Financial Planning Analyst

Sysgen RPO; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Sysgen RPO is seeking a highly analytical FP&A Analyst to support financial planning, budgeting, forecasting, and business performance analysis in the Philippines.

You will build financial models, monitor key KPIs, prepare management reports and dashboards, and provide data‑driven insights to guide strategic decisions and support growth.

Qualifications

• Bachelor's degree in a relevant field.
• 3 years of FP&A, financial analysis, corporate finance, or business analytics.
• Advanced proficiency in Microsoft Excel with financial modeling, budgeting, forecasting and variance analysis.
• Proficient in BI and dashboards such as Power BI or Tableau.
• Strong understanding of financial statements, working capital, revenue recognition, and cash flow.
• Analytical with experience in unit economics and data-driven decision making.
• Excellent communication and presentation skills; able to simplify complex data.
• Ability to work independently and manage multiple priorities.
• Knowledge of SQL, Python, or AI tools is a plus.

Responsibilities

• Create annual budgets and update rolling forecasts, track burn rates and cash runway.
• Build dynamic models down to customer level including CAC, LTV, and payback.
• Conduct cohort analysis to understand customer behavior and retention.
• Track marketing efficiency and operational metrics.
• Identify root causes of variances in finance vs ops.
• Create dashboards and executive presentations highlighting forward-looking KPIs.
• Collaborate with Marketing, HR, and Operations to measure ROI of initiatives.

Skills

Advanced Excel

Financial modeling

Budgeting

Forecasting

Variance analysis

Power BI

Tableau

SQL

Python

Data visualization

Communication skills

Presentation skills

Cross-functional collaboration

Education

Bachelor's degree in Accountancy, Finance, Economics, Mathematics, Statistics, or related field

Tools

Power BI

Tableau

Microsoft Excel

Job description

About the role

We are looking for a highly analytical and detail-oriented FP&A Analyst to support financial planning, budgeting, forecasting, and business performance analysis. The role is responsible for building financial models, monitoring key financial and operational KPIs, preparing management reports and dashboards, and providing data-driven insights to support strategic decision-making. Working closely with cross-functional teams, the FP&A Analyst helps optimize business performance, improve operational efficiency, and support the company's growth objectives.

Key responsibilities

• Create annual company budgets and update rolling financial forecasts, tracking Gross and Net Burn Rates and calculating Cash Runway to ensure the business has the liquidity it needs to scale and execute its strategic roadmap
• Build complex, dynamic models that drive analysis down to the individual customer level, tracking Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), and Payback Period
• Conduct Cohort Analysis to understand how different groups of customers behave, spend, and retain over time
• Track marketing efficiency (such as Return on Ad Spend (ROAS)) and operational metrics (such as recruitment turnaround rates, inventory turnover, or customer support resolution times)
• Uncover root causes of variances to determine whether issues stem from financial overspend or operational bottlenecks
• Create intuitive dashboards and presentations for the executive team and board of directors, highlighting forward-looking KPIs, efficiency ratios, and customer retention trends
• Collaborate with cross-functional leaders (Marketing, HR, Operations) to allocate capital efficiently and measure the ROI of their initiatives

About you

• Bachelor's degree in Accountancy, Finance, Economics, Mathematics, Statistics, or a related field
• 3 years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, Corporate Finance, General Accounting, Management Reporting, or Business Analytics
• Advanced proficiency in Microsoft Excel and strong experience with financial modeling, budgeting, forecasting, and variance analysis
• Proficient in BI and dashboard tools such as Power BI or Tableau, with the ability to transform complex data into actionable insights
• Strong understanding of financial statements, working capital management, revenue recognition, and cash flow analysis
• Highly analytical with experience in financial/economic modeling, unit economics, and data-driven decision-making
• Excellent communication and presentation skills, with the ability to simplify complex financial information, influence stakeholders, and confidently provide data-backed recommendations
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment
• Knowledge of SQL, Python, AI tools, or other automation technologies to streamline reporting and financial analysis is an advantage