Financial Planning and Analysis Specialist

Philtech Inc.; Taguig; Hybrid; PHP 670,000 - 1,116,000; Full time

Job summary

Philtech Inc. in Metro Manila seeks an FP&A Analyst to support financial planning, budgeting, forecasting, performance reporting, and decision support across multiple business units.

You will partner with Finance and cross-functional teams to deliver accurate reporting, insights, and dashboards, while driving continuous improvement and operational analysis. Responsibilities include preparing recurring financial, KPI, and performance reports; conducting variance analysis; supporting close

Qualifications

• Bachelor’s degree in finance, accounting, business administration, economics, or related field.
• 4+ years of FP&A, financial reporting, budgeting, forecasting, or finance operations.
• Experience partnering with cross-functional stakeholders.
• Experience with financial modeling, variance analysis, and performance reporting.
• Experience with dashboards or operational-performance analysis preferred.

Responsibilities

• Support annual planning, budgeting, forecasting, and financial outlook processes.
• Prepare recurring financial, operational, and KPI reporting packages.
• Analyze financial and operational performance; identify trends, risks, and opportunities.
• Support variance analysis with commentary and recommendations for leadership.
• Monitor KPI and operational metrics; develop dashboards and reports.
• Maintain dashboards, scorecards, and analytical tools for visibility.
• Support period-end close and reporting; prepare schedules and analyses.
• Prepare presentation materials for business reviews and track action items.
• Assist with business case development and ROI evaluations.
• Partner with stakeholders to validate reporting and support decisions.
• Support data validation, governance, and standardization initiatives.
• Drive process improvements, automation, and reporting enhancements.

Skills

Analytical skills

Problem solving

Critical thinking

Communication skills

Stakeholder management

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 insightsStakeholder management and cross-functional collaboration capabilities

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