Finance Supervisor - Financial Planning & Analysis

HRTx Inc.; Cebu City; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

HRTx Inc. in Cebu City is seeking an FP&A Assistant Manager to lead budgeting, forecasting, and financial planning. You will deliver timely insights to management and collaborate with key stakeholders to drive informed business and operational decisions.

The role requires a Bachelor's in Accountancy/Finance, at least 3+ years FP&A with 2+ years supervision, and proficiency in Excel; Power BI experience is preferred. ERP familiarity such as SAP is an advantage.

Qualifications

• Bachelor's degree in Accountancy, Finance, or related field.
• 3+ years FP&A/finance experience; 2+ years supervisory.
• CPA/CMA/CFA preferred.
• Experience in budgeting, forecasting, modeling, variance analysis.
• Proficient in Microsoft Excel; Power BI or BI tools.
• Experience with SAP or ERP systems advantageous.

Responsibilities

• Lead annual budgeting, forecasting, and financial planning processes.
• Prepare monthly variance analysis against budget, forecast, and prior-period results; provide insights on variances.
• Analyze revenue, expenses, profitability, margins, and key financial drivers for trends and opportunities.
• Prepare/maintain branch P&L reports, dashboards, KPI reports, and management presentations.
• Develop/maintain financial models, business cases, and scenario analyses for investments and initiatives.
• Partner with department heads to support cost optimization and revenue improvement.
• Provide timely financial analysis and recommendations to support decisions.
• Ensure accuracy and consistency of financial data and reporting.
• Identify opportunities to automate reporting processes.

Skills

Leadership & people management

Stakeholder management

Financial analysis

Communication

Problem-solving

Education

Bachelor's degree in Accountancy, Finance, Management Accounting, or related field

Tools

Microsoft Excel

Power BI

SAP

Job description

Location: Talamban, Cebu City

Work setup: Full Onsite

Schedule: Monday to Friday, Dayshift

Role Overview

The FP&A Assistant Manager will support the organization's financial planning, budgeting, forecasting, and performance analysis activities. The role will provide timely and accurate financial insights to management, helping drive informed business and operational decisions. The position will also work closely with key stakeholders to monitor performance, identify opportunities, and support financial improvement initiatives.

Qualifications

• Bachelor's degree in Accountancy, Finance, Management Accounting, or a related field.
• At least 3+ years of experience in FP&A, corporate finance, management accounting, financial reporting, or a related function, including at least 2 years of supervisory or people management experience.
• Preferably with relevant professional certifications such as CPA, CMA, or CFA.
• Experience in budgeting, forecasting, financial modeling, variance analysis, and financial performance reporting.
• Strong understanding of financial statements, profitability analysis, and key business performance drivers.
• Proficient in Microsoft Excel, including Pivot Tables, Power Query, Power Pivot, XLOOKUP, and financial modeling.
• Experience with Power BI or similar business intelligence/reporting tools.
• Familiarity with SAP or other ERP systems is an advantage.
• Strong analytical, problem-solving, and financial analysis skills.
• Excellent communication, presentation, and stakeholder management skills.
• Highly detail-oriented, organized, and able to manage multiple priorities and meet deadlines.

Key Responsibilities

• Lead and support the annual budgeting, forecasting, and financial planning processes.
• Prepare monthly variance analysis against budget, forecast, and prior-period results, and provide insights on key variances.
• Analyze revenue, expenses, profitability, margins, and other key financial drivers to identify trends and business opportunities.
• Prepare and maintain branch P&L reports, financial dashboards, KPI reports, and management presentations.
• Develop and maintain financial models, business cases, and scenario analyses for investments, strategic initiatives, and business decisions.
• Partner with department heads and business leaders to support cost optimization, revenue improvement, and performance management initiatives.
• Provide management with timely financial analysis and recommendations to support strategic and operational decision-making.
• Ensure the accuracy, completeness, and consistency of financial data, reports, and management information.
• Identify opportunities to improve financial reporting processes through automation, standardization, and enhanced reporting tools.
• Monitor business and financial performance against established targets and provide relevant insights to management.
• Support ad hoc financial analyses and special projects as required by management.