financial-planning-and-analysis

At Doctor Anywhere, we are guided by the core belief that healthcare should be simple, accessible and efficient for everyone. Since our launch in 2017, we've been disrupting the healthcare industry by developing innovative solutions to bridge gaps in the healthcare ecosystem. Our services integrate both digital and offline platforms to empower users to take charge of their health. Headquartered in Singapore, we have regional offices in Malaysia, Thailand, Philippines, Vietnam, and India, serving more than one million (and growing) users across Asia.

If you are excited to be at the forefront of health-tech innovation, and passionate about creating meaningful change, join us at https://doctoranywhere.bamboohr.com/jobs/ 

Doctor Anywhere Malaysia

• Maintain and reconcile the General Ledger to ensure accuracy and completeness
• Prepare monthly journal entries, accruals, prepayments, and adjustments
• Perform month-end and year-end closing activities within timelines
• Reconcile balance sheet accounts and investigate variances
• Support preparation of financial statements and management reports
• Ensure compliance with accounting standards, company policies, and audit requirements
• Liaise with AP, AR, clinics, and operations teams to resolve posting issues
• Assist on invoice Processing and payment runs.
• Assist on AR Billing and collection
• Assist with internal and external audits, including document preparation
• Manage input VAT, sales VAT, and withholding tax matters
• Prepare Management reports by BU
• Perform any ad hoc task assigned
• Support new initiatives from business
• To communicate, coordinate, or work together with government authorities whenever it becomes necessary.

Executive, Finance – 6 months contract

Executive Finance overseeing day-to-day finance operations and compliance for Doctor Anywhere in Bangkok. Managing financial statements, reconciliations, and team collaboration within a dynamic environment.

<FINNOMENA> is a Thai financial platform that provides investment research, market news, fund recommendations, and tools to help retail investors discover, select, and manage mutual funds. It publishes market alerts and weekly insights, offers fund screeners, real-time prices (e.g., gold), tax-saving fund promotions, and supports account opening and fund purchases including its own managed funds. The service functions as a combination of financial media, investment toolkit, and fund distribution channel targeted at individual investors.

Finnomena is Thailand’s leading all-in-one digital wealth management platform for investors and financial advisors with over 100k investment accounts opened.

"Ahead of the Game"

Our management team has over 50 years of combined industry experience in global financial institutions like JP Morgan, Krungsri, Citi, CIMB Principal, UOB among others.  

We utilize our proprietary ML technology and a hybrid robo-advisory model to generate the above market returns and deliver an amazing tech-enabled user experience.

We are the only fully integrated digital wealth management platform in the region that provides professionally generated investment content via our own investor’s knowledge hub (with over 30m in monthly views and >1.2m social media followers). We are different in our non-biased advisory approach by representing over 19 asset management companies and counting.

Finnomena has achieved significant growth to date and is poised to scale rapidly; we recently raised a $10M Series B from reputed regional and local investors to further build and expand our business. 

Come join the fastest growing FinTech in Thailand!

For more information please visit us at https://www.finnomena.com.

Finnomena in News:
https://www.techinasia.com/finnomena-bags-10m
https://www.businesstimes.com.sg/asean-business/wealth-management-platform-finnomena-franklin-templeton-to-bring-investment-solutions

FINNOMENA

• Proactively share timely market updates, investment opportunities, and customized solutions with prospects, clients, and relationship managers through clear written and verbal channels.
• Function as a client-facing investment consultant, collaborating closely with relationship managers to efficiently address all product- and investment-related inquiries.
• Design and present tailored investment solutions, including the preparation of high-quality presentation decks and necessary supporting materials.
• Cultivate and maintain strong expertise across our entire investment product lineup, demonstrating a solid mastery of asset management principles, financial markets, portfolio construction, and performance analysis.
• Execute rigorous due diligence on investment products, specifically mutual funds and fixed income, and monitor developments from fund houses to inform the product selection process.
• Actively contribute to investment team discussions by sharing innovative ideas, research findings, and identified market opportunities.
• Manage and maintain data systems to produce various regular reports essential for supporting team activities.
• Partner with cross-functional teams on strategic business and product development initiatives.
• Provide support for ad-hoc tasks and projects as required.

Investment Specialist / Senior Investment Specialist

Investment Specialist role focusing on market insights and practical investment advice for clients. Collaborating with relationship managers to advise on mutual funds and fixed income products.

