Strategic FP&A Analyst: Budgets, Forecasts & Insights

HRTx Inc; Quezon City; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

HRTx Inc in the Philippines is seeking a Senior Finance Analyst – FP&A to support budgeting, forecasting, reporting, and performance monitoring. You will partner with cross-functional teams to provide timely financial analysis and insights for strategic decisions.

The role requires strong analytical capabilities, experience in financial reporting, and the ability to work with large data sets to improve forecast accuracy and cost efficiency.

Qualifications

• CPA preferred.
• Bachelor's degree in Accountancy, Finance, Economics, or related field.
• 3–5 years of budgeting, forecasting, financial analysis, or management reporting.
• Experience in FP&A or business partnering is an advantage.
• Experience in utilities, infrastructure, construction, manufacturing, or large corporate environments is preferred.
• Proficient in Excel and financial reporting tools.
• Familiarity with ERP systems such as SAP is an advantage.
• Strong communication, presentation, and stakeholder management skills.

Responsibilities

• Assist in the preparation, consolidation, and monitoring of annual budgets across business units and departments.
• Coordinate with department heads regarding budget submissions, revisions, and approvals.
• Review budget proposals and ensure alignment with operational requirements and company objectives.
• Support periodic forecasting exercises including monthly, quarterly, and annual financial projections.
• Analyze historical financial data and operational trends to improve forecast accuracy.
• Assist management in identifying financial risks and opportunities during planning cycles.
• Prepare monthly financial reports, management reports, and variance analysis reports.
• Analyze actual financial performance against approved budgets and forecasts.
• Investigate significant variances and provide explanations and recommendations to management.
• Prepare dashboards, summaries, and presentations for leadership and executive meetings.
• Support profitability analysis, cost analysis, and operational performance reviews.
• Provide financial insights to help business units improve cost management and operational efficiency.
• Serve as finance point-of-contact for assigned departments or operational teams.
• Work closely with department managers to understand operational requirements and financial concerns.
• Support departments in monitoring expenses and maximizing budget utilization.
• Assist operational teams in evaluating project costs, spending trends, and financial impacts.
• Provide recommendations to improve financial discipline and cost efficiency across departments.
• Monitor adherence to approved budgets and spending controls.
• Support implementation of finance policies, procedures, and reporting standards.
• Assist in validating purchase requisitions and ensuring availability of budget before approval.
• Coordinate with accounting teams to ensure accuracy and completeness of financial data.
• Support audit requirements by preparing financial schedules and supporting documentation.
• Participate in process improvement initiatives related to budgeting, reporting, and financial planning.
• Identify opportunities to automate reports and improve reporting efficiency.
• Support ERP and financial system enhancements related to planning and reporting activities.
• Assist in developing standardized reporting templates and financial monitoring tools.

Skills

Financial modeling

Excel

Stakeholder management

Communication

Budgeting

Forecasting

Education

Bachelor's degree

Tools

SAP

Job description

HRTx Inc in the Philippines is seeking a Senior Finance Analyst – FP&A to support budgeting, forecasting, reporting, and performance monitoring. You will partner with cross-functional teams to provide timely financial analysis and insights for strategic decisions.

The role requires strong analytical capabilities, experience in financial reporting, and the ability to work with large data sets to improve forecast accuracy and cost efficiency.