FP&A & Tax Compliance Analyst

ClearSourceBPO; Pasig; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

ClearSourceBPO is seeking an experienced FP&A professional to support budgeting, forecasting, and financial planning for Philippine and US operations. You will build and maintain financial models, oversee variance analyses, and ensure tax and financial reporting compliance.

The role requires strong Excel skills, ERP experience, and familiarity with FP&A tools. You will interact with management to provide strategic insights and drive performance improvements.

Qualifications

• 5+ years in FP&A, accounting, budgeting, tax, or corporate finance.
• Direct budgeting, forecasting, and financial modeling experience.
• Experience with labor cost forecasting and financial modeling is preferred.
• Advanced Excel for financial modeling and data analysis.

Responsibilities

• Lead budgeting, forecasting, and long-range planning using Planful.
• Develop and maintain financial models for subsidiaries, projects, and units.
• Prepare consolidated reports, dashboards, and variance analyses.
• Conduct project financial analyses and investment appraisals.
• Identify trends, risks, and opportunities; report to management.

Skills

Financial planning & analysis

Budgeting

Forecasting

Analytical thinking

Tools

Planful

Microsoft Excel

ERP systems (BC, NetSuite, SAP)

FP&A tools (Adaptive Planning, Anaplan)

Job description

About the role

This role encompasses financial planning and analysis, tax compliance, and financial reporting across Philippine and US operations. You will lead budgeting, forecasting, and long-range planning activities, develop and maintain financial models, and ensure compliance with Philippine and US tax requirements.

Key responsibilities

• Lead budgeting, forecasting, and long-range planning activities using Planful
• Develop and maintain financial models for subsidiaries, projects, and business units
• Prepare consolidated financial reports, management dashboards, and variance and flux analyses
• Conduct project financial analyses, feasibility studies, and investment analyses
• Analyze financial results to identify trends, risks, and opportunities; escalation key insights and recommendations to management
• Perform actual vs. budget vs. forecast variance analysis and provide meaningful explanations and recommendations
• Support month-end and quarter-end close activities related to forecasting and performance reporting
• Review monthly, quarterly, and annual tax returns and filings with the BIR and ensure compliance with VAT, withholding tax, corporate income tax, and other applicable Philippine taxes
• Support the preparation and coordination of US federal and state tax filings and ensure compliance with US GAAP and SOX requirements
• Prepare and maintain transfer pricing documentation for intercompany transactions between Philippine and US entities

About you

• Minimum of 5 years of experience in financial planning & analysis, accounting, budgeting, tax, government compliance, or corporate finance
• Direct exposure to budgeting, forecasting, and financial modeling
• Experience preparing labor cost forecasts and financial models is highly preferred
• Advanced Microsoft Excel skills, including financial modeling and data analysis
• Experience with ERP systems (e.g., Microsoft Business Central, NetSuite, SAP) and FP&A tools (e.g., Planful, Adaptive Planning, Anaplan, or similar) is an advantage
• Strong analytical, problem-solving, and presentation skills