Financial Planning and Analysis Manager

Create Synergies Inc.; Philippines; On-site; PHP 1,100,000 - 1,600,000; Full time

Job summary

Create Synergies Inc. is seeking an experienced FP&A Manager to lead financial planning, reporting, forecasting, and analysis for the Finance team.

Reporting to the Director of FP&A, this role ensures timely, accurate financial reports and robust planning models while overseeing the offshore FP&A team. Responsibilities include maintaining Workday Adaptive Planning models, updating templates, and ensuring data quality across Workday Adaptive Planning, NetSuite, Power BI, and Sigma.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• At least 5 years of experience in Financial Planning & Analytics (FP&A) or Financial Reporting.
• Hands-on experience with Workday Adaptive Planning, including building planning models, forecasting templates, and financial reports.
• Strong background in budgeting, forecasting, variance analysis, and management reporting.
• Advanced Microsoft Excel skills with experience using data visualization and reporting tools.
• Experience leading, coaching, or mentoring finance team members.
• Excellent analytical, organizational, and communication skills.
• Ability to collaborate effectively with U.S.-based stakeholders across different time zones.

Responsibilities

• Develop and maintain financial planning models, forecasting templates, and reports using Workday Adaptive Planning.
• Update planning templates and reporting models based on evolving business requirements.
• Monitor and resolve data quality issues across financial systems, including Workday Adaptive Planning, NetSuite, Power BI, and Sigma.
• Prepare recurring financial reports, including monthly actuals, budget vs. actual reports, and variance analyses.
• Ensure standardized reports are accurate, complete, and delivered on schedule.
• Support month-end close activities by partnering with the Accounting team to validate and reconcile financial data.
• Provide ad hoc financial reports and analysis to support business decisions.
• Lead and mentor the offshore FP&A team by providing day-to-day guidance and ensuring high-quality deliverables.
• Serve as the primary point of contact for the offshore team, escalating issues to the Director of FP&A as needed.
• Support the onboarding and training of new team members by sharing best practices, reporting standards, and process knowledge.
• Foster a culture of accountability, collaboration, and continuous improvement within the team.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Excel

Data visualization

Team leadership

Stakeholder communication

Education

Bachelor's degree in Finance/Accounting

Tools

Workday Adaptive Planning

NetSuite

Power BI

Sigma

Job description

We are looking for an experienced FP&A Manager to support our Finance team by leading financial planning, reporting, forecasting, and analysis activities. Reporting to the Director of FP&A, this role is responsible for ensuring the timely delivery of accurate financial reports, maintaining planning models, and overseeing the day-to-day execution of the offshore FP&A team. This position plays a key role in supporting business decisions through reliable financial insights and operational excellence.

• Develop and maintain financial planning models, forecasting templates, and reports using Workday Adaptive Planning.
• Update planning templates and reporting models based on evolving business requirements.
• Monitor and resolve data quality issues across financial systems, including Workday Adaptive Planning, NetSuite, Power BI, and Sigma.
  

Prepare recurring financial reports, including monthly actuals, budget vs. actual reports, and variance analyses.

• Ensure standardized reports are accurate, complete, and delivered on schedule.
• Support month-end close activities by partnering with the Accounting team to validate and reconcile financial data.
• Provide ad hoc financial reports and analysis to support business decisions.
• Lead and mentor the offshore FP&A team by providing day-to-day guidance and ensuring high-quality deliverables.
• Serve as the primary point of contact for the offshore team, escalating issues to the Director of FP&A as needed.
• Support the onboarding and training of new team members by sharing best practices, reporting standards, and process knowledge.
• Foster a culture of accountability, collaboration, and continuous improvement within the team.
  

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• At least 5 years of experience in Financial Planning & Analysis (FP&A) or Financial Reporting.
• Hands-on experience with Workday Adaptive Planning, including building planning models, forecasting templates, and financial reports.
• Strong background in budgeting, forecasting, variance analysis, and management reporting.
• Advanced Microsoft Excel skills with experience using data visualization and reporting tools.
• Experience leading, coaching, or mentoring finance team members.
• Excellent analytical, organizational, and communication skills.
• Ability to collaborate effectively with U.S.-based stakeholders across different time zones.