Financial Planning
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The Financial Planning & Analysis (FP&A) serves as a strategic finance partner to the business, providing financial insights, governance, and advisory support to drive profitability, sustainable growth, cost efficiency, and sound business decisions.
Profitability & Business Performance
- Leads financial analysis and identifies opportunities to improve revenue, profitability, and business performance.
- Translates business strategies into financial plans, models, and actionable recommendations.
- Develops financial models for store economics, expansion, and investment decisions.
- Monitors business health and provides insights on manpower, store expansion, CAPEX, OPEX, and other investments.
- Partners with business leaders to address financial and operational challenges.
- Oversees financial and management reporting across business units, ensuring accuracy and consistency.
- Reviews monthly financial performance, including P&L, balance sheet, cash flow, and key financial indicators.
- Oversees CAPEX and OPEX utilization against approved budgets and policies.
- Drives improvements in finance, accounting, and reporting processes.
- Ensures effective management of financial information and business reporting.
- Provides financial advisory and decision support to senior leaders and business unit heads.
- Develops financial tools, metrics, forecasts, and models to support business planning.
- Assesses the financial viability of new stores, projects, and capital investments.
- Conducts business reviews and store visits to identify financial and operational opportunities.
- Develops financial capability-building initiatives for business and operations teams.
Budget & Forecast Management
- Leads the annual budgeting, forecasting, and financial planning process across business units.
- Establishes budget guidelines and financial targets aligned with business strategies.
- Reviews and consolidates business unit budgets and recommends necessary adjustments.
- Provides regular budget-to-actual analysis and recommends actions to manage financial performance.
- Drives continuous improvement in budgeting and forecasting processes.
- Strengthens financial governance, internal controls, and risk management practices.
- Reviews business processes and recommends improvements to address control gaps and financial risks.
- Develops and standardizes financial policies, systems, and processes to ensure compliance and efficiency.
Job Qualifications
- Bachelor's degree in Accountancy, Finance, Business, or a related field.
- At least 7 years of relevant experience in financial planning, analysis, budgeting, or financial advisory.
- Strong analytical, financial modeling, business partnering, and stakeholder management skills.
- Willing to work in Ortigas, Pasig under a hybrid setup with occasional fieldwork.
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