Team Lead, Financial Planning & Analytics

Dover Corporation; Cebu City; On-site; PHP 1,004,000 - 1,451,000; Full time

Job summary

Dover Corporation is seeking a Team Lead for DBS Finance in Cebu City to guide FP&A and Controllership activities. You will coordinate monthly and quarterly reporting, budgeting, forecasting, and variance analysis, while ensuring accuracy and adherence to DBS standards.

You will lead a team, review deliverables, and drive process improvements across FP&A and Controllership, including month-end close, cash forecasting, and regulatory compliance.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Management, or a related field.
• Minimum of three years of relevant Finance experience, preferably in FP&A, Controllership, Accounting, Reporting, or Shared Services.
• Prior forecasting, budgeting, reporting, variance analysis, or close support experience preferred.
• Experience supporting reconciliations, financial reviews, controllership schedules, or close-related deliverables is an advantage.
• At least one year of shared services experience preferred.
• Prior supervisory, team lead, review, or coordination experience preferred.
• Strong Microsoft Excel skills, including pivot tables, lookups, formulas, charts, and analysis.
• Experience with ERP, reporting, planning, consolidation, or workflow tools preferred, including Oracle, OneStream, Hyperion, Essbase, Power BI, SharePoint, or similar platforms.
• Strong English communication skills, both oral and written.
• Ability to manage data, analyze variances, and explain financial movements clearly.
• Lean, process improvement, automation, or continuous improvement exposure is a plus.

Responsibilities

• Support monthly, quarterly, and annual FP&A reporting requirements.
• Prepare, review, and coordinate P&L, headcount, and management reporting deliverables.
• Support AOP and rolling estimate processes, including related adjustments and supporting schedules.
• Prepare actual versus budget, forecast, and prior-period variance analysis, including clear explanations of key movements.
• Support expense builds for legal entity, OpCo, function, site, and consolidated planning views.
• Review key financial movements in cost, headcount, allocation drivers, volume, and other business metrics.
• Develop, improve, and standardize FP&A reports, templates, trackers, and analysis files.
• Perform quality checks on FP&A files to ensure formulas, data sources, assumptions, and outputs are accurate.
• Support leadership requests, ad hoc analysis, financial review materials, and special projects as assigned.
• Support monthly and quarterly close activities as needed.
• Assist in preparing, reviewing, and tracking journal entry support, accruals, and related close schedules.
• Assist in balance sheet, expense, and close-related variance analysis, including explanation of significant movements.
• Support audit requests, control documentation, evidence gathering, and walkthrough support as needed.
• Support process improvement, standardization, and documentation of controllership activities.

Skills

Forecasting

Budgeting

Reporting

Variance analysis

Close support

Reconciliations

Financial reviews

Controllership schedules

Leadership

Excel

ERP tools

Power BI

Oracle

OneStream

Hyperion

Essbase

SharePoint

Attention to detail

Multi-deadline management

Cross FP&A and Controllership

Problem solving

Self-directed

Education

Bachelor’s degree in Accounting, Finance, Business Management, or a related field

Tools

Excel

Oracle

OneStream

Hyperion

Essbase

Power BI

SharePoint

Job description

The Team Lead – DBS Finance is responsible for leading and supporting selected Finance activities within Dover Business Services, with primary coverage across Financial Planning & Analytics (FP&A) and support for Controllership activities as needed. The role helps ensure that Finance deliverables are completed accurately, on time, and in line with agreed DBS standards, controls, and service expectations.

The role will support monthly and quarterly reporting, budgeting, forecasting, headcount reporting, variance analysis, financial review support, close-related support, controllership schedules, process documentation, and continuous improvement activities. The Team Lead will also provide day-to-day coordination, review, and guidance to Finance team members and partner with DBS Finance leadership, OpCos, FP&A, Controllership, and other stakeholders.

