Total 171 finance banking insurance job vacancies in The Philippines

WHAT IS YOUR ROLE

We are seeking an entry-level Insurance Verification Agent to work closely with our Insurance Billing team. This role primarily involves contacting insurance companies via phone to obtain essential benefits information for our Users.

WHAT WILL YOU DO

• Work closely with our Insurance Billing team and our customer support team.
• Contact insurance companies exclusively through phone calls to verify patient insurance coverage and benefits.
• Collect and accurately record information related to insurance coverage, co-pays, and deductibles.
• Update patient accounts with verified insurance information to ensure proper billing and processing of their order.
• Communicate with insurance agents.
• Validate if the patient's needed service, can be serviced or not.
• Tag tickets.
• Tag orders in the system.

YOU HAVE…

• Strong English communication skills, both verbal and written.
• Excellent attention to detail and ability to collect accurate information.
• Availability to work daytime hours in either PST or EST, Monday to Friday.
• Proficient in phone-based communication.
• Basic computer skills and data entry proficiency.
• Prior insurance or DME experience is a plus, but not mandatory.
• Commitment to patient confidentiality and adherence to HIPAA guidelines.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Performance Bonus

• Managing Team Performance: Improve team performance on Customer Experience metrics (Resolution and CSAT) through call listening, behavioral coaching and setting effective action plans. Address Team level variation through targeted coaching for outliers and involving on Continuous Improvement activities
  • i. Accomplish weekly deliverables, such as:
    • Coaching compliance inclusive of RCAs and action Plans.
    • Weekly Audit requirement and call scrubbings
    • Team attendance infractions insights thru internal Sutherland attendance tool
  • ii. Provide ideas that can help the client improve their product, business, processes and/or policies
  • iii. Present Team Performance to Clients in as needed basis
• Client advocate: Address team attendance and attrition through relationship building and removing barriers that affect People Metrics. Improve employee morale
  • i. Set up accountability discussions on attendance and performance challenges
  • ii. Report potential red flag on employee retention and partner with Operations Manager on stay interviews
  • iii. Keep employees in the loop for any internal and external updates
    • Have Team participate on Site and Program employee engagement activities
  • iv. Come up with Team level mini engagement activities to hype morale

The primary purpose of the role is to work within the Modelling Team to model D&F Risk, execute ad hoc projects, to understand and use current in-house tools, and to report global exposures across all lines of business to the Underwriters and facilitate technical pricing and loss estimation.

Specific Responsibilities
• Process and analyse natural catastrophe risk information presented and carry out risk analysis
of submissions including data quality analysis
• Work closely with the underwriters to provide findings from output
• Adding value to the underwriting process by providing insights into the modelled output and
reliability of the results
• Ensure complete information is maintained in the internal system provide support for the
design and testing of new tools
• Assist in shaping analytical capabilities (hardware and software, using in-house software and
model development)
• Use SQL queries to retrieve and update modelling information as required
• Any other duties as required

• Collaborate with FP&A to ensure that department spend and financials are clearly understood by wider teams.
• Gather, analyze, and disseminate meaningful financial data throughout the organization to assist in management decision-making.
• Provide proactive insights to highlight opportunities for improvement and find solutions to optimise spend.
• Support local teams during Month End Close - provide guidance and tools to help them improve accuracy and timeliness of report
• Design, build and implement financial controls to ensure adherence to group controlling policies.
• Liaise with Intercompany Teams to record regional marketing charges and timely bookings by Countries

• 3-5 years of FP&A or Financial Controlling background in e-commerce / technology / or similar industries
• Experience in providing recommendations based on financial modelling and data to senior management for strategic decision-making
• Degree in Finance or Accounting is required
• Excellent written and verbal communication skills, strong analytical abilities
• Strong sense of ownership to see projects to its completion
• Ability to work well under pressure, detail-oriented and employ a proactive approach to problem-solving
• Process-oriented as well as strong organizational skills with a hands-on mentality
• Team player with an ability to function effectively in a dynamic, fast-paced environment. Experience in a start-up is a plus

Freedom of work

Work life balance

Free meal and use of gym

Opportunities for promotion

Competitive salary

Pay raise

Start-up environment

Multi-cultural and Agile work environment

Diversified use of technology

Job Opportunity: Customer Support Specialist

Are you curious, motivated, and forward-thinking? At our company, you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. We believe in being part of a team that is open, collaborative, entrepreneurial, passionate, and above all, fun.

