Financial Planning & Analysis Manager

We Connect HR Solutions OPC; Metro Manila; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

We Connect HR Solutions OPC seeks an experienced FP&A professional to lead budgeting, forecasting, and financial analysis to support strategic decisions. The role involves building models, variance analysis, and presenting KPIs to senior management.

The ideal candidate has 8+ years in finance, strong Excel skills, and experience guiding cross-functional teams. Willingness to travel and engage with clients as needed is required.

Qualifications

• Bachelor's degree in Accounting, Management Accounting, or Business Management; CPA/CMA/MBA is a plus.
• With a minimum of 8 years of finance and accounting experience including reporting, budgeting, and simulations.
• Experience supervising or managing a team of 5–8 people is required.
• Willingness to travel and visit clients if needed.

Responsibilities

• Lead budgeting process across departments and develop annual operating plans.
• Develop rolling forecasts and provide updated projections for strategic decisions.
• Build detailed financial models including variance analysis and explanations.
• Prepare and present monthly, quarterly, and annual performance dashboards for senior management.
• Provide financial insights to support capital expenditures, M&A, and strategic initiatives.
• Collaborate with department heads to deliver data-driven financial insights.

Skills

Financial Modeling

Excel Proficiency

Data Analysis

Communication & Presentation

Strategic & Critical Thinking

Attention to Detail

Business Acumen

Education

Bachelor's Degree in Accounting/Management Accounting/Business Management

CPA, CMA or MBA (plus)

Tools

Excel

BI Tools

Job description

Job Summary:

Focuses on forward-looking financial activities, such as budgeting, forecasting, and analysis, to support a company's strategic decisions.

WHAT YOU'LL DO:

FP&A professional's day-to-day work involves a mix of recurring tasks and special projects.

• Budgeting & Forecasting: Lead the company's budgeting process, working with different departments to create annual operating plans. Develop rolling forecasts to provide updated financial projections and help the business adapt to changing conditions.

• Financial Modeling & Analysis: Build detailed financial models to project future revenues and expenses. This includes conducting variance analysis, which involves comparing actual financial results to the budgeted or forecasted numbers and explaining the "why" behind any discrepancies.

• Performance Reporting: FP&A teams are responsible for preparing and presenting regular financial reports, including monthly, quarterly, and annual reports. Create dashboards to monitor key performance indicators (KPIs) and present their findings to senior management and other stakeholders.

• Strategic Support: Act as a trusted advisor to senior leadership, providing financial insights and recommendations to support major decisions, such as capital expenditures, mergers and acquisitions, and strategic initiatives.

• Business Partnering: Collaborate with department heads across the organization—from sales and marketing to operations—to understand their financial needs and provide relevant, data-driven insights.

WHAT WE'RE LOOKING:

• A graduate of a Bachelor's Degree in Accounting, Management Accounting, Business Management, and equivalent (CPA, CMA or MBA is a plus)

• With minimum of 8 years of finance and accounting experience, financial and investment reporting and analysis, budgeting, financial study and simulations.

• With experience in supervising or managing a team of at least 5-8 people is required

• Willing to do travels and client visits if needed.

Hard Skills

• Financial Modeling & Excel Proficiency: Must be expert users of Excel, comfortable with advanced functions, and skilled in building complex financial models (e.g., 3-statement models).

• Accounting Knowledge: A strong understanding of accounting principles and the three main financial statements (income statement, balance sheet, and cash flow statement) is essential.

• Data Analysis: The ability to collect, clean, and analyze large datasets is crucial. Proficiency with business intelligence tools.

Soft Skills

• Communication & Presentation: Must be able to translate complex financial data into clear, concise, and compelling presentations for non-financial audiences.

• Strategic & Critical Thinking: Proactive approach to problem-solving and the ability to think strategically about how financial decisions impact the broader business.

• Attention to Detail: FP&A work demands a high degree of accuracy and precision.

• Business Acumen: A deep understanding of the company's industry, operations, and key business drivers is necessary to provide meaningful analysis and recommendations.