FP&A Lead

PM Consulting; Cabuyao; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

PM Consulting is seeking a Financial Planning and Analysis Lead to drive group-wide budgeting, performance management and strategic decision-making. You will partner with the Group CFO, hospital finance teams and operations leaders to deliver data-driven planning and meaningful insights that support growth and operational efficiency.

Responsibilities include building financial models, rolling forecasts, and KPI dashboards; presenting insights to the board and executives; and supporting M&A and

Qualifications

• Bachelor's degree in Accountancy or Economics required.
• CPA or CMA certification highly regarded.
• Minimum 3 years of experience in Financial Planning & Analysis, budgeting and forecasting.
• Strong financial modeling, analytical and problem-solving skills.
• Ability to translate financial data into actionable business insights.
• Excellent communication and stakeholder management, healthcare experience is a plus.

Responsibilities

• Support the CFO in group-wide budgeting and financial planning processes.
• Prepare timely group reports and dashboards covering financial and operational KPIs.
• Provide insights for board and executive presentations with clear commentary.
• Develop financial models for scenarios, investments, and cost optimization initiatives.
• Partner with operating units to support new initiatives and performance reviews.
• Drive FP&A process standardization and data governance across hospitals.

Skills

Financial modeling

Analytical thinking

Problem solving

Communication skills

Stakeholder management

FP&A experience (3+ yrs)

Education

Bachelor's degree in Accountancy or Economics

CPA or CMA certification

Job description

We are looking for a Financial Planning and Analysis Lead to support group-wide financial planning, performance management, business partnering, and strategic decision-making. The role will work closely with the Group CFO, hospital finance teams, and operations leaders to drive data-driven financial planning and provide meaningful insights to support business growth and operational efficiency.

Key Responsibilities

Financial Planning & Budgeting

• Support the CFO in the group-wide budgeting process, ensuring alignment with hospital and overall business strategies.


• Partner with hospital Finance and Operations Heads in developing data-driven budgets.


• Support finance teams in CapEx planning, including financial justification and investment assessment.


• Monitor major capital projects against approved budgets, financial targets, and timelines.


• Develop and maintain financial models to support business and investment decisions.

Reporting & Performance Management

• Prepare timely and insightful group management reports and dashboards covering financial and operational KPIs.


• Support Board and Executive presentations through clear financial insights, analysis, and commentary.


• Analyze actual versus budget performance, identify key variance drivers, and recommend corrective actions.


• Maintain and update rolling forecasts based on operational trends, business performance, and changing assumptions.

Business Partnering & Decision Support

• Partner with operating companies and business leaders in developing financial models and recommendations for new initiatives, pricing changes, and cost optimization.


• Build robust financial models for scenario analysis, \"what-if\" planning, and investment decisions.


• Support M&A and partnership evaluations by providing financial analysis and valuation inputs, as needed.

Process, Systems & Data Governance

• Drive the standardization and continuous improvement of FP&A processes, systems, templates, and methodologies across hospitals.


• Support the integration of newly acquired hospitals into group-wide reporting, budgeting, and FP&A processes.

Qualifications

• Bachelor's degree in Accountancy, Economics, Financial Management, or other business-related disciplines.


• Preferably a Certified Public Accountant (CPA) or Certified Management Accountant (CMA).


• At least 3 years of experience in Financial Planning & Analysis, financial analysis, budgeting, forecasting, and business partnering.


• Strong financial modeling, analytical, and problem-solving skills.


• Ability to translate financial and operational data into actionable business insights.


• Strong communication and stakeholder management skills.


• Experience working with multiple business units, operating companies, or healthcare/hospital environments is an advantage.