Financial Planning and Analysis Specialist

Philtech Inc.; Taguig; On-site; PHP 900,000 - 1,100,000; Full time

Job summary

Philtech Inc. is seeking an FP&A Analyst to support financial planning, forecasting, budgeting, and performance reporting across multiple business units.

The role partners with Finance, cross-functional teams, and leadership to deliver accurate insights and data-driven recommendations. Responsibilities include planning cycles, variance analysis, dashboard development with Power BI, and period-end close support.

Qualifications

• Degree in finance, accounting, business or related field.
• 4+ years in FP&A, financial reporting, budgeting or forecasting.
• Experience with cross-functional partnering and leadership reporting.
• Experience with dashboards, KPI reporting, and data-driven analysis.
• Experience with process improvements and shared services a plus.

Responsibilities

• Support annual planning, budgeting, forecasting, and outlook processes.
• Prepare recurring financial and KPI reporting across cycles.
• Analyze performance, identify trends and risks, communicate findings.
• Perform variance analysis and provide commentary for leadership.
• Develop dashboards and analytical tools for visibility into performance.
• Support period-end close and produce supporting schedules.

Skills

Financial planning

Forecasting

Budgeting

Variance analysis

Performance reporting

Stakeholder management

Data analytics

Education

Bachelor’s degree in finance or related field

Tools

Power BI

Excel

ERP systems

Job description

The Financial Planning & Analysis (FP&A) Analyst supports financial planning, forecasting, budgeting, performance reporting, operational analysis, and business decision support across multiple business units or operational functions. The role partners with Finance, relevant functional teams, shared-service groups, and business leadership to deliver accurate reporting, actionable insights, performance visibility, and data-driven recommendations. This position supports planning cycles, analyzes financial and operational results, identifies trends and variances, and contributes to continuous improvement initiatives that enhance business performance and decision-making.

JOB FOCUS:

• Support annual planning, budgeting, forecasting, and financial outlook processes by gathering data, validating assumptions, preparing templates, and coordinating stakeholder inputs.
• Prepare recurring financial, operational, performance, and KPI reporting packages across monthly, quarterly, and annual reporting cycles.
• Analyze financial and operational performance, identify trends, risks, opportunities, and business drivers, and communicate findings to stakeholders.
• Support variance analysis by researching drivers, validating data, and preparing commentary and recommendations for leadership review
• Monitor key performance indicators, productivity measures, service levels, operational metrics, and business outcomes to support performance management
• Develop and maintain dashboards, scorecards, reports, and analytical tools that provide visibility into financial and operational performance.
• Support period-end reporting and close activities by validating results, investigating exceptions, and preparing supporting schedules and analyses.
• Prepare presentation materials, review packages, meeting content, and action-item tracking for recurring business and financial reviews
• Assist with business case development, investment analysis, ROI evaluations, and post implementation performance reviews
• Partner with cross-functional stakeholders to research issues, validate reporting accuracy, and support informed decision‑making.
• Support data validation, reporting governance, process documentation, and reporting standardization initiatives
• Drive continuous improvement opportunities through process simplification, automation, reporting enhancement, and analytical innovation

JOB QUALIFICATIONS:

• Bachelor’s degree in finance, Accounting, Business Administration, Economics, Industrial Engineering, Data Analytics, or a related field, or an equivalent combination of education and relevant experience.
• 4+ years of progressive experience in Financial Planning & Analysis, financial reporting, budgeting, forecasting, business analysis, or finance operations
• Experience supporting multiple business units or operational functions and partnering with cross functional stakeholders
• Experience with financial modeling, variance analysis, performance reporting, forecasting, and strategic planning processes
• Experience supporting business reviews, leadership reporting, dashboard development, or operational‑performance analysis preferred.
• Experience with process improvement, business transformation, shared services, or centralization initiatives preferred.

REQUIRED TECHNICAL SKILLS:

• Financial planning, budgeting, forecasting, and outlook preparation
• Financial and operational reporting
• Variance analysis, trend analysis, and performance measurement KPI development, scorecards, and management reporting
• Financial modeling and business‑case analysis
• Advanced Microsoft Excel and large‑data‑set analysis
• Power BI, dashboards, and data visualization tools ERP, planning, reporting, and analytics systems.
• Data validation, reporting governance, and reporting controls.
• Process documentation, process mapping, and continuous‑improvement methodologies.

REQUIRED SOFT & OPERATIONAL SKILLS:

• Strong analytical, problem‑solving, and critical‑thinking skills
• Excellent written and verbal communication skills
• Ability to translate financial and operational data into actionable business insights
• Stakeholder management and cross‑functional collaboration capabilities

Work Arrangement: 4x a week RTO and 10pm to 7am MNL time.