Team Lead – Financial Planning & Analysis

Bon Secours Mercy Health; Philippines; On-site; PHP 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Comprehensive HMO medical coverage

Retirement plan

Work From Home allowance

Paid vacation and sick leave

SSS/PhilHealth/Pag-IBIG contributions

Flexible working model

Job summary

Bon Secours Mercy Health Global Business Services – Manila is seeking a Team Lead for Financial Planning & Analysis to lead budgeting, forecasting and reporting across U.S.-based operations. You will partner with finance, operations and corporate stakeholders to deliver insights that drive growth.

The role requires 5+ years in FP&A, strong Excel skills, and experience in a shared services/global operations environment. Hybrid/onsite work in Manila with opportunities for professional development.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration or related field.
• Master's degree in Business Administration, Finance, Healthcare Analytics or related discipline preferred.

Responsibilities

• Lead, coach and develop a team of FP&A professionals to ensure high-quality deliverables and continuous performance improvement.
• Manage the annual budgeting process, financial forecasts and long-range financial planning activities.
• Analyze financial performance against budget, forecast and prior year results to identify trends, risks and opportunities.
• Deliver actionable financial insights and recommendations that support operational and strategic decision-making.
• Collaborate with Accounting, Revenue Cycle and operational leaders to align assumptions, validate forecasts and improve reporting accuracy.
• Prepare and present management reports, dashboards and executive-level financial presentations.
• Translate complex financial data into meaningful business insights for leadership teams.
• Monitor performance across hospitals, markets and corporate functions through standardized metrics and reporting.
• Support business case development and financial modeling for new services, initiatives and growth opportunities.
• Perform scenario planning and sensitivity analyses to evaluate financial risks and opportunities.
• Drive process improvement initiatives that enhance forecasting, budgeting and reporting efficiency.
• Support implementation, optimization and adoption of financial planning systems and analytics tools.
• Develop documentation, training materials and process guidance for FP&A activities.
• Participate in shared services transitions, process migrations and business integration initiatives.
• Maintain financial controls, data governance standards and reporting integrity across planning processes.
• Represent the FP&A function in cross-functional projects and transformation initiatives.

Skills

Financial analysis

Business partnering

Leadership

Forecasting

Variance analysis

Strategic thinking

Data storytelling

Education

Bachelor's degree in Finance, Accounting, Business Administration

Master's degree preferred

Tools

Microsoft Excel

PowerPoint

Word

ERP systems

Job description

Who we are

At Bon Secours Mercy Health Global Business Services – Manila, we believe your best is yet to come. Based in the Philippines, we partner with U.S.-based teams to deliver strategic insights, operational excellence and specialized expertise that advance our Mission. Join a global team focused on meaningful healthcare impact.

Job Summary

The Team Lead – Financial Planning & Analysis is responsible for leading financial planning, budgeting, forecasting and reporting activities that support strategic and operational decision-making across Bon Secours Mercy Health.

Operating within a Global Business Services environment, this role leads a team of analysts while partnering with finance, operations and corporate stakeholders to deliver accurate financial insights, improve performance and support business growth. This position supports U.S. healthcare operations through financial analysis, planning and reporting excellence.

What you'll do

• Lead, coach and develop a team of Financial Planning & Analysis professionals to ensure high-quality deliverables and continuous performance improvement

• Manage the annual budgeting process, financial forecasts and long-range financial planning activities

• Analyze financial performance against budget, forecast and prior year results to identify trends, risks and opportunities

• Deliver actionable financial insights and recommendations that support operational and strategic decision-making

• Collaborate with Accounting, Revenue Cycle and operational leaders to align assumptions, validate forecasts and improve reporting accuracy

• Prepare and present management reports, dashboards and executive-level financial presentations

• Translate complex financial data into meaningful business insights for leadership teams

• Monitor performance across hospitals, markets and corporate functions through standardized metrics and reporting

• Support business case development and financial modeling for new services, initiatives and growth opportunities

• Perform scenario planning and sensitivity analyses to evaluate financial risks and opportunities

• Drive process improvement initiatives that enhance forecasting, budgeting and reporting efficiency

• Support implementation, optimization and adoption of financial planning systems and analytics tools

• Develop documentation, training materials and process guidance for Financial Planning & Analysis activities

• Participate in shared services transitions, process migrations and business integration initiatives

• Maintain financial controls, data governance standards and reporting integrity across planning processes

• Represent the Financial Planning & Analysis function in cross-functional projects and transformation initiatives

What you'll bring

Experience

• 5+ years of experience in Financial Planning & Analysis, corporate finance or financial operations required

• Experience leading analysts, project teams or finance professionals required

• Knowledge of budgeting, forecasting, financial reporting and variance analysis required

• Experience supporting healthcare organizations, hospitals or acute care environments preferred

• Experience working within a shared services, business process outsourcing or global operations environment preferred

• Advanced experience using Microsoft Excel for financial modeling, analysis and reporting required

• Knowledge of enterprise resource planning systems and financial management applications preferred

• Knowledge of healthcare financial reporting, reimbursement models and cost analysis preferred

Education

• Bachelor's degree in Finance, Accounting, Business Administration or a related field required

• Master's degree in Business Administration, Finance, Healthcare Analytics or a related discipline preferred

Certifications

• Certified Public Accountant (CPA) preferred

• Certified Management Accountant (CMA) preferred

• Chartered Financial Analyst (CFA) preferred

• Lean Six Sigma Certification preferred

• Agile Certification preferred

Skills

• Strong financial analysis and business partnering capabilities

• Advanced financial modeling and forecasting skills

• Excellent problem-solving and critical-thinking abilities

• Strong leadership, coaching and team development skills

• Effective verbal and written communication skills

• Ability to analyze and interpret large datasets

• Strong organizational and time-management skills

• Ability to manage multiple priorities and deadlines in a fast-paced environment

• Proficiency in Microsoft Excel, PowerPoint and Word

• Strong stakeholder management and cross-functional collaboration skills

• Commitment to accuracy, data integrity and continuous improvement

What we offer

• Comprehensive HMO medical coverage, retirement plan and group life and accident insurance

• One-time Work From Home allowance, connectivity allowance and wellness allowance

• Paid vacation and sick leave

• Government-mandated benefits: SSS, PhilHealth and Pag-IBIG contributions

• Flexible working model based on role and business need

• Mission-driven culture events, outreach and service opportunities

• Learning and development programs, mentorship and career growth pathways

• Collaborative office spaces and engagement activities

Benefits may vary based on employment terms and role.