Budget and Planning Staff

Maxicare Health Services, Inc.; Makati; On-site; PHP 420,000 - 660,000; Full time

Job summary

Maxicare Health Services, Inc. is hiring a Budget and Planning Staff to support financial plans, budgets, forecasts, and management reports.

You will analyze data to provide timely insights, monitor performance, and help management drive cost efficiency and informed decisions. The role involves collecting inputs from business units, updating templates, performing variance analyses, and preparing dashboards and presentations for leadership reviews.

Qualifications

• Bachelor’s degree in Finance, Accountancy, Economics, Business Administration or related field.
• At least 2 years of relevant experience in financial planning and analysis, management reporting, or financial analysis.
• Experience in budgeting, forecasting, variance analysis, and financial reporting is preferred.
• Proficient in Excel or Google Sheets with formulas, pivots, and data consolidation.
• Experience using ERP systems or reporting tools is an advantage.

Responsibilities

• Support annual budgets, periodic forecasts, and financial planning schedules.
• Collect and consolidate inputs from different business units.
• Assist in updating budget and forecast templates based on approved assumptions.
• Check completeness, accuracy, and reasonableness of submitted data.
• Prepare actual-versus-budget and actual-versus-forecast analyses and explain variances.
• Prepare regular financial reports, dashboards, and management presentations.

Skills

Financial planning

Forecasting

Variance analysis

Management reporting

Data consolidation

Analytical skills

Attention to detail

Communication skills

Integrity / confidentiality

Education

Bachelor’s degree in Finance, Accountancy, Economics, Business Administration

Tools

Excel

Google Sheets

ERP systems

Data dashboards

Job description

The Budget and Planning Staff supports the preparation of financial plans, budgets, forecasts, and management reports by analyzing financial and operational data. The role provides accurate and timely financial insights to help management and business units monitor performance, manage costs, identify risks, and make informed business decisions.

• Supports the preparation of annual budgets, periodic forecasts, and financial planning schedules.
• Collects and consolidates financial and operational inputs from different business units.
• Assists in updating budget and forecast templates based on approved assumptions.
• Checks the completeness, accuracy, and reasonableness of submitted financial data.
• Maintains organized and updated financial planning files and working papers.
• Prepares actual-versus-budget and actual-versus-forecast analysis.
• Identifies significant variances, trends, and unusual movements in financial results.
• Assists in explaining the possible causes and business impact of variances.
• Monitors assigned financial and operational performance indicators.
• Supports the preparation of analysis on revenue, expenses, cost efficiency, and other business drivers.
• Prepares regular financial reports, schedules, dashboards, and presentation materials.
• Consolidates financial information for management review and decision-making.
• Ensures that reports are accurate, complete, and submitted within agreed timelines.
• Provides supporting details and explanations for reported figures.
• Assists in preparing ad hoc financial analysis and reports as requested

Qualifications:

• Bachelor’s degree in Finance, Accountancy, Economics, Business Administration, or a related field.
• At least 2 years of relevant experience in financial planning and analysis, management reporting, financial analysis, accounting, or a related finance function.
• Experience in budgeting, forecasting, variance analysis, and financial reporting is preferred.
• Proficient in Microsoft Excel or Google Sheets, including formulas, pivot tables, and data consolidation.
• Experience using ERP systems, reporting tools, or financial dashboards is an advantage.
• Strong numerical, analytical, organizational, and problem-solving skills.
• Good written and verbal communication skills.
• High attention to detail and ability to meet reporting deadlines.
• Able to handle confidential information with professionalism and integrity.