Sr Financial Planning Analyst

Crawford & Company; Taguig; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

Crawford & Company in the Philippines (Metro Manila, Taguig) is seeking a Finance professional to deliver timely analysis and business insights. The role focuses on financial modeling, reporting accuracy, and strategic support across business units.

You will develop advanced Excel models, track performance, and prepare analyses for management on a weekly to annual cadence. The ideal candidate holds a Bachelor’s in Accounting or Finance, with CPA/CMA desirable, and strong Excel/Power BI skills.

Qualifications

• Bachelors degree in Accounting or Finance.
• 5 years of Corporate Finance experience.
• CPA and/or CMA highly desirable.
• Proficiency in financial modeling.
• Excellent communication and analytical skills.
• Proficiency with MS Office, Visio, SharePoint and Power BI.
• Experience with project planning software (MS Project) is a plus.

Responsibilities

• Provide timely financial analysis and business insights to management.
• Develop advanced Excel models for reporting.
• Track financial performance for operational programs.
• Lead reporting improvements and metric dashboards.
• Communicate results to management weekly to annually.
• Ensure adherence to Crawford's Code of Business Conduct.
• Support strategic planning and competitive analysis.
• Coordinate training and implement business tools as assigned.
• Perform other duties as assigned.

Skills

Analytical skills

Problem solving

Communication skills

Financial acumen

Financial modeling

Education

Bachelor's degree in Accounting or Finance

CPA

CMA

Tools

Visio

Microsoft Office

Power BI

SharePoint

Microsoft Project

Job description

Job Description:

Responsible for providing timely, relevant, and accurate reporting and analysis to facilitate decision-making on strategic initiatives. This position also provides objective business insights, external financial perspective and effective control of infrastructure cost.

Responsibilities

• Demonstrate financial acumen founded on solid fundamentals as well as a business acumen that reflects an understanding of the dynamics of the business.
• Provides effective and timely financial advice/analysis with thoughtful business insight/analytics and business performance to management team on key matters affecting the business and its ability to achieve financial results.
• Develops advanced excel models to assist in reporting and analysis.
• Tracks financial performance for operational programs and initiatives.
• Utilizes complex financial models that incorporate all relevant metrics and drivers of the business.
• Implements business tools and processes, and coordinate training efforts as assigned.
• Ensures all financial and management reporting requirements are met. Leads the development and implementation of improved metrics/dashboard reporting.
• Collects, analyzes and reports on key drivers and metrics.
• Recommends and participates in process improvement initiatives related to business unit objectives.
• Assists in strategic planning process throughout organization, including monitoring and executing strategic initiatives, as requested.
• Prepares competitive analysis, market research, and client analysis.
• Efficiently and effectively communicates results to appropriate levels of management and operational teams on a weekly, monthly, quarterly and annual basis.
• Upholds the Crawford Code of Business Conduct at all times.
• May perform other duties as assigned.

Qualifications

• Bachelors degree in Accounting or Finance.
• 5 years of experience in Corporate Finance broadening assignments and experience, with expertise in a number of functional areas.
• CPA and/or CMA highly desirable.
• High level of proficiency in developing financial models.
• Strong analytical and problem solving capability.
• Proficiency in Visio, Microsoft Office Suite (Word, Excel, Access and Powerpoint), Sharepoint and Power BI.
• Excellent communication skills, including the ability to present ideas and information in a clear, concise, organized and diplomatic manner; ask appropriate questions in order to obtain information; listen to others to respond effectively to ideas and questions.
• Proficiency with project planning software tools, preferably Microsoft Project, a plus.

Requirements: