Financial Planning Analysis Associate

2 days ago


Taguig, National Capital Region, Philippines WHR Global Consulting Full time $40,000 - $80,000 per year

We are looking for an analytical and detail-oriented 
FP&A Associate

to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 1–3 years of experience
     in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
  • Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
  • Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
  • Excellent analytical skills, with attention to detail and accuracy.
  • Strong communication and interpersonal skills; able to collaborate effectively across departments.
  • CPA, CMA, or further finance-related certifications is an advantage but not required.

Key Responsibilities:

  • Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
  • Analyze actual financial performance vs. budget and provide variance explanations to management.
  • Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
  • Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
  • Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
  • Monitor KPIs and financial performance metrics across different brands, stores, and channels.
  • Support financial planning for new store openings, product launches, and expansion initiatives.
  • Maintain and update FP&A tools, templates, and reporting systems.
  • Assist in identifying risks and opportunities that may impact financial results.
  • Participate in cross-functional projects related to cost optimization, business growth, and system improvements.


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