Senior Financial Planning Analyst

Connext; Philippines; On-site; PHP 1,000,000 - 1,400,000; Full time

Job summary

Connext, Philippines-based, seeks a Senior Financial Planning Analyst to lead strategic financial planning, forecasting, and leadership reporting. You will collaborate with senior executives to deliver insights and drive performance through robust dashboards and financial plans.

The role focuses on budgeting, long-range planning, variance analysis, and cross-functional partnering with technology teams. Expertise in ERP systems (Acumatica preferred) and advanced Excel is required to support

Qualifications

• Five or more years of FP&A, financial analysis, or finance business partnering with leadership exposure.
• Experience in technology or IT/SaaS environments is preferred.
• Strong proficiency in budgeting, forecasting, and variance analysis.
• Advanced financial modeling and data-driven decision support.
• Experience reporting to C-suite and board-level stakeholders.
• Proficient in ERP systems and financial tools; Acumatica is a plus.
• Strong Excel skills and familiarity with AI-powered applications.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning.
• Develop financial models and conduct variance analysis.
• Prepare KPI dashboards, performance reports, and insights for leadership.
• Create executive-level presentations and financial summaries.
• Coordinate strategic finance discussions with senior stakeholders.
• Manage finance calendars, priorities, and key communications.
• Partner with cross-functional teams to align plans with objectives.
• Drive continuous improvements in reporting and processes.
• Support executive decision-making with timely analysis.

Skills

FP&A

Forecasting

Budgeting

Variance analysis

Financial modeling

Executive reporting

Stakeholder management

Cross-functional collaboration

Communication (C-suite)

AI familiarity

Education

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

Tools

ERP systems

Acumatica

Microsoft Excel

Job description

The Senior Financial Planning Analyst is responsible in providing strategic financial planning, analysis, and executive-level decision support. This role partners closely with senior leadership to deliver financial insights, forecasting, and performance reporting while supporting executive coordination on finance initiatives.

Job Description

• Leads budgeting, forecasting, and long-range financial planning activities.
• Develops financial models and conducts variance analysis to support strategic decisions.
• Prepares KPI dashboards, performance reports, and business insights for leadership.
• Creates executive-level presentations and financial summaries for senior stakeholders.
• Supports executive planning by coordinating strategic finance discussions and meetings.
• Manages finance-related calendars, priorities, and key operational communications.
• Partners with cross-functional teams to align financial plans with business objectives.
• Drives continuous improvement in reporting, financial processes, and data accuracy.
• Supports executive decision-making through timely and actionable financial analysis.

Qualifications

• Experience working in Technology, IT, SaaS, or Professional Services.
• Experience in financial planning, budgeting, forecasting, and variance analysis.
• Strong FP&A skills, including trend analysis, financial data ownership, scenario/what-if analysis, forecasting, and budgeting.
• Strong financial modeling and analytical skills.
• Excellent written and verbal communication skills, including C-suite and Board reporting.
• Strong stakeholder management and cross-functional collaboration skills.
• Ability to manage competing priorities and tight deadlines.
• Experience with ERP systems; Acumatica is preferred.
• Proficiency in Microsoft Excel and familiarity with AI-powered applications.

Screening Criteria

• Bachelor's degree in Finance, Accounting, or a related field.
• Previous experience in a Technology or IT company.
• Minimum of five (5) years of experience in FP&A, financial analysis, or finance business partnering, with leadership/stakeholder experience.
• Experience in financial planning, budgeting, forecasting, and variance analysis.
• Experience using ERP systems or financial tools.
• Experience working with SaaS and/or Professional Services businesses.
• Proficiency in Microsoft Excel and AI-powered applications.