Financial Planning Expert

5 days ago

Manila, National Capital Region, Philippines PALM CONCEPCION POWER CORPORATION Full time

The Senior Financial Planning Analyst plays a pivotal role in ensuring the accuracy of financial information for existing and newly incorporated companies. This involves preparing and analyzing financial management reports, conducting analysis of variances, and supporting updates on workflow procedures in Finance.

Duties & Responsibilities:

  1. Management Reports and Regulatory Compliance:

    • Prepares monthly financial statements for management reporting;

    • Prepares supporting reports and references: Revenue and Expense Matching, Fuel Analysis, Variance reports, analyze variances against budget or previous month/quarter/years and prepare comparative reports as requested;

    • Prepares monthly, year-to-date and Annual Net Income Gap Analysis;

    • Prepares charts, graphs, and related materials for reports and for inclusion to Sr. Management Committee, Executive Committee and Board presentation materials;

    • Prepares Revenue report by revenue streams, revenue drivers and performs gap analysis;

    • Reviews, controls, and monitors OPEX and CAPEX vs. approved requirements;

    • Updates loan and equity report;

    • Prepares and updates standard costing/pricing and costing report;

    • Ensures compliance with Lenders and other Government Regulatory Bodies.

  2. Coordinates with various other groups and analyzes commercial and operations drivers;

  3. Prepares and assists in annual budget activities:

    • Develops or updates budget templates;

    • Consolidates budget from functional groups, per company;

    • Prepares and updates presentation materials for budget presentations;

    • Incorporates the approved budget in SAP System.

  4. Serves as POC for all financial-related inquiries;

  5. Updates the existing financial model;

  6. Prepares or assists in the preparation of periodic and adhoc reports;

  7. Participates in process improvement or automation initiatives of the department and/or the company.

Requirements:

  • A graduate of Bachelor's degree in Business, Finance and other related courses;

  • Must be a Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) certification holder;

  • At least 3 to 5 years experience in FP&A role (preferably in the Energy Industry). Strong knowledge of finance and accounting, ideally with experience in pricing, costing, and financial modelling. Familiarity with the Power Industry revenue drivers and cost structure;

  • Strong analytical skills, detail-oriented, proactive attitude, good verbal and written communication skills, ability to manage and complete multiple tasks with minimum supervision;

  • Must have experience with the following applications:

    • SAP B1, R/3 or Quickbooks;

    • MS Office;

    • Advanced Excel;

    • Planning and reporting tools (i.e. Power BI, Tableau);

    • VBA Macros (preferred but not required).

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