Financial Planning & Analysis Specialist

Concepcion Business Services, Inc.; Muntinlupa; On-site; PHP 420,000 - 700,000; Full time

Job summary

Concepcion Business Services, Inc. is seeking an FP&A professional to support planning, forecasting, and financial analysis. You will help consolidate financials, analyze variances against plan and prior periods, and prepare monthly reporting with actionable insights.

The role emphasizes accuracy, cross-functional collaboration, and developing templates for consistent financial reporting across business units.

Qualifications

• Bachelor's degree in Finance/Accounting; CPA preferred.
• 1+ year of experience in finance, management reporting, financial analysis, FP&A or business partnering.

Responsibilities

• Assist in planning, forecasting, and consolidation to generate full financials and analyses.
• Provide in-depth analysis of P&L vs plan, prior year, and estimates to identify risks and opportunities.
• Ensure accuracy and timeliness of plan/forecast data across reporting systems.
• Prepare monthly reporting packages with insightful analytics.
• Develop financial templates aligned with business models and requirements.

Skills

Analytical skills

Financial modeling

Communication & presentation

Education

Bachelor's degree in Finance/Accounting

CPA preferred

Tools

Excel

Power Query

Power BI

Tableau

ERP systems

Job description

Overall Objectives:

• Responsible in working closely with CIC business units to track financial performance and provide financial information, forecasting and analysis to help guide decision making and strategy setting.
• Ensures accuracy, consistency of financial information across all reporting systems and management reporting compliance of all CIC business units.

Key Responsibilities:

Planning and Forecasting

• Assists in the preparation of overall roll-up and consolidation to generate full CIC financials and analysis, ensuring alignment with business objectives/directions and understanding the implications and drivers of changes as well as communication and presentation of results measured against plan, prior year and prior estimates.
• Assists in providing to management in-depth analysis of the P&L vs Previous Estimate, Plan, Prior Year and other base comparison leading to the identification of risks and opportunities and recommendations for appropriate actions to address them.
• Ensures the accuracy, completeness, and reasonableness of all plan/forecast requirements to complete the full financial roll-up in a timely manner
• Ensures that the plan/forecast numbers are correct and consistent in all reporting systems
• Develop effective financial templates applicable to business models and requirements

Reporting and Analysis

• Ensures that actual data are secured to the level that is relevant both in the vertical and horizontal analysis of the financials as well as in the reporting packages.
• Communicates and coordinates promptly any material deviation to plan/forecast and identifies any potential risks and/or opportunities
• Prepares and ensures that the monthly reporting package presents the correct figures and provides insightful analytics.
• Organizes and controls all templates, schedules, reports, packages, presentation materials, references, and other supporting documents (soft or hardcopy), for common reference, and usage of the team and to different business units.
• Ensures all working templates, supporting schedules and information with links, formulas and logics are intact and saved in the shared folder for common reference, usage and easy update.

Others

• Practices continuous improvement on the planning, forecast, and reporting processes (working templates & reports) to leverage available tools and systems and to cater the needs of internal customers.
• Provides data support to update and achieve the Finance KPIs and other corporate-wide finance initiatives.
• Establishes strong and effective working relationships with the team and all business unit counterparts.
• Other functions that may be required to ensure business continuity.

Qualifications:

• Education: Bachelor's degree in Finance/ Accounting; CPA preferred
• Experience: At least 1-year relevant experience in finance, management reporting, financial analysis, FP&A and/or business partnering

Skills:

• Strong analytical and financial modeling skills
• Advanced MS Excel (Pivot, Power Query) and PowerPoint skills
• Knowledge of ERP, forecasting/planning and reporting tools (e.g. Anaplan, Power BI, Tableau, etc.)
• Excellent communication, stakeholder management and presentation abilities.

Competencies:

• High attention to detail.
• Learning and analytical mindset.
• Ability to manage tight deadlines and multiple priorities.
• Team player and cross-functional collaboration.