Financial Planning & Analysis Lead (FP&A)

hrtx; Philippines; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

hrtx is seeking a Financial Planning and Analysis Lead to support group-wide budgeting, performance management, and strategic decision-making. You will collaborate with the Group CFO and hospital finance teams to drive data-driven planning and meaningful insights for growth and efficiency.

Key responsibilities include leading budgeting, developing dashboards, and partnering with business leaders on financial models and recommendations for initiatives, pricing, and cost optimization.

Qualifications

• Bachelor's degree in Accounting, Economics, Financial Management, or related field.
• Minimum 3 years of FP&A, budgeting, forecasting and business partnering experience.
• Strong financial modeling, analytical and problem-solving skills.
• Ability to translate financial and operational data into actionable insights.
• Strong communication and stakeholder management abilities.
• Experience with multiple business units or healthcare environments is a plus.

Responsibilities

• Lead group budgeting and planning processes aligned with strategies.
• Prepare group management reports and dashboards with KPIs.
• Provide financial analysis for Board and Exec presentations.
• Partner with operating units to drive performance and value creation.

Skills

Financial Planning & Analysis

Budgeting

Forecasting

Financial Modeling

Data Analysis

Stakeholder Management

Communication

Education

Bachelor's degree in Accounting

Tools

Excel

Job description

We are looking for a Financial Planning and Analysis Lead to support group-wide financial planning, performance management, business partnering, and strategic decision-making. The role will work closely with the Group CFO, hospital finance teams, and operations leaders to drive data-driven financial planning and provide meaningful insights to support business growth and operational efficiency.

Key Responsibilities

Financial Planning & Budgeting

• Support the CFO in the group-wide budgeting process, ensuring alignment with hospital and overall business strategies.
• Partner with hospital Finance and Operations Heads in developing data-driven budgets.
• Support finance teams in CapEx planning, including financial justification and investment assessment.
• Monitor major capital projects against approved budgets, financial targets, and timelines.
• Develop and maintain financial models to support business and investment decisions.

Reporting & Performance Management

• Prepare timely and insightful group management reports and dashboards covering financial and operational KPIs.
• Support Board and Executive presentations through clear financial insights, analysis, and commentary.
• Analyze actual versus budget performance, identify key variance drivers, and recommend corrective actions.
• Maintain and update rolling forecasts based on operational trends, business performance, and changing assumptions.

Business Partnering & Decision Support

• Partner with operating companies and business leaders in developing financial models and recommendations for new initiatives, pricing changes, and cost optimization.
• Build robust financial models for scenario analysis, "what-if" planning, and investment decisions.
• Support M&A and partnership evaluations by providing financial analysis and valuation inputs, as needed.

Process, Systems & Data Governance

• Drive the standardization and continuous improvement of FP&A processes, systems, templates, and methodologies across hospitals.
• Support the integration of newly acquired hospitals into group-wide reporting, budgeting, and FP&A processes.

Qualifications

• Bachelor's degree in Accountancy, Economics, Financial Management, or other business-related disciplines.
• At least 3 years of experience in Financial Planning & Analysis, financial analysis, budgeting, forecasting, and business partnering.
• Strong financial modeling, analytical, and problem-solving skills.
• Ability to translate financial and operational data into actionable business insights.
• Strong communication and stakeholder management skills.
• Experience working with multiple business units, operating companies, or healthcare/hospital environments is an advantage.