Financial Planning and Analysis Lead

INFINNUM, INC.; Cebu City; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Infinnum, Inc. in Cebu City, Philippines seeks a Finance Planning and Analysis Lead to drive budgeting, forecasting, and strategic financial insights for client engagements.

You will lead cross-functional teams, deliver executive-level reports, and partner with senior stakeholders to translate data into actionable business recommendations. The role emphasizes building strong client relationships, improving financial processes, and mentoring junior consultants to achieve high performance and

Qualifications

• Bachelor’s degree in Accountancy, Management Accounting, or a related finance field.
• 3–5 years of relevant experience in FP&A, financial reporting, budgeting, or forecasting.
• Experience in financial modeling, financial simulations, and business performance analysis.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills for senior stakeholders.
• Experience in team supervision, coaching, or client management is an advantage.
• Proficiency in MS Office and Google Workspace; familiarity with SAP, Xero, NetSuite, or similar financial systems.

Responsibilities

• Analyze financial statements, management reports, and business performance metrics to generate actionable insights and recommendations.
• Prepare executive-level financial reports, dashboards, and presentations.
• Support budgeting, forecasting, financial modeling, and financial simulation activities.
• Evaluate financial performance, identify trends, and recommend strategies to improve business results.
• Participate in Executive Committee and Board meetings to present financial analyses and insights.
• Collaborate with clients to address financial reporting, planning, and analysis requirements.
• Build and maintain relationships with clients and internal stakeholders.
• Ensure accurate, timely, and high-quality delivery of client requirements.
• Identify opportunities to enhance financial processes, reporting efficiency, and client experience.
• Supervise, coach, and mentor Junior Consultants to strengthen technical capabilities.

Skills

Analytical skills

Problem-solving

Decision-making

Communication skills

Leadership

Team supervision

Client management

Stakeholder management

Business acumen

Education

Bachelor’s degree in Accountancy, Management Accounting, or related finance field

Tools

MS Office

Google Workspace

SAP

Xero

NetSuite

Job description

Finance Planning and Analysis Lead

Infinnum, Inc. | Cebu City, Philippines

Are you a finance professional with strong analytical skills, business acumen, and leadership capabilities? Join Infinnum, Inc. as our Finance Planning and Analysis Lead and help businesses make informed financial decisions through insightful reporting, strategic planning, and data-driven recommendations.

If you enjoy working with clients, presenting financial insights to senior stakeholders, and leading a team toward high performance, this opportunity is for you!

Key Responsibilities

Financial Planning and Analysis

• Analyze financial statements, management reports, and business performance metrics to generate actionable insights and recommendations.

• Prepare executive-level financial reports, dashboards, and presentations.

• Support budgeting, forecasting, financial modeling, and financial simulation activities.

• Evaluate financial performance, identify trends, and recommend strategies to improve business results.

• Participate in Executive Committee (ExeCom) and Board meetings to present financial analyses and business insights.

Client Management and Service Delivery

• Collaborate with clients to address financial reporting, planning, and analysis requirements.

• Build and maintain strong relationships with clients and internal stakeholders.

• Ensure accurate, timely, and high-quality delivery of client requirements.

• Identify opportunities to enhance financial processes, reporting efficiency, and overall client experience.

Team Leadership and Development

• Supervise, coach, and mentor Junior Consultants to strengthen their technical capabilities and professional development.

• Monitor team performance, workload, and deliverables to ensure service quality and efficiency.

• Support employee engagement initiatives and relevant training and development programs.

• Foster a collaborative, accountable, and client-focused team environment.

Qualifications

• Bachelor’s degree in Accountancy, Management Accounting, or a related finance field.

• At least 3–5 years of relevant experience in financial planning and analysis, financial reporting, budgeting, or forecasting.

• Experience in financial modeling, financial simulations, and business performance analysis.

• Strong analytical, problem-solving, and decision-making skills.

• Excellent written and verbal communication skills, including the ability to present financial information to senior stakeholders.

• Experience in team supervision, coaching, or client management is an advantage.

• Proficiency in MS Office and Google Workspace; familiarity with SAP, Xero, NetSuite, or similar financial systems is a plus.

What We Value

Strong business acumen and strategic thinking

• High integrity and professionalism

• Excellent communication and stakeholder management

• A collaborative and client-oriented mindset

• Accountability, adaptability, and attention to detail

• Confidence in handling complex financial and business challenges