Financial Planning Analyst (FPA)

IDGC; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

IDGC in the Philippines is seeking a highly analytical FP&A Analyst to support financial planning, budgeting, forecasting, and performance analysis. You will build robust financial models, monitor key KPIs, prepare management reports and dashboards, and provide data-driven insights to guide strategic decisions.

Working with cross-functional teams, you will track CAC, LTV, cash flow, and burn rates, update rolling forecasts, and present findings to the executive team and board.

Qualifications

• Bachelor's degree in Accountancy, Finance, Economics, Mathematics, Statistics, or a related field
• 1–3 years FP&A, financial analysis, corporate finance, or business analytics
• Advanced proficiency in Microsoft Excel and financial modeling
• Experience with budgeting, forecasting, and variance analysis
• Proficient in BI/dashboard tools such as Power BI or Tableau
• Strong understanding of financial statements, working capital, revenue recognition, cash flow
• Excellent communication and presentation skills; can simplify complex data

Responsibilities

• Create annual budgets and update rolling forecasts, track burn rates and cash runway
• Build dynamic financial models down to the customer level (CAC, LTV, payback)
• Conduct cohort analyses to understand customer behavior and retention
• Track ROAS and operational metrics like recruitment turnaround, inventory turnover
• Identify root causes of variances between spend and results
• Create dashboards and presentations for the exec team and board
• Collaborate with Marketing, HR, Operations to allocate capital and measure ROI

Skills

Excel

Financial modeling

Budgeting

Forecasting

Variance analysis

Power BI

Tableau

SQL

Python

AI tools

Education

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

Tools

Power BI

Tableau

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 financial 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 metrics such as Return on Ad Spend (ROAS) and operational metrics such as recruitment turnaround rates, inventory turnover, and 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 in Marketing, HR, and Operations to allocate capital efficiently and measure the ROI of their initiatives

QUALIFICATIONS AND EDUCATIONAL ATTAINMENT:

• Bachelor's degree in Accountancy, Finance, Economics, Mathematics, Statistics, or a related field
• 1–3 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