Financial Planning Specialist

15 hours ago

Makati City, National Capital Region, Philippines UPTC Full time ₱600,000 - ₱1,200,000 per year

QUALIFICATIONS

  • Graduate of any Finance or Accounting related course
  • 2-3 years' experience in Financial Planning & Analysis is a plus
  • Experience in configuring and using planning solutions is a plus
  • Knowledge in MS Excel
  • Able to work on-site client premises (within Metro Manila)
  • Financial Analysis
  • Power BI
  • Tableau
  • Qlik Sense / QlikView
  • Google Data Studio / Looker
  • Strong communication skills (verbal and written)
  • Strong analytical skills
  • Business acumen
  • Attention to Detail
  • Self-starter / High initiative
  • Planning Solution Model Builder (likely referring to tools like Anaplan, Workday Adaptive Planning, or Oracle Hyperion Planning)
  • Analysis Tools (Excel-based or BI tools)
  • Model configuration and customization (within planning solutions)
  • Business process mapping / analysis tools (implied – e.g., Visio, Lucidchart)

Job Description

Key Responsibilities:

The Planning Specialist is a consultant role responsible configuring and developing planning models to support business needs. This includes building, maintaining the customized model as well as configuring models from a base model. The role requires a solid grasp of finance, accounting and business rules and processes, translating them into effective model configurations. The Planning Specialist actively engages with stakeholders to understand requirements, validate business logic and support alignment of the solution with the model goals.

  1. Strategic Leadership

Provide active support to the Planning Solution Architects by providing inputs and analyzed insights based on discussions and learning from the model, the client and the business process.

Actively implement guidelines, reminders and initiatives introduced by the ETS Managing Director.

  1. Service Operations

Actively perform model analysis and process analysis in order to come up with a sound and stable approach to the building of the planning model.

Complete trainings and if needed, certification requirements of the planning solution.

Perform work within the agreed committed timelines.

  1. Stakeholder & Customer Engagement

Actively support in establishing strong relationships with client stakeholders and business unit leaders.

Actively engage with other Planning Specialists and Planning Solution Architects for exchange of ideas and understanding of the client business process.

  1. People & Team Management

Actively support the fostering of a culture of accountability, collaboration, and customer-centricity.

Actively participate in Solvento and/or ETS team engagement activities.

  1. Pre-sales and Sales

Participate and provide inputs (i.e. scope of work, estimated man-day effort, etc) during pre-sales and activities with clients and potential clients.

Learn and understand the solution of the technology partner to identify where in the business process the solution will ideally fit.

Represent Solvento / ETS during meetings with technology partners and clients.

  1. Financial Management

Perform timely update of billable hours.

  1. Risk & Compliance

Perform compliance with internal project controls including security policies.

Manage risk by proactively raising foreseen circumstances that can affect delivery of committed work.

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