Home Based Financial Planning Analyst (Workday Adaptive Planning)

Job Description

Join our rapidly growing BPO company as a Home-Based Financial Planning Analyst at DCX. In this pivotal role, you will have the opportunity to own budgeting, cash flow forecasting, and develop financial models to support our strategic initiatives. With your expertise in Excel modeling and strong accounting/financial knowledge, you'll play a vital role in driving our company's success.

We're looking for a highly analytical individual with an eye for detail and a passion for precision. Collaborate seamlessly with our talented team, thrive in a fast-paced environment, and consistently deliver results under tight deadlines. Join us now and be part of an exciting journey as we continue to elevate our accounting team and make a lasting impact in the industry.

Job Responsibilities

1. Budgeting and forecasting

• Assist in data gathering, development and consolidation of annual and mid-year budgets and forecasts, working closely with the cost center managers.
• Support near- and long-term P&L forecast.

2. Variance analysis

3. Assist in the preparation and processing of cost center managers monthly budget to actual review reports.

4. Assist in the consolidation of feedback from the cost center managers, as well as investigating and responding to concerns/queries if needed.

5. Assist in the preparation of management reports related to monthly variance report and other components of the monthly financial package.

6. Treasury/cashflow forecasting

• Assist in the preparation of weekly and 12-month rolling cash forecast.

7. Ad-hoc

• Support the FP&A team in conducting financial reviews, presentations, and discussions with cost center managers and senior leadership.
• Assist and coordinate with the Data Project team for various process improvements.
• Drive process improvements to enhance the efficiency and effectiveness of the FP&A function.

Role Details

• Industry: Finance
• Work Shift: 8:00 AM - 5:00 PM CST (USA)
• Workdays: Monday through Friday (USA)
• Written and spoken English skills: Very Proficient
• Salary Range: PHP 75,000 - 80,000

Ideal Candidates will have:

• Extensive experience in budgeting, cash flow forecasting, and financial analysis.
• Advanced Excel modeling
• Must be able to work independently, Strong sense of ownership and accountability.
• Attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results.
• Hands-on, results-oriented, and self-motivated
• Proactive problem-solving skills including the ability to define possible solutions, foresee issues, and provide effective solutions.
• Analytical skills, flexibility, and ability to adapt to dynamic expectations.
• Ability to organize, interpret and analyze large volumes of data.
• Excellent communication skills to collaborate with company leaders and Cost Center Managers.

Additional Job Requirements

• Education: Bachelor's degree in Accounting, Finance, or any related field.
• Experience: 2-4 years of relevant experience in FP&A, management accounting, corporate finance, or consulting
• Extensive experience in budgeting, cash flow forecasting, and financial modeling.
• Strong understanding of financial statements, financial modeling, and forecasting techniques.
• Technical skills: Advanced MS Excel skills (pivot, macros, financial modeling tools, and the like).
• Experience with ERP system - Workday Adaptive Financial Planning experience is required.
• Working knowledge of US GAAP.
• Additional certification (CPA or CMA, or CFP) is a plus but not required.

About DCX

DCX is a leading BPO that supports growth-minded small and medium-sized businesses in the United States. If you're interested in working with some of the fastest-growing companies in the USA, we're excited to have you apply!

To our customers, we promise that we will help them focus on their most important goals by providing superior back-office services. We bring a mindset of quick response, attention to detail, and innovative ideas to all that we do for our customers.

To our team members, we promise to be a company that is, first and foremost, dedicated to our employees. We aim to be a compassionate organization that looks after everyone's well-being through generous salaries, empathetic management, and growth-oriented training. We are always looking to offer perks in addition to pay, including work-from-home opportunities, travel allowances, meals, and more.

We look forward to receiving your application and getting to know you better!

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!