Financial Planning & Analysis Lead

PM Consulting; Calamba; Hybrid; PHP 1,200,000 - 1,600,000; Full time

Job summary

PM Consulting in Calamba, Laguna is seeking an FP&A Lead to support senior management with financial planning, forecasting, performance management, and strategic decision-making. The role partners with finance, operations and business leaders to develop plans, build models and provide data-driven recommendations.

The ideal candidate has a bachelor's degree in a related field, 3+ years in FP&A, strong Excel skills, and experience with ERP or BI systems. Hybrid work arrangement offered.

Qualifications

• Bachelor's degree in accounting, finance, economics, financial management, business administration, or related field.
• CPA or CMA certification is an advantage.
• At least 3 years' FP&A, budgeting, forecasting, or management reporting experience.
• Strong knowledge of budgeting, forecasting, modeling, and performance analysis.

Responsibilities

• Lead annual budgeting coordination and consolidation.
• Develop rolling forecasts based on performance, market conditions, and assumptions.
• Analyze financial implications of strategic plans and expansion initiatives.
• Create dashboards and reporting for management visibility.
• Identify variances and provide corrective recommendations.
• Drive FP&A processes and reporting standardization across the organization.

Skills

Financial planning

Forecasting

Financial modeling

Performance analysis

Excel

Cross-functional collaboration

Communication

Education

Bachelor's degree in Accounting/Finance/related field

CPA/CMA (advantage)

Tools

ERP systems

BI/Reporting tools

Financial planning software

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