Total 10 job vacancies by VBP

Overview of the Role  

A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.  

Main duties include:   

• Summarize client details, set files, and add data to the financial planning software  
• Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.  
• Preparing application forms, reports, and mindmap presentations.  
• Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.  
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings  
• Schedule meetings, and appointments and manage travel itineraries.   
• Develop and sustain a level of professionalism among staff and clientele  
• Uphold a strict level of confidentiality  
• Other tasks as assigned by the client or team leader  

Successful applicants should:  

• Graduate of any course or other related courses but must have a passion for customer service  
• At least 2 years completion in college + 2 years of work experience  
• Proficient use of Microsoft Applications and Google Workspace  
• Excellent communication and research skills  
• Ability to self-manage and show initiative to drive results   
• Flexible; ability to multitask, adapt to changing priorities, and prioritize projects  
• Has an internet connection of at least 15 Mbps  
• Residence within Cebu or Cagayan de Oro

• 500K per incident HMO coverage + Dental & Optical benefits   
• 2-week paid Christmas vacation  
• 25K Educational Assistance   
• Training and equipment will be provided  
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM  

Overview of the Role

The Tax Accountant will oversee the full spectrum of financial, taxation, compliance, and reporting functions across multiple entities, including those held by Directors. This hands-on role requires strong technical taxation expertise and attention to detail, managing end-to-end responsibilities such as bookkeeping, management reporting, tax compliance, trust account administration, budgeting, forecasting, and coordination with banks and auditors. The Tax Accountant will work with a high level of autonomy, ensuring accuracy, regulatory compliance, and alignment with the Group’s strategic objectives.

Main duties include:

Bookkeeping 

• Carry out full bookkeeping function across all nominated entities (excluding payroll) 

• Reconcile all bank accounts and loan accounts daily. 

• Capture and process all supplier invoices and load for payment. 

• Capture and allocate all disbursements to Work In Progress (WIP). 

• Ensure all invoices are posted accurately and miscellaneous invoices are cleared. 

• Process expense claims and arrange reimbursements to Directors and staff. 

• Re-charge general overheads and manage intercompany recharges between Group entities. 

• Reconcile intercompany loan accounts. 

• Process for payment all payroll-related obligations including: 

• PAYG Withholding 

• Superannuation 

• Garnishee orders 

• Calculate and pay Payroll Tax. 

• Reconcile key clearing and control accounts. 

• Reconcile disbursements. 

• Prepare and lodge monthly BAS returns. 

• Forecast required quarterly tax instalments in the relevant BAS. 

• Ensure timely loading and payment of all ATO obligations. 

• Load for payment bi-monthly dividend payments. 

Monthly Management Reporting 

• Prepare monthly management accounts for each entity. 

• Perform month-end processing including preparation of journals for: 

• Salary accruals 

• General accruals 

• Leave and Long Service Leave accrual adjustments 

• Wage reallocations 

• Prepayments amortisation (insurance, etc.) 

• Depreciation 

• WIP movement adjustments 

• Reconcile key balance sheet accounts and investigate reconciling items. 

• Ensure accuracy and completeness of financial reports. 

• Provide commentary and insights to COO & Directors as required. 

Year-End Financial & Tax Compliance 

• Process all year-end journals necessary to finalise accounts. 

• Prepare year-end reconciliations and clear reconciling items. 

• Maintain fixed asset and tax asset registers. 

• Reconcile Director loan accounts. 

• Calculate and prepare year-end tax calculations. 

• Calculate and adjust deferred tax balances. 

• Determine dividends to declare and tax payable. 

• Prepare and lodge annual tax returns with the ATO (shall include Director owned entities) 

• Prepare working papers to support year-end financial and tax positions. 

• Calculate equity valuations. 

• Process goodwill adjustments where required. 

• Prepare and issue dividend statements. 

• Establish and implement tax planning strategies prior to year end 

Budgeting & Forecasting 

• Prepare the annual budget for each relevant entity. 

• Prepare regular cash flow forecasts. 

• Assess and determine dividend capacity throughout the year. 

• Monitor forecast vs actual performance and report variances. 

Banking & External Stakeholder Liaison 

• Prepare and provide documentation required by Westpac (or relevant lender) for loan reviews. 