What You Will Be Doing:

• Provide in-depth product support to our clients by resolving incoming inquiries.
• Respond to customer product inquiries via telephone, written internet-based email, or chat sessions.
• Troubleshoot problems with equipment or software applications and recommend corrective action.
• Document customer information and recurring technical issues to support product quality programs.
• Recreate client issues in test environments and identify how applications and systems interact to support business processes.
• Analyze problems, document and communicate resolutions, and conduct follow-up. Escalate problems when necessary.
• Assist in documenting current processes and procedures.
• Interact with internal departments to deliver solutions.
• Improve methodologies used in the job.
• Perform other related duties as assigned.

What You Will Need:

• 2-4 years of relevant working experience in IT Service Desk and/or Application Support.
• Experience in technical support and troubleshooting of banking applications.
• Knowledge or experience in AS400 and IBM ACS Session (nice to have).
• Willingness to work onsite if needed (current setup is 2-4 times a month in the office).
• Willingness to work on a night shift (US Business Hours) and be scheduled for on-call from time to time.
• Prior banking or finance-related experiences are a plus.
• Strong analytical and problem-solving skills.
• Excellent communication skills, both oral and written.
• Ability to work well in a fast-paced, high-stress team environment.
• Ability to work independently and prioritize assignments.
• Strong customer service skills.
• Flexibility to adapt to changing priorities.

What We Offer:

• A competitive salary and benefits package.
• Great workspaces with dedicated and motivated colleagues.
• A variety of career development tools, resources, and opportunities.

Privacy Statement: We are committed to protecting the privacy and security of all personal information that we process to provide services to our clients. For specific information on how we protect personal information online, please see our Online Privacy Notice.

Sourcing Model: Recruitment at our company works primarily on a direct sourcing model. We do not accept resumes from recruitment agencies that are not on our preferred supplier list and we are not responsible for any related fees. We encourage all interested candidates to apply directly through our official job postings.

#pridepass

System Administration:

• Oversee the day-to-day administration and maintenance of the finance systems.
• Configure and customize the systems to meet the organization's financial requirements, ensuring optimal system performance and data integrity.
• Manage user access, roles, and permissions within the systems.
• Monitor system usage, troubleshoot issues, and resolve technical problems in a timely manner.

Implementation and Upgrades:

• Collaborate with key stakeholders to gather business requirements and design system enhancements.
• Lead the implementation of new system features, modules, and integrations, ensuring successful deployment and user adoption.
• Coordinate and perform system upgrades, patches, and releases, following best practices and minimizing downtime.

System Integration and Data Management:

• Develop and maintain integrations between finance systems and other business applications, such as  CRM, HR, TMS  and other internal systems.
• Establish and maintain data integration processes to ensure accurate and consistent data flows across systems.
• Monitor data integrity, perform data audits, and resolve data discrepancies.

User Support and Training:

• Provide end-user support, troubleshooting issues, and resolving user inquiries related to finance systems.
• Conduct training sessions and create user documentation to enable users to effectively utilize the finance systems.
• Stay up to date with system enhancements and new features, and educate users on best practices and system capabilities.

System Enhancements and Process Improvement:

• Continuously assess and identify areas for system improvement and automation within the finance function.
• Work closely with cross-functional teams to gather requirements, propose solutions, and implement process enhancements.
• Document system configurations, processes, and procedures to ensure knowledge sharing and compliance.

The Application Service Desk Specialist will be working in the Service Centre APAC team and support key stakeholders with the objective of delivering high-quality and effective client service activities that meet the client needs and requirements.

You will be acting as the single point of contact for all clients asking for IT support (ITO and AMS); manages the incoming calls, tickets and e-mails. All the issues are tracked through the ticketing tool and notified to the client. The Service Desk Agent also manages the service malfunction/interruption communications and service related report activities.

