Finance Business Partner

Optima Total Solutions Inc; Taguig; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

Optima Total Solutions Inc in Taguig, Philippines is seeking a Finance Business Partner to lead budgeting, forecasting, and financial analysis across our diverse startups and business units. You will drive profitability, cost control, and performance reporting with a strategic, data-driven approach.

Collaborating with Sales, Marketing, Operations and HR, you will translate financial data into actionable insights, develop dashboards, and evaluate ROI for new initiatives.

Qualifications

• Bachelor's degree or higher in finance-related field.
• At least 3 years of experience in financial analysis, budgeting, or FP&A.
• CPA/CMA/ACCA preferred.

Responsibilities

• Lead annual, quarterly, and monthly budgeting, forecasting, and long-term financial planning for assigned business units.
• Analyze revenue, costs, profit margins, and KPIs to identify trends and variances.
• Provide actionable financial recommendations to support timely business decisions.
• Collaborate with Sales, Marketing, Operations, HR and other departments to align financial strategies with business objectives.
• Translate complex financial data into clear business insights for pricing, investments and cost control.
• Conduct financial feasibility studies and ROI evaluations for new initiatives, products and projects.
• Prepare management reports and dashboards to monitor performance and risks.
• Conduct financial modelling, scenario planning, and sensitivity analysis to support strategic planning.
• Monitor operating expenses and drive cost efficiency.
• Ensure financial operations comply with internal policies and external regulatory requirements.

Skills

Advanced Excel

Financial modelling

Power BI

Tableau

SAP

Oracle

Anaplan

Communication & presentation

Cross-functional collaboration

Education

Bachelor's degree in Finance / Accounting / Economics / Business Administration

Tools

Excel

Power BI

Tableau

Job description

Location: PSE Tower, BGC, Taguig, Philippines

Work Arrangement: Full-time, On-site

About The Role

The Finance Business Partner (Finance BP) will provide financial insights, lead budgeting and forecasting processes, and support business decision-making to improve financial performance, optimize profit margins, and maximize cost efficiency. As a strategic partner to business units within our Finance Center, a shared services unit supporting the growth and development of our group's internal startups and business entities across various industries including sports media, game development, hospitality, payment gateways, and other emerging business sectors.

Key Responsibilities

• Lead annual, quarterly, and monthly budgeting, forecasting, and long-term financial planning for assigned business units


• Analyze operational data, including revenue, costs, profit margins, and key performance indicators (KPIs), to identify trends and financial variances


• Provide actionable financial recommendations to support timely business and strategic decisions


• Collaborate with Sales, Marketing, Operations, HR, and other departments to align financial strategies with overall business objectives


• Translate complex financial data into clear business insights to support decisions on pricing, project investments, and cost control


• Conduct financial feasibility studies and Return on Investment (ROI) evaluations for new business initiatives, products, and projects


• Prepare periodic management reports and financial dashboards to monitor business performance, budget execution, and potential risks and opportunities


• Conduct financial modeling, scenario planning, and sensitivity analysis to support strategic planning


• Monitor operating expenses, identify cost-saving opportunities, and drive cost efficiency


• Ensure financial operations comply with internal corporate policies, accounting standards, and external regulatory requirements

About You

• Bachelor's degree or above in Finance, Accounting, Economics, Business Administration, or a related field


• Minimum 3 years of experience in financial analysis, budgeting, financial planning, or business finance support


• Strong understanding of financial statement analysis and operational data interpretation, with solid business acumen


• Advanced proficiency in Microsoft Excel and financial modeling


• Hands-on experience with data visualization tools such as Power BI or Tableau


• Familiarity with ERP and financial systems such as SAP, Oracle, or Anaplan


• Excellent communication and presentation skills, with the ability to collaborate effectively with non-finance stakeholders


• Proactive, highly analytical, results-oriented, and a strong team player


• Professional qualifications such as CPA, CMA, or ACCA are highly preferred

Recruitment Process

• Live (online) Assignment (approximately 40-60 mins) conducted under the observation of HR (The assessment will primarily focus on Consolidated Financial Statement）


• Virtual Interview with Finance Manager (30mins)


• Virtual Interview with CFO (20-30 mins)


• Compensation & Benefits Discussion