Total 7 financial advisor job vacancies in Business Management / Project / Planning category in D13 Macpherson, Braddell

Job Title: Relationship Manager
Company: Affinite Solutions Private Limited
Location: Singapore

Job Highlights

• Pathway to Management: Be part of the first intake with a unique fast-track to leadership roles, shaping the future of Affinite’s management team.
• Transformative AI Solutions: Lead the launch of Actuals.ai—a cutting-edge generative AI platform set to redefine the B2B2C consumer finance landscape.
• High-Growth Market Potential: Enter an expansive, high-demand market with boundless opportunities for advancement and financial success.

Company Overview

Affinite Solutions is a trailblazing technology company dedicated to solving high-impact B2B challenges, particularly within underserved areas like employee benefits and rewards. We are now launching our flagship AI-driven platform, Actuals.ai, designed to revolutionize the consumer finance advisory sector. Our innovative approach combines deep market insights with generative AI to create groundbreaking solutions that will reshape advisory services.

Explore more:

• Affinite Solutions: affinite.co
• Actuals Platform : actuals.ai

Role Description

As a Relationship Manager at Affinite Solutions, you will be at the forefront of driving transformative growth and establishing impactful business relationships. Collaborating closely with our product and marketing teams, you'll have the unique opportunity to identify and engage high-potential clients, showcasing how Actuals.ai can revolutionise their business through our generative AI solutions.

This role provides a rare chance to enter an untapped market through a blue ocean strategy, positioning you as a pivotal force in the launch and expansion of Actuals.ai. Our market testing has demonstrated an impressive 50% conversion rate, and with access to 95% of the corporate database, you’ll have a powerful foundation to rapidly develop and expand these client relationships.

Your expertise and drive will make you a critical player in Actuals.ai’s journey to redefine consumer finance advisory. This is your opportunity to leave a lasting impact on an emerging market.

Key Responsibilities

• Strategic Business Development: Proactively identify and engage high-potential clients, initiate insightful discussions, and cultivate relationships aligned with Affinite’s ambitious growth objectives.
• Product-Driven Collaboration: Work with product and marketing teams to understand Actuals.ai’s unique advantages and communicate its value to prospective clients in a compelling way.
• Market Penetration & Strategy Execution: Leverage our blue ocean strategy as a first-mover in this market, generating business opportunities and driving sustainable growth in an emerging sector.
• End-to-End Relationship Management: Build and maintain strong client connections, ensuring satisfaction, anticipating future needs, and uncovering opportunities for collaboration.

What We’re Looking For

• Relentless Drive: A proactive, determined mindset with a passion for success in a fast-paced, high-growth environment.
• Sharp Business Acumen: Ability to quickly understand client challenges and identify how Affinite’s solutions can drive impact and efficiency.
• Outstanding Communication Skills: Natural ability to build rapport, convey value, and make meaningful connections.
• Growth-Oriented Mindset: Hunger for growth and a desire to continuously learn and advance, with a strong interest in progressing to a management position.

Why Join Us?

• Rapid Career Advancement: Join our inaugural intake for a chance to fast-track into management and shape the future of Affinite Solutions.
• Innovative Environment: Work with pioneering generative AI technology that is set to transform the B2B2C space in consumer finance.
• Dynamic Team Culture: Thrive in a fast-paced, supportive, and collaborative environment that values resilience, grit, and a growth-oriented attitude.

If you’re a talented, driven individual ready to leave your mark on an emerging market, this is the opportunity you’ve been looking for.

Apply Now to be part of a groundbreaking journey!

Minimum Qualifications

• Education: International Baccalaureate Diploma or higher.
• Experience: Proven track record in B2B sales, preferably in technology, finance, or AI-driven solutions.
• Licensing: CMFAS M5, M9, M9a, M8, M8a certifications.

Preferred Qualifications

• Experience: Minimum 2 years working experience within a bank or financial services company.
• Language Skills: Fluent in English (spoken and written); proficiency in Mandarin is a plus.
• Proven Results: Demonstrated success in achieving and exceeding quotas and strategic goals.
• Skills: Exceptional communication, presentation, problem-solving, and management skills.

We offer a competitive remuneration package with an attractive incentive scheme.

Take this chance to define your career in a high-impact, high-growth environment.

Durapower is 14 years in operations and is company identified by Enterprise Singapore to scale up for growth as well. We have projects in Netherlands, Singapore, Thailand and Southeast Asia regions, production is in China as a manufacturing plant. There is no manufacturing here, but we have R&D team here liaising with China as well to execute trade of cells, battery modular systems packs enabling Green industry applications. Our expansion is also enhanced by the stakes and investment in us through Banpu Next (Banpu Group) which is listed on the Thailand Stock Exchange.

