Director of Financial Planning and Analysis (Reporting to CFO)

Job Summary

The FP&A Director leads financial planning and analysis for the organiztion, delivering data-driven insights to improve decision-making, profitability, and resource allocation. This role requires strong leadershipp, advanced analytical skills, and expertise in financial modeling within a BPO or shared services environment.

Key Responsibilities

Oversee the monthly management reporting process and ensure accuracy and timeliness.

Develop budgets, forecasts, and advanced financial models for programs, clients, and

organizational initiatives.

Analyze profitability metrics, including seat utilization, gross margins, and activity-based

costing.

Design and maintain dashboards and KPI reports using tools such as Power BI and other BI

platforms.

Conduct variance analyses (budget vs. actual) and recommend cost-saving measures.

Provide actionable insights to support strategic decision-making and operational efficiency.

Collaborate with leadership to align financial plans with organizational goals.

Drive process improvements through automation and lean accounting principles.

Main Tasks

Prepare and monitor annual budgets and periodic forecasts.

Develop profitability models for clients, programs, and operational performance.

Create and maintain dashboards for financial and operational KPIs.

Present variance analysis findings to the CFO and executive leadership.

Partner with cross- functional teams to implement financial strategies.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics (MBA preferred).
• CPA designation desirable but not mandatory; CMA certification is a plus.
• Minimum 10 years of experience in FP&A, with at least 5 years in a managerial role within a

BPO or shared services organization.

• Strong knowledge of lean accounting, activity-based costing, and financial modeling.
• Hands-on experience with Hyperion, TM1, Power BI, Power Automate, and familiarity with

AI tools for financial analysis.

• Advanced proficiency in Excel and other financial reporting tools.
• Excellent analytical, problem-solving, and presentation skills.
• Proven ability to create actionable insights from complex data sets.
• Current location in Cebu is disirable.

Preferred Skills & Competencies

Ability to translate complex financial data into actionable management insights.

Strong collaboration skills and ability to work effectively with cross-functional teams.

Gravitas and confidence to interact with senior leadership and influence decisions.

Strategic thinking combined with operational execution capability.

Adaptability to AI-driven tools and automation technologies.