Senior Financial Analyst (US)

Origo BPO (Phils) Limited, Inc.; Mabalacat; On-site; PHP 1,674,000 - 2,790,000; Full time

Job summary

Origo BPO (Phils) Limited, Inc. seeks a Senior Financial Analyst to join its growing finance team. You will drive FP&A activities, build financial models, forecast, and prepare dashboards that translate complex data into actionable insights for senior leadership.

You will collaborate with cross-functional teams, support budgeting and strategic initiatives, and lead process improvements to enhance profitability and efficiency in a growing organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
• MBA, CPA, CFA, or other relevant professional certification is a plus.

Responsibilities

• Lead development and maintenance of financial models for forecasting, budgeting, planning.
• Analyze financial performance and provide actionable insights for decision-making.
• Support annual budgeting processes and ongoing forecasting across units.
• Perform variance analyses on revenue, expenses, profitability, and operations.
• Develop dashboards/reports using Power BI or similar tools.
• Translate data into clear insights for senior management.
• Provide financial recommendations for cost optimization and revenue growth.
• Conduct scenario and sensitivity analyses for strategic initiatives.
• Partner with cross-functional teams to improve financial performance.
• Work with large datasets ensuring accuracy and timeliness of analyses.
• Identify opportunities to automate and improve financial processes.
• Support M&A underwriting, due diligence, and post-acquisition analysis.
• Track performance against budgets and forecasts and provide recommendations.
• Lead finance-related projects and guide other analysts as needed.

Skills

FP&A experience

Advanced Excel

Power BI

Data analysis

Financial dashboards

SQL

Presentation skills

Education

Bachelor's in Finance/Accounting/Business/Economics

MBA/CPA/CFA (plus)

Tools

Power BI

SQL

Excel

NetSuite

OneStream

Tableau

Job description

ABOUT THE ROLE:

We are looking for a Senior Financial Analyst to join a growing finance organization and play a key role in financial planning, performance analysis, reporting, and strategic decision‑making.

This role will work closely with senior finance leaders and cross-functional stakeholders to develop financial models, support budgeting and forecasting, analyze business performance, and translate complex financial and operational data into actionable insights.

The ideal candidate is a data-driven and highly analytical finance professional with strong FP&A experience, advanced Excel skills, and hands‑on experience developing financial dashboards using Power BI or similar business intelligence tools.

The successful candidate is a self‑starter who can identify opportunities, develop solutions, and work independently while effectively partnering with stakeholders across the organization.

As the company continues to grow, this role will have opportunities to take ownership of key financial processes, drive process improvements, and contribute to strategic initiatives across the business.

KEY RESPONSIBILITIES:

• Lead the development and maintenance of financial models for forecasting, budgeting, strategic planning, and business decision‑making.

• Analyze financial performance, trends, and key business drivers to provide actionable insights and support executive decision‑making.

• Support the annual budgeting process and ongoing forecasting cycles across business units, locations, and business segments.

• Perform detailed variance analysis and identify key factors impacting revenue, expenses, profitability, and operational performance.

• Develop, maintain, and deliver financial dashboards and reports using Power BI or similar visualization/BI tools to communicate financial and operational performance.

• Translate complex financial and operational data into clear, concise insights and presentations for senior management and key stakeholders.

• Provide financial recommendations related to cost optimization, revenue growth, profitability, and operational efficiency.

• Conduct scenario analysis, sensitivity analysis, and financial impact assessments to support strategic initiatives and business decisions.

• Partner with Finance, Accounting, Operations, and other cross‑functional teams to understand business drivers and improve financial performance.

• Work with large and/or disparate datasets from multiple systems and ensure the accuracy, integrity, and timeliness of financial analysis and reporting.

• Identify opportunities to improve financial processes, reporting, data quality, and analytical efficiency through automation, technology, and process enhancements.

• Support strategic initiatives, including M&A underwriting, financial due diligence, and post‑acquisition performance analysis, as needed.

• Track actual performance against budgets, forecasts, and acquisition or business‑case assumptions and provide recommendations based on findings.

• Lead various finance‑related processes and projects and provide guidance or support to other financial analysts as the organization grows.

SKILLS & QUALIFICATIONS:

Educational Background

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.

• MBA, CPA, CFA, or other relevant professional certification is certainly a plus.

Years of Experience

• 8–10 years of progressive experience in FP&A, financial analysis, corporate finance, or a related field.

• Experience supporting multi‑location or multi‑site businesses is preferred.

Financial & Analytical Skills

• Strong experience in financial modeling, forecasting, budgeting, variance analysis, and financial planning.

• Strong analytical and critical‑thinking skills with the ability to identify trends, understand business drivers, and develop actionable recommendations.

• Strong business acumen and the ability to connect financial performance with operational results.

• Experience working with large datasets and/or data from multiple disparate systems.

• High attention to detail and strong commitment to financial accuracy.

BI, Data & Systems Experience

• Hands‑on experience developing and maintaining financial dashboards using Power BI or similar business intelligence/visualization tools is highly preferred.

• Experience with Power BI, Tableau, or other data visualization platforms.

• Working knowledge of SQL for querying, validating, and analyzing financial or operational data is a plus.

• Advanced proficiency in Microsoft Excel, including complex financial modeling, pivot tables, advanced formulas, macros/VBA, and data visualization.

• Strong PowerPoint and financial presentation skills.

• Experience with ERP, FP&A, financial reporting, or planning systems.

• Experience with NetSuite, OneStream, or similar finance/accounting systems is a plus.

Strategic & Business Experience

• Experience supporting strategic initiatives such as M&A underwriting, financial due diligence, or acquisition performance analysis is a plus.

• Familiarity with revenue and operational performance drivers, including productivity, collections, scheduling, or other operational metrics, is an advantage.

• Demonstrated ability to identify process gaps and implement improvements that increase efficiency, accuracy, and scalability.

Communication & Collaboration

• Excellent written and verbal English communication skills.

• Ability to translate complex financial and analytical information into clear business insights for both finance and non‑finance stakeholders.

• Comfortable working with senior leaders and challenging assumptions in a collaborative and professional manner.

• Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines.

• Self‑starter with strong initiative, curiosity, flexibility, and willingness to learn.

• Willingness to work in US business hours/night shift.