Financial Planning & Analysis (FP&A)

HRTX; Calabarzon; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

HRTX, in Alabang (Full Onsite), is seeking an experienced FP&A professional to lead budgeting, forecasting, and long-term planning. The role requires delivering clear financial insights through reports and dashboards for senior leadership.

The ideal candidate has 5+ years in FP&A, strong Excel and ERP skills (SAP/Oracle), and proven cross-functional collaboration with accounting and operations teams. MBA or professional certifications are a plus.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or professional certifications such as CFA, CPA a plus).
• 5+ years of FP&A experience, ideally in the logistics industry.
• Strong proficiency in financial modeling, Excel, and ERP systems (e.g., SAP, Oracle).
• Excellent communication, analytical, and problem-solving skills, with the ability to present complex financial concepts to non-financial stakeholders.
• Proven experience working with senior leadership and cross-functional teams to influence strategic business decisions.

Responsibilities

• Lead the annual budgeting, quarterly forecasting, and long-term financial planning process to ensure financial projections align with business objectives.
• Perform variance analysis between actual performance and budget/forecast, offering actionable insights and recommendations to senior management.
• Prepare regular financial reports, dashboards, and presentations, delivering clear and concise financial insights to key stakeholders.
• Collaborate with cross-functional teams, including accounting and operations, to provide financial insights that drive strategic decision-making and process improvements.
• Conduct detailed financial modeling and scenario analysis for new business opportunities, cost-saving initiatives, and investment decisions.

Skills

Financial analysis

Forecasting

Stakeholder communication

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA/CPA a plus

Tools

Excel

ERP systems (SAP/Oracle)

Job description

Location: Alabang
Work Setup: Full Onsite

Key Responsibilities:

• Lead the annual budgeting, quarterly forecasting, and long-term financial planning process to ensure financial projections align with business objectives.
• Perform variance analysis between actual performance and budget/forecast, offering actionable insights and recommendations to senior management.
• Prepare regular financial reports, dashboards, and presentations, delivering clear and concise financial insights to key stakeholders.
• Collaborate with cross-functional teams, including accounting and operations, to provide financial insights that drive strategic decision-making and process improvements.
• Conduct detailed financial modeling and scenario analysis for new business opportunities, cost-saving initiatives, and investment decisions.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or professional certifications such as CFA, CPA a plus).
• 5+ years of FP&A experience, ideally in the logistics industry.
• Strong proficiency in financial modeling, Excel, and ERP systems (e.g., SAP, Oracle).
• Excellent communication, analytical, and problem-solving skills, with the ability to present complex financial concepts to non-financial stakeholders.
• Proven experience working with senior leadership and cross-functional teams to influence strategic business decisions.