Financial Plan & Analysis Senior Analyst

Accenture; Hinoba-an; On-site; PHP 1,000,000 - 1,400,000; Full time

Job summary

Accenture is seeking a Financial Plan & Analysis Senior Analyst to join our FP&A and Investments teams. You will collect operational data and reports, conduct analyses, and reconcile transactions to determine financial outcomes.

The role supports intelligent insurance operations and end-to-end investment reporting. Ideal candidates bring 5–8 years in FP&A/investments, CFA-preferred knowledge, and strong numerical, analytical, and communication skills for cross-functional collaboration with risk,

Qualifications

• BCom and Post Graduate Diploma in Finance required.
• 5–8 years of FP&A/Investments experience.

Responsibilities

• Collect data/reports to determine financial outcomes by reconciling transactions.
• Perform investment accounting, valuation, and budgeting processes.
• Prepare investment reports for internal stakeholders and regulatory bodies.
• Collaborate with investment-related departments to ensure accurate reporting and compliance.

Skills

Investments domain knowledge

Numerical ability

Analytical thinking

Problem solving

Communication skills

Team collaboration

Education

BCom

Post Graduate Diploma in Finance

Job description

Skill required:

Financial Planning & Analysis - Financial Planning and Analysis (FP&A)

Designation:

Financial Plan & Analysis Senior Analyst

Qualifications:

BCom,Post Graduate Diploma in Finance

Years of Experience:

5 to 8 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do?

You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Intelligent Insurance Operations integrates our advisory, technology, and operations capabilities—leveraging our global scale and robust ecosystem to deliver end-to-end insurance transformation. This approach is purpose-built to handle the complexity of the evolving insurance landscape and is flexible enough to meet the diverse needs of various market segments and business lines including:

• Derivatives
• Hedge Accounting
• RML (Residential Mortgage Loan)
• CML (Commercial Mortgage Loan)
• Bonds & Equity
• OIA (Other Invested assets)
• Corporate Reporting
• Fortitude Re
• NII (Net Investment Income)
• Global Real Estate (GRE)
• Data Management
• GL accountingFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.

What are we looking for?

• In-depth knowledge of the Investments domain, including asset classes, financial instruments, and investment operations.
• Numerical Ability: Strong quantitative skills with a high level of accuracy and attention to detail in financial and data analysis.
• Analytical Thinking: Proven ability to analyze complex problems, interpret data, and provide actionable insights to drive business outcomes.
• Problem-Solving & Troubleshooting: Hands-on experience in identifying issues, root cause analysis, and implementing effective solutions in operational and technical contexts.
• Communication Skills: Excellent written and verbal communication skills with the ability to convey complex information clearly and professionally to stakeholders.
• Team Collaboration & Client Support: Demonstrated ability to work effectively in cross-functional teams and deliver exceptional client service, ensuring timely support and resolution of client queries.

Preferred certification : CFA-Chartered Financial Analyst - Finance

Roles and Responsibilities:

• Perform daily, monthly, and quarterly accounting of investments, ensuring accurate and timely entries in the general ledger.
• Reconcile investment transactions, including capital calls, distributions, settlements, and accruals.
• Maintain investment portfolios across various asset classes such as equities, fixed income, alternative investments, and derivatives.
• Assist in the valuation of investments, including pricing validation and ensuring accurate mark-to-market reporting.
• Prepare accurate and timely investment reports for internal stakeholders and regulatory bodies, including management reports, financial statements, and fund performance metrics.
• Support the preparation of financial reports related to performance and compliance requirements.
• Collaborate with investment-related departments such as Bonds, CML, RML, OIA, Data Governance, Corporate Reporting, Derivatives, Fortitude RE, GRE, GL accounting, NII as well as Risk Management and Compliance, to ensure accurate reporting and regulatory adherence.
• Assist in implementing and adhering to internal controls, ensuring accounting and reporting procedures align with industry best practices.
• Ensure compliance with financial reporting standards, including GAAP and STAT.
• Support audit processes by providing required documentation and clear explanations related to investment accounting transactions.
• Participate in special projects involving investment accounting, reporting enhancements and system/process improvements.
• Provide analysis and insights as needed by senior management or external stakeholders.

BCom,Post Graduate Diploma in Finance

Important Notice

We have been alerted to the existence of fraudulent messages asking job seekers to set up payment to cover various costs associated with establishing employment at Accenture. No one is ever required to pay for employment at Accenture. If you are contacted by someone asking for payment, please do not respond, and contact us at [e-mail] immediately.

Equal Employment Opportunity Statement

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.