Remote FP&A & Financial Systems Leader

Persona; Philippines; On-site; PHP 1,800,000 - 2,800,000; Full time

Benefits offered by this job

Full benefits

Remote work for Philippines role

Growth opportunities

Currency of your choice payment

Job summary

Persona is hiring a FP&A & Financial Systems Manager to manage planning, reporting, and strategic decisions for a portfolio of growing companies. You’ll build forecasts, dashboards, and automated reporting using data from multiple sources in a full-time remote role based in the Philippines.

You’ll work on budgeting, forecasting, pricing, hiring, and operational decisions, developing KPIs and presenting results to founders and executives.

Qualifications

• 5+ years FP&A, corporate finance, or related field.
• Advanced financial-modeling: budgeting, forecasting, scenario analysis, long-range planning.
• Strong understanding of financial statements and metrics.
• Advanced Excel or Google Sheets proficiency.
• Experience cleaning and analyzing large datasets.
• Experience creating executive dashboards or board materials.
• Experience with CRM, payments, subscriptions, payroll, or accounting platforms.
• Strong reporting design and readability.
• Comfort using AI tools to build models and improve workflows.
• Clear written and verbal communication skills.
• Bachelor’s degree in Accounting, Finance, Economics, Business, or related field.

Responsibilities

• Prepare budgets, driver-based forecasts, cash-flow models, and scenario analyses.
• Analyze performance against budgets, forecasts, and prior periods.
• Identify primary drivers of revenue, expenses, margins, and cash flow.
• Support pricing, hiring, investment, and operational decisions.
• Develop KPIs and translate financial results into clear recommendations.
• Build executive dashboards, management reports, scorecards, and board-ready materials.
• Extract, clean, reconcile, and analyze financial and operational data.
• Investigate discrepancies and validate source data before reporting.
• Build and maintain automated connections between financial models, client systems, and dashboards.
• Own formulas, data structures, and reporting logic to ensure reliable refreshes.
• Use AI and automation to improve data quality and reduce repetitive work.
• Present findings to founders, executives, and non-finance stakeholders.
• Help clients define key financial and operational metrics.
• Manage multiple client priorities, deliverables, and deadlines.
• Provide guidance and review support to analysts when appropriate.
• Build trusted relationships through clear communication and follow-through.

Skills

Financial modeling

Data analysis

Excel/Sheets

Executive communication

Problem solving

Financial analysis

Education

Bachelor’s degree in Accounting, Finance, Economics, Business

Tools

Looker Studio

Power BI

Tableau

QuickBooks Online

HubSpot

Stripe

APIs/data connectors

Job description

Persona is hiring a FP&A & Financial Systems Manager to manage planning, reporting, and strategic decisions for a portfolio of growing companies. You’ll build forecasts, dashboards, and automated reporting using data from multiple sources in a full-time remote role based in the Philippines.

You’ll work on budgeting, forecasting, pricing, hiring, and operational decisions, developing KPIs and presenting results to founders and executives.