Financial Planning Analyst

ClearSource BPO; Pasig; On-site; PHP 600,000 - 950,000; Full time

Job summary

ClearSource BPO in Pasig, Philippines, is seeking a finance professional to oversee revenue operations, FP&A, and management reporting. The role partners with Operations, HR, Sales, and Payroll to align budgets and forecast performance across clients and services.

The ideal candidate will develop budgets, rolling forecasts, and labor cost models, plus produce dashboards and profitability analyses. This role supports month-end close and revenue recognition compliance within a fast-paced BPO

Responsibilities

• Prepare, issue, and reconcile customer invoices.
• Monitor AR aging, direct collection efforts, and resolve billing disputes.
• Develop annual budgets, rolling forecasts, and labor cost models.
• Perform variance analysis (actuals vs. budget) and build decision-support models.
• Monitor financial and operational KPIs to identify business risks and growth opportunities.
• Produce monthly management dashboards and analyze profitability by client, unit, and service line.
• Support month-end close schedules and ensure revenue recognition compliance.
• Partner with Operations, HR, Sales, and Payroll to gather budget assumptions.
• Conduct pricing analyses, evaluate new business cases, and drive financial process improvements.

Skills

Revenue forecasting

Budgeting

FP&A

Variance analysis

Dashboards

KPIs tracking

Cross-functional partnership

Job description

This role oversees revenue operations, financial planning and analysis (FP&A), and management reporting while serving as a strategic cross-functional business partner.

Revenue, Billing & Accounts Receivable

• Prepare, issue, and reconcile timely customer invoices.
• Monitor AR aging, direct collection efforts, and resolve billing disputes.

Budgeting, Forecasting & FP&A

• Develop annual budgets, rolling forecasts, and labor cost models.
• Perform variance analysis (actuals vs. budget) and build decision-support models.
• Monitor financial and operational KPIs to identify business risks and growth opportunities.
• Produce monthly management dashboards and analyze profitability by client, unit, and service line.
• Support month-end close schedules and ensure revenue recognition compliance.

Business Partnership

• Partner with Operations, HR, Sales, and Payroll to gather budget assumptions.
• Conduct pricing analyses, evaluate new business cases, and drive financial process improvements.