Financial Planning Specialist

2GO Group; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

2GO Group in the Philippines is seeking a Finance Analyst to drive monthly financial analysis, consolidate budgeting, and support rolling forecasts. You will coordinate with operations to improve financial performance and ensure reporting accuracy.

The role requires a Bachelor’s degree in Finance/Accounting and 1–3 years of related experience, with strong Excel/PowerPoint skills and knowledge of Oracle preferred.

Qualifications

• Bachelor’s degree in Finance/Accounting or equivalent.
• 1–3 years of work-related experience.

Responsibilities

• Monthly Financial Analysis.
• Management Accounts reporting and review of expenses and accruals.
• Budgeting and rolling forecasts consolidation.
• Ad hoc planning, analysis, and project monitoring.

Skills

Communication

Analytical

Time management

Cross-functional teamwork

Education

Bachelor’s Degree in Finance/Accounting

Tools

Excel

PowerPoint

VBA

Oracle

Job description

Job Description:

Here’s the difference you’ll make

You are responsible for (1) analyzing and reporting financial results; (2) ensuring accuracy of the management accounts; (3) coordinating and preparing the annual budget and rolling forecasts; and (4) assist in ad hoc planning, analysis, and monitoring of various projects to be implemented by the business unit

What You’ll Do

Monthly Financial Analysis

• Analyze financial performance including P&L and Balance Sheet Accounts
• Prepare presentation of financial reports
• Coordinate with operations team to drive continuous improvement
• Consolidate operational metrics and identify key drivers of financial performance

Management Accounts Reporting

• Review and approve expenses incurred and invoices billed.
• Review accounting entries, cost center charging, general ledger account balances and schedules.
• Prepare/Review accrual assumptions and assist in closing activities of the books of accounts

Budgeting and Rolling Forecasts

• Consolidate annual budget
• Prepare Rolling forecasts

Ad Hoc Projects

• Assist in ad hoc planning, analysis, and monitoring of various projects to be implemented by the business unit

You’ll thrive in this role if you

• Hold a Bachelor’s Degree in Finance/Accounting or equivalent
• With 1 to 3 years work related experience

Competencies, Skills, Knowledge And Abilities

Leadership Competencies

• Good Communication skills
• Highly Analytical with a keen sense for details and data accuracy
• Demonstrated ability to learn quickly, handle and prioritize multiple tasks to meet deadlines
• Experienced in working with cross-functional teams

Technical Competencies

• Knowledge in financial reports
• Proficiency in Excel and Powerpoint, knowledge of VBA preferred
• Familiarity with Oracle preferred

What’s In It For You at 2GO?

Own work that matters. You are trusted to deliver safe, reliable, and on-time service that keeps people and goods moving.

Grow where you’re supported. You work in a team-first environment that prioritizes safety, care, and continuous learning.

Excel every day. You are empowered and recognized for raising standards and delivering everyday excellence on the ground.

Be recognized and feel valued—at work and beyond. Receive and enjoy competitive compensation, performance bonuses, incentives, travel perks, Day 1 access to health and wellness programs and paid time off designed to support your well-being

Requirements: