Finance Analyst

The Laguna Creamery Inc.; Makati; On-site; PHP 360,000 - 720,000; Full time

Job summary

The Laguna Creamery Inc. is seeking a Finance Analyst to assist in financial planning, budgeting, reporting, and data governance across business units in a shared services setting.

You will support Master Data Management activities, prepare reports, analyze variances, and coordinate with cross-functional teams to ensure accurate data and timely month-end close. 2–3 years of FP&A experience is preferred.

Qualifications

• Graduate of a Finance-related program (e.g., Bachelor's degree in Finance, Accounting, Economics, or related field)
• CPA, Certified Finance Analyst – preferred but not required
• At least 2–3 years of experience in financial analysis, budgeting, forecasting, or management reporting
• Exposure to shared services, FP&A, or master data management is an advantage
• Basic exposure to debt management and repayment analysis is a plus
• Financial analysis, budgeting, forecasting, and variance analysis / Working knowledge of master data concepts (data validation, cleansing, and governance support)
• Advanced Excel skills; familiarity with ERP systems, reporting tools, or MDM platforms
• Ability to work with large datasets and ensure data accuracy and completeness

Responsibilities

• Assist in the preparation and monitoring of annual budgets and periodic forecasts for assigned business units.
• Support consolidation of financial plans and schedules as required.
• Monitor and analyze variances between actual results and budget/forecast and assist in preparing explanations.
• Prepare monthly, quarterly, and annual financial reports and schedules for management review.
• Assist in ensuring timely and accurate submission of financial data.
• Help maintain and update standardized reporting templates and dashboards.
• Perform financial analyses such as cost analysis, profitability review, KPI tracking, and basic scenario analysis.
• Monitor trends and variances affecting operational and financial performance.
• Provide analytical support and data inputs to aid strategic and operational decision-making.
• Coordinate with operations, accounting, sales, and other shared service teams to support financial activities.
• Respond to routine financial data requests and inquiries from business units.
• Assist in month-end closing activities, including preparation of schedules, reports, and reconciliations.
• Monitor adherence to financial policies, internal controls, and standard procedures.
• Assist in identifying opportunities to improve reporting, forecasting, and analysis processes.
• Support finance-related automation and system enhancement initiatives.
• Follow and help maintain standardized MDM workflows across shared service entities.
• Assist in process improvement and automation initiatives.
• Document procedures and support continuous improvement efforts.
• Other tasks may be assigned as required.

Skills

Advanced Excel

ERP familiarity

MDM knowledge

Financial analysis

Budgeting

Forecasting

Variance analysis

Data governance

Education

Bachelor's degree in Finance or Accounting

CPA (preferred)

Tools

ERP systems

Reporting tools

MDM platforms

Job description

There's no better joy than giving your best!

"If giving your best is your kind of joy, this is your kind of team."

I. BASIC FUNCTION

The Finance Analyst is responsible for assisting and monitoring financial planning, budgeting, reporting, and data governance activities across multiple business units within a shared service environment. The role focuses on providing accurate financial analysis, preparing reports, and supporting Master Data Management (MDM) activities to help ensure data accuracy, consistency, and compliance across the organization.

II. DUTIES AND RESPONSIBILITIES

A. Financial Planning & Forecasting

• Assist in the preparation and monitoring of annual budgets and periodic forecasts for assigned business units.

• Support consolidation of financial plans and schedules as required.

• Monitor and analyze variances between actual results and budget/forecast and assist in preparing explanations.

B. Management Reporting

• Prepare monthly, quarterly, and annual financial reports and schedules for management review.

• Assist in ensuring timely and accurate submission of financial data.

• Help maintain and update standardized reporting templates and dashboards

C. Data Analysis & Insights

• Perform financial analyses such as cost analysis, profitability review, KPI tracking, and basic scenario analysis.

• Monitor trends and variances affecting operational and financial performance.

• Provide analytical support and data inputs to aid strategic and operational decision-making.

D. Collaboration & Support

• Coordinate with operations, accounting, sales, and other shared service teams to support financial activities.

• Respond to routine financial data requests and inquiries from business units.

• Assist in month-end closing activities, including preparation of schedules, reports, and reconciliations.

E. Process Monitoring & Compliance

• Monitor adherence to financial policies, internal controls, and standard procedures.

• Assist in identifying opportunities to improve reporting, forecasting, and analysis processes.

• Support finance-related automation and system enhancement initiatives.

F. MASTER DATA MANAGEMENT (MDM) RESPONSIBILITIES

1. Master Data Governance Support

• Assist in the implementation and monitoring of data governance policies, standards, and procedures.

• Help ensure accuracy, consistency, and completeness of master data across departments.

• Support impartial handling of master data independent of Sales and Billing.

2. Master Data Creation, Maintenance & Administration

• Assist in the creation, updating, and maintenance of:
• o Customer Master Data
• o Vendor Master Data
• o Asset Master Data
• o Internal Orders
• o Pricing and Discount Setups
• o Bank Master Data

• Validate completeness and accuracy of master data requests before processing.

3. Data Quality, Validation & Cleansing

• Perform routine data validation, cleansing, and deduplication activities.

• Monitor master data quality and report data issues or inconsistencies.

• Assist in resolving data-related concerns in coordination with concerned teams.

4. Cross-Functional Coordination

• Coordinate with Sales, Billing, Operations, Accounting, IT, and business users to support master data requirements.

• Help clarify data requirements and follow up on outstanding issues.

• Ensure master data entries align with approved business rules and system configurations

5. Reporting & Documentation

• Prepare basic reports on master data accuracy, completeness, and status.

• Assist in identifying recurring data issues and improving opportunities.

• Support documentation and audit requirements related to master data.

6. Process Improvement & Automation Support

• Follow and help maintain standardized MDM workflows across shared service entities (TLCI, UHDFI, MPFF, MPDF).

• Assist in process improvement and automation initiatives.

• Document procedures and support continuous improvement efforts.

• Other tasks may be assigned as required.

III.QUALIFICATION GUIDES

• Graduate of a Finance-related program (e.g., Bachelor's degree in Finance, Accounting, Economics, or related field)

• CPA, Certified Finance Analyst – preferred but not required

• At least 2–3 years of experience in financial analysis, budgeting, forecasting, or management reporting

• Exposure to shared services, financial planning & analysis (FP&A), or master data management is an advantage

• Basic exposure to debt management and repayment analysis is a plus

• Financial analysis, budgeting, forecasting, and variance analysis / Working knowledge of master data concepts (data validation, cleansing, and governance support)

• Advanced Excel skills; familiarity with ERP systems, reporting tools, or MDM platforms

• Ability to work with large datasets and ensure data accuracy and completeness