Financial Planning and Analysis Specialist

The Moment Group of Restaurants; Makati; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

The Moment Group of Restaurants seeks an Corporate Planning & Financial Analytics Officer to strengthen budgeting, forecasting, and profitability through PMIX analysis. You will provide actionable insights to Management to optimize menus, pricing, and long-term stability.

You will support annual budgets, rolling forecasts, scenario planning, and monthly variance analyses, while evaluating marketing impact and channel performance across dine-in, takeout, and delivery.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field required.
• 2–4 years FP&A, revenue analysis, or pricing strategy experience preferred.
• Restaurant or food service industry experience is a plus.

Responsibilities

• Budgeting and forecasting support with variance analysis.
• Develop pricing models and monitor performance KPIs.
• Analyze revenue drivers and PMIX profitability.
• Automate financial processes and ensure data integrity across reports.

Skills

FP&A

Revenue analysis

Pricing strategy

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field

Tools

Power BI

Tableau

Microsoft Excel / Office tools

Job description

The Corporate Planning & Financial Analytics Officer serves a dual purpose: supporting the organization’s overall financial health through budgeting and forecasting , while simultaneously driving profitability through specialized revenue and Product Mix (PMIX) analysis. This role provides actionable insights to the Management Committee and Owners to optimize menu offerings, pricing strategies, and long-term financial stability.

Key Responsibilities

1. Financial Planning, Budgeting & Strategy

• Budgeting: Assist in preparing annual budgets, rolling forecasts, and long-term financial plans.
• Scenario Planning: Perform sensitivity analysis and scenario planning to prepare for various financial outcomes.
• Strategic Support: Provide financial insights for new projects, investments, and business opportunities.
• Variance Analysis: Analyze monthly and annual results against budgets, providing detailed reports on deviations.

2. Revenue & PMIX (Product Mix) Analytics

• Revenue Performance: Monitor daily and monthly revenue drivers, including customer traffic, average ticket size, and seasonal trends.
• Product Profitability: Conduct menu engineering by assessing product contribution margins and identifying high or underperforming items.
• Marketing Impact: Evaluate the financial success of marketing campaigns, loyalty programs, and limited‑time offers.
• Channel Analysis: Analyze performance across dine-in, takeout, and delivery channels to suggest operational improvements.

3. Pricing & Performance Monitoring

• Pricing Strategy: Develop and evaluate pricing models and perform competitive analysis to ensure market alignment and profitability.
• KPI Tracking: Maintain dashboards to visualize key metrics such as sales mix, customer segmentation, and cost optimization opportunities.
• Process Improvement: Automate financial processes and ensure the integrity of data across all reporting systems.

Key Qualifications

• Degree: Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• Experience: 2–4 years of experience in FP&A, revenue analysis, or pricing strategy.
• Industry Knowledge: Experience in the restaurant or food service industry is highly preferred.
• Software: Advanced proficiency in Microsoft Excel and Office tools.
• Tools: Familiarity with Power BI or Tableau is a plus.