Financial Planning Analyst

EXL Service Philippines, Inc.; Pasay; On-site; PHP 600,000 - 960,000; Full time

Job summary

EXL Service Philippines, Inc. is seeking an analytically oriented finance professional to support the CFO and leadership by examining financial and operational data, identifying trends, and delivering insights that inform strategic decisions.

The role involves forecasting, budgeting, performance tracking, and collaboration with Senior Management for board presentations. The ideal candidate will automate processes, develop functional analyses for strategic initiatives, and use financial modeling

Qualifications

• Experience in analyzing financial and operational data to identify trends.
• Ability to develop and maintain financial forecasts and budgeting tools.
• Experience collaborating with senior management and preparing board materials.

Responsibilities

• Analyze current and past trends in revenue, costs, and expenses.
• Develop and maintain financial forecasts and budgeting tools.
• Identify and track KPIs related to business operations and benchmarking.
• Monitor performance indicators and explain variances.
• Support annual planning and budgeting processes.
• Create financial analyses to support strategic initiatives.
• Automate operational processes to improve ROI.
• Provide timely financial recommendations to management.
• Collaborate with Senior Management on board presentations and reviews.
• Utilize financial modeling and data analytics tools.

Skills

Financial analysis

Forecasting

Data analytics

Budgeting

Decision support

Benchmarking

Tools

Financial modeling

Data visualization

Job description

Provide analytical support by examining financial and operational data to identify trends critical to future business success. Services include assisting the CFO and his/her staff in ensuring the accuracy and integrity of financial data, delivering insights that inform strategic decisions, and supporting overall financial planning processes.

Key responsibilities

• Analysis of current and past trends in key performance indicators including all areas of revenue, cost of sales, and expenses
• Develop and maintain financial forecasts
• Identify and track key performance metrics pertaining to business operations, benchmarking, etc.
• Monitoring of performance indicators, highlighting trends and analyzing causes of unexpected variance
• Management of budgeting and financial forecasting tools. Support of annual planning process
• Development of functional financial analyses to support strategic initiatives
• Automation of operational process to drive efficiency and enhance return on investment
• Analysis of financial information to provide timely recommendations to management for optimal decision making
• Collaboration with Senior Management Team in preparation of board presentations and functional reviews
• Utilize financial modeling and data analytics tools