Financial Planning & Analysis (Fp&A) Analyst | Cpa

Job Expectations:

• Position Type: Mid-Level, Individual Contributor
• Employment Type: Full-Time; Permanent (Direct Hire)
• Work Setup & Location: Hybrid - BGC, Taguig
• Work Schedule: Mondays - Fridays, Day Shift
• Budget: Php 90,000 - Php 110,000
• Industry: HR Software Solutions

About the Job:

We are looking for a Senior Financial Analyst to join our client's team. The successful candidate will be integral to shaping the company's financial strategy and driving informed decision-making. Your key responsibilities will include financial modeling, reporting, budgeting, and analysis across a variety of operational and strategic areas. You will work closely with cross-functional teams to provide actionable insights and improve financial performance.

Scope & Responsibilities:

• Prepare monthly financial reports, including variance analysis, trends, and forecasting. Work closely with other teams to ensure data accuracy and timely reporting.
• Track and analyze revenue streams, including ARR, new customer acquisition, and retention. Provide insights into upsell, cross-sell, and churn metrics.
• Assist in the preparation and management of annual budgets, while continuously revising forecasts based on performance trends.
• Build and maintain complex financial models to guide strategic planning and decision-making.
• Work with the sales team to track performance and forecast revenue based on sales pipeline data.
• Design and enhance financial dashboards to provide real-time insights into business performance.
• Monitor and optimize vendor spend and procurement strategies, identifying cost-saving opportunities.
• Evaluate the financial impact of new investments and initiatives, providing clear ROI analysis.
• Lead and participate in special projects, as required by the CFO or FP&A manager.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or related field. CPA qualification required.
• At least 5 years of experience in finance, with a minimum of 3 years in an FP&A role.
• Knowledgeable of Generally Accepted Accounting Principles and IFRS.
• Previous experience in SaaS, subscription-based businesses, or tech industries is highly preferred.
• Advanced proficiency in Excel, Google Sheets, and financial modeling tools. Experience with NetSuite and Salesforce is a plus.

Preferred Qualifications:

• Strong analytical skills with the ability to present complex financial data in a clear and concise manner. Proficiency in Power BI or similar visualization tools is desirable.
• Highly organized with the ability to manage multiple projects and deadlines. Excellent communication skills and the ability to work collaboratively across departments.

Job Types: Full-time, Permanent

Pay: Php90,000.00 - Php110,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Pay raise

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• 13th month salary
• Performance bonus

Ability to commute/relocate:

• Taguig: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Could you please share your expertise in financial planning & analysis? What experiences make you a good fit for this role?

Education:

• Bachelor's (Required)

Experience:

• Finance/Accounting: 5 years (Required)
• Financial Planning & Analysis: 3 years (Required)
• Financial Reporting: 3 years (Required)
• Revenue Analysis: 3 years (Required)
• Budgeting & Forecasting: 3 years (Required)
• Financial Modelling: 3 years (Required)
• Cost & Vendor Analysis: 3 years (Required)
• Investment & ROI Analysis: 3 years (Required)
• GAAP: 2 years (Preferred)
• IFRS: 2 years (Preferred)

Work Location: In person