Financial Planning And Analysis Assistant Manager

Prime Infra; Pasay; On-site; PHP 800,000 - 1,400,000; Full time

Job summary

Prime Infra seeks a Financial Planning and Analysis Assistant Manager in Metro Manila. You will lead the preparation of financial models, budgets, and management reports, and perform both quantitative and qualitative analyses of operations and finances to guide future goals.

The role emphasizes building medium- and long-term plans, evaluating cost efficiency, and presenting concise recommendations to senior management. Strong Excel/PowerPoint skills and CPA/CFA/AFM/CFM are valued.

Qualifications

• Bachelor’s degree in accounting/finance/economics or business management with finance specialization.
• At least 6 years of experience in financial modelling, valuations, financial planning or budgeting.
• Oil & gas industry experience is a plus.
• Professional certifications such as CPA, CFA, AFM or CFM are preferred.
• Project management experience (timeline, team/resources, costs, risks, stakeholders).
• Advanced financial modelling, valuations, and analytical skills.
• Excellent communication and presentations skills; ability to present complex topics succinctly to top management.
• Proficiency in MS Office, especially Excel and PowerPoint.

Responsibilities

• Lead formulation of medium and long-term financial and strategic plans.
• Develop and maintain financial models for investments and business.
• Consolidate budgets across departments into a corporate budget with variance analyses.
• Coordinate annual budgeting process including five-year plans and quarterly/monthly forecasts.

Skills

Financial modelling

Valuations

Analytical skills

Communication and presentations

Project management

Education

Bachelor's degree in accounting/finance/economics/business with finance specialization

CPA

CFA

AFM/CFM

Tools

Excel

PowerPoint

Job description

Job Description:

Financial Planning and Analysis Assistant Manager

About the job

THE ROLE

The Financial Planning and Analysis Assistant Manager reports directly to the FP&A Head; Leads preparation of financial models, company budgets and management reports; performs quantitative and qualitative analysis of all operational and financial aspects of a company to evaluate the company’s progress toward achieving its goals and to map out future goals and plans.

Financial Planning

• Leads the formulation the business’s medium and long term financial and strategic plan.
• Supports in examining and evaluating the cost-efficiency of each operating company and departments within the departments of the parent company, taking into consideration the percentage consumed from the financial resources.
• Develops professional relations with key leaders of businesses to facilitate information sharing and collaborate with them to analyze different projects to develop goals, measure performance and make recommendations.
• Communicates results to management and provides recommendations/improvements that will lead to company improvements such as but not limited to cost reduction, revenue generation and streamlining operations.

Financial Modeling

• Creates, updates, and maintains financial models for on-going and prospective investments and business.
• Performs scenario and what-if analysis on corporate and project financial models to assist in determining optimal actions the company should take.
• Utilizes tools to deliver meaningful insights into business performance.

Budget Consolidation and Reports Preparation

• Collaborates with individual departments to prepare budgets and consolidate them into one overall corporate budget.
• Compares historical results against budgets and forecasts and performing variance analysis to explain differences in performance and make improvements going forward.
• Supports the annual budgeting process across the company. The activities include but not limited to coordinating the preparation of five (5) year plan, annual budgets, quarterly and monthly forecast reporting.

THE INDIVIDUAL

• Bachelor’s degree in accountancy, finance, economics, or business management courses with specialization in finance is preferred.
• At least 6 years of experience in relevant field (e.g., financial modelling, valuations, financial planning, budgeting).
• Experience in the relevant industry (i.e., oil and gas) is a plus.
• Has obtained or is in the process of obtaining relevant certifications such as: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Advanced Financial Modeler (AFM) or Chartered Financial Modeler (CFM).
• Project management experience (e.g., managing timeline, team/resources, quality, costs, risks, stakeholders).
• Advanced financial modelling, valuations, and analytical skills.
• Excellent communication and presentations skills, including ability to communicate succinctly complex topics to top management and preparation of concise PowerPoint deck for management use
• Advanced in MS Office, especially Excel and PowerPoint

Requirements: