The Financial Planning and Analysis Manager plays a critical role in ensuring the efficient financial operations of our PH Business Sites supporting the organization's overall goals and objectives.
Strategic Planning & Analysis
- Lead the budgeting, forecasting, and financial modeling processes to drive business performance.
- Provide strategic financial insights to support business decision-making.
- Analyze financial data and key performance indicators (KPIs) to identify trends and growth opportunities.
- Identify areas for cost savings and process optimization to improve the company's financial performance
Financial Reporting and Compliance
- Coordinates with U.S.-based bookkeepers and parent finance officers. Prepares or reviews monthly financial reports and cash flow forecasts for headquarters. Ensures that Xero records are accurate and accessible to the U.S. team for consolidation.
- Ensures all BIR tax obligations are met. Acts as primary liaison for external auditors and handles any BIR audits or inquiries, providing required documentation. Reviews compliance calendars to make sure filings are done on time.
- Develops and enforces financial policies and procedures to ensure good governance.
Business Partnering & Strategic Support
- Collaborate with department heads and leadership teams to align financial planning with business objectives.
- Provide cost-benefit analysis and scenario planning to support investments and business expansion.
- Identify operational efficiencies and financial risks, recommending mitigation strategies.
Process Improvement & Automation
- Optimize financial planning systems, tools, and processes to enhance efficiency.
- Support the integration of business intelligence tools and data visualization dashboards.
- Lead initiatives to enhance financial reporting accuracy and automation.
Team Management and Cross Function Collaboration
- Manage and mentor a team of finance professionals to drive continuous improvement
- Collaborate with cross-functional teams to align financial strategies with overall business objectives
- Represent the Finance team and act as a trusted advisor to senior management
Vendor Management
- Liaising with external vendors (PH External CPA and Auditor and US Bookkeeping) and service providers to ensure services are delivered as per the contract terms and within budget.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or MBA is a plus.
- At least 5+ years of experience in financial planning & analysis, budgeting, and forecasting, with strong knowledge of US GAAP, IFRS, and Philippine taxation laws.
- Proficiency in financial modeling, data analytics, and business intelligence tools (e.g., Excel, Power BI, Tableau, SAP, Oracle, Xero).
- Excellent written and verbal communication skills, with the ability to engage effectively with employees, leadership, and external stakeholders.
- Strong analytical and problem-solving skills, with the ability to identify issues, develop solutions, and implement changes to improve efficiency and effectiveness.
- Highly organized, with the ability to manage multiple priorities in a fast-paced environment.
- Strong customer service orientation, with the ability to anticipate and meet the needs of both internal and external stakeholders.
