Financial Planning and Analysis

Elev8 Holdings, Inc.; Makati; On-site; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Life Insurance

HMO

Employee Discount

Gym Membership

Professional Development

Ambassador Awards

Job summary

Elev8 Holdings, Inc. is seeking a Financial Planning and Analysis Officer to support budgeting, forecasting, and financial modeling across business units in Makati. You will analyze income statements, balance sheets, and cash flows to provide actionable insights for strategic decisions.

The role requires advanced Excel skills, knowledge of PFRS/GAAP, and experience with BI tools. CPA/CMA/MBA is a plus, with strong communication and cross-functional collaboration abilities.

Qualifications

• Advanced Excel and financial modeling skills.
• Strong knowledge of PFRS & GAAP.
• Experience in budgeting, forecasting, and financial analysis.
• CPA/CMA/MBA is a plus.

Responsibilities

• Prepares financial analyses for income statement, balance sheet, and cash flow.
• Builds financial models for forecasting and projections with department heads.
• Assists in Annual Budgeting Plan and manages OPEX/CAPEX targets.
• Performs variance analysis and reports on variances.
• Reviews PCA and IRR to validate profitability against targets.
• Produces ad hoc analyses for business units to support decisions.
• Ensures compliance with Code of Ethics, Code of Conduct, and data privacy laws.

Skills

Excel

Financial modelling

GAAP / PFRS

Budgeting & forecasting

Power BI

Tableau

Data storytelling

Education

Bachelor’s degree in Finance/Accounting

Tools

Power BI

Tableau

Job description

On-site - Makati 1-3 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

Life Insurance, HMO

Employee Discount, Gym Membership

Professional Development

Employee Assistance Program, Professional Development

The Financial Planning and Analysis Officer is responsible for supporting the organization's financial health through budgeting, forecasting, financial modeling, variance analysis, and management reporting. This role works closely with business units and finance leadership to provide actionable insights that support strategic decision-making, cost optimization, and overall business performance.

Key Responsibilities

• Financial Reports and Analysis: Prepares financial analyses per business unit regarding their Income Statement, Balance Sheet, and Cash Flow Statement. Analyzes trends, risks, and opportunities as to seasonality, identifies gaps to the business unit's advantage, and reports on overall financial health with key metrics and recommendations.
• Financial Modeling and Forecasting/Projections: Prepares financial models for forecasting and projections, coordinating closely with department heads on their assumptions. Validates and checks department projections against historical statements to ensure alignment with corporate financial goals.
• Budgeting Plan & Management: Collaborates with departments to prepare the Annual Budgeting Plan. Continuously reviews and adjusts budgets to fit business unit OPEX and CAPEX targets, observes the 6-month budget completion cycle, and ensures strict policy implementation.
• Variance Analysis: Compares previous vs. current month Income Statements to check for errors or inconsistencies. Compares forecast vs. actual performance to confirm seasonality and trends, and evaluates budget vs. actual variances to create expenditure accountability across departments.
• Reviewing of PCA, IRR & Cost Estimates: Reviews Project Cost Analysis (PCA) of each business unit to validate profitability margins. Reviews the Internal Rate of Return (IRR) to check formula accuracy against company targets, and reviews cost estimates to confirm alignment with approved PCA structures.
• Ad Hoc Financial Analyses: Creates sound, data-driven ad hoc reports requested by business units to assist in decision-making for planned ventures.
• Corporate Compliance & Standards: Maindays full alignment with corporate Skills Development Accountability, the Code of Ethics, Code of Conduct, QMS Quality Management, Workplace Safety protocols, and Data Privacy laws.

Qualifications

• Technical Knowledge: Advanced Microsoft Excel and financial modeling skills. Advanced knowledge of accounting standards (PFRS & GAAP) and core proficiency in budgeting, forecasting, and financial analysis. Strong critical thinking, knowledge of accounting systems/analytics tools (Power BI, Tableau), and strong data storytelling and dashboarding capabilities.
• Behavioral Competencies: Excellent communication and presentation skills. Proven ability to collaborate effectively with cross-functional teams and senior management. Strong management skills with the ability to meet tight deadlines and work under pressure.
• Job Requirements: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related financial field. Minimum of 1 to 2 years of solid experience in an FP&A, Corporate Finance, or related financial analyst role. Having a CPA, CMA, or MBA is considered a significant advantage.
• HMO and Group Life Insurance
• Anytime Fitness Membership
• 12 days Vacation Leave and 12 days Sick Leave
• Unused leave credits convertible to cash
• Birthday Allowance and Newlywed Benefits
• Bereavement Leave with Financial Assistance
• Professional Trainings and Ambassador Awards recognition
• Quarterly Company Events