Senior Financial Planner

1 day ago

Tarlac City, Central Luzon, Philippines beBeeAccountant Full time ₱1,524,000 - ₱2,026,000
Financial Analysis Position

The Senior Financial Analyst will conduct in-depth analyses of revenue, cost of sales, client margins, and SG&A expenses to identify historical trends, current operations, and future projections.

They will work with senior-level management to provide reporting that supports critical decisions regarding revenue/clients and expense management. The ideal candidate must be highly detail-oriented and able to analyze data creatively and innovatively.

Responsibilities
  • Analyze statistics and utilize principles of accounting to analyze past and present operations as well as future revenues and expenditures.
  • Develop familiarity with financial projection models. Update metrics needed for accurate and timely projections which may include revenue, sales, and labor by client and detailed analyses.
  • Create complex financial models, prepare forecasts, and perform research and analysis on all aspects of finance and operations.
  • Meet with the Vice President of Finance to develop project plans and communicate status.
  • Update financial models as needed to accurately reflect new/revised data and communicate changes.
  • Strong knowledge of accounting with ability to interpret business transactions and journalize properly.
  • Reconcile financial discrepancies by collecting and analyzing account information.
  • Recommend financial actions based on accounting options.
  • Assist with budgeting processes which may include information gathering, analysis, and reporting from various systems.
  • Using online training and on-the-job training, become a subject matter expert on Business Intelligence (BI) in Ultimate Software.
  • Design and maintain user reports in BI that help analyze and provide data to other departments as well as Finance.
  • Use internal software and metrics to provide departmental budget and actual data and related analyses.
  • Other reporting as needed.
  • May develop, install, and maintain accounting systems that provide control of GL, reporting, receivables, and expenditures.
  • Contribute to team effort by accomplishing related results as needed.
  • Administrative tasks to support all above functions.
  • Maintain confidentiality in all aspects related to internal and external customers, team members, and management.
  • Other duties as assigned.

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