Assistant Manager - Financial Planning and Analysis

HRTX; Cebu City; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

HRTX is seeking an Assistant Manager – Financial Planning & Analysis in Cebu City to lead budgeting, forecasting, financial reporting, and performance analysis. You will provide management with timely financial insights to inform strategic and operational decisions.

Responsibilities include annual budgeting, variance analysis, branch P&L prep, dashboards, and financial modeling. Collaboration with department heads for cost optimization and revenue growth is essential in a dayshift, on-site role.

Qualifications

• Bachelor's degree in Accountancy, Finance, Economics, Management Accounting, or a related field.
• Must be a CPA; CMA or CFA is also a plus.
• 2 to 5 years of FP&A, corporate finance, management accounting, or financial reporting.
• Supervisory or team-lead experience preferred.
• Strong foundation in budgeting, forecasting, financial modeling, and variance analysis.
• Experience with SAP or other ERP systems is an advantage.

Responsibilities

• Drive the annual budgeting, forecasting, and financial planning cycle.
• Prepare monthly variance reports comparing actual results against budget, forecast, and prior periods.
• Break down revenue, expenses, profitability, margins, and other key financial drivers.
• Put together branch P&L reports, dashboards, KPI reports, and management presentations.
• Build financial models and business cases to evaluate investments and strategic initiatives.
• Collaborate with department heads on cost optimization, revenue growth, and performance monitoring.
• Enhance reporting workflows through automation and standardized processes.
• Safeguard the accuracy and consistency of financial data and reports.

Skills

Budgeting

Forecasting

Financial modeling

Variance analysis

ERP systems (SAP)

Leadership

Education

Bachelor's degree in Accountancy/Finance/Economics

CPA

CMA or CFA (plus)

Tools

SAP

ERP familiarity

Job description

Location: Talamban, Cebu City

Work Setup: Full Onsite

Work Schedule: Dayshift, Monday-Friday

About the role

The Assistant Manager – Financial Planning & Analysis to lead budgeting, forecasting, financial reporting, and business performance analysis. This role gives management the timely financial insight it needs to make sound strategic and operational calls.

Key Responsibilities

• Drive the annual budgeting, forecasting, and financial planning cycle.


• Prepare monthly variance reports comparing actual results against budget, forecast, and prior periods.


• Break down revenue, expenses, profitability, margins, and other key financial drivers.


• Put together branch P&L reports, dashboards, KPI reports, and management presentations.


• Build financial models and business cases to evaluate investments and strategic initiatives.


• Collaborate with department heads on cost optimization, revenue growth, and performance monitoring.


• Enhance reporting workflows through automation and standardized processes.


• Safeguard the accuracy and consistency of financial data and reports.

Qualifications

• Bachelor's degree in Accountancy, Finance, Economics, Management Accounting, or a related field.


• Must be aCPA; withCMA or CFA is also a plus.


• 2 to5 years of experience in FP&A, corporate finance, management accounting, or financial reporting.


• Supervisory or team-lead experience preferred.


• Strong foundation in budgeting, forecasting, financial modeling, and variance analysis.


• Experience with SAP or other ERP systems is an advantage.