FP&A Specialist

SUMMARY

The FP&A Specialist is responsible for conducting financial and business-related research, analysis, and reporting to support strategic decision-making. This includes preparing forecasts, analyzing financial reports and trends, consolidating financial statements, reviewing capital expenditure requests, and developing tools for budgeting and reporting. The role also involves preparing both routine and ad hoc financial reports, validating data from various teams, investigating discrepancies, and ensuring the accuracy of financial information across entities.

ESSENTIAL DUTIES AND RESPONSIBILITIESFinancial Planning & Analysis

• Prepare and review budgeted capital expenditure requests by calculating total spend, depreciation, and assessing appropriateness.
• Conduct pro forma analyses in Planful and evaluate unbudgeted capital expenditure requests.
• Perform variance analysis against forecasts and budgets to identify financial trends and opportunities.
• Prepare periodic financial forecasts and assist in developing annual budgets, including reviewing submissions from Operations and finalizing budgets with Entity Executive Directors.
• Develop, test, and maintain budget forms, reforecast templates, and financial projection models to ensure accuracy and completeness.
• Run financial viability analyses for new services and assist in strategic decision-making.

Financial Reporting & Consolidation

• Validate financial statement packages, investigate discrepancies, and ensure data accuracy.
• Prepare consolidated financial reporting for business units and provide insights into cost management.
• Prepare materials for board-level reviews, including the Monthly Operating Review (MOR) slide deck.
• Extract, verify, and upload reports including quarterly profit and loss statements, Annual Operating Plan (AOP) reports, and Accounts Receivable (AR) data.
• Generate claim status reports, AR roll-forward analyses, financial aging reports, and cash goal reports.
• Build and validate reports within Planful to support operational and financial reporting needs.

Collaboration & Coordination

• Coordinate with Revenue Cycle Management (RCM) teams to reconcile AR data, resolve discrepancies, and manage AR data templates.
• Partner with Operations, Entity Executive Directors, and other cross-functional teams to align on budgeting, forecasting, and reporting requirements.
• Assist the FP&A Manager in conducting Planful user training and managing user profiles.

Process Improvement & Systems Management

• Monitor, maintain, and enhance financial systems, including Planful, to improve automation and reporting accuracy.
• Investigate and resolve data transformation issues while streamlining workflows where possible.
• Prepare and update pro forma analyses for facility leases, salary model changes, and revenue model changes to assess financial impacts.
• Support shared services allocations by validating cost driver data and running allocation forms.

Ad Hoc Analysis & Reporting

• Respond to requests for ad hoc reports and provide comprehensive financial analyses as required.
• Perform technical analysis to evaluate current and future financial performance and operational forecasts.
• Develop and maintain spreadsheets and databases to facilitate accurate and timely reporting.
• Participate in financial analysis projects, including gathering data, analyzing findings, and preparing documentation for management review.

Other Duties

• Perform additional tasks assigned by the FP&A Manager to support overall department objectives.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Preferably a Certified Public Accountant (CPA) or equivalent certification.
• 3–5 years of relevant experience in financial planning & analysis, management reporting, budgeting, forecasting, and financial modeling.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Preferably experienced with financial databases such as Sage Intacct, DOMO, Planful, Solver, or similar tools.

Job Types: Full-time, Permanent

Pay: Php75, Php82,000.00 per month

Benefits:

• Health insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Application Question(s):

• Are you willing to work with a pioneer team, U.S Hours, on-site to hybrid setup in BGC?

Experience:

• financial planning & analysis: 3 years (Required)

Work Location: In person