Your key tasks

• Act as single point of contact for clients, handling calls, tickets and e-mails
• Record and track requests, incidents and complaints, keeping clients and stakeholders informed on status and progress
• Make an initial assessment of requests and incidents, attempting to resolve them or escalating them to second level support and/or triggering incident management and change management processes when required
• Manage the requests life-cycle including closure and verification
• Manage service, access and authorization requests
• Manage and execute user management tasks and implement functional security on Avaloq core banking system and selected financial critical services
• Inform clients and/or management in case of service interruptions or planned maintenance activities
• Provide statistics and reports to management and internal/external clients
• Support internal/external clients in using the Ticketing Tool
• Monitor and escalate procedures relative to the appropriate SLA
• Provide management information and recommendations for service improvement
• Identify and contribute to problem identification

Job Title: Project Management Specialist

Position Type: Full-time

Type of Hire: Experienced (relevant combination of work and education)

Required Education: Bachelor of Business Administration

Travel Percentage: 50 - 75%

At FIS, we are using technology and our collective talents to move society forward. We are dedicated to building diverse and inclusive teams, where everyone has the opportunity to innovate and contribute to the success of our colleagues, clients, and communities. If you are seeking to grow your career and make a meaningful impact in the world of fintech, we have one question for you: Are you ready to join FIS?

What You Will Be Doing:

• Develop reports and materials to support project plans, including updating schedules, logging issues, and documenting meeting minutes for distribution to team members.
• Serve as a communication link between clients, project teams, and FIS managers to ensure everyone is informed of project objectives, progress, and purposes.
• Identify and categorize project risks and issues related to cost, schedule, quality, and employee retention, in collaboration with others.
• Deliver project deliverables and provide timely status updates to FIS and client management, highlighting any potential issues or problems.
• Perform administrative tasks such as arranging meetings, developing agendas, answering questions, preparing reports, and coordinating events.
• Anticipate the needs of project management and make independent decisions to meet those needs.
• Obtain and provide information from project management, clients, and FIS organizations.

What You Bring:

• Must have at least 5 years of experience in project management, including knowledge of standards, processes, procedures, and guidelines.
• Knowledge of Software Development Lifecycle and industry best practices, such as the Project Management Body of Knowledge (PMBOK).
• Experience in project deployment and supporting software implementation projects is a plus.
• Experience in banking and payments is a plus.
• Proven ability to exercise independent judgment and discretion.
• Ability to work independently on a variety of special projects.
• Strong analytical, problem-solving, interpersonal, and time management skills.
• Excellent verbal and written communication skills.
• Proficiency in project management software, such as MS Project.
• Ability to maintain confidentiality and handle sensitive assignments.

Work Arrangements:

• The candidate must be flexible as this role may require working on different client sites post-pandemic for client interaction. Possible client locations are: Makati, Taguig, Pasay, Manila.
• Currently, the work will be carried out from home until further notice.

What We Offer You:

• Competitive salary and benefits.
• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities.
• A modern, inclusive work environment with a dedicated and motivated team.

#LI-AR3

Privacy Statement:

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model:

Recruitment at FIS primarily follows a direct sourcing model. We work directly with candidates and do not accept resumes from recruitment agencies unless they are on our preferred supplier list. FIS is not responsible for any fees related to resumes submitted by non-preferred suppliers.

#pridepass

---------- **Response:** Dear Hiring Manager, I am writing in response to your job advertisement for the position of Project Management Specialist at FIS. I am eager to apply for this role and be a part of your inclusive workforce that values diversity. **What I will be doing:** - I will develop reports and materials to support project plans, keeping everyone updated on progress and objectives. - I will serve as a communication link between clients, project teams, and FIS managers to ensure clear understanding of project goals and progress. - I will identify and address risks and issues in a collaborative manner, working with others to find solutions. - I will provide timely deliverables and status updates, highlighting any potential challenges or concerns. - I will assist in administrative tasks, such as arranging meetings, answering questions, and coordinating events. - I will anticipate and meet the needs of project management and provide necessary information from clients and FIS organizations. **What I bring:** - I have at least 5 years of experience in project management, with a strong understanding of industry best practices, processes, and guidelines. - I am knowledgeable in the Software Development Lifecycle and familiar with the Project Management Body of Knowledge (PMBOK). - I have experience in project deployment and supporting software implementation, which adds value to my role. - I have a background in banking and payments, giving me insight into the industry. - I have a proven track record of exercising independent judgment and discretion. - I am skilled in working independently on various special projects, with excellent analytical, problem-solving, and time management abilities. - I possess strong verbal and written communication skills, enabling effective collaboration. - I am proficient in project management software, including MS Project. - I am able to handle sensitive information with confidentiality. **Work arrangements:** - I am flexible and willing to work on different client sites in Makati, Taguig, Pasay, Manila post-pandemic for client interaction. - Currently, I am equipped to work from home until further notice. **What you offer me:** - I can expect a competitive salary and benefits package. - This role provides a multifaceted job with a high level of responsibility and opportunities for growth. - I will be working in a modern, inclusive work environment, supported by a dedicated and motivated team. Thank you for considering my application. I look forward to the opportunity to contribute to your team. Please find my attached resume for further details. Sincerely, [Your Name] ---------- **Key Points:** - Full-time position as a Project Management Specialist at FIS. - Seeking experienced candidates with a bachelor's degree in Business Administration. - Emphasizing an inclusive and diverse work environment that values innovation. - Responsibilities include developing reports, facilitating communication between clients and the project team, anticipating needs, and providing timely updates. - Required qualifications include project management experience, knowledge of industry best practices (e.g., PMBOK), and software implementation experience. - Additional banking and payments experience is a plus. - Must possess strong analytical, problem-solving, and communication skills. - Flexibility to work on different client sites post-pandemic and current work-from-home arrangements. - Competitive salary, benefits, and opportunities for growth offered.

