Financial Planning Analyst

Solvento Philippines, Inc.; Makati; On-site; PHP 400,000 - 700,000; Full time

Job summary

Solvento Philippines, Inc. seeks a Financial Analyst to join the Enterprise Transformation Services team. You will analyze financial data, translate requirements into planning models, and support planning solutions design and configuration.

You will work with clients and stakeholders to gather requirements, ensure accuracy of financial planning models, and deliver work on schedule while complying with security and governance standards. On-site at client premises in Metro Manila.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics or related field.
• 2–3 years FP&A, financial analysis, budgeting, forecasting preferred.
• Strong knowledge of finance and accounting processes.
• Advanced Excel skills required.
• Experience with Anaplan or planning tools is a plus but not required.
• Willing to work on-site at client premises within Metro Manila.

Responsibilities

• Analyze financial and business processes to support planning solution design.
• Translate requirements into planning models and configurations.
• Understand finance, accounting, and business rules to ensure accurate solution design.
• Configure and maintain planning models based on business requirements.
• Participate in solution training and certification programs as required.
• Deliver assigned work within agreed timelines.
• Work closely with clients and stakeholders to gather requirements and validate logic.
• Collaborate with Planning Solution Architects and team members for project delivery.
• Assist in scope definition and effort estimation for prospective clients.
• Learn planning technologies and how they support business processes.
• Attend client meetings when needed and ensure proper project controls.

Skills

Strong communication

Analytical thinking

Business acumen

Self-starter

Education

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

Tools

Microsoft Excel (Advanced)

Planning solutions (Anaplan)

Job description

We are looking for a Financial Analyst to join our Enterprise Transformation Services team. This role combines financial analysis, business process understanding, and technology to support the design and configuration of enterprise planning solutions.

You will work closely with clients and internal stakeholders to analyze financial and business requirements, translate them into planning models, and support the implementation of planning solutions. This is an excellent opportunity for finance professionals who enjoy problem-solving, process improvement, and technology-enabled financial planning.

Technical Skills

• Microsoft Excel (Advanced)
• Planning solutions experience (Anaplan or similar is an advantage)

Soft Skills

• Strong communication skills (verbal and written)
• Strong analytical skills
• Business acumen
• Self-starter with high initiative

Key Responsibilities

Financial Analysis & Planning

• Analyze financial and business processes to support the design and configuration of planning solutions.
• Translate business requirements into effective planning models and configurations.
• Understand finance, accounting, and business rules to ensure accurate solution design.

Solution Delivery

• Configure and maintain planning models based on business requirements.
• Participate in solution training and certification programs as required.
• Deliver assigned work within agreed timelines.

Stakeholder Engagement

• Work closely with clients and business stakeholders to gather requirements and validate business logic.
• Collaborate with Planning Solution Architects and fellow team members to ensure successful project delivery.
• Assist in solution discussions, scope definition, and effort estimation for prospective clients.
• Learn planning technologies and understand how they support various business processes.
• Participate in meetings with clients and technology partners when needed.

Compliance & Administration

• Maintain accurate project documentation and billable hours.
• Follow internal security policies and project controls.
• Proactively identify and communicate project risks.

Qualifications

• Graduate of Finance, Accountancy, Business, Economics, Industrial Engineering, or any related course.
• 2-3 years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, Budgeting, Forecasting, or related roles is preferred.
• Strong knowledge of finance, accounting processes, and business terminology.
• Advanced Microsoft Excel skills are required.
• Experience with Anaplan or other planning solutions is an advantage but not required.
• Willing to work on-site at client premises within Metro Manila.