Financial Strategy Analyst
4 weeks ago
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.
- 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.
- 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.
- Associate
- Full-time
- Accounting/Auditing and Finance
- Accounting and Wellness and Fitness Services
Location: Pasig, Manila, Makati, Quezon City, National Capital Region, Philippines
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