• Liaise with banking representatives as required. 

• Provide documentation and reconciliations as requested. 

Trust Account Administration & Compliance 

• Administer Shakespeare Trust Account ensuring full compliance with regulatory requirements. 

• Reconcile trust account daily. 

• Request trust authorities for amounts received and load payments accordingly. 

• Maintain a ledger of amounts held in trust. 

• Ensure monthly reconciliation and sign-off. 

• Assist auditors with trust audit requirements. 

Compliance & Governance Responsibilities 

• Ensure full compliance with ATO, Corporations Act, and relevant taxation legislation. 

• Maintain accurate and complete financial records. 

• Ensure all payments are appropriately authorised and supported. 

• Safeguard confidentiality of Director and Group financial information. 

• Maintain strong internal controls and identify areas for improvement. 

• CA or CPA qualified (or equivalent). 

• Degree in Accounting, Finance or related discipline. 

• Minimum 5+ years’ experience in taxation and financial accounting. 

• Strong working knowledge of Australian tax legislation. 

• Experience preparing company, trust and individual tax returns. 

• Strong experience with BAS preparation and compliance. 

• Advanced Excel skills. 

• Experience managing multiple entities. 

• Competitive salary and performance-based bonus opportunities
• 500K per incident HMO coverage + Dental & Optical benefits 
• 2-week paid Christmas vacation
• Referral bonuses
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment

• Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Gain valuable real-world work experience through an internship opportunity prior to graduation. By becoming an intern, you can significantly enhance your prospects of securing employment post-graduation. 

Join us at one of the prestigious organizations recognized as a Great Place to Work in the Philippines. Submit your application today and embark on this exciting journey!

Main responsibilities include:

• Maintains the Desktop Workstations
• Inventory and tagging of IT assets
• Handle 1st Level Support to End Users
• Installing and configuring computer hardware operating systems and applications

• Currently taking any computer course (Information Technology, Computer Engineering, Information and Communication Technology and other related courses)
• Memorandum of Agreement from the School
• NBI Clearance
• Transcript of Records
• Willing to report in VBP Cebu Office 

Overview of the Role

The Senior Document Writer is responsible for delivering high-quality documentation that supports the success of the company’s products and services. This role involves creating clear, user-friendly guides, detailed task instructions, and comprehensive workflow overviews, while ensuring all client processes are accurate, up-to-date, and aligned with VBP clients’ preferences. The Senior Document Writer also drives documentation standards, promotes best practices, and provides guidance to ensure consistency and continuous improvement across all documentation efforts. 

Major Responsibilities:

• Collaborate with the Onboarding Team and Client Collaboration Stream to document initial tasks from newly onboarded clients, including upgrades or process changes.  

• Produce high-quality, easy-to-understand documentation, including:  

• Swimlane diagrams (process flow diagrams showing roles and responsibilities) 

• Procedures/Key Steps (step-by-step task instructions)  

• Process manuals (detailed “how-to” guides for systems and tools)  

• Document existing processes and ensure all client processes are accurate, complete, and up to date.  

• Use visuals such as images, diagrams, and charts to enhance user understanding.  

• Convert training videos into structured, user-friendly process guides and manuals.  

• Support onboarding activities by contributing to the documentation required for smooth transition into BAU operations. 
• Design and develop a robust policy and controls framework to support scalability and transition to a shared services finance centre of excellence.  

• Identify process gaps and recommend improvements across expense capture, workflow solutions, and delegations of authority.  

• Partner with the Group Financial Control team to align policies and procedures with accounting standards, regulatory requirements, and operational delivery.  

• Develop business requirement definition documents to capture requirements, expected outcomes, and ensure effective handover and execution.  

• Support discovery phases to scope requirements and drive a structured onboarding approach.  

• Ensure alignment with engagement and resource models to support efficient service delivery and clear ownership.  

• Drive documentation standards, governance, and continuous improvement to ensure consistency, quality, and scalability across all documentation. 

• Complete specific tasks to document client processes and maintain/update client intranets, including: 

• Editing client training videos  

• Preparing workflows and swim-lane diagrams  

• Preparing manuals or step-by-step guides of client processes 

• Graduate of any four-year course, preferably AB Linguistics, AB Communication Arts/Mass Communication; or 
• Excellent written and communication skills in English.

