Financial Planning & Analysis Manager

Jade Solutions and Management Services Inc.; Muntinlupa; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

Jade Solutions and Management Services Inc. in Metro Manila seeks an FP&A leader to drive budgeting, rolling forecasts, and financial plans across transport, warehousing, and distribution.

You will translate operational metrics into financial forecasts, assess profitability by contract and service line, and develop models for tenders and network expansion. You will partner with commercial and operations teams to optimize cost-to-serve, capacity, and margins, while delivering timely management

Qualifications

• Bachelor's degree in related field; CPA/CMA/MBA advantageous.
• 7+ years FP&A, commercial finance or business partnering with leadership.
• Experience in logistics/transport/warehousing or operations-heavy industries preferred.
• Strong financial modeling, budgeting, forecasting, variance analysis, and presentation skills.
• Advanced Excel; experience with ERP and reporting tools like Power BI.

Responsibilities

• Lead annual budgets, rolling forecasts, and financial plans for transport, warehousing, distribution, and related services.
• Analyze actual results against budget, prior periods, and forecasts; explain variances.
• Prepare monthly business reviews and forward-looking insights for senior management, including risks and actions.
• Translate operational metrics (trips, shipments, fleet utilization, warehouse throughput, labor productivity) into forecasts.
• Assess profitability by customer, contract, route, site, service line, and business unit.
• Develop financial models for tenders, pricing changes, contract renewals, investments, and expansion.
• Partner with commercial and operations teams to evaluate cost-to-serve, capacity, margins.
• Monitor capex, payback, and ROI; recommend changes when assumptions shift.
• Improve reporting accuracy by aligning financial data with ops and commercial data.
• Develop dashboards and KPIs for revenue, gross margin, Opex, cost per unit, ROI.

Skills

Financial planning & analysis

Budgeting & forecasting

Variance analysis

Financial modeling

Power BI / BI tools

Advanced Excel

Leadership experience

Education

Bachelor's degree in Accountancy, Finance, Economics, or Business

CPA, CMA, or MBA (advantage)

Tools

Power BI

ERP systems

Job description

About the role

This role leads financial planning, analysis, and performance management for transport, warehousing, distribution, and related services. You will translate operational metrics into financial forecasts, assess profitability across customers and contracts, develop financial models for strategic decisions, and provide forward-looking insights to senior management.

Key responsibilities

• Lead annual budgets, rolling forecasts, and financial plans for transport, warehousing, distribution, and related services

• Analyze actual results against budget, prior periods, and forecasts; explain volume, rate, mix, productivity, and cost variances

• Prepare monthly business reviews and forward-looking insights for senior management, including risks, opportunities, and corrective actions

• Translate operational metrics such as trips, shipments, fleet utilization, warehouse throughput, and labor productivity into financial forecasts

• Assess profitability by customer, contract, route, site, service line, and business unit

• Develop financial models for tenders, pricing changes, contract renewals, fleet and facility investments, and network expansion

• Partner with commercial and operations teams to evaluate cost-to-serve, contract assumptions, capacity, and expected margins

• Monitor capital expenditure, payback, and returns on approved projects; recommend changes when assumptions shift

• Improve reporting accuracy and timeliness by aligning financial data with operational and commercial data

• Develop dashboards and clear performance measures for revenue, gross margin, operating expense, cost per unit, and return on investment

About you

• Bachelor's degree in Accountancy, Finance, Economics, Business, or a related field; CPA, CMA, or MBA is an advantage

• At least 7 years of experience in FP&A, commercial finance, or business partnering, including experience leading a team or major planning process

• Experience in logistics, transport, warehousing, distribution, manufacturing, or another operations-intensive industry is preferred

• Strong financial modeling, budgeting, forecasting, variance analysis, and presentation skills

• Advanced Excel skills and experience with ERP systems and reporting tools such as Power BI