Financial Planning & Analysis (Sr. Analyst)

The Financial Planning & Analysis (FP&A) Sr. Analyst plays a pivotal role in the company’s financial strategy and operations. This position involves conducting detailed financial analyses, supporting budgeting and forecasting activities, and providing insights that inform strategic decisions. The role also includes mentoring junior analysts and collaborating with various departments to ensure financial plans align with overall business objectives.

Job Summary:

As a Financial Planning & Analysis (Sr. Analyst), you will lead key financial processes and contribute to the company's strategic direction. Responsibilities include developing financial models, creating budgets and forecasts, and delivering data-driven insights for decision-making. You will work closely with senior management and cross-functional teams, ensuring accuracy and alignment of financial goals. The role requires advanced financial modeling skills, a strategic mindset, and the ability to effectively communicate complex financial concepts.

Key Responsibilities:

Financial Analysis and Forecasting:

• Conduct detailed financial analysis and forecasting to support strategic decision-making.
• Develop and maintain financial models to project future performance.
• Analyze key financial drivers and variances against budget and forecasts.
• Provide insights and actionable recommendations to senior management.

Budgeting and Planning:

• Assist in the preparation and monitoring of annual budgets and long-term financial plans.
• Collaborate with business units to align budgets with financial goals.
• Prepare budget reports and presentations for senior stakeholders.
• Monitor budget performance and recommend cost-saving measures.

Financial Reporting:

• Prepare and distribute financial reports to stakeholders.
• Ensure accuracy and completeness of financial data and reporting.
• Analyze financial results and provide key insights to management.
• Create and maintain financial dashboards to track performance metrics.

Business Partnering:

• Collaborate with cross-functional teams to understand business operations and identify opportunities for improvement.
• Provide financial guidance and support to business units.
• Partner with other departments to develop and implement financial strategies.
• Identify and communicate potential financial risks and opportunities proactively.

Process Improvement:

• Identify opportunities to streamline processes within the finance department.
• Develop and implement procedures to enhance efficiency and accuracy.
• Continuously evaluate and optimize existing processes.
• Mentor junior analysts on best practices and workflows.

Ad Hoc Projects:

• Contribute to special projects and strategic initiatives assigned by senior management.
• Conduct research and analysis to support data-driven decision-making.
• Prepare presentations and reports for ad hoc initiatives.

Compliance and Risk Management:

• Ensure adherence to financial regulations and company policies.
• Identify and mitigate financial risks through regular monitoring and analysis.
• Assist with internal and external audits and compliance reviews.
• Stay updated on industry trends and regulatory changes.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field, with at least 4 years of relevant experience.
• At least 5 years of relevant experience in financial planning, analysis, or related roles.
• Proficiency in utilizing Power BI and SAP for financial analysis and reporting.
• Proficiency in financial principles, including budgeting, forecasting, and reporting.
• Strong communication skills, with the ability to convey complex financial information clearly to all stakeholders.
• Advanced analytical skills for identifying trends and making strategic decisions.

Preferred Qualifications:

• Certifications such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)
• International experience is an advantage.

Work Location and Schedule:

• Work Arrangement: Hybrid Set Up
• Work Schedule: Monday to Friday, 8:30 AM to 5:30 PM.
• Location: LISP II, Calamba, Laguna.

Please refer to job description.