• Strong working knowledge of MS Office (SharePoint, Outlook, Word, Excel, PowerPoint); 

• Basic familiarity with the following tools: 

• SharePoint/MS Office 
• Screensteps 
• Lucidchart/Visio 
• Highly organised and keen attention to detail. 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​

Overview of the Role

The Level 2 IT Support is responsible for delivering advanced technical assistance to end-users and internal IT teams. This role focuses on diagnosing and resolving complex technical issues, ensuring timely escalation when necessary, and maintaining exceptional customer satisfaction.

Main duties include:

• Provide timely and effective technical support to end-users via email, chat, or in-person.
• Troubleshoot and resolve escalated IT issues related to hardware, software, network, and peripherals.
• Diagnose and resolve complex technical problems with a focus on minimizing downtime and ensuring high levels of productivity.
• Monitor system performance and ensure compliance with security policies and procedures.
• Participate in IT projects, such as system upgrades, software deployments, and infrastructure changes.
• Manage customer expectations and ensure timely resolution of IT issues in accordance with service level agreements (SLAs)
• Document technical procedures, troubleshooting steps, and solutions for knowledge sharing and future reference.
• Provide training and guidance to end-users on IT best practices, security protocols, and efficient use of technology resources.

• Bachelor's degree in Computer Science, Information Technology, or related field preferred.
• Minimum of 2-3 years of experience in IT support or related roles.
• Strong technical skills in troubleshooting hardware, software, and network issues.
• Proficiency in operating systems (Windows, macOS, Linux) and productivity software (Microsoft Office, G Suite).
• Familiarity with the ITIL framework and best practices in incident management and service delivery.
• Excellent communication skills with the ability to convey technical concepts to non-technical users.
• Certifications such as CompTIA A+, Network+, or Microsoft Certified IT Professional (MCITP) are a plus.

• 500K per incident HMO coverage + Dental & Optical benefits 
• 2-week paid Christmas vacation
• Electricity & Data subsidies
• 25K Educational Assistance 
• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM
• Additional details will be discussed during the Job Offer stage.

Overview of the Role

The Project Management Officer is responsible for overseeing multiple projects and ensuring they align with the strategic goals of the organization. The Project Manager will ensure that projects are delivered on time, within scope, and within budget while also ensuring the successful implementation of solutions that meet client needs. 

Key Responsibilities:  

• Develop and manage program budgets, schedules, and resource allocations.  

• Manage project delivery against defined scope, cost and quality criteria  

• Coordinate and prioritize project interdependencies within the program.  

• Monitor project performance and progress, ensuring alignment with organizational goals  

• Facilitate program-level risk management and issue resolution  

• Communicate project status, milestones, and deliverables to stakeholders.  

• Develop detailed project plans to track progress.  

• Coordinate internal resources and clients for the flawless execution of projects.  

• Ensure that all projects are delivered on time, within scope, and within budget.  

• Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques.  

• Measure project performance using appropriate systems, tools, and techniques.  

• Report and escalate to management as needed.  

• Conduct requirement analysis  

• Collaborate with cross-functional teams to ensure seamless integration of solutions.  

• Act as the primary point of contact for clients during the program's lifecycle.  

• Facilitate client meetings and presentations to communicate program status, milestones, and deliverables.  

• Gather and document client requirements and feedback to ensure satisfaction with the implemented solutions. 

• Bachelor's degree or equivalent combination of education and work experience 
• 2+ years' experience delivering measurable results in process/project management 
• Strong Analytical and Process Review skills with the ability to manage multiple workstreams and deliverables. 
• Demonstrated ability to analyze, optimize and document complex business processes. 
• A formal certification in PMBOK, Prince2 or PMP would be advantageous  
• Strong collaboration and communication skills 
• Strong analytical skills to analyze data and information. 
• Change agent with the ability to guide others through change 
• Team player with good stakeholder management skills 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​

Overview of the Role

The Level 2 IT Support is responsible for delivering advanced technical assistance to end-users and internal IT teams. This role focuses on diagnosing and resolving complex technical issues, ensuring timely escalation when necessary, and maintaining exceptional customer satisfaction.

