Financial Planning & Analysis Manager (FP&A Manager)

SOMA Group; Mexico; On-site; PHP 3,685,503 - 4,914,004; Full time

Job summary

SOMA Group is seeking a Financial Planning & Analysis Manager (FP&A Manager) in Pampanga, Mexico. The role requires a Bachelor’s degree in Finance and at least 5 years of relevant experience.

The FP&A Manager will be responsible for planning and budgeting, performance analysis, and strategic business partnering. The ideal candidate will possess strong financial modeling skills and the ability to prepare detailed reports for senior management.

Qualifications

• Minimum of 5 years of professional experience in finance.
• Strong understanding of financial reporting and analysis.
• Ability to develop complex financial models.

Responsibilities

• Lead the annual budgeting process and periodic forecasting.
• Prepare executive reports and dashboards for senior management.
• Provide financial insights to support decision-making.

Skills

Financial modeling

Variance analysis

Management reporting

Profitability analysis

Education

Bachelor’s degree in Finance

MBA

Job description

Financial Planning & Analysis Manager (FP&A Manager)

Who we are looking for

• Bachelor’s degree in Finance (preferred).
• Master’s degree in Finance (desired).
• MBA (Master of Business Administration).
• Degree in Accounting / Public Accounting.
• Degree in Business Administration or Economics.
• Specialization in Financial Engineering.
• Languages: Spanish and English.
• Minimum of 5 years of professional experience.

Responsibilities

The FP&A Manager is responsible for transforming data into strategic insights and acting as a key driver of the organization’s financial discipline.

1. Planning & Budgeting

This is the core responsibility of the FP&A function.

• Financial Cycle Coordination: Lead the annual budgeting process and periodic forecasting cycles (quarterly/monthly) in close collaboration with all functional areas.
• Financial Modeling: Develop, maintain, and enhance complex financial models (e.g., three-statement models – P&L, Balance Sheet, Cash Flow) to support long-term planning and the evaluation of new business opportunities or investments.
• Master Data Management: Ensure the proper structure and definition of cost centers, chart of accounts, and analytical dimensions to guarantee data integrity and consistency across all planning and reporting processes.

2. Performance Analysis & Reporting

Focused on understanding past performance to optimize future results.

• Variance Analysis: Perform monthly variance analysis comparing actual results versus budget and latest forecast, identifying root causes of deviations.
• Management Reporting: Prepare clear and concise executive reports and dashboards for the CFO and senior management, highlighting key performance indicators (KPIs) and business trends.
• Profitability Analysis: Conduct detailed profitability analyses to identify high- and low-margin areas.
• Cash Flow Analysis: Forecast and analyze operating and free cash flow to ensure adequate liquidity and support capital planning.

3. Strategic Business Partnering

Act as a trusted internal advisor to the business.

• Operational Advisory: Work closely with Property and Operations leaders, providing financial insights to support budget management and strategic decision-making.
• Investment Evaluation: Perform financial analysis and develop business cases for new investment projects.
• Efficiency Assessment: Monitor operating expenses (OPEX) and identify opportunities for cost savings and resource optimization.