Financial Analyst - Augment

ibex; Mandaluyong; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

ibex is seeking an experienced FP&A professional to join our finance team. The role focuses on financial planning, forecasting, and in-depth analysis to support strategic decisions across the enterprise.

You will develop reports and presentations for ELT and BOD, drive budgeting and forecasting cycles, and partner with regional teams on cash flow and KPI analysis. A strong Excel skill set and experience with Planful and Dynamics BC are expected.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA or relevant certification (e.g., CFA, CPA) is a plus.
• 5+ years of FP&A, corporate finance, or related analytical roles.
• Advanced expertise in Planful (Host Analytics) and reporting tools.
• Experience with Power BI, Excel-based planning, and Dynamics BC.

Responsibilities

• Create, track, forecast and analyze financial information to aid critical decisions.
• Support monthly, quarterly, and annual reporting for Executive leadership.
• Execute enterprise-wide planning processes including annual operating plan and monthly forecast.
• Provide insights on strategic initiatives with financial modeling.
• Develop presentations for ELT, BOD, and department partners.
• Manage CapEx reporting and ROI analysis.
• Produce cash flow and regional forecasts and addback items.
• Deliver timely financial reports and maintain internal controls.
• Provide KPI tracking to improve financial performance.
• Ensure compliance with policies and applicable laws.

Skills

FP&A expertise

Financial modeling

Budgeting

Forecasting

KPI tracking

Executive reporting

Data analysis

Problem solving

Communication

Presentation

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA/CPA (nice to have)

Tools

Planful

Spotlight for Office

Microsoft Dynamics Business Central

Power BI

Microsoft Excel

Job description

Will provide in-depth analysis and strategic recommendations to company leadership across several key areas as well as special projects relevant to driving revenue or profitability across the enterprise

Responsibilities

• Through robust modeling and analysis, this position will create, track, forecast and analyze financial information to aid the business in making critical, time-sensitive decisions
• Supports monthly, quarterly, and annual reporting process for Executive leadership team, delivering quality and insightful reports and analytics on a timely manner including central and business-wide reporting
• Responsible for executing/implementing enterprise-wide planning processes including annual operating plan, monthly forecast cycle and actuals report outs to senior management
• Analyzes enterprise-wide strategic initiatives with financial modeling and provide recommendations to management for delivering long and short-term business objectives
• Develops presentation materials and analysis for ELT, BOD, and key departmental partners as a decision support partner to the organization
• Manages CapEx reporting and assists with modeling of economic justifications and return on invested capital analysis
• Develops cash flow and regional forecasts including tracking of and justification for addback items
• Produces accurate and timely financial information and analysis; promote an environment of strong internal controls and efficiencies
• Provides value-added analytics and KPI tracking to improve enterprise financial performance
• Carries out responsibilities in accordance with the organization's principles, policies, and applicable law

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant certification (e.g., CFA, CPA) is a plus
• 5+ years of experience in Financial Planning & Analysis (FP&A), corporate finance, or related analytical roles
• Advanced expertise in Planful (formerly Host Analytics), including building, maintaining, and optimizing financial reports and models
• Strong hands-on experience with Spotlight for Office (Excel-based Planful reporting), with the ability to design and develop complex, dynamic reports and templates
• Proven ability to create, automate, and enhance financial reports from Planful and/or Microsoft Dynamics Business Central
• Prior completion of formal Planful and/or Spotlight training strongly preferred
• Experience with Power BI (data visualization, dashboard creation, and reporting) is a plus
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and financial modeling; experience with Excel-integrated tools is required
• Demonstrated experience developing financial models for forecasting, budgeting, scenario analysis, and strategic planning
• Strong understanding of financial statements, KPIs, and business performance metrics
• Experience supporting executive-level reporting, including preparation of presentations for senior leadership (ELT/BOD)
• Ability to manage large data sets, ensuring accuracy and integrity while generating actionable insights
• Strong analytical, problem-solving, and critical thinking skills with high attention to detail
• Excellent communication and presentation skills, with the ability to translate complex financial information into clear business insights
• Experience working in fast-paced environments with the ability to manage multiple priorities and meet tight deadlines

Knowledge of ERP systems (preferably Microsoft Dynamics Business Central) and financial reporting tools