Financial Planning Specialist

2 months ago


Taguig, National Capital Region, Philippines IQBackOffice Full time

**Financial Planning Specialist**

At IQBackOffice, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will play a crucial role in guiding the financial decisions of the organization by analyzing financial data and trends.

**Key Responsibilities:**

  • Financial Planning and Analysis:
    • Conduct thorough financial analysis to support business planning and decision-making.
    • Develop and maintain financial models to forecast revenues, expenses, and cash flows.
  • Budgeting and Forecasting:
    • Assist in the annual budgeting process by collaborating with various departments to gather and analyze budgetary data.
    • Monitor and analyze budget vs. actual performance, providing variance analysis and insights.
  • Reporting:
    • Prepare and present detailed financial reports and dashboards to senior management.
    • Ensure accurate and timely reporting of financial results, including monthly, quarterly, and annual financial statements.
  • Data Analysis:
    • Analyze financial data to identify trends, opportunities, and risks.
    • Utilize data analytics tools to derive actionable insights and support data-driven decision-making.
  • Cost Analysis:
    • Conduct cost analysis to identify areas for improvement and recommend strategies to enhance cost efficiency.
    • Evaluate and analyze product profitability and pricing strategies.
  • Collaboration:
    • Work closely with cross-functional teams, including accounting, operations, and marketing, to align financial objectives with overall business strategies.
    • Provide financial insights and support to business unit leaders to drive performance improvement.
  • Compliance and Risk Management:
    • Ensure compliance with financial regulations and internal policies.
    • Assist in the identification and mitigation of financial risks.
  • Continuous Improvement:
    • Participate in process improvement initiatives to enhance financial processes and reporting accuracy.
    • Stay updated on industry trends, market developments, and best practices in financial analysis.

**Qualifications:**

  • Bachelor's degree in Finance, Accounting, or other related field.
  • At least 5 years of experience in financial analysis, financial planning, or a related role.
  • Proficiency in financial modeling and forecasting techniques.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent proficiency in Microsoft Excel and financial software (e.g., SAP, Oracle, Tableau).
  • Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
  • Detail-oriented, organized, and able to work under tight deadlines.


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