Finance Support Specialist

TOA Global; Cebu City; On-site; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Annual leaves

HMO

Life Insurance

Night shift

Onsite Cebu facility

Job summary

TOA Global is seeking a dependable Finance Support Specialist to join a dynamic international finance team in Cebu City. You will lead FP&A activities, build robust financial models, and deliver data-driven insights to senior leadership.

The role requires 2+ years in FP&A, advanced Excel/Google Sheets skills, and familiarity with Carta and Claude AI. Work onsite with a Monday–Friday night shift, coordinating with North American markets.

Qualifications

• 2+ years of hands-on FP&A or equivalent analytical role.
• Advanced Excel/Google Sheets skills including data modeling and complex formulas.
• Familiarity with Carta, Claude AI or other LLMs for documentation processing.
• Strong analytical skills with the ability to handle granular financial data.

Responsibilities

• Execute core financial planning, forecasting, and variance analysis.
• Review financial packages, capitalization tables, and ownership details.
• Perform reconciliations of portfolio metrics and identify anomalies.
• Drive process automation using cloud tools and advanced spreadsheets.
• Cross-check figures between schedules and investor reports for accuracy.
• Maintain audit-ready documentation for forecasting, tracking, and compliance.

Skills

FP&A experience

Advanced Excel/Google Sheets

English communication

Time management

Education

Bachelor's degree in Finance or Accounting

Tools

Carta

Claude AI

Portfolio management tools

Job description

Location: Cebu, Philippines
Work Arrangement: Onsite, Full-time
Shift: Monday - Friday | 9:00 PM - 6:00 AM PHT

Unlock Your Potential!

TOA Global is a leading outsourcing partner dedicated to empowering accounting and finance firms across Australia, New Zealand, North America, and the Philippines. We connect exceptional professionals with growth-oriented firms that value precision, reliability, and collaboration-helping both our clients and our team members thrive.

We are looking for a dependable and forward-thinking Finance Support Specialist to join a dynamic international finance team. In this role, you will transition beyond traditional ledger processing to own complex Financial Planning & Analysis (FP&A) activities, structured valuation reviews, and data-driven insights. If you are someone who loves extracting stories from numbers, building robust financial models, and leveraging modern AI and cloud tools to optimize corporate portfolios, this is the role where you will do your best work.

Your Impact

FP&A Engine Room: Execute core financial planning, forecasting, and variance analysis activities. You will interpret monthly financial results and package data into actionable insights for corporate leadership.

Valuation & Portfolio Oversight: Review multi-page financial packages and capitalization tables. You will verify that investment dates, ownership stakes, valuation metrics, and complex calculations are perfectly synchronized.

Numbers Detective: Perform high-level reconciliations of sophisticated portfolio metrics against raw source records, identifying anomalies, documentation gaps, or performance shifts across various asset pools.

Process Automation & Innovation: Actively seek opportunities to optimize financial workflows. You will champion the use of cloud technology, advanced spreadsheets, and smart tools to build efficient forecasting schedules.

Cross-Reference Guru: Cross-check figures between financial schedules and investor reports, auditing prior versions for historical accuracy while ensuring regulatory disclosures are comprehensively satisfied.

Audit-Ready Guardian: Maintain meticulous analytical documentation that keeps all corporate forecasting, tracking, and compliance data structured, clean, and ready for board-level review.

What You Bring

The Experience: Minimum 2+ years of hands‑on experience in Financial Planning & Analysis (FP&A) or an equivalent corporate analytical role.

Technical Mastery: Highly tech-savvy with advanced Excel/Google Sheets skills (e.g., complex formulas, data modeling, dynamic reporting).

Tool Optimization (Preferred): Familiarity or exposure to Carta, Claude AI (or other LLMs for documentation processing), and Portfolio Management/Analysis frameworks is a strong advantage, though not strictly required.

Analytical Edge: A sharp, deductive mind with a proven record of handling granular financial data with 100% precision-errors simply do not get past you.

Communication Skills: Excellent written and verbal English communication skills, critical for presenting financial variances and collaborating with global partners across time zones.

Operational Discipline: Strong organizational skills and the ability to manage multiple projects and tight corporate reporting deadlines concurrently without dropping the ball.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your "Me time."

Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.

Health & Security: Comprehensive HMO and Life Insurance coverage from day one.

Shift Flexibility: Enjoy the stability of a Monday to Friday night shift schedule that keeps you perfectly synced with North American capital markets and global business standards.

Onsite Stability: Benefit from the consistent infrastructure, enterprise data security, and face‑to‑face synergy of working directly out of our state‑of‑the‑art Cebu facility.

The Hub Experience: Work from a modern facility featuring custom workstations, a breakout room with billiards, table tennis, or foosball, and varieties of free coffee and drinks.