You may refer to the news here:

https://en.prnasia.com/releases/apac/durapower-to-advance-global-expansion-plan-after-us-70-million-investment-from-banpu-next-394762.shtml

Video by Management on Durapower:

https://www.linkedin.com/posts/activity-6945009405591465984-ew1t?utm_source=linkedin_share&utm_medium=member_desktop_web

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Responsibilities:

• Develop and maintain financial models and forecasts specifically tailored to the battery technology industry.
• Analyse financial performance and market trends within the energy storage sector to support strategic decision-making at Durapower.
• Prepare comprehensive financial reports, focusing on key performance indicators relevant to the battery technology market.
• Collaborate closely with R&D, sales, and marketing teams to develop budgets and forecasts for product development and market expansion.
• Conduct detailed variance analysis to evaluate actual performance against industry-specific budgets and forecasts.
• Support in assessing the financial feasibility of new product innovations and market expansion strategies within the energy storage sector.
• Present insightful financial analyses to senior management to facilitate data-driven decisions in line with Durapower's market objectives.

Requirements:

• Bachelor’s degree in finance, Economics, or a related field
• Proven track record in financial analysis and planning within the energy storage or renewable energy industry.
• Proficiency in financial modelling tools and data analysis relevant to the battery technology sector.
• Analytical mindset with a focus on market dynamics and financial implications specific to energy storage solutions.
• Strong communication and collaboration skills to work effectively across diverse teams within Durapower.

Job Details:

• Basic Salary ranges from $3,500 - $4,500 (Depends on experience) + $100 Mobile

• Allowance + $350 Transport + Quarterly Incentive (Commission)

• Location: Raffles

• Working Hours & Days: Mon to Fri – 9AM to 630PM

• Annual Leave: 23 Days per year + 3 family care leave

• Permanent Role

Job Responsibilities:

• Calling, face to face meeting & leads generation to promote corporate products such as loans to corporate companies

• Develop and maintain an active prospect pipeline to achieve sales targets and expand the company’s customer base.

• Building rapport and maintaining a good professional relationship with clients.

• Follow up on the client's application and documents

• Assist in the applications process

Requirements:

• Minimum a Diploma/Degree in any discipline

• Preferable with at least 6 months to 1 year of sales experience in any industry.

• Fresh Grads who are keen can apply also as there will be professional 3 months of training provided by the bank

Only shortlisted candidates will be notified
Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295

Durapower, a pioneer in the sale, design, and system integration of cutting-edge lithium-ion batteries, is seeking a Financial Planning & Analysis (FP&A) Analyst This critical role is centred on enhancing Durapower's strategic growth initiatives within the realm of advanced energy solutions. As a pivotal contributor to our strategic evolution, you'll decipher market intricacies, steering our product and service offerings toward sustained success.

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Responsibilities:

· Develop and maintain financial models and forecasts specifically tailored to the battery technology industry.

· Analyse financial performance and market trends within the energy storage sector to support strategic decision-making at Durapower.

· Prepare comprehensive financial reports, focusing on key performance indicators relevant to the battery technology market.

· Collaborate closely with R&D, sales, and marketing teams to develop budgets and forecasts for product development and market expansion.

· Conduct detailed variance analysis to evaluate actual performance against industry-specific budgets and forecasts.

· Support in assessing the financial feasibility of new product innovations and market expansion strategies within the energy storage sector.

· Present insightful financial analyses to senior management to facilitate data-driven decisions in line with Durapower's market objectives.

Requirements:

· Bachelor’s degree in finance, Economics, or a related field

· Proven track record in financial analysis and planning within the energy storage or renewable energy industry.

· Proficiency in financial modelling tools and data analysis relevant to the battery technology sector.

· Analytical mindset with a focus on market dynamics and financial implications specific to energy storage solutions.

· Strong communication and collaboration skills to work effectively across diverse teams within Durapower.

Durapower, a pioneer in the sale, design, and system integration of cutting-edge lithium-ion batteries, is seeking a Financial Planning & Analysis (FP&A) Analyst This critical role is centred on enhancing Durapower's strategic growth initiatives within the realm of advanced energy solutions. As a pivotal contributor to our strategic evolution, you'll decipher market intricacies, steering our product and service offerings toward sustained success.

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Responsibilities:

· Develop and maintain financial models and forecasts specifically tailored to the battery technology industry.

· Analyse financial performance and market trends within the energy storage sector to support strategic decision-making at Durapower.

· Prepare comprehensive financial reports, focusing on key performance indicators relevant to the battery technology market.

· Collaborate closely with R&D, sales, and marketing teams to develop budgets and forecasts for product development and market expansion.

· Conduct detailed variance analysis to evaluate actual performance against industry-specific budgets and forecasts.

· Support in assessing the financial feasibility of new product innovations and market expansion strategies within the energy storage sector.

· Present insightful financial analyses to senior management to facilitate data-driven decisions in line with Durapower's market objectives.

Requirements:

· Bachelor’s degree in finance, Economics, or a related field

· Proven track record in financial analysis and planning within the energy storage or renewable energy industry.

· Proficiency in financial modelling tools and data analysis relevant to the battery technology sector.

· Analytical mindset with a focus on market dynamics and financial implications specific to energy storage solutions.

· Strong communication and collaboration skills to work effectively across diverse teams within Durapower.

Castlery is looking for a Financial Planning & Analysis (FP&A) Senior Analyst to join our Finance Department.

