Job Description
Location: Talamban, Cbu
Work Set-up: Fully Onsite | Dayshift | Monday - Friday
Job Description:
The Assistant Manager for Financial Planning and Analysis plays a key role in supporting strategic and operational decision-making by delivering insightful financial analysis, budgeting, forecasting, and performance reporting. This position partners closely with business leaders to evaluate financial performance, identify growth opportunities, optimize costs, and provide data-driven recommendations that align with the organization's financial objectives.
Key Responsibilities:
Financial Planning, Budgeting & Forecasting
Coordinate the preparation and consolidation of annual budgets, rolling forecasts, and long-range financial plans across multiple business units.
Support the development of strategic financial plans that align with corporate objectives and business expansion initiatives.
Financial Performance Analysis
Conduct detailed analysis of monthly, quarterly, and annual financial results to identify trends, risks, and business opportunities.
Perform variance analysis by comparing actual results against budgets, forecasts, historical performance, and established financial targets.
Management Reporting & Business Insights
Prepare comprehensive management reports, executive dashboards, branch profitability reports, and financial performance presentations.
Present financial insights to senior management, highlighting significant variances, emerging trends, and potential financial risks.
Financial Modeling & Strategic Analysis
Build and maintain financial models to support investment decisions, business cases, pricing strategies, capital expenditures, and expansion initiatives.
Support feasibility studies, cost-benefit analyses, and profitability assessments for new projects and initiatives.
Reporting Process Improvement
Continuously review and enhance financial reporting processes to improve efficiency, consistency, and accuracy.
Identify opportunities to automate recurring reports and financial analyses using available reporting tools and technology.
Qualifications
Bachelor's degree in Accountancy, Finance, Economics, Management Accounting, Business Administration, or a related discipline.
CPA is required.
CMA, CFA, or other relevant professional certification is an advantage.
At least 2–5 years of relevant experience in Financial Planning & Analysis (FP&A), Corporate Finance, Management Accounting, Financial Reporting, or Business Finance.
Previous supervisory, team lead, or project leadership experience is preferred but not required.
Experience supporting multi-site, branch, or regional financial operations is an advantage.
Exposure to budgeting cycles, forecasting processes, and financial planning within medium to large organizations is highly preferred.
