Financial Planning & Analysis-Lead

We Connect HR Solutions OPC; Cebu City; Hybrid; PHP 600,000 - 1,000,000; Full time

Job summary

We Connect HR Solutions OPC in Cebu City is seeking an Operations Management professional to review and analyze financial reports, and to prepare management dashboards and executive decks for client engagements.

The role includes collaboration with client staff on financial accounting reports, analysis of trends and forecasts, and participation in strategic planning and budgeting activities within a hybrid work setup.

Qualifications

• Bachelor’s degree in Accountancy, Finance, or Business with relevant experience in financial reporting, forecasting and budgeting.
• Strong ability to interpret financial data and indicators for executives.
• Experience supervising junior consultants and coordinating cross-functional teams.

Responsibilities

• Reviews and analyzes Financial reports and other management reports prepared by the clients’ staff or by Integrated Financial Reporting Services (IFRS) team of Infinnum.
• Prepares Management Reports and Dashboards, Execom Deck Presentation.
• Collaborates with clients' employees on Financial Accounting reports and related analysis
• Analyzes financial data and provides analysis of trends and forecasts and recommends actions on but not limited to growth and profitability.
• Performs and assists on special projects for clients such as feasibility studies, financial simulations and budgeting
• Assists in the report presentation to clients ExeCom and Board meetings, if included in service engagement activities
• Assists in strategic planning sessions in terms of presentation, data mining and research on economics and trends , facilitation, budgeting
• Documents and reports to immediate head issues encounter that affects our delivery system to the client.
• Attends internal Operations Committee and assists immediate head present required dashboards/reports
• Attends Account meetings and assists immediate head present required dashboards/reports
• Assists immediate head to identify the team's strengths and weaknesses/challenges, and participates in the improvement process

Skills

Data interpretation

Executive presentation delivery

Team supervision

Education

Bachelor’s degree in Accountancy, Finance, or Business

Job description

Operations Management

• Reviews and analyzes Financial reports and other management reports prepared by the clients’ staff or by Integrated Financial Reporting Services (IFRS) team of Infinnum.

• Prepares Management Reports and Dashboards, Execom Deck Presentation.

• Collaborates with clients' employees on Financial Accounting reports and related analysis

• Analyzes financial data and provides analysis of trends and forecasts and recommends actions on but not limited to growth and profitability.

• Performs and assists on special projects for clients such as feasibility studies, financial simulations and budgeting

• Assists in the report presentation to clients ExeCom and Board meetings, if included in service engagement activities

• Assists in strategic planning sessions in terms of presentation, data mining and research on economics and trends , facilitation, budgeting

• Documents and reports to immediate head issues encounter that affects our delivery system to the client.

• Attends internal Operations Committee and assists immediate head present required dashboards/reports

• Attends Account meetings and assists immediate head present required dashboards/reports

• Assists immediate head to identify the team's strengths and weaknesses/challenges, and participates in the improvement process

People Management

• Monitors the performance of Junior Consultants based on objectives and deliverables contained in our service engagement contract with our clients.

• Supervises and reviews the work of Junior Consultants

• Assists in the training of Junior Consultants on matters, if any, related to the service engagement

• Mentors and coaches Junior Consultants

• Assists immediate head in effectively communicating goals and setting clear expectations to Junior Consultants

• Engagement to other practice units teams for employee engagement and trainings.

Account/Client Management

• Ensures Service Level Agreements (SLA) and project deliverables with clients are met timely.

• Develops good working relationship with internal and external partners that result in improvement and strong service delivery

• Builds trust with clients and effectively identifies key opportunity areas that improve customer experience

• Identify the issues and concerns of the account and inform immediate head

• Suggests solutions to the identified issues and concerns

• Participates with the managers on evaluating the accounts in terms of account profitability and customer satisfaction (CSAT), billing and collections.

Others

• Makes recommendation to improve the existing service delivery practices and procedures

• Protects organization’s value and maintain professional standards at all times

• Adhere to the company's policies and operating guidelines.

• Other duties and responsibilities that maybe assigned from time to time by immediate head

Qualifications:

• Education & Experience: Holder of a Bachelor’s degree in Accountancy, Finance, or Business with 3 to 5 years of hands-on experience in financial reporting, forecasting, and budgeting.

• Key Skills: High proficiency in data interpretation (financial and economic indicators), executive presentation delivery, and team supervision.

• Logistics: Open to travel/client site visits and able to work in a hybrid setup