A. FP&A Responsibilities

• Support monthly, quarterly, and annual FP&A reporting requirements.
• Prepare, review, and coordinate P&L, headcount, and management reporting deliverables.
• Support AOP and rolling estimate processes, including related adjustments and supporting schedules.
• Prepare actual versus budget, forecast, and prior-period variance analysis, including clear explanations of key movements.
• Support expense builds for legal entity, OpCo, function, site, and consolidated planning views.
• Review key financial movements in cost, headcount, allocation drivers, volume, and other business metrics.
• Develop, improve, and standardize FP&A reports, templates, trackers, and analysis files.
• Perform quality checks on FP&A files to ensure formulas, data sources, assumptions, and outputs are accurate.
• Support leadership requests, ad hoc analysis, financial review materials, and special projects as assigned.

B. Controllership Responsibilities

• Support monthly and quarterly close activities as needed.
• Assist in preparing, reviewing, and tracking journal entry support, accruals, and related close schedules.
• Assist in balance sheet, expense, and close-related variance analysis, including explanation of significant movements.
• Support audit requests, control documentation, evidence gathering, and walkthrough support as needed.
• Support process improvement, standardization, and documentation of controllership activities.

C. Team Lead / General Admin and Finance Responsibilities

• Review team deliverables before submission to ensure accuracy, completeness, timeliness, and consistency with DBS standards.
• Support task transition, documentation, cross-training, backup planning, and knowledge transfer for FP&A and Controllership activities.
• Track deliverables, issues, decisions, follow-ups, and escalations to ensure timely resolution.
• Maintain process documentation, standard work instructions, trackers, review checklists, and control points.
• Recommend improvements to simplify work, reduce manual effort, improve accuracy, and strengthen controls.
• Participate in special projects and other Finance initiatives assigned by management.
• Lead month-end closing activities, including review of journal entries, accruals, reconciliations, and financial reports.
• Review financial statements and ensure accuracy of Balance Sheet, Income Statement, and Cash Flow reports.
• Monitor cash flow, prepare cash forecasts, and support funding and payment requirements.
• Ensure timely compliance with tax filings and statutory requirements (BIR, PEZA, SEC, and other regulatory agencies).
• Review AP, AR and general accounting transactions for accuracy and compliance.
• Support internal and external audits by providing required reports and documents.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Management, or a related field.
• Minimum of three years of relevant Finance experience, preferably in FP&A, Controllership, Accounting, Reporting, or Shared Services.
• Prior forecasting, budgeting, reporting, variance analysis, or close support experience preferred.
• Experience supporting reconciliations, financial reviews, controllership schedules, or close-related deliverables is an advantage.
• At least one year of shared services experience preferred.
• Prior supervisory, team lead, review, or coordination experience preferred.
• Strong Microsoft Excel skills, including pivot tables, lookups, formulas, charts, and analysis.
• Experience with ERP, reporting, planning, consolidation, or workflow tools preferred, including Oracle, OneStream, Hyperion, Essbase, Power BI, SharePoint, or similar platforms.
• Strong English communication skills, both oral and written.
• Ability to manage data, analyze variances, and explain financial movements clearly.
• Lean, process improvement, automation, or continuous improvement exposure is a plus.

Preferred Capabilities

• Strong attention to detail and ability to review Finance deliverables with a control mindset.
• Ability to prioritize and manage multiple deadlines in a fast-paced environment.
• Ability to work across FP&A and Controllership activities as business needs require.
• Strong problem-solving skills, especially in situations with incomplete data or limited standardization.
• Self-directed, positive, ethical, and able to work with minimal supervision.
• Ability to guide team members and coordinate deliverables without losing ownership of details.
• High level of customer focus and ability to maintain professional relationships with internal customers, OpCos, Finance stakeholders, and coworkers.
• Ability to recommend practical improvements to reporting, processes, controls, and ways of working.
• Full observance of Dover’s Code of Ethical Conduct, Employee Handbook policies, and applicable DBS / ISO quality system standards.

Role Scope

This role is intended to support DBS Finance needs across both FP&A and Controllership depending on business priorities, transition requirements, and team capacity. Initial responsibilities may focus more heavily on FP&A reporting and analysis, with Controllership support added as needed through transition, cross-training, and leadership direction.