Financial Planning and Analysis Specialist

Philtech Inc.; Taguig; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Philtech Inc. is seeking an FP&A Analyst to support planning, forecasting, budgeting, reporting, and performance analysis across business units in the Philippines.

You will collaborate with Finance and cross‑functional teams to deliver insights, dashboards, and governance, including period‑end close and management reporting. The role follows a hybrid work arrangement with alignment to Manila time and occasional after-hours coordination.

Qualifications

• Bachelor's degree in finance, Accounting, Business Administration, Economics, or related field or equivalent experience.
• 4+ years of progressive FP&A, financial reporting, budgeting, forecasting, or finance operations experience.
• Experience with multiple business units and cross-functional stakeholders.
• Experience with financial modeling, variance analysis, performance reporting, forecasting, and strategic planning.

Responsibilities

• Support annual planning, budgeting, forecasting, and financial outlook processes.
• Prepare recurring financial, operational, and KPI reporting packages across monthly, quarterly, and annual cycles.
• Analyze financial and operational performance, identify trends, risks, opportunities, and drivers, and communicate findings.
• Support variance analysis with driver research and commentary for leadership review.
• Monitor KPIs, productivity measures, service levels, and operational metrics to support performance management.
• Develop and maintain dashboards, scorecards, reports, and analytical tools for visibility into financial and operational performance.
• Support period-end reporting and close activities, validate results, and prepare schedules and analyses.
• Prepare presentation materials and action-item tracking for recurring business reviews.
• Assist with business case development, ROI evaluations, and post-implementation reviews.
• Partner with cross-functional stakeholders to research issues and validate reporting accuracy.
• Support data validation, governance, process documentation, and standardization initiatives.
• Drive continuous improvement through process simplification, automation, and analytics.

Skills

Forecasting

Budgeting

Financial modeling

Variance analysis

Power BI

Excel analytics

Education

Bachelor's degree in finance

Equivalent experience

Tools

ERP systems

Data visualization tools

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.