
Senior Associate Financial Planning
2 days ago
***Note: This position is open to applicants based in the Philippines only.
In the application form, you can select one of our three available schedules:
- Senior Associate (Mid Shift: 3:00 PM–12:00 MN)
- Senior Associate (Night Shift: 1:00 AM–10:00 AM)
- Senior Associate (Early Shift: 3:00 AM–12:00 NN)
ESSENTIAL JOB FUNCTIONS
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Collect, analyze, and interpret financial data to identify trends, variances, and opportunities for improvement.
- Create compelling data visualizations to effectively communicate financial insights to stakeholders.
- Demonstrate a strong understanding of accounting principles and financial statement analysis.
- Develop and maintain financial models for various business units and projects.
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
- Develop and maintain financial models for various business units and projects.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Prepare variance analysis reports to identify and explain deviations from financial plans.
- Collaborate with cross-functional teams to gather relevant information for financial analysis.
- Support the monthly financial reporting process, including variance analysis and management reporting.
- Prepare ad-hoc financial analysis and reports as needed to support decision-making.
- Assist in the evaluation of potential investments, mergers, and acquisitions.
- Continuously improve financial processes and systems to enhance efficiency and accuracy.
- As requested by the client, perform other tasks as outlined in the "agreed upon procedures" and engage in other special projects as needed that fall within the scope of capabilities.
- Maintain confidentiality of all materials related to performing all job tasks.
- Practices continuous improvement on the planning, forecast, and reporting processes to leverage available tools and systems.
- Provides analytics as often as deemed necessary in the completion of a project/program.
- Shares expertise to other members of the FP&A team.
- Other duties that may be assigned from time to time.
QUALIFICATIONS: MINIMUM EDUCATION/EXPERIENCE
- Bachelor's degree in Finance, Accounting, or any related field.
- 4-6 years of experience in financial planning and analysis, investment banking, or a similar role.
TECHNICAL AND OTHER SKILLS:
- Strong financial modeling and analytical skills. - Required
- Strong understanding of accounting principles and financial statement analysis
- Proficiency in Microsoft Excel and financial software applications, such as Vareto .
- Proficiency with platforms such as Microsoft BI and Tableau is a plus.
- Knowledge of accounting principles and financial statement analysis.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong attention to detail and problem-solving abilities.
- Ability to read and follow instructions and directions from supervisors or clients. - Required
- Ability to read and follow workflow or process manuals. - Required
- Ability to effectively present information and respond to questions from supervisor. - Required
- Strong time management and organizational skills. - Required
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