We are seeking an experienced and self-driven FP&A Senior Analyst to navigate the complexities of financial operations and projects within our dynamic environment. The role will work closely with senior stakeholders across the group to shape and define Castlery's financial strategy.

The ideal candidate will not only be an expert in identifying and modelling key business drivers but will also be an influencer, capable of garnering buy-in from executive to departmental levels, ensuring that our strategic financial planning aligns with business objectives and delivers tangible outcomes.

Key Responsibilities

Reporting and Analysis:

• Collaborate with the Accounting team to streamline month-end closing and enhance reporting processes, ensuring accuracy and adherence to financial policies while upholding data integrity.
• Develop monthly management reports including detailed profitability analyses and business insights across various markets, channels, and products, offering clear explanations of variances to aid in performance enhancement and support stakeholders in data-driven decision-making.
• Perform ad-hoc forward-looking analysis such as project evaluation and benchmarking, delivering insights for strategic initiatives and operational improvement.

Planning and Business Partnering:

• Conduct thorough identification and analysis of key business drivers, incorporating risk assessments and market fluctuations to ensure precision in strategic financial forecasting.
• Lead cross-functional collaboration in the financial budgeting and forecasting process, challenging validity of assumptions.
• Serve as a strategic partner, challenging the status quo to enhance operations and financial outcomes to drive efficiency, while also guiding critical decision-making processes.
• Synthesise complex financial information and deliver clear, impactful financial presentations for reviews and stakeholder meetings.
• Review and track the progress of initiatives against strategic targets, ensuring that the organization stays on course to meet its objectives.
• Lead initiatives to optimise finance processes, harnessing BI tools to enhance data effectiveness and transparency, thereby streamlining efficiency across financial operations.

What You’ll Need:

Educational and Professional Qualifications

• Hold a Bachelor's Degree in Business/Finance, with professional accreditation (ACCA, CPA, or equivalent) advantageous.
• Minimum of 4 years of FP&A experience, preferable at least 4 years from a private company setting includuing experience from a big 4 auditor.

Industry Experience

• Experience with US and Australian business operations within Retail, E-commerce, B2C, and/or Logistics sectors would be advantageous.

Technical Skills and Personal Attributes

• Demonstrate proficiency in managing large data volumes and using analytical skills to inform strategic financial decisions, while considering the wider business context.
• Must have expertise in ERP systems (e.g., Oracle Netsuite) and proficiency with BI tools (e.g., Microsoft Power BI) for comprehensive data management and analysis.
• Exhibit strong communication skills for clear financial explanations to business leaders and robust stakeholder management.
• Collaborative team player within the finance department and in cross-functional teams, fostering a cooperative and productive workplace.
• Self-motivated and able to excel independently in a fast-paced business setting.

What we promise

Our first promise - the ride of a lifetime

You’ll be joining a company in its most exciting phase; we’ve proven our product market fit, and with the growing online penetration of furniture, we’re now focused on hypergrowth. You’ll have a front-row seat in witnessing the growth of our customer-base and organisation at a global-level.

Our second promise – a place to thrive

We’re building a company that has people as one of the company’s core pillars for success. It’s our mandate to help every employee perform to their highest potential so that they can do the very best work of their lives here, at Castlery.

We’re committed to our employees’ growth, and continuously strive to ensure our employees are set up for success through their journey, starting with an excellent onboarding experience, and carrying over into emphasis on personal and professional development.

Castlery strives to maintain a psychologically safe, transparent, and flexible work environment to enable our people can perform at their best level and believes in partnering our employees to raise that level as they grow with us.

Durapower, a pioneer in the sale, design, and system integration of cutting-edge lithium-ion batteries, is seeking a Financial Planning & Analysis (FP&A) Analyst This critical role is centred on enhancing Durapower's strategic growth initiatives within the realm of advanced energy solutions. As a pivotal contributor to our strategic evolution, you'll decipher market intricacies, steering our product and service offerings toward sustained success.

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Responsibilities:

· Develop and maintain financial models and forecasts specifically tailored to the battery technology industry.

· Analyse financial performance and market trends within the energy storage sector to support strategic decision-making at Durapower.

· Prepare comprehensive financial reports, focusing on key performance indicators relevant to the battery technology market.

· Collaborate closely with R&D, sales, and marketing teams to develop budgets and forecasts for product development and market expansion.

· Conduct detailed variance analysis to evaluate actual performance against industry-specific budgets and forecasts.

· Support in assessing the financial feasibility of new product innovations and market expansion strategies within the energy storage sector.

· Present insightful financial analyses to senior management to facilitate data-driven decisions in line with Durapower's market objectives.

Requirements:

· Bachelor’s degree in finance, Economics, or a related field

· Proven track record in financial analysis and planning within the energy storage or renewable energy industry.

· Proficiency in financial modelling tools and data analysis relevant to the battery technology sector.

· Analytical mindset with a focus on market dynamics and financial implications specific to energy storage solutions.

· Strong communication and collaboration skills to work effectively across diverse teams within Durapower.