Finance Manager – Financial Planning & Analysis

HRTx Inc; Philippines; On-site; PHP 1,500,000 - 2,300,000; Full time

Job summary

HRTx Inc. seeks a Finance Manager – FP&A to lead budgeting, forecasting, and performance analysis across the organization. You'll consolidate results, evaluate project performance, and partner with executives to align financial strategy with operational goals.

Ideal candidates have CPA, 5+ years in FP&A, strong Excel skills, and experience in financial modeling and executive presentations. MBA/CMA is a plus;-based in Quezon City with on-site work expectations.

Qualifications

• Must have CPA and a strong background in financial planning, budgeting, and reporting.
• Experience in large-scale financial analysis, executive presentations, and management reporting.
• MBA/CMA is advantageous but not required.

Responsibilities

• Lead enterprise-wide budgeting and forecasting across units.
• Consolidate and analyze budget submissions and financial plans.
• Review, finalize, and analyze monthly financial reports and performance dashboards.
• Highlight financial exposures and risks in reports to management.
• Provide financial guidance to cross-functional teams and senior leadership.
• Support strategic initiatives and process improvements in finance.

Skills

Financial analysis

Budgeting

Forecasting

Stakeholder management

Communication

Education

Bachelor's degree in Accountancy, Finance, Economics, or related field

CPA

MBA and/or CMA designation (advantage)

Tools

Excel

Financial reporting tools

Job description

The Finance Manager – Financial Planning & Analysis (FP&A) is responsible for leading enterprise-wide financial planning, budgeting, reporting, and performance analysis activities. The role provides strategic financial insights to support business decisions, operational performance, and long-term planning initiatives.

The position plays a critical role in consolidating financial results, evaluating business and project performance, identifying financial risks and opportunities, and supporting executive management through high-level financial reporting and presentations. This role also serves as a key finance business partner across various functional groups to ensure alignment between operational objectives and financial strategies.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

• Lead and support the annual budgeting and periodic forecasting exercises across business units and support functions.
• Consolidate and analyze enterprise-wide budget submissions and financial plans.
• Review assumptions, validate financial models, and challenge budget proposals to ensure accuracy, sustainability, and alignment with organizational objectives.
• Identify financial risks, cost drivers, and operational gaps during budget reviews and provide actionable recommendations.
• Prepare budget presentations and financial analyses for executive leadership and board-level discussions.

Financial Reporting & Performance Analysis

• Review, finalize, and analyze monthly financial reports, management reports, and performance dashboards.
• Ensure timely and accurate preparation and distribution of financial reports for internal and external stakeholders.
• Analyze financial performance, operational trends, and key business drivers to support strategic decision-making.
• Develop meaningful insights and recommendations based on financial and operational data.
• Present financial results and business performance updates to senior management and leadership teams.

Business & Project Evaluation

• Review capital expenditure (CAPEX) and operational expenditure (OPEX) initiatives to ensure financial viability and alignment with business priorities.
• Evaluate project financial impacts, key assumptions, and associated risks.
• Ensure material issues, financial exposures, and business implications are properly highlighted in reports and recommendations submitted to management.
• Support financial assessment and monitoring of strategic and operational initiatives across the organization.

Stakeholder Management & Business Partnering

• Collaborate closely with Finance, Corporate Planning, and cross-functional teams to support financial planning and reporting requirements.
• Provide financial guidance and analytical support to operational and business units.
• Translate complex financial and operational data into concise and audience-appropriate presentations and recommendations.
• Support management in strategic planning, performance monitoring, and special business initiatives.

Process Improvement & Special Projects

• Participate in finance transformation and process improvement initiatives to enhance reporting accuracy, efficiency, and data quality.
• Support special projects, financial studies, and strategic analyses as required by management.
• Drive continuous improvement in financial planning, reporting, and analytics processes.

Qualifications

• Bachelor's degree in Accountancy, Finance, Economics, or related field.
• Must be a Certified Public Accountant (CPA).
• MBA and/or CMA designation is an advantage but not required.
• Minimum of 5 years' experience in financial planning & analysis, financial reporting, budgeting, or corporate finance.
• Experience in large-scale, asset-intensive, infrastructure, utilities, or regulated industries is highly preferred.
• Strong exposure to financial modeling, management reporting, and executive presentations.
• Proven experience handling budgeting and forecasting processes.
• Strong analytical, problem-solving, and stakeholder management skills.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Excellent communication and presentation skills.

Work Setup

• Managerial / Individual Contributor capacity
• Based in Quezon City