Corporate Planning Assistant

Havaianas; Makati; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

Havaianas in Makati is seeking a finance professional to lead the Management Reporting function, drive budgeting and forecasting activities, and develop robust financial models. You will work with cross-functional teams to translate data into actionable insights and ensure accurate reporting for management.

The role requires strong analytical ability, experience with SAP or MS Dynamics Navision, and proficiency in Excel and Google Workspace. A Bachelor’s degree in accounting/finance is preferred.

Qualifications

• Proven ability to analyze financial data and generate actionable insights.
• Experience in budgeting, forecasting and financial modeling.
• Strong communication and interpersonal skills for cross-functional collaboration.
• Familiarity with accounting systems such as SAP and MS Dynamics Navision.
• Proficient in MS Office and Google Workspace tools.

Responsibilities

• Lead Management Reporting, including performance measurement and reporting to Management.
• Develop and maintain financial models and standard templates for analysis.
• Prepare monthly/quarterly/annual reports with variance analysis for budget owners.
• Support budgeting, forecasting, and planning activities with data-driven insights.
• Provide consulting and operational support to departments as needed.

Skills

Analytical skills

Financial analysis

Forecasting

Data interpretation

Communication

Education

Bachelor’s degree in Accountancy/Finance or related

Tools

SAP

Microsoft Dynamics Navision

Microsoft Excel

Google Workspace

Job description

Management Reporting

• Sets performance goals and standards to measure actual performance and determine performance plans.
• Prepares reports for Management that effectively communicate trends, patterns, and predictions using relevant data.
• Collects, interprets, and analyzes data; identifies patterns and trends in datasets; and reports results back to the Immediate Supervisor and Management.
• Works alongside key teams and managers within the business or Management to establish business needs.
• Maintains and develops various financial models and standard templates for analysis and use by Management.
• Prepares all reports as required by the Immediate Supervisor, Group Head, and Director. Financial Planning, Budgeting, Forecasting and Modeling
• Collects all information necessary for the planning, budgeting, and forecasting activities in coordination with budget holders, process owners, or key members of other departments.
• Prepares and cascades approved budgets to budget owners.
• Prepares monthly and year-to-date financial, forecast, and budget reports, with variance analysis, for budget owners to track budget utilization and for business unit heads to evaluate financial performance.
• Approves purchase requisitions for trade and non-trade purchases and services to ensure correct charging to budget owners.

Financial Consulting, Strategic Support, Operational Support and Adhocs

• Provides consulting and operational support to various departments as necessary.
• Prepares and validates marketing rebate report for the principal.
• Consolidates and validates marketing expenses of business partners.
• Performs ad hoc tasks and projects as assigned by the Immediate Supervisor, Group Head, or Director

Financial Management System

• Loads and maintains FMS Plan and Budget data based on the Business Plan.
• Maintains correct product costing through validation and timely approval of Trade and Non-Trade Purchase Orders in the FMS, including accurate cost estimates.
• Prepares memos for policies, procedures, and guidelines, including amendments.

General Roles & Responsibilities

• Demonstrates appropriate understanding and working knowledge of accounting principles and internal controls, and applies them effectively.
• Ensures errors or problems are identified and investigated on a timely basis.
• Maintains positive relationships with business partners.
• Assumes responsibilities and performs tasks and projects as assigned by the Immediate Supervisor, Group Head, and Director.

Minimum Qualifications

• Bachelor’s degree in Accountancy, Finance, or any related business course.
• Fresh graduate or at least one (1) year of relevant working experience, preferably in corporate development, business analytics, or accounting (accounts payable/receivable, general accounting, financial reporting, or corporate planning).
• Basic knowledge on accounting systems such as SAP and Microsoft Dynamics (Navision).
• Basic knowledge on Microsoft Office (Word, Excel, PowerPoint).
• Basic knowledge on Google Workspace (Sheets, Docs, Slides).
• Basic data management skills.
• Strong analytical, strategic, and quantitative skills.
• Effective verbal and written communication and interpersonal skills.
• Strong management skills to the efficient delivery of excellent output will be an advantage.