Specialist, Financial Planning

At Athena, we empower possibility through transformative delegation. True leaders reflect on what they want in life and map the path to get there. We clear the way by pairing exceptional Philippine-based EAs with our driven clients and ensuring both receive ongoing support throughout the journey. The result is 10x more leverage, more time, and a greater impact on our clients' work and lives.

With a waitlist growing by the day, Athena has already showcased compelling demand. As part of the Athena team, you will have an exponential opportunity, empowering the fiercely ambitious to reach the most audacious goals.

Role Overview

• Financial Planning and Budgeting
• Forecasting
• Financial Reporting, Data Analysis, and Variance analysis
• Process Improvements and Template preparation
• Headcount Analysis
• Risk and Opportunity Identification, Costs optimization, Evaluation of Profitability
• Strategic support and Business Partnering

Duties & Responsibilities

• Planning, summarizing, reporting, managing, and executing the annual budget.
• Creating financial reports, including monthly, quarterly, semi-annual, and annual templates. These reports encompass Profit and Loss Statements, headcount reports, and various cost analyses to help the company manage spending, hiring, and achieve profitability.
• Collaborating with various Athena departments to help them understand their financial performance and provide guidance for the effective use and management of Athena resources.
• Analyzing and implementing strategies for revenue enhancement and cost optimization.
• Delivering financial education to the organization, including frontline Executive Partners (XPs).
• Actively involved in effective cost reduction and scalability efforts.
• Leading additional management reporting efforts and conducting various financial simulations as needed to improve financial efficiency.
• Running scenario-based profitability simulations to support management decision-making
• Developing, updating, or revising process documentation, and reviewing policies that impact company profitability and expenditures.
• Identifying opportunities for improving financial processes and systems. Implementing best practices and innovative solutions to enhance efficiency and effectiveness.
• Providing support to government or regulatory compliance requirements…

Key Stakeholders

• Department Heads (Budget Owners)
• Other Finance groups
• Recruitment Team for Position ID
• FP&A Manager, FP&A Director

Skills

• Excellent verbal and written communication skills
• Budgeting and Forecasting
• Management Accounting
• Pricing
• Variance Analysis
• Financial Reporting
• Process improvements

Competencies

• BS Accountancy or Bachelor's degree in a business field
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus
• Prior experience working with accounting systems such as Quickbooks, Hono, SAP is a plus
• Excellent verbal and written communication skills
• Ability to clearly present the thought process behind the data to stakeholders
• Team player who collaborates well with others
• Strong problem-solving skills
• Highly analytical

Relevant Experience Required

• 4+ years experience in Finance or Accounting
• 1+ years experience in Financial Planning & Analysis

Note: Please consider the role carefully and indicate the appropriate years of experience in a relevant role. If you have preferences, please specify them separately. This is critical as we should not hire someone who does not meet the requirements of the role. Additionally, there should be a significant difference in the relevant experience required for the next-level role

Educational And Certification Requirements

• BS Accountancy or Bachelor's degree in Business
• CPA is a plus
• CMA is a plus

Direct Reports and Span of Control

• Administrative Assistant (placeholder)

FP&A Analyst (placeholder)

Equal Opportunity Employer:
At Athena, we are deeply committed to fostering an inclusive and diverse workplace environment. We believe that diversity enriches our organization, enhances creativity, and drives innovation. We are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable laws. We strive to create an environment where everyone feels valued, respected, and empowered to contribute their unique perspectives and talents. We actively promote diversity and inclusion through our hiring practices, employee development initiatives, and company culture, recognizing that it is essential for our success as a company and as a community.