Financial Planning And Analysis Specialist

Financial Planning And Analysis Specialist job...

Financial Planning and Analysis Specialist

Posted 1 day ago

Job Description

Job ID: 3148

Location: Taguig

Company: Hedcor, Inc.

Department: Financial Planning and Analysis and Revenue Manage

Work Arrangement: Hybrid

Role Summary
The position holder is responsible for the analytical and transactional support to the Financial Planning and Analysis team on the cost of the Corporate Service Units ("CSU")and the Corporate allocation charges.

Outcomes Expected And Responsibilities

• Consolidate, analyze, and present variance analysis and explanation of financial statements against prior year and budgets; and highlight key issues to the FP&A Manager, AVP of FP&A and Revenue Management and ARI CFO for comments, recommendation, and resolution.
• Prepares consolidated monthly management reports with detailed analysis and submits them to the FP&A Manager, AVP of FP&A and Revenue Management and ARI CFO for presentation to ARI Mancom, and all other internal and external groups.

Supports improvements in standardization of analysis and presentation of financial and operational information across all different CSUs. This shall include but is not limited to

Standardization of financial planning and budgeting reporting process, and monitoring of the preparation of the key accounts of the CSUs for the budgeting process.

Reviews all processes, policies, and standards across the finance and accounting area and ensures that these are properly defined and rolled out across all CSUs

Resolves issues related to finance and accounting issues. Escalate as needed for further guidance and resolution.

• Assist in the preparation of financial reports, presentation materials, and deck for board meetings and other senior executive requests.
• Support finance system-related projects, roll-outs, and issue resolution as far as business content is concerned ensuring its success.

Leadership Functions And Responsibilities

• Cultivates a high-performing and engaged team by having regular and ongoing conversations, with the purpose of setting and communicating clear targets, developing capabilities, managing performance, and discipline.
• Creates a transparent environment by practicing courageous authenticity while operating on mutual trust, support, and respect.
• Promotes Diversity, Equity, and Inclusion by respecting TM's individual strengths, views, and experiences to enable innovation, better decisions, and deliver better business results
• Exercises due diligence and administrative responsibility in establishing and maintaining systems that sustain essential operational functions, such as completing compliance requirements, updating documents and protocols, and other such organizational tasks for continuous improvement.
• Champions the organization's culture, values, and philosophy by executing and enacting company policies, safety rules, and procedures.

Minimum Qualification
1-2 years of relevant experience in Financial Planning

Bachelor's Degree in Accounting

CPA

Financial Planning and Analysis Specialist

Posted today

Job Description

Financial Planning and Analysis Specialist

This position is responsible for the coordination and execution of internal financial reporting functions to all levels of the company's organization and providing assistance to the external reporting function. Also responsible for coordinating the team's planning, process improvement and performance monitoring activities.

Qualifications:

Experience Years) Professional: Atleast 3 years

Leadership Experience:Not required

Project Experience:Not required

Education: Bachelor's Degree in Accounting

License: Preferably Certified Public Accountant

Financial Planning and Analysis Specialist

Posted today

Job Description

Role Summary:

The position holder is responsible for the analytical and transactional support to the Financial Planning and Analysis team in consolidating and preparing accurate financial and management reports for business decisions.

Outcomes Expected and Responsibilities:

• Consolidate, analyze, and present variance analysis and explanation of financial statements against prior year and budgets; and highlight key issues to the AVP of FP&A and Revenue Management and ARI CFO for comments, recommendation, and resolution.
• Prepares consolidated monthly management reports with detailed analysis and submits them to the AVP of FP&A and Revenue Management and ARI CFO for presentation to ARI Mancom, and all other internal and external groups.

Supports improvements in standardization of analysis and presentation of financial and operational information across all different BUs. This shall include but is not limited to

Standardization of financial planning and budgeting reporting process, and monitoring of the preparation of the key accounts of the BUs for the budgeting process.

• Reviews all processes, policies, and standards across the finance and accounting area and ensures that these are properly defined and rolled out across all BUs
• Resolves issues related to finance and accounting issues. Escalate as needed for further guidance and resolution.
• Assist in the preparation of financial reports, presentation materials, and deck for board meetings and other senior executive requests.
• Support finance system-related projects, roll-outs, and issue resolution as far as business content is concerned ensuring its success.

Leadership Functions and Responsibilities:

• Cultivates a high-performing and engaged team by having regular and ongoing conversations, with the purpose of setting and communicating clear targets, developing capabilities, managing performance, and discipline.
• Creates a transparent environment by practicing courageous authenticity while operating on mutual trust, support, and respect.
• Promotes Diversity, Equity, and Inclusion by respecting TM's individual strengths, views, and experiences to enable innovation, better decisions, and deliver better business results
• Exercises due diligence and administrative responsibility in establishing and maintaining systems that sustain essential operational functions, such as completing compliance requirements, updating documents and protocols, and other such organizational tasks for continuous improvement.
• Champions the organization's culture, values, and philosophy by executing and enacting company policies, safety rules, and procedures.

