Financial Analyst

Upgrade Energy Philippines (UGEP), a leading renewable energy company in the Philippines focused on delivering high-quality and cost-competitive solar energy and energy efficiency projects, is looking for a detail-oriented and resourceful Financial Analyst to join our growing team.

The Financial Analyst will work closely with cross-functional teams to deliver actionable insights, helping to drive sustainable growth and optimize financial outcomes.

KEY RESPONSIBILITIES:

Financial Analysis & Modeling:

• Analyze financial data to identify trends, variances, and areas of improvement.
• Develop detailed financial models, including forecasting, valuation models, and cash flow projections.
• Perform variance analysis between actual and budgeted results.

Forecasting & Performance Tracking:

• Create and maintain rolling forecasts for cash flows, revenues, and expenditures.
• Monitor and report on key financial ratios and performance indicators such as profitability, liquidity, and efficiency metrics.

Reporting & Decision Support:

• Prepare and deliver periodic financial reports and dashboards to management.
• Conduct cost-benefit analyses and scenario modeling to support business planning and resource allocation.
• