Financial Planning and Accounting Analyst

ClearSource BPO; Pasig; On-site; PHP 600,000 - 900,000; Full time

Job summary

ClearSource BPO is seeking a seasoned FP&A professional to oversee revenue operations, budgeting, forecasting, and management reporting. You will partner with Operations, HR, Sales, and Payroll to drive financial insight and strategic decisions.

Key duties include invoicing, AR monitoring, labor cost forecasting, variance analysis, and monthly dashboards by client and service line. You will support month-end close and ensure revenue recognition compliance.

Qualifications

• Bachelor’s degree in Accounting, Finance, Financial Management, or a related field.
• 3+ years of FP&A, accounting, budgeting, corporate finance, and tax compliance.
• Experience with billing, accounts receivable, collection monitoring, labor cost forecasting, and financial modeling.
• Advanced MS Excel, data analysis, and ERP/FP&A software experience.

Responsibilities

• Oversee revenue operations, FP&A, and management reporting.
• Prepare, issue, and reconcile customer invoices; monitor AR aging and collections.
• Develop budgets, rolling forecasts, labor cost models; perform variance analysis.
• Produce monthly dashboards and analyze profitability by client, unit, and service line.
• Support month-end close and ensure revenue recognition compliance.

Skills

Strong analytical

Problem-solving

Presentation capabilities

Advanced MS Excel

Education

Bachelor’s degree in Accounting, Finance, Financial Management, or related field

Tools

NetSuite

SAP

Business Central

Planful

Adaptive Planning

Anaplan

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.

Minimum Qualifications:

Education & Experience

• Bachelor’s degree in Accounting, Finance, Financial Management, or a related field.
• 3+ years of experience in FP&A, accounting, budgeting, corporate finance, and tax compliance.
• Proven background in billing, accounts receivable, collection monitoring, labor cost forecasting, and financial modeling.

Technical Skills

• Advanced MS Excel proficiency (financial modeling and data analysis).
• Experience with ERP systems (NetSuite, SAP, Business Central) and FP&A software (Planful, Adaptive Planning, Anaplan) preferred.

Core Competencies

• Strong analytical, problem-solving, and presentation capabilities.