Main duties include:

• Provide timely and effective technical support to end-users via email, chat, or in-person.
• Troubleshoot and resolve escalated IT issues related to hardware, software, network, and peripherals.
• Diagnose and resolve complex technical problems with a focus on minimizing downtime and ensuring high levels of productivity.
• Monitor system performance and ensure compliance with security policies and procedures.
• Participate in IT projects, such as system upgrades, software deployments, and infrastructure changes.
• Manage customer expectations and ensure timely resolution of IT issues in accordance with service level agreements (SLAs)
• Document technical procedures, troubleshooting steps, and solutions for knowledge sharing and future reference.
• Provide training and guidance to end-users on IT best practices, security protocols, and efficient use of technology resources.

• Bachelor's degree in Computer Science, Information Technology, or related field preferred.
• Minimum of 2-3 years of experience in IT support or related roles.
• Strong technical skills in troubleshooting hardware, software, and network issues.
• Proficiency in operating systems (Windows, macOS, Linux) and productivity software (Microsoft Office, G Suite).
• Familiarity with the ITIL framework and best practices in incident management and service delivery.
• Excellent communication skills with the ability to convey technical concepts to non-technical users.
• Certifications such as CompTIA A+, Network+, or Microsoft Certified IT Professional (MCITP) are a plus.

• 500K per incident HMO coverage + Dental & Optical benefits 
• 2-week paid Christmas vacation
• Electricity & Data subsidies
• 25K Educational Assistance 
• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM
• Additional details will be discussed during the Job Offer stage.

Overview of the Role

The Project Management Officer is responsible for overseeing multiple projects and ensuring they align with the strategic goals of the organization. The Project Manager will ensure that projects are delivered on time, within scope, and within budget while also ensuring the successful implementation of solutions that meet client needs. 

Key Responsibilities:  

• Develop and manage program budgets, schedules, and resource allocations.  

• Manage project delivery against defined scope, cost and quality criteria  

• Coordinate and prioritize project interdependencies within the program.  

• Monitor project performance and progress, ensuring alignment with organizational goals  

• Facilitate program-level risk management and issue resolution  

• Communicate project status, milestones, and deliverables to stakeholders.  

• Develop detailed project plans to track progress.  

• Coordinate internal resources and clients for the flawless execution of projects.  

• Ensure that all projects are delivered on time, within scope, and within budget.  

• Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques.  

• Measure project performance using appropriate systems, tools, and techniques.  

• Report and escalate to management as needed.  

• Conduct requirement analysis  

• Collaborate with cross-functional teams to ensure seamless integration of solutions.  

• Act as the primary point of contact for clients during the program's lifecycle.  

• Facilitate client meetings and presentations to communicate program status, milestones, and deliverables.  

• Gather and document client requirements and feedback to ensure satisfaction with the implemented solutions. 

• Bachelor's degree or equivalent combination of education and work experience 
• 2+ years' experience delivering measurable results in process/project management 
• Strong Analytical and Process Review skills with the ability to manage multiple workstreams and deliverables. 
• Demonstrated ability to analyze, optimize and document complex business processes. 
• A formal certification in PMBOK, Prince2 or PMP would be advantageous  
• Strong collaboration and communication skills 
• Strong analytical skills to analyze data and information. 
• Change agent with the ability to guide others through change 
• Team player with good stakeholder management skills 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​

Overview of the Role

A Data Engineer/scientist to develop and maintain the current data flow and data warehouse.

Main Responsibilities:

• Maintain and develop integrations with Xplan, including client-to-adviser mapping to support accurate revenue and commission reporting. 

• Support the transition of member firms from individual adviser codes to corporate codes by ensuring proper client mapping and data consistency within Xplan. 

• Implement and manage ETL (Extract, Transform, Load) processes. 

• Design and develop enterprise data models and data warehouses for clients. 

• Maintain and develop reports in Power BI and Board Pack PDF. 

• Lead data analytics projects, focusing on visualisation and predictive modelling. 

• Understand business data needs and guide appropriate technological resources. 

• Collaborate with cross-functional teams and stakeholders to identify data requirements, particularly during client transitions (e.g., Fortnum Advice and Captegra migration), and design effective solutions. 

• Aggregate and analyze data to generate actionable insights. 

• Develop and maintain reports, dashboards, and other tools for business users. 

