Financial Planning and Analysis Manager

iQor; Philippines; On-site; PHP 600,000 - 800,000; Full time

Job summary

iQor is seeking an FP&A professional to support budgeting, forecasting, and performance analysis across the vertical. You will partner with the vertical lead and business leaders to provide insights that drive profitability, cost optimization, and strategic growth.

Responsibilities include building financial models, rolling up forecasts, reporting KPIs, and translating complex data into clear narratives for senior management.

Qualifications

• Bachelor's degree in any field required.
• 2+ years in Assistant Manager/Manager role with leadership experience.
• ERP experience (SAP, Oracle) preferred.
• BI tools knowledge (Power BI, Tableau) a plus.
• Strong analytical, communication, and data storytelling skills.
• Ability to simplify complex financial concepts for diverse audiences.

Responsibilities

• Lead the Creation and Rollup of Annual Budget, Semi-Monthly and Quarterly Forecast.
• Collaborate with WFM, Operations and Sales on Headcount and other financial metrics.
• Develop financial models to project revenue, cost and margin.
• Identify risks and opportunities affecting financial performance.
• Track and report KPIs and operational metrics.
• Prepare weekly/monthly management reports and dashboards.
• Translate complex financial data into clear narratives for stakeholders.
• Present analyses to support decision-making and action by leadership.
• Support process improvements and automation in planning and reporting.

Skills

Analytical thinking

Problem-solving

Communication

Presentation skills

Data storytelling

Stakeholder management

Education

Bachelor's Degree in any field

Tools

Power BI

Tableau

SAP

Oracle

Job description

This FP&A role is responsible for supporting financial decision-making through budgeting, forecasting, financial modeling, and performance analysis. This position partners mainly with the vertical leader and her business leaders to provide insights that drive profitability, cost optimization, and strategic growth.

Key Responsibilities:

• Lead the Creation and Rollup of Annual Budget, Semi-Monthly and Quarterly Forecast.
• Collaborate with WFM, Operations and/or Sales to gather information related to Headcount and other Financial impacting metrics.
• Development of Financial Models to project, revenue, cost and margin
• Identify and flag risks and opportunities impacting financial performance

2. Financial Analysis & Reporting

• Track and report KPIs and operational metrics.
• Prepare weekly and monthly management reports and/or dashboards.
• Identify and help Operations understand their monthly financial drivers through variance analysis and other similar methods.
• Analyze financial results and provide actionable insights to stakeholders
• Present analysis in a way that supports decision-making and drives action
• Develop compelling financial “stories” that explain business performance, trends, and drivers

3. Business Partnering

• Collaborate with Operations and the Vertical Lead to meet the financial targets
• Provide financial guidance on revenue and cost management
• Act as a Finance Partner to Operation

4. Process Improvement & Automation

• Improve financial planning and reporting processes.
• Enhance data accuracy, reporting efficiency, and controls

5. Stakeholder Reporting and Support

• Translate complex financial data into clear, concise insights and narratives for stakeholders
• Communicate financial results through structured, easy-to-understand narratives tailored to non-finance stakeholders
• Prepare presentations for senior management and leadership team
• Support ad hoc initiatives of the Vertical Lead

Qualifications & Skills Education:

• Bachelor's Degree in any field
• Assistant Manager or Manager: 2+ years with leadership/people management experience
• Workforce Management Experience Highly Preferred Technical Skills
• Experience with ERP systems (SAP, Oracle, etc.)
• Knowledge of BI tools (Power BI, Tableau) is a plus Core Competencies
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Strong data storytelling and presentation skills (ability to turn data into actionable insights)
• Ability to simplify complex financial concepts for diverse audiences