Financial Systems Consultant – Anaplan & Enterprise Performance Management

HRTX; Mandaluyong; Hybrid; PHP 670,000 - 1,004,000; Full time

Job summary

HRTx Inc. is seeking a Financial Systems Consultant specializing in Anaplan and Enterprise Performance Management in Mandaluyong. You will design, build, and support EPM solutions, translating finance problems into scalable models for planning, analysis, and strategy execution.

You will collaborate with senior consultants to deliver end-to-end solutions, including model development, data integration, and post-go-live support. A strong finance background and willingness to travel are required.

Qualifications

• Bachelor’s degree in Accountancy, Finance, Management Accounting, Information Systems, or a related field.
• 1–2 years’ hands-on experience in Corporate FP&A / budgeting / statutory reporting
• 1–2 years’ experience in Treasury or tax reporting functions
• Big-4 / Tier-1 audit or advisory – Tech consulting on ERP/EPM implementations
• Strong financial-modeling logic and understanding of P&L, balance sheet, cash flow, and consolidation concepts
• Clear, confidence-building communication skills (written & verbal)
• Willingness to travel or work on-site when client schedules demand

Responsibilities

• Client Discovery & Design workshops to capture goals, data flows, and pain points.
• Model development in Anaplan & beyond with lists, modules, line-item formulas, dashboards.
• Maintain model security, data integrations, and performance tuning.
• Contribute to integration work (Flat files, APIs) with ERP/BI teams.
• Execute unit tests, support SIT/UAT, and document test evidence.
• Troubleshoot defects, optimize calculations, and iterate quickly.
• Post-Go-Live: support, resolve tickets, update manuals & train users.
• Data & Analytics: manipulate data with Excel/SQL/Python; create ad-hoc visuals.
• Continuous Improvement: stay current on Anaplan and finance trends; share insights

Skills

Analytical mindset

Attention to detail

Problem-solving

Communication skills

Willingness to travel

Agile delivery

Education

Bachelor’s degree in Accounting/Finance/IS

Tools

Excel

SQL

Python

Anaplan

APIs

ETL tools

Job description

Financial Systems Consultant – Anaplan & Enterprise Performance Management

Location: Mandaluyong City, Metro Manila, Philippines

Work Schedule: Hybrid (3 Days Onsite, 2 Days Work-from-Home)

Job Description

As a consultant, you will work shoulder-to-shoulder with Senior Consultants and Solution Architects to design, build, and support EPM solutions—starting with Anaplan and expanding to other leading platforms. You will translate complex finance problems into robust, scalable models that empower clients to plan, analyze, and implement their strategies with confidence.

Key Responsibilities

• Client Discovery & Design
  • Facilitate workshops to capture business goals, data flows, and pain points.
  • Translate requirements into clear functional specs and model blueprints.
  • Help define agile sprint backlogs and acceptance criteria.
• Model Development (Anaplan & Beyond)
  • Build lists, modules, line-item formulas, dashboards, and workflows following model-building best practices (PLANS, DISCO).
  • Maintain model security, data integrations, and performance tuning.
  • Contribute to integration work (Flat files, APIs) alongside ERP/BI teams.
• Testing & Deployment
  • Execute unit tests, support SIT/UAT, and document test evidence.
  • Troubleshoot defects, optimize calculations, and iterate quickly.
• Post-Go-Live Support
  • Provide hyper-care, resolve user tickets, and deliver minor enhancements.
  • Update user manuals and process documentation; train key users.
• Data & Analytics Enablement
  • Manipulate and reconcile data using Excel, SQL, or Python scripts.
  • Build ad-hoc analytics and visualizations to showcase solution value.
• Continuous Improvement
  • Stay current on Anaplan, EPM, and finance/treasury trends; share insights with the team.
  • Contribute to internal accelerators, templates, and knowledge bases.

Qualifications

Must Have

• Bachelor’s degree in Accountancy, Finance, Management Accounting, Information Systems, or a related field.
• 1–2 years’ hands‑on experience in any of the following
  • Corporate FP&A / budgeting / statutory reporting
  • Treasury or tax reporting functions
  • Big‑4 / Tier‑1 audit or advisory – Tech consulting on ERP/EPM implementations
• Strong financial-modeling logic and understanding of P&L, balance sheet, cash flow, and consolidation concepts.
• Solid grasp of agile delivery (Scrum/Kanban) and ITSM ticketing basics.
• Analytical mindset, attention to detail, and proactive problem‑solving skills.
• Clear, confidence‑building communication skills (written & verbal).
• Willingness to travel or work on‑site when client schedules demand.

Preferred

• CPA, CMA, or equivalent professional certification in progress or achieved.
• Exposure to at least one EPM platform (e.g., Anaplan, SAP SAC, Oracle Hyperion, OneStream, Planful).
• Basic scripting skills (Excel VBA, Python) or SQL for data wrangling.
• Familiarity with ETL tools, REST/SOAP APIs, or cloud data platforms.
• Experience working across multiple industries or multinational environments.
• Comfort presenting insights to finance leaders and non-technical stakeholders.
• Growth mindset and commitment to continuous learning.