuring collaboration and efficient delivery.
• Managing and resolving conflicts within the team, fostering a positive and productive work environment.
• Monitoring and reporting on team performance and progress, identifying areas for improvement and taking corrective actions.
• Implementing and enforcing agile best practices and methodologies, ensuring continuous improvement.
• Collaborating with cross-functional teams, including developers, testers, designers, and other stakeholders, to drive project success.
• Identifying and removing obstacles and roadblocks that may impact team productivity and delivery.
• Providing coaching and mentoring to team members, supporting their professional growth and development.

• Bachelor's degree in Computer Science, Software Engineering, or a related field.
• Minimum of 5 years of experience in software development, with at least 2 years in an Agile Scrum Manager or similar role.
• Proven experience in leading and managing agile cloud software development teams, with a strong understanding of agile principles and methodologies.
• Proficient in Cloud Technologies including Docker, Kubernetes, Terraform, and Helm.
• Proficient in the development of Infrastructure as code.
• Proficient in the development of highly secure applications that conform to PCI-DSS.
• Excellent knowledge of Scrum and other agile frameworks.
• Experience working with cross-functional teams and collaborating with different stakeholders.
• Strong problem-solving and decision-making abilities.
• Superior understanding of Jira.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and dynamic environment.
• Certification in Agile Scrum (e.g., CSM, PSM) is a plus.
• Experience in the banking or financial services industry is a plus.

• Competitive salary package
• Great working environment
• Opportunities for career advancement and professional development