Financial Planning and Analysis Supervisor

Beep; Philippines; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

Beep is seeking a Financial Planning & Analysis Supervisor in the Philippines to lead budgeting, forecasting and financial modelling. You will analyze performance, prepare leadership dashboards, and partner with departments to drive strategic cost optimization.

This role requires strong ERP, Excel and BI skills and the ability to translate numbers into actionable insights for non-financial teams. Ideal candidates have 5–10 years in finance, a Bachelor’s in Accountancy and preferably a CPA.

Qualifications

• Bachelor's degree in Accountancy with professional accounting knowledge.
• CPA designation (preferred) adds advantage.
• 5–10 years of experience in general accounting and finance is desired.

Responsibilities

• Develop and manage budgets, forecasts and financial plans.
• Collaborate with departments to consolidate projections and ensure accuracy.
• Analyze performance, prepare reports and dashboards for leadership.
• Identify trends, risks and opportunities for decision making.
• Provide financial modelling and scenario analysis for strategic planning.

Skills

ERP proficiency

Communication

Presentation

Team collaboration

Analytical thinking

Urgency & pace

Education

Bachelor's degree in Accountancy

CPA (preferred)

Tools

ERP system

Excel

BI tools

Job description

Position Summary

The Financial Planning & Analysis Supervisor is responsible to analyze financial data by collecting, monitoring and creating financial models for decision support as well as improve financial status of the Company by analyzing business results, monitoring variances, identifying trends and recommending actions to management. This position also includes assisting annual budgeting and forecasting.

Duties and Responsibilities

• Financial Planning:
  • Develop and manage budgets, forecasts, and financial plans to align with business goals.
  • Collaborate with departments to consolidate financial projections and ensure accuracy.
• Analysis and Reporting:
  • Analyze financial performance, including variance analysis (actual vs. budget/forecast).
  • Prepare detailed financial reports and dashboards for leadership teams.
  • Identify trends, risks, and opportunities to inform decision-making.
• Strategic Support:
  • Partner with leadership to evaluate business initiatives, investments, and potential cost-saving measures.
  • Provide financial modelling and scenario analysis for strategic planning and business cases.
• Performance Monitoring:
  • Track key performance indicators (KPIs) and assess alignment with organizational objectives.
  • Recommend actions to optimize financial performance and resource allocation.
• Stakeholder Communication:
  • Present findings and recommendations to executives and other stakeholders.
  • Translate complex financial data into actionable insights for non-financial teams.
• Process Improvement:
  • Drive enhancements in financial systems, tools, and processes for efficiency and accuracy.
  • Implement best practices in financial management and analysis.

Functional Competencies

• Excellent systems skills and hands-on experience with ERP system;
• Proficiency in financial modelling, Excel, and business intelligence tools.;
• Knowledge of accounting principles and financial reporting standards;
• Strong team player with ability to interact with all levels of staff in the organization;
• Works quickly with a sense of urgency;
• Excellent communication and presentation skills.

Education and Work Background

• Bachelor's degree in Accountancy;
• Preferably, CPA;
• With 5-10 relevant years of experience in general accounting and Finance;