Financial Planning & Analysis Lead

Our Clients; Calamba; Hybrid; PHP 1,000,000 - 1,800,000; Full time

Job summary

Our Clients in Calamba, Laguna is seeking an FP&A Lead to support senior management in financial planning, forecasting, performance management, and strategic decision-making across the organization.

You will work with finance, operations, and business leaders to develop financial plans, build models, and provide data-driven recommendations for key business decisions. Strong Excel skills and cross-functional collaboration are essential.

Qualifications

• Bachelor’s degree in accounting, finance, or related field and strong financial acumen.
• Professional certification (CPA/CMA) is an advantage.
• Minimum 3 years in FP&A, budgeting, forecasting or related roles.
• Proficiency with Excel for financial modeling and data analysis.

Responsibilities

• Develop and consolidate annual budgets and rolling forecasts.
• Build scalable financial models to support planning and decisions.
• Deliver dashboards and management reporting for performance tracking.
• Identify variances and provide actionable recommendations.

Skills

Financial modeling

Budgeting

Forecasting

Data analysis

Excel

Presentation skills

Cross-functional collaboration

Analytical thinking

Education

Bachelor's degree in Accounting/Finance

CPA/CMA advantage

Tools

Excel (Advanced)

ERP systems

BI tools

Job description

Location: Calamba, Laguna

Work Schedule: Hybrid | Dayshift | Monday - Friday

The FP&A Lead will be responsible for supporting the senior management in financial planning, forecasting, performance management, and strategic decision-making processes. The position will work closely with finance, operations, and business leaders across the organization to develop financial plans, evaluate business performance, build financial models, and provide data-driven recommendations for key business decisions.

Key Responsibilities:

• Financial Planning, Budgeting & Forecasting

  • Lead the coordination and consolidation of the organization's annual budgeting and financial planning activities.
  • Develop and maintain rolling forecasts based on actual performance, business trends, market conditions, and changing assumptions.
  • Analyze the financial implications of strategic plans, expansion initiatives, and other major business decisions.

• Financial Modeling & Scenario Analysis

  • Build and maintain financial models for budgeting, forecasting, business planning, investment evaluation, and strategic decision-making.
  • Conduct scenario planning and "what-if" analysis to assess the potential impact of different business assumptions.
  • Ensure financial models are accurate, well-structured, scalable, and supported by clearly documented assumptions.

• Management Reporting & Performance Analysis

  • Develop dashboards and reporting tools to provide management with visibility into key financial and business metrics.
  • Analyze actual results against budget, forecast, and historical performance.
  • Identify significant variances, investigate their underlying causes, and provide recommendations for corrective action.

• FP&A Process & Systems Improvement

  • Drive the standardization and continuous improvement of FP&A processes, methodologies, templates, and reporting practices across the organization.
  • Establish consistent approaches to budgeting, forecasting, management reporting, and performance analysis.
  • Identify opportunities to improve the efficiency, accuracy, and timeliness of FP&A activities.

Qualifications

• Bachelor's degree in Accountancy, Finance, Economics, Financial Management, Business Administration, or a related field.
• CPA, CMA, or other relevant professional certification is an advantage.
• At least 3 years of relevant experience in FP&A, financial planning and analysis, management reporting, corporate finance, or financial business partnering.
• Experience in budgeting, forecasting, financial modeling, and performance analysis.
• Strong understanding of financial planning, management reporting, and financial analysis principles.
• Experience working with cross-functional teams and senior management is highly preferred.
• Advanced proficiency in Microsoft Excel, particularly financial modeling, data analysis, and reporting.
• Experience with ERP, financial planning, reporting, or business intelligence systems is an advantage.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and ability to work with large volumes of financial and operational data.
• Strong communication and presentation skills