Financial Planning

2 weeks ago

Mandaluyong, Philippines Chubb Full time

Financial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities.

Responsibilities:

  • Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
  • Develop and maintain complex financial models to support decision-making across the organization.
  • Analyze financial data to identify trends, risks, and opportunities for growth.
  • Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
  • Lead the monthly financial reporting process, including variance analysis and management reporting.
  • Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
  • Prepare ad-hoc financial analyses and reports as needed to support decision-making.
  • Developing, coordinating, and reporting budgets and forecasts for individual departments;
  • Partnering with departmental leaders to determine and support financial analysis needs;
  • Assist on managing financial aspects of special projects by determining key drivers, driving the right set of analyses and presenting the conclusions;
  • Responsible for complete, accurate and timely Billing Charges and work closely with Accounting Team on collections
  • Ensure Cost charges to servicing markets are allocated properly and supported by Servicing Agreements
  • Work closely with on shore markets related to cost charging
  • Mentor and develop FP&A team member, promoting a culture of continuous learning and professional growth.
Qualifications

Requirements and Experience:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 5+ years of experience in financial planning and analysis or a similar role, with at least 2 years as supervisor
  • Certified Public Accountant (CPA) license is a plus but not necessary
  • Strong financial modeling and superior analytical skills.
  • Proficiency in Microsoft Excel and financial software applications, such as Table Manager1 tool.
  • Knowledge of accounting principles and financial statement analysis.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong attention to detail and problem-solving abilities.
  • Self-starter with a good track record of working in a dynamic and self-sufficient environment
  • Proven ability to lead and develop high-performing teams.
  • Enthusiasm for solving problems and working collaboratively
  • Results focused and proactive,
  • Can do attitude with energy; pro-active and performance driven both as leader and individual contributor
  • Well organized and possess ability to prioritize, multi task and manage conflicts.
  • Accuracy and timeliness on delivery of required outputs.
  • Knowledge on using Powerpoint as presentation tool
  • Role model of integrity
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