Financial Analysis & Planning Specialist

Profile Summary:

• The role is to support financial planning, forecasting, budgeting and reporting activities.
• This role will directly be reporting to Sr. FP&A Manager to assist in delivering accurate, timely and insightful financial analysis that drives informed business decisions and optimizes cost efficiency across SLGS Philippines functions.
• Support continues improvement processes for FP&A.

• Strong problem-solving and analytical thinking skills with pro-active solutions-oriented mindset.
• Familiarity working in a BPO or shared services organization.
• Ability to manage multiple priorities and collaborative mindset.
• Working knowledge of cost allocation methodologies.
• Comfortable presenting financial data and insight to both finance and non-finance stakeholders.
• Experience with data visualization and reporting tools.

Responsibilities:

• Support the annual Budgeting and forecasting process.
• Collaborate with business units to gather assumptions, validate inputs and consolidate financial plans

• Review and approve budget availability for all disbursements across all functions, ensuring alignment with approved budgets and cost centers.
• Monitor spending against budget and flag any deviations or overruns for management actions.

• Prepare monthly Recovery reports split per function with variance analysis comparing actual vs. budget/forecast.
• Develop and maintain dashboards and KPIs to monitor service delivery costs and efficiency.
• Highlight financial risks and opportunities.

• Support and assist the FP&A Manager in providing financial reports and insights
• Help identify cost-saving opportunities and ensure alignment with business goals

• Contribute to continuous improvement of FP&A processes.

• Ensure adherence to internal controls, accounting policies and audit requirements.
• Support ad hoc analysis and data requests for internal and external consumptions.

Qualifications:

• BS Accountancy Graduate, preferably licensed accountant (CPA)
• Minimum 5 years experience in FP&A, preferably in a BPO or shared services company.
• Strong understanding of cost allocations, intercompany transactions and service based financial models
• Advanced in Excel and PowerPoint skills.
• Both a strong individual contributor and an effective team player
• Strong analytical thinking skills and attention to details
• Excellent communication and stakeholder management skills
• Ability to work effectively in a fast-paced environment.