Senior Financial Planning Analyst

eClerx; Muntinlupa; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

eClerx is seeking an experienced FP&A professional to lead budgeting, forecasting, and financial modeling for strategic decision support across the organization.

You will consolidate annual plans, develop robust models, and deliver insightful reports to senior management.

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.

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.

Skills

Analytical skills

Communication skills

Detail-oriented

Independent worker

Multitasking

Presentation skills

Strategic thinking

Team collaboration

Education

Bachelor's degree in Accountancy, Finance, Economics, or related field

Tools

Power BI

Tableau

SAP

Oracle

Anaplan

Hyperion

Job description

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.