At OJDS, we're passionate about personal finance. Our mission is to educate readers on how to make and manage their money effectively, paving the way for financial independence. No matter where our readers are based, we aim to provide them with valuable insights and actionable advice.

As we grow, so does our commitment to delivering high-quality content. To ensure our articles visually captivate and educate our readers, we're looking for an experienced Web Graphic Designer to join our team.

Key Responsibilities:

• Design compelling main article images and infographics that align with our content.
• Understand the core theme of articles to produce relevant graphics.
• Ensure all textual content on images is error-free and in perfect English.
• Collaborate with content creators to fulfill specific image requirements.
• Research and source images and designs that resonate with our audience and blog aesthetic.

• Excellent written English to prevent spelling errors on images.
• Proven experience designing educational graphics and infographics for blogs.
• Proficiency in Photoshop, Canva, or other relevant design software.
• Ability to follow written image instructions and contextualize designs accordingly.
• Strong research skills to find suitable images and designs.
• A team player with a proactive approach.
• Ability to handle feedback.
• Efficient and swift in delivery without compromising on quality.

How to Apply: Interested candidates are invited to apply with their design samples and resume. Ensure that your portfolio showcases educational graphics or infographics relevant to blog content.

Job Summary

The role is to manage a team of accountants and performance analysts in Manila to get the highest level of reporting services for Investor Solutions clients.

This person is required to be a strong role model, instils leadership qualities, demonstrates excellent communication skills and possesses strong accounting/technical background. Ideally from Fund Administration background from the Alternatives/private markets background.

Responsibilities (how we will measure success)

Operational / Management (50%)

• Lead an agile team of accountants and performance analysts to ensure client reporting is met
• Support onboarding of new clients from an accounting perspective and be the SME from the accounting and performance analytics point of view
• Ensure a high level of service is provided to clients and all issues and queries are actively resolved promptly and satisfactorily; ensure any incidents are logged in line with IQ-EQ compliance policies
• Liaise with clients to understand the reporting requirements and be the point of contact / escalation point for clients
• Manage day-to-day activities and ensure staff utilisation and productivity is in line with division policies
• Provide technical input to complex accounting and performance analytics, where relevant for Investor Solutions clients; be the escalation point when insights are requested by clients
• Liaise with Fund Admin and other support teams to ensure any client queries are promptly resolved in a united manner
• Support the capacity and recruitment planning activity for the Delivery Solutions teams working alongside the Client Director - Investor Solutions
• Ensure continuous improvement and development of the Investor Solutions products in line with the changing requirements of existing and potential clients as well as the changing expectations within the market

Client Relationship Management (25%)

• Ensure all service delivery expectations and governance, as agreed with each client, are adhered to
• Ensure all client deliverables are met as stipulated in the SLAs, as pre-agreed with each client
• Ensure billing for the existing clients is completed as agreed in the service contracts
• Ensure all service issues are addressed and resolved within agreed timelines

Risk Management (25%)

• Ensure that operational resilience exists within the division by ensuring all operational procedures are documented and are reviewed for the clients under your responsibility
• Take a lead role in any testing required to ensure Business Continuity  
• Ensure client specific checklists and process flows are designed to mitigate the operational and functional risks and are constantly reviewed to ensure they are fit for purpose and that all team members are trained on this key operational control

Top 3 Reasons To Join Us

• Share Option Plan
• 100% Remote
• Insurtech industry leader worldwide

About Us

At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone.

