Financial Planning & Analysis Manager

Coral Agri-Venture Farm Inc.; Quezon City; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Coral Agri-Venture Farm Inc. is seeking an FP&A Manager to oversee financial planning, budgeting, forecasting, and management reporting, delivering accurate insights to support strategic decisions and sustainable growth.

You will partner with multiple departments, analyze performance, build forecasting models, and lead FP&A initiatives, driving profitability and financial discipline across the organization.

Qualifications

• 5–8 years of FP&A or related experience required.
• 2–3 years in a supervisory role preferred.
• Experience in budgeting, forecasting, financial modeling, variance analysis, and management reporting is required.
• Experience in FMCG, retail, or fast-paced commercial environments is an advantage.

Responsibilities

• Lead the annual budgeting and financial planning process with relevant departments.
• Prepare monthly, quarterly, and annual forecasts and update forecasting models.
• Develop timely monthly management reports and financial presentations for senior management.
• Analyze revenue, costs, gross margins, operating expenses, and profitability.
• Develop financial models and business cases for new projects and investments.
• Monitor cost structures and drive cost optimization and profitability initiatives.
• Monitor working capital and cash flow; coordinate with Accounting for accuracy.
• Partner with Sales, Operations, Procurement, Marketing, and HR to drive financial insights.
• Establish and monitor financial KPIs; explain variances and drivers.
• Drive FP&A process improvements and automation; standardize reporting templates.
• Lead FP&A team members where applicable and foster continuous improvement.

Skills

Financial planning

Budgeting

Forecasting

Management reporting

Financial modeling

Data analysis

ERP systems

Excel / Sheets

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

CPA/CFA/CMA/MBA or equivalent

Tools

ERP systems

BI tools

Job description

The Financial Planning and Analysis (FP&A) Manager is responsible for overseeing the company's financial planning, budgeting, forecasting, management reporting, and financial analysis functions. The role provides accurate and insightful financial information to management to support strategic planning, business performance improvement, and informed decision-making.

The FP&A Manager serves as a key financial business partner to various departments, translating financial and operational data into meaningful insights and recommendations. The position will monitor business performance, identify financial trends and risks, evaluate business opportunities, and support initiatives aimed at improving profitability and sustainable growth.

KEY RESPONSIBILITIES

1. Budgeting and Financial Planning

• Lead the preparation of the company's annual budget and financial plan in coordination with relevant departments.

• Consolidate departmental budgets and review assumptions for accuracy, completeness, and alignment with business objectives.

• Establish financial targets and key performance indicators in coordination with management.

• Monitor budget utilization and recommend adjustments when necessary.

• Support long-term financial planning and strategic business planning activities.

2. Financial Forecasting

• Prepare monthly, quarterly, and annual financial forecasts.

• Develop and maintain financial forecasting models based on historical performance, current business trends, and management assumptions.

• Regularly update forecasts based on actual performance and changes in business conditions.

• Conduct scenario and sensitivity analyses to assess potential financial outcomes.

• Provide management with forward-looking insights on revenue, expenses, profitability, and cash requirements.

3. Management Reporting

• Prepare timely and accurate monthly management reports and financial presentations.

• Analyze actual results against budget, forecast, and prior-period performance.

• Provide clear explanations of significant variances and their underlying business drivers.

• Develop dashboards and reports covering key financial and operational KPIs.

• Present financial performance and insights to senior management and other stakeholders.

4. Financial and Business Analysis

• Analyze revenue, costs, gross margins, operating expenses, profitability, and other financial performance indicators.

• Identify trends, risks, inefficiencies, and opportunities that may impact business performance.

• Conduct profitability analysis by product, business unit, customer, channel, or other relevant segments.

• Provide data-driven recommendations to improve financial performance.

• Evaluate the financial impact of business initiatives, operational changes, pricing strategies, and investments.

5. Financial Modeling and Business Cases

• Develop financial models to support strategic and operational decision-making.

• Prepare financial feasibility studies and business cases for new projects, products, investments, and expansion initiatives.

• Conduct ROI, break-even, payback, and sensitivity analyses.

• Evaluate different business scenarios and provide recommendations based on financial and commercial impact.

• Assist management in assessing major capital expenditures and investment opportunities.

6. Cost and Profitability Management

• Monitor cost structures and identify opportunities for cost optimization.

• Analyze gross margin and operating margin performance.

• Review significant changes in operating expenses and investigate unfavorable trends.

• Partner with relevant departments to identify and implement cost-saving initiatives.

• Assess the financial impact of pricing, promotions, discounts, and other commercial activities.

7. Working Capital and Cash Flow Analysis

• Monitor key working capital indicators, including accounts receivable, accounts payable, and inventory.

• Analyze cash flow trends and provide insights to support cash management.

• Identify opportunities to improve working capital efficiency.

• Support cash flow forecasting and financial planning activities.

• Coordinate with Accounting and other departments to ensure consistency of financial information.

8. Cross-Functional Business Partnership

• Work closely with Sales, Operations, Procurement, Marketing, Human Resources, and other departments to understand business performance and financial drivers.

• Act as a finance business partner by providing analysis and recommendations to department heads.

• Support business leaders in evaluating financial implications of operational decisions.

• Promote financial accountability and data-driven decision-making across the organization.

• Challenge assumptions and provide constructive financial insights when appropriate.

9. Financial Performance Monitoring

• Establish and monitor financial KPIs and performance metrics.

• Track business performance against approved targets and identify areas requiring management attention.

• Conduct regular performance reviews and recommend corrective actions.

• Monitor key business trends and their potential impact on financial performance.

• Provide management with actionable insights to support continuous improvement.

10. Process Improvement and Automation

• Improve FP&A processes, reporting systems, and financial analysis methodologies.

• Standardize reporting templates, financial models, and forecasting processes.

• Identify opportunities to automate repetitive reporting and data analysis activities.

• Ensure financial reports are accurate, consistent, and delivered within established timelines.

• Collaborate with Finance and IT teams to improve financial data availability and reporting capabilities.

11. Team Leadership

• Lead, supervise, and develop FP&A team members, as applicable.

• Assign responsibilities and establish clear performance expectations.

• Review the quality and accuracy of financial reports and analyses prepared by the team.

• Coach team members to strengthen their financial analysis, modeling, and business partnering capabilities.

• Foster a culture of accountability, collaboration, and continuous improvement.

QUALIFICATIONS

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.

• CPA, CFA, CMA, MBA, or other relevant professional certification is an advantage.

Experience

• At least 5–8 years of experience in FP&A, financial analysis, corporate finance, management reporting, or a related field.

• At least 2–3 years of experience in a supervisory or managerial capacity is preferred.

• Experience in budgeting, forecasting, financial modeling, variance analysis, and management reporting is required.

• Experience in FMCG, retail, food, consumer goods, distribution, or other fast-paced commercial environments is an advantage.

TECHNICAL SKILLS

• Strong knowledge of financial planning, budgeting, forecasting, and management reporting.

• Strong understanding of financial statements and accounting principles.

• Advanced proficiency in Microsoft Excel or Google Sheets.

• Strong financial modeling and data analysis skills.

• Experience using ERP, accounting, or financial management systems.

• Knowledge of business intelligence and data visualization tools is an advantage.

• Strong analytical and quantitative skills.

• Ability to interpret complex financial and operational data and translate findings into business recommendations.