The Role:
The Financial Planning & Analysis Analyst is responsible for supporting financial planning, budgeting, forecasting, reporting, and analysis to help drive strategic decision-making. This role partners with cross-functional teams to analyze financial performance, identify trends, and provide actionable insights that improve business outcomes. The ideal candidate has a strong foundation in accounting and finance, with the ability to develop and maintain integrated financial statements.
Location: Must be in the Philippines – Remote.
Language: Advanced English (B2+ - C1).
Timezone: Monday to Friday: 8AM – 5PM EST / 8PM – 5AM Philippine Time
Employment: Full time Position
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2–5 years of experience in Financial Planning & Analysis, Corporate Finance, or a related role.
- Strong understanding of financial statements, including how the income statement, balance sheet, and cash flow statement are interconnected.
- Demonstrated ability to prepare, build, and maintain balance sheet and cash flow statement forecasts as part of an integrated financial model.
- Advanced proficiency in Microsoft Excel, including financial modeling.
- Experience with ERP systems (e.g., SAP, Oracle, NetSuite) and financial planning tools is preferred.
- Knowledge of Power BI, Tableau, or similar data visualization tools is an advantage.
- Strong analytical, problem-solving, and communication skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Preferred Qualifications
- MBA, CFA, or CPA is a plus.
- Experience with driver-based financial modeling and scenario analysis.
- Familiarity with SQL or other data analysis tools is desirable.
Responsibilities:
- Prepare annual budgets, quarterly forecasts, and long-range financial plans.
- Analyze monthly financial results and explain variances against budget and prior periods.
- Develop and maintain integrated financial models, including the income statement, balance sheet, and cash flow statement.
- Prepare management reports, dashboards, and presentations for leadership.
- Monitor key performance indicators (KPIs) and provide insights into business performance.
- Partner with business leaders to support financial planning and operational decision-making.
- Conduct profitability, pricing, and cost analyses to identify opportunities for improvement.
- Support month-end and quarter-end financial close activities as needed.
- Assist with strategic initiatives, business cases, and ad hoc financial analysis.
- Continuously improve financial reporting processes, automation, and data accuracy.
