Financial Planning and Analysis

Q2 HR Solutions; Metro Manila; On-site; PHP 3,000,000 - 6,000,000; Full time

Job summary

Q2 HR Solutions, based in Metro Manila, seeks a Head of FP&A to lead budgeting, forecasting, and management reporting while guiding Corporate Planning and capital investment analysis. The role drives pricing, FX, volume, and profitability decisions in a capital-intensive environment.

The candidate will build advanced financial models, deliver insights to the CFO, and mentor FP&A teams, with a focus on strategic business partnering and rigorous analysis.

Qualifications

• CPA mandatory.
• MBA or equivalent is a plus.
• 10+ years of progressive FP&A/finance experience.
• 5+ years of managerial leadership.
• Experience in capital-intensive industries preferred.
• Proven budgeting and forecasting cycles.
• Advanced Excel and financial modelling.
• ERP experience (SAP/Oracle) and Power BI advantageous.

Responsibilities

• Lead annual budgeting and rolling forecasts across units.
• Consolidate plans into a company-wide financial plan.
• Develop and maintain integrated financial models (P&L, balance sheet, cash flow).
• Lead scenario planning and stress testing.
• Provide insights for capital allocation and strategic decisions.
• Prepare monthly management reports and KPI dashboards.
• Support CFO with board materials and presentations.
• Lead Corporate Planning and 3–5 year strategic plan.
• Evaluate new initiatives and CAPEX and expansion opportunities.
• Coach FP&A and Corporate Planning teams.

Skills

Strategic thinking

Analytical thinking

Commercial thinking

Financial modelling

Leadership

People management

Communication skills

Presentation skills

Education

CPA

MBA or equivalent

Tools

SAP

Oracle

Power BI

Job description

An experienced Head of Financial Planning & Analysis (FP&A) will lead the company's financial planning, budgeting, forecasting, and management reporting processes.

The FP&A will oversee both FP&A and Corporate Planning, lead short- and long-term financial planning, and provide financial insights around key business factors such as pricing, foreign exchange, volume, capital investments, profitability, and operational performance.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

• Lead the annual budgeting process and monthly/quarterly rolling forecasts across business units.
• Consolidate business unit plans into a company-wide financial plan and ensure consistency of key financial and operational assumptions.
• Develop and maintain integrated financial models covering P&L, balance sheet, and cash flow.
• Lead scenario planning, sensitivity analysis, and financial stress testing involving factors such as commodity prices, foreign exchange movements, regulatory changes, and demand fluctuations.
• Provide financial insights to support capital allocation, financing, and strategic business decisions.

Management & Board Reporting

• Prepare monthly management reports, KPI dashboards, and variance analyses covering actual vs. budget, forecast, and prior-year performance.
• Prepare financial performance and outlook materials for senior management, Board, and Board Committee meetings in coordination with the CFO.
• Provide clear root-cause analysis behind financial results and translate complex financial information into actionable business insights.

Corporate Planning

• Lead the Corporate Planning function and oversee the development and regular review of the company's 3- to 5-year strategic plan.
• Ensure alignment between long-term strategic plans, annual budgets, and capital expenditure programs.
• Support the evaluation of new business initiatives, expansion projects, and market opportunities.
• Ensure financial and commercial assumptions used in business cases and strategic projects are well-supported.

Capital Expenditure & Investment Analysis

• Review capital expenditure proposals using investment appraisal tools such as NPV, IRR, payback period, and sensitivity analysis.
• Monitor capital spending against approved budgets and report significant variances.
• Support feasibility studies and business cases for new ventures, partnerships, expansion opportunities, and potential M&A activities when required.

Cost Management & Profitability

• Analyze product, channel, and customer profitability to identify opportunities for margin improvement.
• Partner with business unit leaders to identify cost-efficiency initiatives and monitor savings.
• Monitor working capital, including inventory, receivables, and payables, and assess its impact on cash flow.

Systems, Process & Team Leadership

• Improve FP&A tools, templates, systems, and reporting processes to enhance efficiency and accuracy.
• Maintain strong financial planning controls, documentation, and version control of financial models and assumptions.
• Lead, coach, and develop the FP&A and Corporate Planning teams.
• Serve as a key business and financial partner to the CFO on strategic projects, financial analysis, Board presentations, and financing discussions.

Qualifications

• Certified Public Accountant (CPA) is required.
• MBA or equivalent postgraduate qualification is an advantage.
• At least 10 years of progressive experience in Financial Planning & Analysis, Corporate Finance, Controllership, or a related finance function.
• At least 5 years of managerial or leadership experience.
• Experience in oil & gas, energy, or another capital-intensive and commodity-price-sensitive industry is strongly preferred.
• Proven experience leading annual budgeting and forecasting cycles.
• Strong experience in developing and maintaining complex financial models.
• Experience preparing financial reports and presentations for senior management, Executive Committees, Boards, or Board Committees.
• Advanced proficiency in Excel and financial modelling.
• Experience with ERP systems such as SAP or Oracle, and BI/reporting tools such as Power BI, is an advantage.

What We're Looking For

• Strong strategic, analytical, and commercial thinking.
• Excellent financial modelling and scenario-analysis capabilities.
• Ability to translate complex financial information into clear business recommendations.
• Strong business partnering and stakeholder management skills.
• Strong people leadership and team development capabilities.
• High level of integrity, attention to detail, and sound professional judgment.
• Strong written, verbal, and presentation skills.
• Ability to manage multiple priorities and deliver within tight reporting deadlines.

Why Join?

This is an opportunity to take on a high-impact finance leadership role where you will work closely with senior management and contribute directly to financial strategy, business planning, investment decisions, and long-term company growth.

You can also expect:

• Competitive salary and benefits
• Career development and advancement opportunities
• Collaborative and supportive work environment