Senior Associate Financial Planning & Analysis

Anchored Solutions MNL, Inc.; Metro Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

A financial services company in Metro Manila is seeking a Senior Associate for Financial Planning & Analysis. The role involves collecting and analyzing financial data, preparing budgets, and developing financial models. Ideal candidates will have a relevant degree and 4-6 years in financial analysis. Proficiency in Excel and financial software is required, along with strong analytical and communication skills. A commitment to confidentiality and continuous improvement is essential.

Qualifications

• 4-6 years of experience in financial planning and analysis or a similar role.
• Strong understanding of accounting principles and financial statement analysis.

Responsibilities

• Collect, analyze, and interpret financial data to identify trends.
• Create data visualizations to communicate financial insights.
• Develop and maintain financial models for business units.

Skills

Financial modeling

Analytical skills

Communication skills

Attention to detail

Problem-solving abilities

Time management

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Microsoft Excel

Financial software applications (e.g., Vareto)

Microsoft BI

Tableau

Job description

Join to apply for the Senior Associate Financial Planning & Analysis role at Anchored Solutions MNL, Inc.

In the application form, please select one of the following Tuesday–Saturday schedules:

• Senior Associate FP&A (Mid Shift: 3:00 PM–12:00 MN)
• Senior Associate FP&A (Night Shift: 1:00 AM–10:00 AM)
• Senior Associate FP&A (Early Shift: 3:00 AM–12:00 NN)

ESSENTIAL JOB FUNCTIONS

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Collect, analyze, and interpret financial data to identify trends, variances, and opportunities for improvement.
• Create compelling data visualizations to effectively communicate financial insights to stakeholders.
• Demonstrate a strong understanding of accounting principles and financial statement analysis.
• Develop and maintain financial models for various business units and projects.
• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Prepare variance analysis reports to identify and explain deviations from financial plans.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Prepare ad-hoc financial analysis and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.
• As requested by the client, perform other tasks as outlined in the “agreed upon procedures” and engage in other special projects as needed that fall within the scope of capabilities.
• Maintain confidentiality of all materials related to performing all job tasks.
• Practices continuous improvement on the planning, forecast, and reporting processes to leverage available tools and systems.
• Provides analytics as often as deemed necessary in the completion of a project/program.
• Shares expertise to other members of the FP&A team.
• Other duties that may be assigned from time to time.

QUALIFICATIONS: MINIMUM EDUCATION/EXPERIENCE

• Bachelor's degree in Finance, Accounting, or any related field.
• 4-6 years of experience in financial planning and analysis, investment banking, or a similar role.

TECHNICAL AND OTHER SKILLS:

• Strong financial modeling and analytical skills. - Required
• Strong understanding of accounting principles and financial statement analysis
• Proficiency in Microsoft Excel and financial software applications, such as Vareto .
• Proficiency with platforms such as Microsoft BI and Tableau is a plus.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Ability to read and follow instructions and directions from supervisors or clients. - Required
• Ability to read and follow workflow or process manuals. - Required
• Ability to effectively present information and respond to questions from supervisor. - Required
• Strong time management and organizational skills. - Required