Lead – Financial Planning & Analysis – NBFC Corenza

The Corporate Institute; Hinoba-an; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

The Corporate Institute in the Philippines seeks an experienced FP&A professional to lead budgeting, annual operating plans, and financial analyses. You will craft models, generate performance reports, and support strategic decision-making with clear, data-driven insights.

Collaborate with cross-functional teams, manage remote work, and prepare concise, stakeholder-ready presentations for senior leadership and investors.

Qualifications

• Experience in budgeting and financial reporting
• Ability to develop operating plans from cross-functional inputs
• Skilled in variance analysis and decision-support reporting
• Comfortable with board slides and strategic presentation materials

Responsibilities

• Develop annual operating plans based on inputs from business and allied teams
• Create business models extending to future years as needed
• Prepare financial reports related to budgets and key operating drivers
• Generate MIS reports for monthly/quarterly/annual reporting and strategic decisions
• Review actual results against budgets to explain variances
• Contribute to board slides for governance meetings
• Collaborate on segmental analysis and reporting and automate where possible
• Coordinate with investors, auditors, and regulators on financial reporting and budgeting

Skills

Communication skills

Team leadership

Remote work experience

MS Office proficiency

Financial modeling

Analytical thinking

Multitasking

Cost optimization

Business acumen

Tools

Microsoft Excel

Job description

Job Description:

Role & Responsibilities:

• Develop annual operating plan basis inputs from business and allied teams in compliance with the applicable standards and accounting guidelines.
• Develop a business model, extending to future years basis the conditions and assumptions, as needed.
• Preparation of financial reports related to budgets on key operating drivers, and outputs.
• Prepare financial performance / MIS reports for monthly/ quarterly/ annual reporting and strategic decision-making.
• Review and analyze the actual results against budgeted goals to identify the variances and the reasons for the same.
• Preparation and contribution towards board slides for the board/ shareholder meetings.
• Work closely in segmental analysis and reporting, and also towards automation of the same.
• Liaise with investors (current and potential), auditors, and regulators in relation to financial reporting and budgeting.

Preferred Candidate Profile:

• Excellent interpersonal and communication skills – persuasive, presentation and high level relationship management skills.
• Experience in managing team and in remote working.
• Proficient in Microsoft Office Tools.
• Strong business orientation and commercial acumen, including knowledge of the market & industry and understanding of the key business levers that drive performance/ profitability.
• Ability to model and synthesize complex financial analysis into concise presentation and/or decision framework.
• Strong analytical and problem-solving skills including ability to recognize critical problems and opportunities.
• Ability to multi task, understand and analyse distinct business segments and understand the reasons for behaviour of the output numbers.
• Proven ability to drive cost efficiencies in budget preparation and expenditure management.
• Proven ability to operate and a fast paced, constantly changing and ambiguous environment.