Senior Platform CRM Analyst (Financial Services)

Indra Philippines, Inc.; Pasig; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

Indra Philippines, Inc. is seeking a Senior Operations Analyst to lead FinOps for our CRM platform, owning budget planning, cost transparency, and optimization. You will drive operational processes, governance, and executive-facing reports.

You will guide budget tracking, license management, capacity planning, and create clear business-focused insights from usage and cost data to support leadership decisions. Onsite work initially, then hybrid arrangement.

Qualifications

• Degree in IT, Business, Finance, Data Analytics, or related field.
• Experience in IT or platform operations with financial accountability.
• Experience defining, deploying and governing operational standards.
• Basic understanding of licensing models and platform capacity.
• Strong analytical, financial, and data storytelling skills.
• Attention to detail and ability to follow structured processes.
• Good communication and coordination skills.
• Willing to work onsite initially before transitioning to a hybrid setup.

Responsibilities

• Lead FinOps for CRM Platform with financial transparency and accountability.
• Manage budget planning, forecasting, and variance analysis.
• Analyze cost drivers, consumption patterns, and trends.
• Identify cost optimization opportunities for licenses, storage, and usage.
• Provide direction for capacity planning, license management, and budget tracking.
• Design, document, and maintain end-to-end operational processes.
• Establish operational standards, controls, and reporting cadences.
• Design, maintain, and govern dashboards for CRM Platform reporting.
• Produce executive-level reports with insights and recommendations.
• Translate cost data into business-focused insights for leadership.

Skills

Financial analysis

Data storytelling

Executive insights

Communication

Attention to detail

Process governance

Education

Bachelor's degree in IT/Business/Finance/Data Analytics

Tools

Dashboarding tools

Job description

About the role

The Senior Operations Analyst is responsible for leading the Financial Operations (FinOps) discipline for the CRM platform, including budget management, cost transparency, and optimization. The role owns operational process development, maintenance, and governance, delivers executive-level operational reports, and provides guidance to Operations Analysts responsible for budget tracking, license management, and capacity management.

Key responsibilities

• Lead FinOps practices for the CRM Platform, ensuring financial transparency and accountability

• Manage budget planning, forecasting, and variance analysis for CRM Platform spend

• Analyze cost drivers, consumption patterns, and trends to support informed decision-making

• Identify and drive cost optimization opportunities related to licenses, storage, and usage

• Provide direction and oversight for capacity planning, license management, and budget tracking

• Design, document, and maintain end-to-end operational processes for CRM Platform operations

• Establish operational standards, controls, and reporting cadences

• Design, maintain, and govern operational and financial dashboards for CRM Platform reporting

• Produce regular executive level reports with clear narratives, insights, and recommendations

• Translate technical, usage, and cost data into clear business-focused insights to support leadership decision-making

About you

• Degree in Information Technology, Business, Finance, Data Analytics or other related/relevant fields

• Strong experience in IT or platform operations with financial accountability

• Experience defining, deploying and governing operational standards

• Basic understanding of licensing models and platform capacity concepts

• Strong analytical, financial, and data storytelling skills, translating data into executive-level insights and recommendations

• Attention to detail and ability to follow structured processes

• Good communication and coordination skills

• Must be willing to work on an initial full onsite before transitioning to a hybrid work set-up.