POSITION TITLE: FINANCIAL PLANNING ANALYSIS & CONTROL OFFICER
The purpose of the role is primarily responsible for the timely and accurate submission of all financial reports to the Management and other stakeholders.
- Conduct variance analysis and provide actionable recommendations to improve financial outcomes
- Oversee the preparation of management reports and financial forecasting/budgeting process
- Maintain the companywide GAE / Capex within the approved budget
- Verify to ensure that any unbudgeted item will be compensated by a savings prior endorsement of the request.
- Remind the Division/Department if and when a particular expense line has minimal budget already
- Attend to inquiries/verification of internal and external users related to Opex/Capex as well as management report.
- Thorough Review and ensure timely submission of monthly/quarterly/annual reports to internal and external users
- Consolidate the annual financial plan for review and approval of the Management
- Supervise and ensure that Board meeting materials are compiled and sent out on a timely manner
- Pass the Internal and regulatory audits with no major finding/non-conformity
- Coordinate with the IT resource requirement, SR filing, etc. of any proposed automation
- Foster a culture of continuous improvement and professional development.
Qualifications
- Should be a Certified Public Accountant (CPA)
- Must be amenable to work in Makati
- With 2 to 5 years experience in an officer/senior role related to Financial Planning, Analysis and Control Officer
- Has in depth knowledge in insurance accounting, IC rules and regulations and tax laws.
- Has the ability to focus on satisfying internal and external customer needs and with service quality mindset.
- Coaches to improve performance of the team.
- Takes and initiates actions to achieve goals beyond what is required. Seeks new ways of doing things.
- Proactively works with individuals within the group and from other functions or teams to achieve own and groups goals. Creates effective working relationships.
- Knowledgeable of the operations of the unit/group/organization.
