Financial Planning and Analysis Manager

Sunnies Inc.; Mandaluyong; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

Sunnies Inc. in the Philippines seeks a Financial Planning and Analysis Manager who will lead budgeting, forecasting, performance analysis, and business partnering to drive executive decision-making and strategic financial planning.

You will build financial models, consolidate plans, present variance analyses, monitor KPIs, and coach the FP&A team while partnering with Accounting, Data Analytics, and store finance.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics; CPA or CFA an advantage.
• Minimum 5 years of progressive FP&A, management reporting, or finance business partnering experience.
• Retail or consumer brand experience is preferred.

Responsibilities

• Lead budgeting, quarterly forecasting, and long-range financial planning with business leaders.
• Develop and review financial models for profitability, pricing, investments, and strategic initiatives.
• Consolidate plans across business units and align with company objectives.
• Prepare monthly, quarterly, and annual performance reports with variance analysis and actionable recommendations.
• Monitor KPIs and translate data into insights to improve performance.

Skills

Financial modeling

Forecasting

Variance analysis

MS Excel (advanced)

Power BI

ERP systems

Executive communication

Cross-functional partnering

Multi-priority management

Education

Bachelor’s degree in Accounting, Finance, Economics

Tools

Power BI

Power Query

MS Excel

ERP systems

Job description

The Financial Planning and Analysis Manager leads the financial planning, forecasting, performance analysis, and business partnering initiatives. This role provides strategic financial insights that support executive decision-making, drives budgeting, and forecasting processes.

YOUR OVERALL MISSION & DAY-TO-DAY

• Lead the organization's annual budgeting, quarterly forecasting, and long-range financial planning processes in partnership with business leaders.
• Develop, review, and enhance financial models that evaluate profitability, pricing, investment opportunities, and strategic business initiatives.
• Consolidate financial plans across business units and ensure alignment with overall company objectives.
• Prepare and present monthly, quarterly, and annual financial performance reports, providing clear variance analysis, key business drivers, risks, opportunities, and actionable recommendations.
• Monitor financial and operational KPIs, identify emerging trends, and recommend proactive actions to improve business performance.
• Translate complex financial and operational data into meaningful insights that support strategic decision-making.

Business Partnership

• Partner closely with Accounting, Data Analytics, and other business functions to ensure accurate financial reporting, planning assumptions, and performance measurement.
• Lead cross-functional initiatives requiring financial analysis, business case development, scenario planning, and investment evaluation.
• Provide financial guidance and challenge assumptions for new business initiatives, product launches, store expansions, capital expenditures, and strategic investments.
• Coach, mentor, and develop Financial Planning and Analysis team

Budgeting, Forecasting & Performance Management

• Lead the preparation, consolidation, and review of departmental budgets, forecasts, and financial targets.
• Challenge budget assumptions and ensure financial plans align with strategic priorities and operational realities.
• Monitor actual performance against budget and forecast, providing timely variance analysis, root-cause identification, and corrective action recommendations.
• Support leadership in evaluating financial performance and identifying opportunities to improve profitability, productivity, and resource allocation.
• Drive cost optimization initiatives while balancing sustainable business growth and operational effectiveness.
• Lead complex financial and operational analyses using both financial and non-financial data to support strategic and operational decisions.
• Oversee the development, enhancement, and maintenance of financial dashboards, management reports, and performance scorecards.
• Evaluate business performance through profitability, margin, pricing, productivity, and return-on-investment analyses.
• Ensure financial recommendations are supported by accurate data, sound financial principles, and appropriate business context.
• Identify opportunities to improve budgeting, forecasting, reporting, and financial planning processes through automation, standardization, and best practices.

CORE COMPETENCIES

• Creative: Guide teams to think differently and experiment with new ideas. Remove barriers to innovation and scale successful practices across the organization
• Considerate: Model empathy, sound judgement and composure across teams. Promote responsible and sustainable ways of working that support people, operations, and the broader community.
• Customer Focused: Coach teams to deliver seamless and consistent experiences. Use insights and feedback across teams or stores to continuously improve service and operational flow.
• Continuously Learning: Build a culture of learning by coaching others and enabling teams to adapt to change. Create structured opportunities that strengthen capabilities across functions.
• Collaborative: Strengthen collaboration by coaching others on trust, alignment, and accountability. Facilitate cross-functional that drives shared ownership and results.

LEADERSHIP COMPETENCIES

• Decision Making & Accountability – Balance immediate needs with long-term goals, initiate corrective actions when performance or results fall short.
• Strategic Thinking - Scan the market, industry, and internal data to identify emerging opportunities or risks, adjusts medium-term plans accordingly.
• People Development – Design or facilitate learning experiences, mentors team members to prepare them for greater responsibilities.
• Conflict Management – Resolve disputes involving multiple people or shifting priorities, keep discussions focused on solutions, and ensure agreements are documented.
• Managing Self – Juggle multiples projects or responsibilities while meeting deadlines, seek feedback when facing challenges and adjust behavior to improve results.
• Learning Agility – Seek challenging tasks outside current expertise, apply lessons from past successes or mistakes to new projects, modify work methods to suit customers, teams, or situations

YOUR TALENT

• Bachelor’s degree in Accounting, Finance, Economics, or a related business field; CPA or CFA is an advantage
• Minimum of 5 years of progressive experience in financial planning and analysis, management reporting, or finance business partnering; experience in a retail or consumer brand environment is preferred
• Strong command of financial modeling, forecasting methodologies, and variance analysis
• Proficient in MS Excel (advanced level); working knowledge of Power BI, Power Query, and ERP systems
• Excellent communication and presentation skills — able to translate complex financial data into clear, executive-ready narratives
• Demonstrated ability to manage multiple priorities, work with ambiguity, and operate effectively in a fast-paced, growth-stage environment
• High integrity, attention to detail, and a strong sense of ownership over financial data and outputs
• Experience partnering with non-finance stakeholders and influencing decisions without direct authority