• We are a leading global no-code insurance platform for health, life, and P&C;
• We’re the winner of the Insurtech of the Year in all of Asia and other awards globally;
• We work with insurance enterprise clients such as AXA, Bupa, MSIG, Dai-ichi, Bank of China Group Insurance, and many more;
• We're an international, diverse team of over 120 people with 34 nationalities and team members working remotely from all over the world;
• We are fully funded and backed by reputable VC funds and strategic institutional investors;
• We have offices in the US, Singapore, Hong Kong, UAE and Vietnam;
• We’ve grown our annualized revenue by over 30x since January 2021;
• We’re constantly working towards making CoverGo a workplace that you love coming to. We deeply believe that bringing together a diversity of thoughts, expressions, and perspectives is key to building the best culture for equally diverse communities all over the world.

What You Will Do:

CoverGo is looking for a Pre-Sales Business Analyst that will provide support for sales activities and delivery teams, working with the solutions architects, writing proposals, solutions overviews and value propositions, translating these into offerings for delivery and then presenting them to the clients. You will therefore assist the sales team in the sales conversion process, answer RFPs, and configure simple proof of concepts of the CoverGo platform.

• Requirement Gathering and Analysis - Attending discovery calls with the sales team, understanding, analyzing, and clarifying the requirements, detailed scoping of requirements.
• Research & Solutioning - Technical solutions identification as per the business goals & requirements expressed by the client, and based on the CoverGo platform features.
• Effort & Cost Estimation - Collaborating and discussing with the engineering & delivery teams to prepare the effort estimations and best solution for clients.
• Demo & Proof of Concept preparation - Build & configure insurance products of clients in the CoverGo platform, and demonstrate such platform capabilities & features to clients.
• Presentation - Preparing techno-commercial proposals and assisting the sales team during presentation to the clients.
• Once deals are closed won by the sales team, assist on the handover process with the delivery team and lead the project kick-off meeting.
• Develop customer’s staff usage of the platform by providing technical information and training.

• Any other task as may be assigned

What We Need:

• Bachelor's degree in Insurance, Technology, Business Administration, and/or a related field.
• 3+ years experience in a pre-sales role

• Strong experience working in the health insurance or insurtech industry is a must.

• Exceptional presentation and communications capabilities, written and spoken English is a must, Cantonese and/or other Asian languages is a plus.
• Confidence presenting to a highly skilled and experienced audience, including enterprise architects and C-level executives.
• Experience participating in successful projects with cross-functional teams.
• Agile/Scrum Framework for Project Planning & Release Management experience.
• Ability to understand complex systems and related data to surface actionable insights, demonstrate sound judgment and decision-making skills.
• Basic understanding of technical development cycle of a mobile application, enterprise saas and/or web portals.
• Business analysis skills including facilitation, process documentation, requirements gathering and user acceptance testing.
• Strong organizational/time management skills to prioritize work and meet deadlines within defined timeframes.
• Performing/interpreting requirement analysis to identify value creation opportunities for clients.
• Physical base in Asia, Hong Kong or Singapore is preferred.

Why You'll Love Working Here

• Remote Work Opportunity
• Local time zone office hours, work by your schedule
• Paid Time Offs
• Share Option Plan
• Company performance bonus
• Company activities & team offsites to exotic locations
• Training and development plan

Covergo Company Video

The data analyst is responsible for collection, organization, scrubbing, interpretation, analysis, documentation and dissemination of cat modeling exposure and results. The candidate will process insured exposure schedules to ensure data integrity through queries, views and reports. This candidate will do the per account modeling.

 

• Interpret data, analyze results and provide ongoing reports
• Develop and implement data cleansing techniques and strategies that optimize workflow efficiency and data quality
• Acquire data from primary or secondary data sources and maintain databases/data systems
• Identify, analyze and interpret trends or patterns in exposure and loss data sets
• Filter and scrub data, evaluate for performance indicators to locate and correct code problems
• Locate and define new process improvement opportunities

• As Finance Leader in Country Leadership team setting business strategy:

 

• Act as Cluster / Country Finance Business Partner and assist the MD in achieving the business & operations objectives – Revenue, LC, Cash flow, NWC – by driving both long- and short-term plans.

• Develop annual financial plans and budgets and monitor capital investment, control processes, policies and procedures, and provides regular reviews and improvement thereof.

