FP&A Senior Associate

HRTX; Makati; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial services company based in Metro Manila is seeking an FP&A Senior Associate. This role will support financial planning, budgeting, and forecasting while delivering insights for informed decision-making. Candidates should have a Bachelor's degree in Accountancy or a related field, and 4-5 years of experience in financial analysis. Proficiency in Excel and strong analytical skills are essential. Join our team to drive improved financial performance.

Qualifications

• 4-5 years of experience in Financial Planning & Analysis or related finance roles.
• Strong analytical and financial modeling skills.
• Proficient in Excel; experience with financial systems is an advantage.

Responsibilities

• Assist in the preparation of annual budgets and periodic forecasts.
• Monitor financial performance against budget and analyze variances.
• Prepare monthly management reports and financial dashboards.
• Provide actionable insights to support strategic and operational decisions.
• Identify opportunities to enhance reporting accuracy and efficiency.

Skills

Financial Planning & Analysis

Analytical Skills

Financial Modeling

Proficient in Excel

Communication Skills

Education

Bachelor's degree in Accountancy or related field

Job description

The FP&A Senior Associate will support financial planning, budgeting, forecasting, and performance analysis. This role will work closely with business units and finance stakeholders to deliver insights that drive informed decision-making and improve overall financial performance.

Key Responsibilities

Financial Planning & Forecasting

• Assist in the preparation of annual budgets and periodic forecasts
• Monitor financial performance against budget and analyze variances
• Support rolling forecasts and scenario planning

Financial Analysis & Reporting

• Prepare monthly management reports and financial dashboards
• Analyze revenue, cost, and profitability trends across business units
• Provide actionable insights to support strategic and operational decisions

Business Partnering

• Coordinate with cross-functional teams to gather financial data and assumptions
• Support stakeholders in understanding financial implications of business initiatives

Process Improvement

• Identify opportunities to enhance reporting accuracy and efficiency
• Assist in improving financial models, templates, and tools

Qualifications

• Bachelor's degree in Accountancy or related field
• CPA license is not required
• At least 4–5 years of experience in Financial Planning & Analysis or related finance roles
• Strong analytical and financial modeling skills
• Proficient in Excel; experience with financial systems is an advantage
• Good communication and stakeholder management skills