Senior Financial Planning Analyst

eClerx; Muntinlupa; On-site; PHP 900,000 - 1,350,000; Full time

Job summary

eClerx is seeking an experienced FP&A leader in Metro Manila to drive budgeting, forecasting, and long-range financial planning. You will build and maintain complex models, perform variance analysis, and present insights to senior management.

The role requires strong analytical skills, attention to detail, and the ability to work independently with large financial datasets across a multinational environment.

Qualifications

• Requires a Bachelor’s degree in Accounting/Finance/Economics.
• 5+ years in FP&A or financial analysis, preferably at multinational/shared services.
• Strong budgeting, forecasting, and modeling skills.
• Advanced Excel and data analysis abilities.
• Experience with reporting and presenting to senior leaders.

Responsibilities

• Lead annual budgets, quarterly forecasts, and long-range financial plans.
• Develop and enhance complex financial models for planning and scenario analysis.
• Perform variance analysis comparing actual results to budgets and forecasts.
• Analyze revenue, costs, margins, cash flow, and profitability drivers.
• Prepare financial reports and dashboards for management.
• Translate data into actionable insights for business decisions.
• Partner with department heads to validate inputs and improve forecast accuracy.
• Conduct sensitivity analysis and evaluate financial impact of initiatives.
• Identify risks, opportunities, and cost-saving opportunities.
• Drive FP&A process improvements and data accuracy.

Skills

Budgeting

Forecasting

Financial modeling

Variance analysis

Data analysis

Report presentation

Stakeholder communication

Independence

Education

Bachelor's degree in Accountancy, Finance, Economics

Tools

Power BI

Tableau

SAP

Oracle

Anaplan

Hyperion

Job description

Job Summary:

Responsible for leading financial planning and analysis activities, including budgeting, forecasting, financial modeling, and performance analysis. Provides in-depth financial insights, evaluates business performance, and supports management in strategic and operational decision-making. The role requires strong technical expertise, attention to detail, and the ability to work independently with complex financial data.

Key Responsibilities:

• Lead the preparation and consolidation of annual budgets, quarterly forecasts, and long-range financial plans.
• Develop, maintain, and enhance complex financial models to support business planning, scenario analysis, and strategic decisions.
• Conduct detailed variance analysis of actual results against budget, forecast, and prior periods, identifying key drivers and business trends.
• Analyze revenue, costs, margins, profitability, cash flow, and other financial performance indicators.
• Prepare and present comprehensive financial reports, dashboards, and management presentations.
• Translate complex financial data into actionable insights and recommendations for business leaders.
• Partner with department heads and cross-functional teams to challenge assumptions, validate financial inputs, and improve forecast accuracy.
• Perform sensitivity analysis, scenario planning, and financial impact assessments for business initiatives.
• Identify risks, opportunities, cost-saving measures, and areas for operational improvement.
• Drive improvements in FP&A processes, reporting tools, financial models, and data accuracy.
• Support month-end financial reviews and ensure alignment between actual results and financial plans.

Qualifications:

• Bachelor's degree in Accountancy, Finance, Economics, or a related field. CPA, CMA, or other relevant certification is an advantage.
• At least 5 years of progressive experience in FP&A, financial planning, or financial analysis, preferably within a multinational or shared services environment.
• Strong hands‑on experience in budgeting, forecasting, financial modeling, and long‑range planning.
• Advanced financial modeling skills, including scenario planning, sensitivity analysis, and business case evaluation.
• Extensive experience in analyzing large and complex datasets and translating findings into business insights.
• Strong understanding of financial statements, P&L analysis, cash flow, cost structures, and profitability drivers.
• Advanced Excel skills, including complex formulas, PivotTables, data analysis, and financial modeling.
• Experience with Power BI, Tableau, SAP, Oracle, Anaplan, Hyperion, or other planning and reporting tools is an advantage.
• Excellent communication and presentation skills, with the ability to explain financial results and recommendations to senior stakeholders.
• Highly analytical, detail‑oriented, and capable of managing multiple priorities independently.