Senior Financial Planning Manager

We are seeking a highly motivated, independent, and experienced Senior FP&A Manager/Analyst to become a core member of our client delivery team. This is not a typical corporate FP&A role. You will be at the forefront of building sophisticated financial models and delivering critical insights for some of the most exciting early-stage and growth-stage SaaS companies in the market.

The ideal candidate is a master of financial modeling who can work autonomously with minimal direction. You will be responsible for taking raw financial data and business assumptions and transforming them into dynamic, driver-based three-way financial models that serve as the foundation for strategic decision-making, investor reporting, and capital raising.

Requirements

• Experience: 5+ years of direct experience in a demanding FP&A, corporate finance, or investment analysis role.
• Financial Modeling: Proven, hands-on experience building complex three-way financial models from scratch is non-negotiable. Candidates must be able to articulate their process and demonstrate past work.
• Microsoft Excel: Expert-level proficiency. You must be a power user of advanced formulas, pivot tables, data tables, charts, and especially Power Query.
• Analytical Acumen: Exceptional analytical and problem-solving skills with a deep understanding of accounting principles and the interplay between the three financial statements.
• Autonomy & Proactiveness: A demonstrated ability to work independently, manage competing priorities, and take ownership of projects with minimal supervision.
• Communication: Excellent written and verbal English communication skills, with the ability to clearly explain complex financial concepts.

Responsibilities

• Financial Modeling: Design, build, and maintain complex, fully-integrated three-way financial models (P&L, Balance Sheet, Cash Flow) from the ground up.
• Driver-Based Forecasting: Develop models with clear, logical input assumptions and operational drivers (e.g., customer acquisition, churn rates, average contract value, pricing tiers, hiring plans).
• Data Analysis & Transformation: Utilize Power Query extensively to extract, clean, and transform data from various sources (accounting systems, CRMs, etc.) to feed financial models and analysis.
• SaaS Metrics & KPI Analysis: Track, analyze, and forecast key SaaS metrics including ARR/MRR, Customer Lifetime Value (LTV), Customer Acquisition Cost (CAC), Churn, and Net Revenue Retention.
• Financial Statement Analysis: Conduct in-depth reviews of historical financial statements to understand business performance, identify trends, and inform forecast assumptions.
• Reporting & Insights: Prepare insightful variance analysis (Budget vs. Actuals), management dashboards, and materials for board meetings and investor presentations.
• Capital Raising Support: Assist in preparing financial models and analyses required for equity and debt financing rounds.
• Autonomous Execution: Independently manage projects and build sophisticated work products to an 80-90% completion stage, ready for senior-level review and fine-tuning.

Desirable

• Industry Experience: Prior experience in the SaaS/Software industry is highly desirable. Experience in investment banking, venture capital, private equity, or capital markets is also a significant plus.
• Business Intelligence: Hands-on experience with Microsoft Power BI, including building data models and interactive dashboards.
• Certifications: CFA (Chartered Financial Analyst) charterholder or is a current candidate in the CFA program.
• Accounting Background: While we prefer finance-focused profiles, candidates with CPA / CA qualifications who have transitioned into a strategic FP&A role and possess strong modeling skills will be considered.

Personal Attributes

• A Builder: You love creating things from scratch and are comfortable with a blank spreadsheet.
• Intellectually Curious: You naturally dig deeper to understand the "why" behind the numbers.
• Detail-Oriented: You are meticulous and have a strong commitment to accuracy and quality.
• A Problem-Solver: You thrive on ambiguity and can structure complex problems into actionable analyses.
• Efficient: You are constantly looking for ways to work smarter and leverage technology to improve processes.

Software Proficiency:

• Microsoft Excel (Power Query, advanced modelling)
• Microsoft Power BI (preferred)
• Familiarity with accounting systems and CRM platforms

Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field (required)
• Postgraduate qualifications (CFA, CA, CPA) are advantageous

Time Zone: Australian Business Hours

Applicant Location: Must be Filipinos living in the Philippines

About Outdesk

Outdesk is the collaboration of Filipino and Australian professionals who shared a common goal to deliver a better offshore staffing solution to the SME market. We wanted to make it easier for businesses to engage, implement & manage a Philippines based staff member.

Employee Benefits

• Paid Leave
• 13th Month Pay
• SSS
• Philhealth
• Pag-Ibig
• BIR
• HMO

Job Types: Full-time, Permanent

Pay: Php60, Php80,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Pay raise
• Work from home

Work Location: Remote