Financial Planning and Business Improvement Specialist

7 hours ago

Quezon City, National Capital Region, Philippines beBeeFinance Full time $70,000 - $120,000
Financial Planning and Analysis Expert

This role partners closely with cross-functional teams to provide insights, identify trends, and develop actionable recommendations that drive business growth and efficiency.

  • Lead the development and maintenance of the company's financial planning models, including long-range plans, annual budgets, and quarterly forecasts.
  • Drive the forecasting process by gathering inputs from key stakeholders, analyzing trends, and identifying risks and opportunities.
  • Provide accurate and timely financial projections to support business decision-making and resource allocation.
  • Manage the annual budgeting process, working closely with delivery leads and department heads to establish budget targets aligned with strategic objectives.
  • Monitor budget performance throughout the year, identify variances, and collaborate with delivery leads and department heads to address deviations from plan.
  • Partner with WFM team to drive FTE / headcount inputs, support span and other operations management team for budget planning.
  • Prepare comprehensive financial analysis, including variance analysis, profitability analysis, and scenario modeling, to support strategic initiatives and operational improvements.
  • Create and distribute regular financial reports and dashboards to senior management, highlighting key performance metrics and trends.
  • Provide ad-hoc financial analysis and decision support to various departments as needed.
  • Collaborate closely with cross-functional teams, including Sales & Marketing, Operations, HR, Admin and IT to understand business drivers and provide financial insights.
  • Serve as a trusted advisor to department heads, offering financial guidance and support to achieve their goals.
  • Foster strong relationships across the organization and act as a liaison between finance and other departments.Key Skills and Qualifications
    • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
    • 5+ years of experience in financial planning and analysis, with a proven track record of success in a Sr. Financial Analyst or Managerial role.
    • Strong proficiency in financial modeling, forecasting techniques, and budgeting processes.
    • Advanced analytical skills with the ability to interpret complex data and draw meaningful insights.
    • Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders at all levels of the organization.
    • Strategic thinker with a demonstrated ability to translate financial analysis into actionable recommendations.
    • Proficiency in financial software and tools (e.g., Excel, ERP systems) required; experience with BI tools and databases preferred.
    About Us

We are a leading provider of business process outsourcing solutions, dedicated to delivering exceptional customer experiences and driving operational efficiency for our clients.

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