Financial Planning & Analysis Senior Specialist

The role is to support financial planning, forecasting, budgeting and reporting activities. He/She will directly be reporting to Sr. FP&A Manager to assist in delivering accurate, timely and insightful financial analysis that drives informed business decisions and optimizes cost efficiency across SLGS Philippines functions.

Responsibilities:

Financial Planning & Forecasting

• Support the annual Budgeting and forecasting process.

• Collaborate with business units to gather assumptions, validate inputs and consolidate financial plans

Budget Clearance & Cost Control

• Review and approve budget availability for all disbursements across all functions, ensuring alignment with approved budgets and cost centers.

• Monitor spending against budget and flag any deviations or overruns for management actions.

Reporting & Analysis

• Prepare monthly Recovery reports split per function with variance analysis comparing actual vs. budget/forecast.

• Develop and maintain dashboards and KPIs to monitor service delivery costs and efficiency.

• Highlight financial risks and opportunities.

Business Partnering

• Support and assist the FP&A Manager in providing financial reports and insights

• Help identify cost-saving opportunities and ensure alignment with business goals

Process Improvement

• Contribute to continuous improvement of FP&A processes.

Compliance & Controls

• Ensure adherence to internal controls, accounting policies and audit requirements.

• Support ad hoc analysis and data requests for internal and external consumptions.

Preferred skills:

• Strong problem-solving and analytical thinking skills with pro-active solutions-oriented mindset.

• Familiarity working in a BPO or shared services organization.

• Ability to manage multiple priorities and collaborative mindset.

• Working knowledge of cost allocation methodologies.

• Comfortable presenting financial data and insight to both finance and non-finance stakeholders.

• Experience with data visualization and reporting tools.

Qualifications:

• BS Accountancy Graduate, preferably licensed accountant (CPA)

• Minimum 5 years experience in FP&A, preferably in a BPO or shared services company.

• Strong understanding of cost allocations, intercompany transactions and service based financial models

• Advanced in Excel and PowerPoint skills.

• Both a strong individual contributor and an effective team player

• Strong analytical thinking skills and attention to details

• Excellent communication and stakeholder management skills

• Ability to work effectively in a fast-paced environment.