1-2 years of relevant experience in Financial Planning

Bachelor's Degree in Accounting

CPA

Financial Planning and Analysis Specialist

Posted today

Job Description

A
Financial Planning & Analysis Specialist
will be responsible for:

• Preparing monthly, annual and long term forecast for balance sheet and profit & loss.
• Monitoring and analyzing the difference between actual versus budget on a monthly basis.
• Preparing management reports including regional and BOD materials.
• Preparing financial analysis for balance sheet and profit & loss accounts monthly.
• Simulating financial forecasts and assess impact on the regulatory requirements.

Requirements:

• Graduate of Bachelor's Degree in Accountancy, CPA is preferred but not required
• At least 5 years experience in Big 4 audit firm (consultant or audit role) with banking as main client and/or experience in local banks focusing in business planning and forecasting
• Possess knowledge, skills and competencies on accounting principles and/or regulations related to Banking industry
• Passion for doing impactful work, accountability for actions, full initiative, and integrity that places honesty above all else
• Detail-oriented individual and ability to multi-task
• Willingness to learn and grow, self-motivated and result oriented.
• Good oral and written communication skills, time management and organizational skills
• Proven team player with strong interpersonal skills and ability to work independently.
• Advanced Microsoft Office skills
• Amenable to work in Ortigas

Financial Planning and Analysis Specialist

Pasig City, National Capital Region ₱ - ₱ Y Century Pacific Food, Inc.

Posted today

Job Description

We are looking for a detail-oriented and analytical FP&A Specialist to join our Finance team. This role is key in driving business performance through financial planning, budgeting, forecasting, and analysis. You will work closely with different business units, providing insights that support strategic decisions and operational excellence.

Responsibilities

• Prepare, consolidate, and analyze budgets, forecasts, and long-term financial plans
• Perform financial modeling and scenario analysis to evaluate business performance
• Analyze variances between actual results and forecasts; highlight risks and opportunities
• Partner with departments to identify financial drivers and recommend improvements
• Prepare accurate and timely management reports with key insights and KPIs
• Support strategic projects with financial analysis and recommendations
• Ensure accuracy and integrity of financial data across reports and models

Qualifications

• Licensed CPA or equivalent professional qualification preferred
• 2–4 years of experience in FP&A, corporate finance, or financial reporting
• Advanced skills in Microsoft Excel; knowledge of BI/reporting tools is an advantage
• Strong analytical, problem-solving, and communication skills
• Able to manage multiple priorities in a fast-paced environment
• Team player, proactive, and detail-oriented

What We Offer

• Opportunities for career growth in a dynamic and collaborative environment
• Exposure to strategic and operational finance projects
• Competitive compensation and benefits package

Financial Planning and Analysis Specialist

Posted 1 day ago

Job Description

Job Purpose

To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting.

Duties and Responsibilities

• Business focal to consolidate information for timely preparation of business plan
• Assist the Commercial Finance Lead to ensure business plans are consistent and robust and that they are challenging but realistic and meet financial performance aspirations set by the management.
• Responsible for the opex budget upload to the ERP
• Assist monthly business performance information pack preparation and act as business focal to consolidate feedback on financial variance analysis, casual factors, scorecard and commentary.
• Helps in the review of MI Reports for various ManCom, IMT, Executive Committee & Board Meetings
• Perform monthly financial performance forecast to ensure alignment and achieving the desired financial targets and Operational Plan and Scorecard.
• Business focal to conduct OPEX analysis for Logistics & Operations Team, Finance & Corporate Services, HSSE, Business Development, HR, Compensation & Benefits & Top Executives (C's)
• To provide effective and value-added finance analysis to the business in an ever challenging business target/strategies.
• Abilities to understand business needs and provide relevant and useful information on a timely basis
• Excellent interpersonal skills in working with business function heads
• Good knowledge and understanding of Isla reporting requirements
• Ability to understand impacts of business actions on financials and KPIs.
• Able to champion and roll out Management initiatives
• Able to provide timely and quality management analysis to the team for decision making

Qualifications

• Bachelor's in Accountancy, preferably a Certified Public Accountant (CPA).
• At least 3 year working experience in Cost Accounting, Financial Analysis & Reporting
• Knowledge in Financial ERPs.
• Excellent interpersonal, written and oral English communication skills.
• Advance level in MS Office
• Critical thinker, analytical, and highly organized
• Able to work independently and prepares accurate and reliable reports

Posted 1 day ago

Job Description

Job Summary

Responsible for the annual planning process and rolling forecast financial reports, as well as preparation and analysis of actual financial results versus budgets, providing insights to support the management and the board in decision-making and achieving financial goals, and identifying risks. Supports the strategic planning process and financial forecasting.

At the same time, this role monitors CAPEX budgets, and is responsible for fixed assets reporting and club event budget, and assists the CFO in financial reporting requirements for the Board decision-making, compliance with financial audits, tax compliance reviews and examinations, and ensuring overall internal controls in financial accounting and reporting processes.

Qualification Requirements:

CPA/ BS Accountancy Graduate/ Management Accountant

Proficiency in financial models; advanced knowledge in Microsoft Excel

Proficiency in Finance ERP systems: SAP

High analytical and forward-thinking

Proficiency in both oral and written communication skills

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