Financial Planning Analysis Associate

WHR Global Consulting; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

WHR Global Consulting is seeking an analytical FP&A Associate to support planning, budgeting, forecasting, and performance analysis for a growing group of retail brands. Based in Taguig, you will provide data-driven insights to guide strategic decisions, optimize operations, and drive financial growth across multiple business units.

You will collaborate with Sales, Operations, and Merchandising to gather data, build models, and present results to senior management, while maintaining FP&A tools

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1–3 years of experience in FP&A, business analytics, or corporate finance—preferably in retail, FMCG, or multi-branch setup.
• Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (Power BI, Tableau) is a plus.
• Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
• Excellent analytical skills with attention to detail and accuracy.
• Strong communication and interpersonal skills; able to collaborate across departments.

Responsibilities

• Assist in annual budgets, quarterly forecasts, and long-term financial plans for all retail units.
• Analyze actual performance vs. budget and provide variance explanations to management.
• Develop financial models, dashboards, and scenario analyses for planning and decision-making.
• Collaborate with Sales, Operations, and Merchandising to gather data and validate assumptions.
• Prepare timely financial reports, presentations, and insights for senior management.
• Monitor KPIs and financial metrics across brands, stores, and channels.
• Support planning for new store openings, product launches, and expansion initiatives.
• Maintain FP&A tools, templates, and reporting systems.
• Identify risks and opportunities impacting financial results.
• Participate in cross-functional projects on cost optimization and system improvements.

Skills

Excel

PowerPoint

Power BI

Tableau

Financial modeling

Data visualization

ERP systems

SAP

Oracle

QuickBooks

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SAP

Oracle

QuickBooks

Job description

Job Title: Financial Planning & Analysis (FP&A) Associate

Location: Taguig City, Philippines (Head Office)

Employment Type: Full-time

Department: Finance

Reports To: FP&A Manager / Finance Director

Job Summary:

We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

Key Responsibilities:

• Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
• Analyze actual financial performance vs. budget and provide variance explanations to management.
• Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
• Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
• Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
• Monitor KPIs and financial performance metrics across different brands, stores, and channels.
• Support financial planning for new store openings, product launches, and expansion initiatives.
• Maintain and update FP&A tools, templates, and reporting systems.
• Assist in identifying risks and opportunities that may impact financial results.
• Participate in cross-functional projects related to cost optimization, business growth, and system improvements.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-branch setup.
• Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
• Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
• Excellent analytical skills, with attention to detail and accuracy.
• Strong communication and interpersonal skills; able to collaborate effectively across departments.
• Ability to work in a fast-paced, deadline-driven environment.
• Highly organized, with a proactive and problem-solving mindset.

Preferred Attributes:

• Experience supporting multi-location retail operations or e-commerce channels.
• Knowledge of inventory planning, cost allocation, and retail margin analysis.
• CPA, CMA, or further finance-related certifications is an advantage but not required.
• Passion for numbers, business strategy, and continuous process improvement.