Purchase Order Financial Analyst in Philippines Manila –Free Word Template Download with AI
Procurement of Professional Financial Analyst Services
Republic of the Philippines — Metro Manila Region
Issuing Organization (Buyer)
Meridian Capital Holdings, Inc.
Unit 2401, 24th Floor, Ayala Avenue Center
1004 Philippines Manila, Metro Manila
Tel: +63 (2) 8830-4521
Email: [email protected]
TIN: 000-123-456-000
Service Provider (Vendor)
Apex Financial Advisory Group, Inc.
Suite 1805, 18th Floor, Makati Business Park
1226 Philippines Manila, Metro Manila
Tel: +63 (2) 8871-9934
Email: [email protected]
TIN: 000-654-321-000
| Purchase Order No.: | PO-2025-04782 |
| Date of Issue: | June 12, 2025 |
| Delivery / Commencement Date: | July 1, 2025 |
| Required Completion Date: | December 31, 2025 |
| Payment Terms: | Net 30 days from receipt of approved invoice |
| Currency: | Philippine Peso (PHP) |
| Authorized By: | Dr. Elena M. Reyes, Chief Financial Officer |
| Department: | Corporate Finance & Strategic Planning |
This Purchase Order is issued by Meridian Capital Holdings, Inc., a corporation duly registered and operating in Philippines Manila, for the procurement of professional Financial Analyst services. The purpose of this Purchase Order is to engage a qualified Financial Analyst or team of Financial Analyst professionals to perform comprehensive financial modeling, portfolio evaluation, risk assessment, and strategic forecasting for the fiscal year 2025. All services shall be rendered at the principal office of the Buyer located in Philippines Manila, or at such other location within Metro Manila as mutually agreed upon in writing.
Line Items| No. | Description of Service | Qty | Unit Rate (PHP) | Amount (PHP) | Period |
|---|---|---|---|---|---|
| 1 | Senior Financial Analyst — Monthly Retainer for Financial Modeling, Variance Analysis, and Budget Forecasting | 6 | 185,000.00 | 1,110,000.00 | Jul – Dec 2025 |
| 2 | Financial Analyst — Quarterly Portfolio Performance Review and Risk Assessment Report | 2 | 275,000.00 | 550,000.00 | Q3 & Q4 2025 |
| 3 | Financial Analyst — Ad-Hoc Due Diligence Support for M&A Transactions (up to 80 hours) | 80 | 3,500.00 | 280,000.00 | As needed |
| 4 | Financial Analyst — Annual Financial Planning and Strategic Advisory Session (2-day workshop in Philippines Manila) | 1 | 150,000.00 | 150,000.00 | Nov 2025 |
| 5 | Travel and Accommodation Allowance for Financial Analyst team within Philippines Manila metro area | 1 | 45,000.00 | 45,000.00 | FY 2025 |
| Subtotal: | 2,135,000.00 |
| VAT (12%): | 256,200.00 |
| Grand Total (PHP): | 2,391,200.00 |
- Scope of Work: The Financial Analyst engaged under this Purchase Order shall perform all duties in accordance with the Philippine Financial Reporting Standards (PFRS) and the guidelines set by the Securities and Exchange Commission of the Philippines. All deliverables must be submitted to the Buyer's office in Philippines Manila no later than the dates specified in the Line Items table above.
- Qualifications: The Financial Analyst or team assigned to this engagement must hold a valid CPA license issued by the Board of Accountancy of the Philippines and a minimum of five (5) years of relevant experience in corporate finance, investment analysis, or strategic planning. The vendor shall provide copies of professional credentials upon request.
- Payment: Payment shall be made via bank transfer to the account designated by the vendor. Invoices must be submitted to the Buyer's Accounts Payable department in Philippines Manila within ten (10) business days of service completion. The Purchase Order number PO-2025-04782 must be referenced on all invoices.
- Confidentiality: The Financial Analyst shall maintain strict confidentiality over all proprietary financial data, client information, and strategic plans of Meridian Capital Holdings, Inc. This obligation shall survive the termination of this Purchase Order for a period of three (3) years.
- Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of termination, the vendor shall be compensated for all services rendered up to the effective date of termination, less any applicable deductions.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the Republic of the Philippines. Any disputes arising hereunder shall be resolved through arbitration in Philippines Manila in accordance with the rules of the Philippine Dispute Resolution Center, Inc. (PDRCI).
- Compliance: The vendor and the assigned Financial Analyst personnel shall comply with all applicable labor laws, tax regulations, and data privacy laws of the Philippines, including the Data Privacy Act of 2012 (Republic Act No. 10173).
- Validity: This Purchase Order is valid for acceptance within fifteen (15) calendar days from the date of issue. Failure to accept within this period shall render this Purchase Order null and void.
For and on behalf of Meridian Capital Holdings, Inc. (Buyer):
Dr. Elena M. ReyesChief Financial Officer
Date: ______________________
For and on behalf of Apex Financial Advisory Group, Inc. (Vendor):
Mr. James T. VillanuevaManaging Partner
Date: ______________________ ⬇️ Download as DOCX Edit online as DOCX
Create your own Word template with our GoGPT AI prompt:
GoGPT