Financial Planning

7 days ago

Angeles City, Central Luzon, Philippines TOA Global Full time $60,000 - $120,000 per year

Financial Planning & Analysis (FP&A) Analyst

Location: Clark

Work Arrangement: Onsite, Fulltime

Shift: 9:00 PM - 6:00 AM | Monday - Friday

Unlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the accounting industry.

About this role. . .

We are seeking a detail-oriented and analytical FP&A Analyst to support the CFO with financial modeling, forecasting, reporting, and strategic decision support. This role is critical in turning financial data into actionable insights and ensuring leadership has timely, accurate information to guide the company's performance.

The ideal candidate will be hands-on with data, comfortable working in Excel, willingness to learn about our reporting system, and able to collaborate across departments to provide financial clarity and foresight.

Key Responsibilities:

Financial Planning & Forecasting

  • Build and maintain driver-based financial models (P&L, balance sheet, cash flow).
  • Support the CFO in annual budgeting and rolling forecast processes.
  • Conduct scenario and sensitivity analyses to assess potential outcomes and risks.

Reporting & Analysis

  • Prepare monthly and quarterly management reports, including variance analysis against budget and prior periods.
  • Generate dashboards and KPI tracking to highlight business performance trends.
  • Consolidate and clean data from multiple systems (ERP, CRM, etc.) for reporting accuracy.

Strategic Decision Support

  • Partner with the CFO and department leads to evaluate investments, hiring plans, pricing models, and other strategic initiatives.
  • Conduct ad-hoc financial analyses and business case modeling to support key decisions.

Process & Automation

  • Streamline and automate recurring financial processes (reports, forecast updates, etc.).
  • Help improve data flow and integrity between systems used for financial reporting.

Executive & Board Support

  • Prepare visual, executive-ready summaries and financial presentations for leadership and board meetings.
  • Assist the CFO in developing commentary and insights around company performance.

Qualifications / Skills:

  • Bachelor's degree in Finance, Accounting, Economics, or related field (Master's a plus).
  • 3+ years of experience in FP&A, management reporting, or financial modeling.
  • Advanced Excel skills (pivot tables, lookups, scenario modeling).
  • Experience with BI or data visualization tools (Power BI, Tableau, Looker, etc.) is a plus.
  • Strong understanding of financial statements and accounting fundamentals.
  • Excellent communication skills - able to summarize complex data clearly.
  • Self-starter, detail-oriented, and comfortable working in U.S. time zones.
  • Experience supporting U.S.-based finance teams from offshore.
  • Familiarity with SaaS, tech, or services-based business models.
  • Exposure to Microsoft Dynamics, QuickBooks Online, or similar ERP systems.

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