• Translate investment strategy, asset allocation views, and market outlooks into actionable client portfolios and solution sets
• Ensure consistency, suitability, and clarity of investment recommendations across client segments
• Act as a senior investment authority in complex client situations and strategic discussions
• Lead and develop professionals within the Investment Solutions Department, setting standards for investment quality, communication, and execution
• Establish workflows, best practices, and approval processes for investment materials and client proposals
• Serve as an escalation point for complex investment, product, or portfolio-related matters
• Oversee product due diligence, selection, and ongoing monitoring across mutual funds, bonds, and equity products
• Maintain close relationships with asset managers, bond issuers, and partners to stay informed on market developments and opportunities
• Ensure product usage aligns with client risk profiles and investment objectives
• Support key client pitches, portfolio reviews, and high-value advisory cases
• Contribute to revenue growth by improving solution relevance, client conversion, and retention
• Represent the Investment Solutions function in meetings with high-net-worth and institutional clients when required
• Act as a key investment spokesperson for the firm, communicating investment views, market perspectives, and portfolio positioning to the public and investors
• Represent the firm in external forums such as seminars, client events, media interviews, webinars, and industry conferences
• Collaborate with Marketing and Communications teams to develop consistent, compliant, and credible investment messaging
• Ensure investment solutions comply with regulatory requirements and internal governance standards
• Review and approve key client-facing and public investment materials
• Maintain robust documentation supporting investment rationale and portfolio decisions
• Work closely with Investment Strategy, Product, Sales, Marketing, and Operations teams
• Provide investment input into new product launches and platform expansion initiatives
• Support RM and internal training programs on investment products, portfolio construction, and market themes

Head of Investment Solutions

Head of Investment Solutions responsible for client-ready investment solutions across wealth platform. Leading investment strategy discussions and mentoring advisory professionals.

CREA, the leading ecommerce enabler in Southeast Asia, makes ecommerce success effortless for brands across multiple channels. By combining innovative technology and ecommerce expertise, CREA helps brands remove the complexity of operating in a fragmented digital commerce landscape and maximises opportunities by providing a single multi-channel solution. 

CREA provides multi-channel store management and operations, marketing, branding and data-driven channel insights to brands to enhance and further brand growth and offers direct to consumer channel management and fulfilment. Through strategic partnerships, such as with SuperOrdinary, CREA has also built a global distribution network for its brands.  

Offices and warehouses for CREA are located in Thailand, Singapore and Malaysia. The company is founded by serial entrepreneurs, Aimone Ripa di Meana and Alessandro Piscini in 2019, and is headquartered in Bangkok, Thailand. 

CREA

• Play a central role in driving the corporate and financial strategy
• Deliver insightful financial analysis and ensure alignment between financial performance and business objectives
• Manage diligence and execution of M&A
• Prepare investor presentations and refine equity story
• Lead annual budgeting and forecasting processes

Head of FP&A

Head of FP&A leading financial strategy and analysis for a growing e-commerce enabler in Southeast Asia. Collaborating with senior leadership to drive insights and strategic decisions.

• Support the preparation of the annual budget and quarterly forecasting process
• Build and maintain financial models, including revenue and cost projections
• Conduct monthly performance analysis (variance analysis, KPI trends, cohort performance)
• Prepare management reporting dashboards and financial summaries
• Support investor relations materials (presentations, data packs, research)
• Assist in M&A analysis and financial due diligence (when applicable)
• Monitor industry benchmarks and competitive trends
• Collaborate with business teams to gather data and understand drivers behind performance
• Support the Head of FP&A in Board meeting preparation and ad-hoc strategic projects

FP&A Specialist

FP&A Specialist supporting financial analysis, budgeting, and forecasting for a fast-growing e-commerce company. Collaborating with teams to drive data-driven decision-making across the organization.

Hybrid Financial Analysts roles in Thailand

Browse 5 hybrid financial analysts roles hiring in Thailand plus related opportunities such as financial analyst, business analyst, business operations, fp&a, pricing analyst and revenue operations.

5 jobs found

Executive, Finance – 6 months contract

Doctor Anywhere Malaysia

Investment Specialist / Senior Investment Specialist

FINNOMENA

Head of Investment Solutions

FINNOMENA

Head of FP&A

CREA

FP&A Specialist

CREA