Financial Planning and Analysis Specialist

1 week ago

Taguig, Philippines Philtech Inc. Full time

Financial Planning and Analysis Specialist

Overview

The Business Analyst will be responsible for reviewing, reimagining, optimizing, and building financial models and data processes used by the FP&A team. The role requires a sharp eye for inefficiencies, the ability to engineer high-impact solutions, and the discipline to deliver well-documented, scalable systems that enable smarter and faster decision-making.

Responsibilities
  • Re-engineer, build, and enhance financial models that drive FP&A insights and decision-making.
  • Audit and validate existing models to ensure accuracy, reliability, and relevance.
  • Replicate and verify calculations, ensuring consistency with repository standards and business logic.
Process Engineering & Automation
  • Identify bottlenecks and manual processes, and design automation that improves speed, accuracy, and scalability.
  • Implement solutions using the most effective tools, whether Excel, Power BI, or ERP integrations.
  • Partner with stakeholders to co-create systems and employ solutions that are intuitive, efficient, and future-proof.
Documentation & Data Governance
  • Develop and maintain a robust data dictionary, including formulas, logic, and methodologies.
  • Document processes with precision to ensure transparency, auditability, and ease of onboarding.
  • Ensure all models and data flows are structured, traceable, and version-controlled.
  • Work cross-functionally to implement best-in-class design principles across financial systems.
  • Organize and refine modeling assets for clarity, usability, and long-term sustainability.
  • Embrace a mindset of experimentation, iteration, and continuous learning.
Project Management & Strategic Partnership
  • Lead and contribute to analytics initiatives that solve cross-functional business challenges.
  • Partner with stakeholders to define business needs and shape analytical approaches.
  • Ensure every solution is aligned with strategic goals and delivers measurable value.
Qualifications
  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • At least 3 years of hands-on finance experience, preferably in FP&A.
  • At least 5 years of experience in financial and data modeling.
  • Exposure to financial analysis, process improvement initiatives, and automation.
  • Experience working with ERP systems (e.g., SAP, Oracle) is preferred.
  • Strong analytical and problem-solving capabilities, with the ability to translate data into actionable insights.
  • Advanced proficiency in MS Excel, including financial modeling, automation, and formula logic.
  • Familiarity with data visualization tools such as Power BI and interest and foundational knowledge in automation tools such as Power Automate and Power Apps , is highly preferred.
  • Excellent written and verbal communication skills in English.
  • Strong business partnering skills and proven ability to manage stakeholders and drive cross-functional collaboration
Preferred Attributes
  • Strategic self-starter with a mindset to "engineer yourself out of the job" by building scalable, automated solutions that eliminate inefficiencies.
  • Resilient and growth-oriented, with a passion for learning, experimenting, and iterating toward excellence.
  • Critical thinker with the ability to break down complex problems and deliver actionable insights.
  • Influential communicator and collaborator, capable of aligning diverse teams and driving consensus around data-driven decisions.
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance, Accounting/Auditing, and Analyst
Industries
  • Retail, Manufacturing, and Energy Technology

Location: Manila, National Capital Region, Philippines

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