Financial Strategy Analyst

4 weeks ago

Philippines Connext Full time

Overview

The Financial Strategy Analyst is responsible for supporting the Business Development & Strategy team by combining financial analysis and strategic insights to guide corporate initiatives. The role is execution-focused, responsible for valuations, KPI tracking, due diligence, and reporting. It ensures accurate deliverables across M&A, real estate, and portfolio review projects while supporting management and board-level decision-making.

Responsibilities
  • Source and assess potential acquisition targets in consumer services and health-adjacent categories.
  • Benchmark competitors on pricing, promotions, service offerings, and new markets.
  • Summarize industry trends from news, analyst reports, and franchise publications.
  • Update valuation and unit economic models with latest actuals.
  • Collect, clean, and maintain KPI trackers and reports.
  • Support FP&A and Finance teams with budgeting and forecasting.
  • Prepare presentation materials for management, board, and private equity sponsor.
  • Extract and summarize key lease terms.
  • Prepare cost-to-close and merger analyses for real estate sites.
  • Update lease administration trackers and summaries.
  • Support bi-annual portfolio reviews with deliverables and follow-ups.
  • Maintain pipeline trackers for M&A, real estate, and strategic projects.
  • Track and schedule follow-ups from discussions.
  • Log and organize action items from meetings and transcripts.
Required Qualifications
  • Uses MS Excel for formulas (VLOOKUP, IF, SUMIF), pivot tables, and data cleaning.
  • Creates professional PowerPoint reports and presentations.
  • Understands financial modeling concepts (valuations, unit economics, KPIs).
  • Reviews franchise documents (e.g., FDDs) or commercial real estate leases.
  • Gathers data from multiple sources and creates structured deliverables.
  • Analyzes information from various data sources into concise outputs.
  • Demonstrates keen attention to detail and organizes complex information effectively.
  • Clear and coherent both written and verbal communication skills in English, to effectively summarize research and prepare reports to managers and cross-functional teams.
Screening Criteria
  • Bachelor’s degree in Business, Finance, Economics, or related field.
  • Minimum of one (1) to three (3) years of experience as a Financial Strategy Analyst or in a related finance-strategy role.
  • Must have stable employment history.
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Accounting/Auditing and Finance
Industries
  • Accounting and Wellness and Fitness Services

Location: Pasig, Manila, Makati, Quezon City, National Capital Region, Philippines

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