Financial Planning and Analysis Manager

Viventis Search Asia; Taguig; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

Viventis Search Asia in Metro Manila seeks an experienced FP&A professional to lead budgeting, forecasting, and business performance analysis. You will monitor revenue, costs, and efficiency while developing financial models and dashboards to support strategic decisions.

The role requires 5+ years in FP&A or related finance functions, strong Excel skills, and proficiency in Power BI or Tableau. Experience in regulated financial sectors is a plus.

Qualifications

• Minimum of 5 years of experience in FP&A, financial analytics, bookkeeping, accounting, or related functions.
• Experience in budgeting, forecasting, financial modeling, and business performance analysis.
• Experience within banking, financial services, fintech, or other highly regulated industries is an advantage.

Responsibilities

• Analyze historical and current business performance trends across revenue, cost of sales, operating expenses, and customer receivables.
• Monitor key financial and operational indicators, identify variances, and recommend corrective actions to improve efficiency and profitability.
• Conduct detailed variance analysis between actual performance and budget/forecast figures.
• Support monthly financial closing activities, ensuring financial transactions are accurately recorded and reported.
• Identify business risks, opportunities, and cost optimization initiatives through financial analysis.
• Assist the Head of Planning and Analytics in preparing presentations and reports for Senior Management and the Board of Directors.
• Lead and support the preparation of annual budgets, forecasts, and long-range financial plans across various business units.
• Develop and maintain financial models to support strategic initiatives, investment decisions, and business planning.
• Review financial projections for completeness, accuracy, and alignment with the organization's business strategy.
• Assess assumptions used in sales forecasts, risk performance projections, and expense budgets, and challenge inconsistencies where necessary.
• Conduct stress testing, scenario planning, and sensitivity analyses to evaluate the financial impact of different business conditions.
• Prepare financial planning presentations and reports for shareholders, senior management, and other stakeholders.
• Develop dashboards and performance tracking tools to monitor key business and financial metrics.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Financial reporting

IFRS knowledge

Education

Bachelor's degree in Economics/Finance/Mathematics/Management/Accounting

Tools

Microsoft Excel

SQL

Power BI

Tableau

Anaplan

Job description

What you'll do:

Financial Analysis & Business Performance Monitoring

• Analyze historical and current business performance trends across revenue, cost of sales, operating expenses, and customer receivables.
• Monitor key financial and operational performance indicators, identify variances, and recommend corrective actions to improve efficiency and profitability.
• Conduct detailed variance analysis between actual performance and budget/forecast figures.
• Support monthly financial closing activities, ensuring financial transactions are accurately recorded and reported.
• Identify business risks, opportunities, and cost optimization initiatives through financial analysis.
• Assist the Head of Planning and Analytics in preparing presentations and reports for Senior Management and the Board of Directors.

Financial Planning, Budgeting & Forecasting

• Lead and support the preparation of annual budgets, forecasts, and long-range financial plans across various business units.
• Develop and maintain financial models to support strategic initiatives, investment decisions, and business planning.
• Review financial projections for completeness, accuracy, and alignment with the organization's business strategy.
• Assess assumptions used in sales forecasts, risk performance projections, and expense budgets, and challenge inconsistencies where necessary.
• Conduct stress testing, scenario planning, and sensitivity analyses to evaluate the financial impact of different business conditions.
• Prepare financial planning presentations and reports for shareholders, senior management, and other stakeholders.
• Develop dashboards and performance tracking tools to monitor key business and financial metrics.

What you need to have:

• Bachelor's Degree in Economics, Finance, Mathematics, Management, Accounting, or a related field.
• Minimum of 5 years of experience in Financial Planning & Analysis (FP&A), Financial Analytics, Bookkeeping, Accounting, or related financial functions.
• Experience in budgeting, forecasting, financial modeling, and business performance analysis.
• Experience within banking, financial services, fintech, or other highly regulated industries is an advantage.

Technical Skills

• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
• Working knowledge of SQL (Oracle preferred).
• Familiarity with IFRS 9 and IFRS 15 standards.
• Strong financial reporting and analytical capabilities.
• Experience using Business Intelligence tools such as Power BI or Tableau.
• Knowledge of Anaplan or other financial planning systems.
• Experience in developing automated financial dashboards and reporting solutions.