Senior FP&A Analyst

PSO Manila | Pepper Money, Philippines; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

PSO Manila | Pepper Money, Philippines is seeking a finance professional to lead forecasting, budgeting, and performance reporting. You will build financial models, partner with business teams, and deliver insights to drive performance.

The role requires a CPA, a Bachelor's in Accountancy, and advanced Excel proficiency. You will work with data visualization tools (Tableau, Power BI, Alteryx) and planning tools (Anaplan, Adaptive) in a fast-paced environment.

Qualifications

• Bachelor's degree in Accountancy is required.
• CPA certification is required.
• Advanced MS Excel skills.
• Experience in management or financial performance reporting (min 3 years).
• Experience with data visualization/reporting tools (Tableau, Alteryx, Power BI, Kyvos).
• Experience with planning/forecasting tools (Anaplan, Adaptive).
• Excellent English communication (verbal and written).
• Ability to adapt to a fast-paced environment.
• Strong organizational and management skills.
• Attention to detail and ability to work with minimal supervision.

Responsibilities

• Prepare timely, accurate, and relevant financial forecasts, analyses, and reports on performance.
• Support budgeting, forecasting, and financial planning activities.
• Develop financial models and provide ad hoc data analysis and modelling support for business partnering.
• Respond to inquiries and provide analysis of financial information.
• Ensure accuracy and quality of financial data, reports, and forecasts.
• Identify opportunities to improve processes, automate reporting, and enhance financial systems and tools.
• Deliver timely insights and recommendations to support business performance and continuous improvement.

Skills

Advanced Excel

English proficiency

Fast-paced environment

Organization

Self-motivation

Education

Bachelor's Degree in Accountancy

CPA

Tools

Tableau

Alteryx

Power BI

Kyvos

Anaplan

Adaptive Planning

Job description

RESPONSIBILITIES

• Prepare timely, accurate, and relevant financial forecasts, analyses, and reports on performance

• Support budgeting, forecasting, and financial planning activities.

• Develop financial models and provide ad hoc data analysis and modelling support to enable business partnering activities

• Respond to inquiries and provide analysis of financial information

• Ensure accuracy and quality of financial data, reports, and forecasts.

• Identify opportunities to improve processes, automate reporting, and enhance financial systems and tools.

• Deliver timely insights and recommendations to support business performance and continuous improvement.

SELECTION CRITERIA

• Candidate must possess at least a Bachelors Degree in Accountancy

• Demonstrated experience in management and/or financial performance reporting for a minimum of 3 years

• Must be a Certified Public Accountant (CPA)

• Demonstrable experience of Microsoft Excel at an advanced level

• Familiarity with data and analytics infrastructure, data visualization and reporting tools (e.g., Tableau, Alteryx, Power BI, Kyvos etc.).

• Familiarity with planning and forecasting tools (e.g., Anaplan, Adaptive etc.).

• Excellent verbal and written English communication skills

• Ability to adapt to a fast-paced environment

• Strong organizational and management skills

• Positive disposition and can-do attitude

• Keen attention to details

• Ability to work with minimum supervision