Financial Planning and Analyst Lead

R1 RCM; Taguig; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

R1 RCM Philippines is seeking a Program Manager – FP&A to act as a senior finance business partner for Voice Operations, Clinical Operations, and Corporate support. You will own the monthly close cycle, headcount and OpEx forecasting, and financial reporting for PH, India, and US leadership.

The role collaborates with Operations, HR, IT, Procurement, and Real Estate to validate budgets, prepare reviews, and drive planning cycles.

Qualifications

• Bachelor’s degree in Accountancy, Finance, Management Accounting or related field; CPA or equivalent certification is an advantage.
• Minimum 8 years of progressive finance experience, with at least 3 years in FP&A covering budgeting, forecasting, and management reporting.
• Demonstrated experience partnering with senior operations and corporate stakeholders in a shared services, BPO, or multinational environment.
• Strong working knowledge of month-end close, variance analysis (actual vs. budget and forecast), and headcount-driven cost modeling.
• Advanced Microsoft Excel and PowerPoint skills; experience with Oracle (GL and Procurement), Workday, and Adaptive Planning or a comparable EPM tool.
• Proven ability to prepare and deliver executive-level financial presentations.

Responsibilities

• Owns the monthly close cycle and prepares P&L flash with commentary on key drivers.
• Prepares OpEx and headcount flash and compares actuals to Plan and Forecast.
• Conducts cost-center OpEx reviews and leads pre-hard-close P&L reviews with key stakeholders.
• Refreshes monthly P&L post close and prepares full-year estimates for monthly calls.
• Prepare headcount input and forecast templates for Rolling Forecast and Annual Plan.
• Facilitate headcount and cost forecast discussions and consolidate inputs.
• Track Long-Range Plan initiatives and monitor risks.
• Prepare capacity outlook and seat utilization projections.

Skills

Finance partner

PowerPoint

Excel

Communication

FP&A

Education

Bachelor’s degree in Accountancy, Finance, Management Accounting

CPA or equivalent certification

Tools

Oracle (GL and Procurement)

Workday

Adaptive Planning

Job description

The Program Manager – FP&A serves as a senior finance business partner for R1 RCM Philippines, owning the monthly financial close cycle support, headcount and OpEx forecasting, and financial reporting for Voice Operations, Clinical Operations, and Corporate support functions. The role is a primary point of contact for Operations, HR, IT, Procurement, and Real Estate leaders on all budget, headcount, and cost matters, and prepares the financial reviews presented to PH, India, and US leadership.

Key Responsibilities

1. Month-End Close and Flash Reporting

• Partner with Controllership on BD-1 to BD-6 close activities, including P&L flash preparation, closing status review, and validation of accruals and un-posted entries.
• Prepare and distribute the high-level and detailed OpEx and headcount flash comparing expected actuals against Plan and Rolling Forecast, with commentary on key drivers.
• Conduct cost-center-level OpEx reviews to ensure expenses are correctly charged and lead pre-hard-close P&L reviews with CSG, HR, IT, and Corporate department leaders.
• Refresh the PH monthly P&L post hard close and prepare full-year latest estimates for use in monthly financial calls.

2. Planning, Forecasting, and Long-Range Planning

• Prepare headcount input and forecast templates for quarterly Rolling Forecast and Annual Plan cycles, using the latest compensation master and validated assumptions.
• Facilitate headcount and cost forecast discussions with Voice Operations, Clinical Operations, and Corporate leaders, and consolidate inputs into the forecast template.
• Track Long-Range Plan (LRP) initiatives, monitoring progress, financial impact, and risks through bi-weekly connects and PMO calls.
• Prepare capacity outlook — actual seat utilization and rest-of-year projection based on the latest estimates.

3. Headcount, Workforce, and Compensation Analytics

• Publish the Workday headcount report to Controllership and business leaders on the 10th, 21st, and month-end, and maintain the weekly headcount cadence with India FP&A.
• Provide leaders allocation and QVI/EWF budget based on the 21st headcount base.
• Supply banded compensation and benefits data for Power BI refresh in partnership with India FP&A.

4. Governance, Controls, and Approvals

• Review and approve Workday job requisitions, promotions, and cost center movements against approved plan, escalating unplanned items for leadership alignment.
• Review Operations purchase requisitions for budget validity (QVI, EWF, or other funding source) and secure approvals for unbudgeted spend.
• Validate quarterly QVI payouts, cross-skilling incentives, and QVI initiative budget.
• Maintain the PH cost code and finance business partner mapping to ensure accurate.

5. Financial Reviews and Business Partnering

• Prepare and present monthly financial reviews for the Corporate Group, PH ManCom, India leadership, Global Ops Finance, and the enterprise monthly operating review.
• Act as finance business partner in recurring Operations, HR, IT, CSG, and PMO connects, covering open items, action plans, staffing changes, and LRP initiatives.
• Develop cost-benefit analyses and business cases supporting operational investments, site expansion, and rate card or pricing reviews.

Required Qualifications

• Bachelor’s degree in Accountancy, Finance, Management Accounting, or a related field; CPA or equivalent certification is an advantage.
• Minimum 8 years of progressive finance experience, with at least 3 years in FP&A covering budgeting, forecasting, and management reporting.
• Demonstrated experience partnering with senior operations and corporate stakeholders in a shared services, BPO, or multinational environment.
• Strong working knowledge of month-end close, variance analysis (actual vs. budget and forecast), and headcount-driven cost modeling.
• Advanced Microsoft Excel and PowerPoint skills; working experience with Oracle (GL and Procurement), Workday, and Adaptive Planning or a comparable EPM tool.
• Proven ability to prepare and deliver executive-level financial presentations.