• Develop and implement data management policies, procedures, and standards. 

• A graduate in Computer Science, Engineering, or a related field. 

• Minimum of 2 years of experience in a similar or related role. 

• Strong proficiency in SQL, data modelling, and ideally Power BI and Power Query. 

• Experience working with financial systems or CRM platforms (e.g., Xplan) and an understanding of revenue/commission data structures is highly desirable. 

• Familiarity with ETL processes and associated tools. 

• Working knowledge of Data Lake and Python is a plus but not required. 

• Ability to create clear and concise process documentation. 

• Excellent problem-solving and analytical abilities. 

• Strong communication and collaboration skills. 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​

Overview of the role
The Senior Accounting Assistant plays a key role in supporting Australian-based accounting and finance team, providing advanced support in administrative tasks, client coordination, preparation and processing of financial data, and accounting and compliance-related tasks. This role demands a solid understanding of accounting principles and processes, enabling the individual to perform responsibilities with accuracy, efficiency, and the ability to work independently on routine tasks with minimal supervision. 

Main duties include:

1. Administrative and Client Coordination 

• Manage client document submissions and ensure all required files are collected and organized properly. 

• Liaise with clients for follow-ups on outstanding documents or clarification of data entries. 

• Maintain and update internal checklists and client folders to ensure completeness and compliance. 

2. Financial Data Management 

• Input, validate, and update financial transactions to client-specific system and software. 

• Maintain accuracy of financial data and records. 

• Generate basic reports and summaries as requested by senior staff. 

3. Accounting and Compliance Support 

• Reconcile bank statements, credit card accounts, and other financial records regularly to ensure accuracy and identify and report discrepancies for resolution. 

• Manage invoices, receipts, and expense claims following Australian GST requirements. 

• Process payroll, superannuation, and STP processing and ensure balances are accurate and reconciled at the end of each month. 

• Perform manual journal entries related to payroll tax and reconcile at the end of each month. 

• Perform revenue processing-related tasks with minimal supervision, including generating and preparing revenue statements, workpapers, fees and loans tracking reports and creating journal entries. 

• Handle the recording of asset acquisitions, disposal and depreciation schedules ensuring all asset records are accurate and up to date. 

• Perform pre-review of financial performance and management performance reports to ensure accuracy and flag discrepancies. 

• Prepare annual accounts with minimal supervision. 

• Prepare detailed calculation of Instalment Activity Statements (IAS) and Business Activity Statements (BAS) with minimal supervision. 

• Prepare tax returns and create working papers and input figures in the tax preparation software with minimal supervision. 

• Prepare and organize supporting documentation for tax lodgements and financial reports. 

• Monitor recurring compliance deadlines and maintain a calendar of deliverables. 

4. Team and Process Support. 

• Support the accounting and finance team on other administrative duties related to accounting and tax functions and flag discrepancies. 

• Provide process guidance to new team members. 

• Assist the senior accountant with audit support and reconciliation checks. 

• Identify opportunities to streamline processes, improve efficiency, and minimize errors. 

• Suggest process improvements and documentation policies and procedures. 

• Participate in team meetings, trainings, and continuous learning initiatives. 

• Minimum of two (2) years of experience as an Accounting Assistant supporting Australian clients. 

• Proven experience in Australian Accounting or Finance Support roles. 

• Solid understanding of accounting principles, bookkeeping, reconciliation, Australian tax returns and compliance. 

• Ability to manage multiple client accounts independently with minimal supervision. 

• Proficiency in Microsoft Excel / Google Sheets. 

• Familiarity with accounting software (Xero, MYOB, QuickBooks), or equivalent accounting platforms preferred. 

• Strong attention to detail and accuracy in financial data handling. 

• Good communication and interpersonal skills to liaise with clients, senior accountants, and management. 

• Ability to work across time zones if required. 

• Australian Cert IV in Bookkeeping/Accounting or other relevant Australian bookkeeping/accounting qualification or certification is a plus. 

• Competitive salary and performance-based bonus opportunities
• 500K per incident HMO coverage + Dental & Optical benefits 
• 2-week paid Christmas vacation
• Referral bonuses
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment

• Fixed Schedule of Mon-Fri from 7 AM to 4 PM