Financial Planning and Analysis Manager

Job Title: Financial Planning & Analysis (FP&A)

Job Location: Mckinley, Taguig

Job Summary:

The Financial Planning & Analysis (FP&A) professional will be responsible for providing insights into financial performance, supporting the annual budgeting process, assisting with forecasting activities, and performing variance analysis to track performance against financial targets. This role requires close collaboration with various departments to ensure accurate financial reporting and effective decision-making. The FP&A professional will play a crucial role in driving financial strategies, identifying cost-saving opportunities, and ensuring financial goals are met.

Key Responsibilities:

• Budgeting & Forecasting:
• Lead the development of the annual budget, collaborating with department heads to set financial targets.
• Prepare and update financial forecasts, analyzing trends and performance against budget.
• Monitor and track key financial metrics, identifying areas of risk or opportunity.
• Financial Analysis:
• Conduct regular variance analysis to understand deviations from budget and forecast.
• Provide actionable insights and recommendations to management based on financial data.
• Analyze and report on business performance, highlighting key trends and offering forecasts.
• Reporting & Presentations:
• Prepare monthly, quarterly, and annual financial reports, highlighting key performance indicators (KPIs).
• Present financial results and projections to senior leadership and other stakeholders.
• Assist in preparing financial presentations for board meetings, investors, and other external parties.
• Cost Management:
• Analyze cost structures and identify opportunities for cost-saving or efficiency improvements.
• Collaborate with business leaders to implement cost reduction initiatives while maintaining performance.
• Process Improvement & System Support:
• Drive continuous improvement of FP&A processes, tools, and systems to enhance accuracy and efficiency.
• Maintain and improve financial modeling tools and templates.
• Assist with the integration of new financial systems or technologies as required.
• Ad-hoc Analysis:
• Support ad-hoc financial analysis for strategic business decisions and investment evaluations.
• Conduct scenario analysis to assess potential impacts of different business strategies.
• Training:
• Facilitate training sessions for department heads on effectively managing and overseeing departmental budgets.
• Provide ongoing support and expertise to ensure departments adhere to budgeting processes and financial objectives.

Qualifications:

• Education:
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Professional certification (e.g., CFA, CPA, or MBA) is a plus.
• Experience:
• 8-12 years of experience in financial analysis, FP&A, or similar roles, preferably in the BPO industry.
• Experience with financial modeling, forecasting, and budgeting processes.
• Strong knowledge of financial planning tools and software (e.g., Excel, Hyperion, SAP, Adaptive Insights).
• Skills:
• Advanced proficiency in Excel and financial modeling.
• Strong analytical skills with excellent attention to detail.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Ability to work cross-functionally and manage multiple priorities under tight deadlines.
• Strong problem-solving skills with a proactive approach.
• Preferred:
• Experience with ERP systems (e.g., Oracle, SAP, NetSuite) and FP&A software.
• Experience in BPO FP&A is highly desirable.

Job Title: Financial Planning & Analysis (FP&A)

Job Location: Mckinley, Taguig

Job Summary:

The Financial Planning & Analysis (FP&A) professional will be responsible for providing insights into financial performance, supporting the annual budgeting process, assisting with forecasting activities, and performing variance analysis to track performance against financial targets. This role requires close collaboration with various departments to ensure accurate financial reporting and effective decision-making. The FP&A professional will play a crucial role in driving financial strategies, identifying cost-saving opportunities, and ensuring financial goals are met.

Key Responsibilities:

• Budgeting & Forecasting:
• Lead the development of the annual budget, collaborating with department heads to set financial targets.
• Prepare and update financial forecasts, analyzing trends and performance against budget.
• Monitor and track key financial metrics, identifying areas of risk or opportunity.
• Financial Analysis:
• Conduct regular variance analysis to understand deviations from budget and forecast.
• Provide actionable insights and recommendations to management based on financial data.
• Analyze and report on business performance, highlighting key trends and offering forecasts.
• Reporting & Presentations:
• Prepare monthly, quarterly, and annual financial reports, highlighting key performance indicators (KPIs).
• Present financial results and projections to senior leadership and other stakeholders.
• Assist in preparing financial presentations for board meetings, investors, and other external parties.
• Cost Management:
• Analyze cost structures and identify opportunities for cost-saving or efficiency improvements.
• Collaborate with business leaders to implement cost reduction initiatives while maintaining performance.
• Process Improvement & System Support:
• Drive continuous improvement of FP&A processes, tools, and systems to enhance accuracy and efficiency.
• Maintain and improve financial modeling tools and templates.
• Assist with the integration of new financial systems or technologies as required.
• Ad-hoc Analysis:
• Support ad-hoc financial analysis for strategic business decisions and investment evaluations.
• Conduct scenario analysis to assess potential impacts of different business strategies.
• Training:
• Facilitate training sessions for department heads on effectively managing and overseeing departmental budgets.
• Provide ongoing support and expertise to ensure departments adhere to budgeting processes and financial objectives.

Qualifications:

• Education:
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Professional certification (e.g., CFA, CPA, or MBA) is a plus.
• Experience:
• 8-12 years of experience in financial analysis, FP&A, or similar roles, preferably in the BPO industry.
• Experience with financial modeling, forecasting, and budgeting processes.
• Strong knowledge of financial planning tools and software (e.g., Excel, Hyperion, SAP, Adaptive Insights).
• Skills:
• Advanced proficiency in Excel and financial modeling.
• Strong analytical skills with excellent attention to detail.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Ability to work cross-functionally and manage multiple priorities under tight deadlines.
• Strong problem-solving skills with a proactive approach.
• Preferred:
• Experience with ERP systems (e.g., Oracle, SAP, NetSuite) and FP&A software.
• Experience in BPO FP&A is highly desirable.