Senior Analyst - Financial Planning

Christ's Commission Fellowship; Pasig; On-site; PHP 420,000 - 900,000; Full time

Job summary

Christ's Commission Fellowship is seeking a finance professional to lead yearly and rolling budget processes, consolidate national P&L, and perform monthly financial analyses for leadership. You will develop templates, ensure timely submissions, and collaborate with regional teams.

The role requires a BS Accountancy, 2+ years in accounting, and strong Excel/PowerPoint skills. CPA is a plus, with high integrity and independence.

Qualifications

• Bachelor of Science degree in Accountancy is required.
• CPA is a plus.
• Proficiency in MS Excel and PowerPoint is required.
• Ability to work with minimal supervision.
• Demonstrates maturity and organizational agility.
• Strong communication and listening skills.

Responsibilities

• Oversee yearly business planning, budgeting, and consolidation across organizations.
• Develop budget templates and cascade to respective units; review and align BP with goals.
• Prepare rolling estimates and consolidate for national P&L; ensure timely submissions.
• Perform monthly financial analysis and prepare reports for leadership.

Skills

Attention to detail

Communication skills

Independent worker

Maturity

Organizational agility

Integrity

Education

Bachelor of Science in Accountancy

Tools

MS Excel

PowerPoint

Job description

KEY DUTIES AND RESPONSIBILITIES

A. Yearly Business Plan

Activities:

Business Planning Processes are in place, aligned and established for seamless development of budgets by each organization.

• Create and develop budget templates and cascade to respective organizations
• Consolidation/formulation and cascade of budget assumptions/guidelines
• Develops targets and trends which will be used for reviews
• Business Plan submissions are reviewed with respective organizations, consolidated, aligned and ensured to be in accordance with commitments/goals
  • Preliminary analysis of the following budget submissions
    • Sources of Funds
    • Operating Expenses
    • Capital Expenditures
  • Consolidation of budget submissions
    • Consolidate budget submissions to create National P&L
    • Conduct preliminary portfolio analysis and trend analysis of current BP vs current year and prior years.
    • Review and align consolidated P&L
  • Timely submission of approved Business Plan to Board
    • Ensure that the approved BP is submitted timely to the Board using aligned templates.
    • Work with counterparts in Regions/Departments if there are any questions/clarifications on the BP submission.

Activities:

Rolling Estimate Processes are in place, aligned and established for seamless development of budgets by each organization.

• Assist in developing RE templates and cascade respective organization
• Consolidation/formulation and cascade of budget assumptions/guidelines
• Develops targets and trends which will be used for reviews
• Rolling Estimate submissions are reviewed with respective department/region, consolidated, aligned and ensured to be in accordance with commitments/goals
  • Review and analyze of the following
    • Collections/Tithes
    • Operating expense budgets – with various HO functions/satellite
    • Labor Cost – with HR
    • Region P&L – with Region Accountants
  • Consolidation of RE submission
    • Consolidate RE submissions to create National P&L
    • Preliminary review and alignment of consolidated P&L
  • Timely submission of approved Rolling Estimate
    • Ensure that the approved BP is submitted timely
    • Reconciliation with counterparts in Region/Departments if there are any questions/clarifications on the RE submission

C. Monthly Financial Analysis and Reporting

Activities:

Analysis of Financial Data

• Ensure accuracy and timeliness of financial data
• Reconciliation with counterparts in Region/Departments if there are any questions/clarifications on the Financial Data
• Conduct variance analysis of actual results vs. budget
• Implications to the total year forecast are assessed. Any risks or opportunities are highlighted
• Preparation of consolidated income statements
• Preparation of financial analysis & reports useful to the decision making process of CCF Leadership

QUALIFICATIONS :

• Bachelor of Science degree in Accountancy
• At least 2 yeas experience in General Accounting or Financial Accounting
• CPA Board passer is a plus
• Proficient in the use of MS Excel and PowerPoint
• Is able to work with minimal supervision
• Displays a high level of maturity and organizational agility (i.e. knows how to properly leverage formal and informal networks)
• Exhibits strong communication and listening skills
• Has a high level of integrity and can be trusted