Financial Planning & Analysis (FP&A) Manager

JG Summit Holdings Inc.; Pasig; On-site; PHP 2,500,000 - 4,500,000; Full time

Job summary

JG Summit Holdings Inc. is seeking an experienced FP&A Manager to drive enterprise-wide financial planning, forecasting, performance management, and strategic decision support across a diversified group of businesses.

This role emphasizes data-driven insights and a strong foundation in accounting and corporate finance. The role leads budgets and long-range plans, builds robust models, and presents analyses to executives.

Qualifications

• 8+ years of progressive FP&A or related experience.
• Solid understanding of PFRS/IFRS.
• Advanced financial modeling and Excel skills.
• Experience with Anaplan or other enterprise planning platforms.
• Experience with BI tools and process automation.

Responsibilities

• Lead preparation, consolidation, and analysis of annual budgets, forecasts, and long-range plans across units and functions.
• Review key assumptions to improve credibility of financial plans.
• Develop robust financial models, scenario analyses, and sensitivity assessments.
• Monitor external economic developments and assess implications on group financials.
• Provide portfolio-level financial analysis and recommendations for resource allocation.
• Develop and monitor KPIs; prepare concise management reports and dashboards.
• Champion adoption of digital tools and AI-enabled solutions to improve productivity and data quality.
• Promote data governance and process standardization.

Skills

Advanced financial modeling

Excel proficiency

Anaplan

BI visualization (Power BI/Tableau)

AI productivity tools

Stakeholder collaboration

Education

Bachelor's degree in Accountancy

Certified Public Accountant (CPA)

CFA / MBA / CMA or equivalent

Tools

Anaplan

Power BI

Tableau

Job description

The FP&A Manager plays a key role in driving enterprise-wide financial planning, forecasting, performance management and strategic decision support across a diversified group of businesses. As an individual contributor, this role requires strong analytical capability, advanced financial modeling skills and a strong foundation in accounting and corporate finance The successful candidate is intellectually curious, collaborative, and confident in challenging assumptions, generating actionable insights and influencing business decisions through data-driven analysis. Beyond technical excellence, the role is expected to champion continuous improvement by leveraging planning systems, automation and emerging AI technologies to enhance productivity and strengthen decision-making.

WHAT IS THE JOB LIKE?

• Lead the preparation, consolidation, and analysis of annual budgets, forecast updates, and long-range financial plans across business units and corporate functions.
• Review, validate, and challenge key business assumptions to improve the quality and credibility of financial plans.
• Develop robust financial models, scenario analyses, and sensitivity assessments to support capital allocation and investment decisions.
• Monitor external economic, industry and market developments and assess potential implications on the group’s financials.

Performance Monitoring & Reporting

• Provide portfolio level financial analysis by evaluating business performance, capital deployment and ROI, delivering actionable insights and recommendations to optimize resource allocation and financial performance.
• Develop, monitor, and analyze key financial and operational KPIs across the organization.
• Prepare concise, insightful management reports, executive presentations, dashboards, and financial narratives that clearly communicate business performance.
• Identify emerging risks, opportunities, and trends, and proactively recommend corrective actions or strategic responses.
• Develop, maintain, and drive improvements in financial planning models within Anaplan and other planning or reporting platforms.
• Champion the adoption of digital tools, AI-enabled solutions and advanced analytics to improve productivity, enhance data quality, and generate deeper business insights.
• Promote best practices in data governance, model integrity, documentation, and process standardization.

Business Partnering & Stakeholder Engagement

• Partner closely with business units and corporate functions to provide financial insights that support operational and strategic decisions.
• Build collaborative relationships across diverse stakeholders while constructively challenging assumptions and providing objective financial perspectives.
• Communicate complex financial concepts clearly and effectively to both financial and non-financial audiences.
• Share knowledge and promote financial literacy across the organization through coaching, discussions, and collaborative problem-solving.

WHO ARE YOU?

Education:

• Bachelor's Degree in Accountancy
• Certified Public Accountant (CPA)
• CFA, MBA, CMA, or other relevant professional certifications

Experience & Skills:

• Minimum of eight (8) years of progressive experience in financial planning & analysis, corporate finance, investment banking, equity research, valuation, controllership or related fields.
• Solid understanding of PFRS/IFRS and accounting principles.
• Advanced financial modeling and Excel skills.
• Strong proficiency in Anaplan or equivalent enterprise planning platforms.
• Demonstrated experience in BI and visualization tools, (e.g. Power BI or Tableau), process automation, digital transformation, or implementation of finance technology solutions.
• Demonstrated interest in applying AI-enabled productivity tools (e.g., Microsoft Copilot, Claude, or similar technologies) to improve financial analysis, reporting and business processes.
• Experience in corporate strategy, M&A, valuation, or enterprise risk management is an advantage.