• Develop Finance and Procurement staff member technical skills and overall competence in the performance of their respective roles and in preparation for enhanced job responsibilities.
• Set key businesses KPIs to monitor and deliver businesses success.
• Lead Finance & Procurement transformation in the Cluster / Country.
• As Finance Business Partner:
• Challenge the businesses to drive sustainable value proactively through informed and insightful decision-making.
• Provide continuous future focused business insights tailored to the businesses need.
• Be part of all commercial and investment decision making process with timely review and advise for all Capex application or in the procurement of materials and supplies or leases for various businesses and ensure Return on Investment. Also ensures adequacy and propriety of insurance risks coverage for SGS PH affiliate entities.
• Review and monitoring of contractual agreements and similar commitments entered into by the company for corporate services as well as support to the core operating businesses.
• Oversee discharge of daily duties and responsibilities of the Finance and Procurement division, in line with the key performance indicators set by section, involving financial planning, analysis and reporting for the businesses, treasury, purchasing and general office administration.

 

 

• As Manager of Finance Technical Excellence (Align with Group Functions / GBS – Shared accountability
• Implement adequate internal accounting, purchasing, and treasury control in accordance with established SGS Group guidelines or international and local guidelines to ensure compliance with Audit, Tax and Treasury requirements.
• Ensure compliance with local corporate, business and tax laws and regulations.
• Manage Cluster / Country delivery in the areas of Forecasting, Planning, Analysis and Reporting.
• Ensure efficient, effective and accurate Finance & Procurement operations for the Cluster / Country.
• Support execution of Finance & Procurement transformation in the Cluster / Country in line with Finance strategy.
• Provide inputs to GBS Finance to enable finance operations delivery as per agreed SLAs.
• Support Internal Control ensuring ICS Compliance and ensure data integrity of Cluster / Country financial reports (Profit and Loss, Balance Sheet, etc.) and KPIs.
• Ensure that the team is fully conversant with the Operational Integrity expectations in connection with the work they are engaged in, including the requirements of applicable SGS Group OI (Operational Integrity) and SGS PH HSE procedures and requirements.
• Ensure that all Health, Safety and Environmental (HSE) requirements as specified in the Group OI, Code of Integrity, and any other Business Principles and Policies of the country and/or the Group as applicable are in place, implemented and measured.
• Encourage team to report potential hazards in the workplace and take prompt action on closing out the HSE concerns raised by the team, and any other findings of non-conformities.
• Provide inputs to the management on HSE matters during Management Review meetings and set SMART objectives / targets to continually improve HSE performance.
• Perform other tasks as may be required by the managers or the board.

• Develop and maintain the Finance team’s ability to iterate on complex financial models and analyses for our expansion businesses; enable and contribute to effective decision making regarding the revenue growth strategy, cost structure and capital expenditures in order to shape the strategic direction of the businesses
• Analyze, interpret and present relevant financial data and key business metrics to senior leadership - partner closely with cross-functional stakeholders at the company and its sister brands to impact business decisions
• Build a transparent financial framework that helps P&L owners identify and strategize additional opportunities for investment and growth
• Assist in preparing and coordinating the annual budget and monthly forecasts
• Collaborate with other members of Finance and Accounting to prepare and deliver weekly and monthly management reports to key team members
• Assist in preparation of materials for external parties
• Work on special projects and ad hoc analysis as determined by senior leadership
• Own and drive continuous improvements to Finance’s reporting and planning tools – help deepen the financial bridge between the company and its sister brands

1. Financial Strategy and Analysis:
 - Develop and implement financial strategies aligned with company goals.
 - Provide high-level financial documents and reports, including Cash Flow Analysis.
2. Grant Applications and Opportunities:
 - Identify and apply for Australian grants, including R&D and export market grants.
 - Manage grant compliance and reporting.
3. Accounting Platform Integration:
 - Seamlessly integrate and automate accounting software like Xero.
 - Integrate with Project Management Software - Monday.com.
4. Budget Projections and Management:
 - Provide budget projections for manufacturing, procurement, and franchising.
 - Monitor and control budgets, ensuring alignment with strategic goals.
5. Procurement and Supplier Collaboration:
 - Engage with suppliers in engineering and electrical engineering.
 - Negotiate contracts and manage procurement processes.
6. Risk Management and Compliance:
 - Identify and mitigate financial risks.
 - Ensure compliance with Australian financial regulations and standards.
7. Investor Relations and Mergers & Acquisitions:
 - Communicate and work with investors, banks, and financial institutions.
 - Evaluate and execute mergers and acquisitions.
8. Team Leadership and Collaboration:
 - Lead and mentor the finance team.
 - Collaborate with cross-functional teams and partner companies