Finance Lead – Planning & Reporting

HRTx Inc; Mandaluyong; On-site; PHP 1,800,000 - 2,400,000; Full time

Job summary

HRTx Inc is seeking a Finance Lead - Planning & Reporting to oversee the preparation, consolidation, and analysis of financial reports, and to support budgeting and forecasting across the organization and its entities.

This hands-on role collaborates with the Controller and business units to deliver timely insights, ensure data accuracy, and drive performance through robust reporting, planning, and compliance processes.

Qualifications

• Bachelor's degree in Accountancy, Finance, or related field.
• 6-10 years of experience in FP&A, financial reporting, or audit
• Strong background in budgeting, forecasting, and variance analysis
• Experience in multi-entity or group reporting is an advantage
• Background in audit (Big 4) is a plus

Responsibilities

• Lead the preparation and review of monthly financial reports, schedules, and analyses
• Review journal entries, accruals, and account reconciliations
• Ensure accuracy and consistency of financial data across entities
• Coordinate with business units to gather required financial inputs
• Identify and resolve reporting issues and inconsistencies
• Consolidate and analyze financial performance across business units and supported entities
• Perform variance analysis vs budget and prior periods, and provide clear explanations
• Prepare management reports, flash updates, and internal presentations
• Support stakeholders with relevant financial insights and data
• Lead consolidation of annual budgets and periodic forecasts
• Work with departments to gather inputs and validate assumptions
• Monitor performance against budget and highlight key risks and gaps
• Support improvements in forecasting and planning processes
• Coordinate audit requirements and support external audit processes
• Assist in preparation of financial statements and regulatory reports
• Ensure compliance with accounting standards and reporting requirements
• Provide guidance to a small team (if applicable) and review outputs
• Work closely with internal stakeholders across functions
• Support alignment of reporting processes across smaller entities or new business units
• Escalate key issues to the Controller when necessary

Skills

FP&A experience

Budgeting

Forecasting

Variance analysis

Multi-entity reporting

Big4 audit

Stakeholder coordination

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Job description

The Finance Lead - Planning & Reporting is responsible for overseeing the preparation, consolidation, and analysis of financial reports, as well as supporting budgeting and forecasting activities across the organization and its controlled entities.

This role is hands-on and focuses on delivering accurate and timely financial insights, while working closely with the Controller and business units to support performance tracking and decision-making.

Key Responsibilities:

1. Financial Reporting & Review

• Lead the preparation and review of monthly financial reports, schedules, and analyses
• Review journal entries, accruals, and account reconciliations
• Ensure accuracy and consistency of financial data across entities
• Coordinate with business units to gather required financial inputs
• Identify and resolve reporting issues and inconsistencies

2. Management Reporting & Analysis

• Consolidate and analyze financial performance across business units and supported entities
• Perform variance analysis vs budget and prior periods, and provide clear explanations
• Prepare management reports, flash updates, and internal presentations
• Support stakeholders with relevant financial insights and data

3. Budgeting & Forecasting

• Lead consolidation of annual budgets and periodic forecasts
• Work with departments to gather inputs and validate assumptions
• Monitor performance against budget and highlight key risks and gaps
• Support improvements in forecasting and planning processes

4. Audit & Compliance Support

• Coordinate audit requirements and support external audit processes
• Assist in preparation of financial statements and regulatory reports
• Ensure compliance with accounting standards and reporting requirements

5. Team & Coordination

• Provide guidance to a small team (if applicable) and review outputs
• Work closely with internal stakeholders across functions
• Support alignment of reporting processes across smaller entities or new business units
• Escalate key issues to the Controller when necessary

Qualifications:

• Bachelor's degree in Accountancy, Finance, or related field; CPA preferred
• 6-10 years of experience in FP&A, financial reporting, or audit
• Strong background in budgeting, forecasting, and variance analysis
• Experience in multi-entity or group reporting is an advantage
• Background in audit (Big 4) is a plus

Core Competencies

• Strong analytical and reporting skills
• Detail-oriented with high level of accuracy
• Hands-on and execution-driven
• Good stakeholder coordination skills
• Ability to manage multiple deadlines

Reporting Line

• Reports to the Controller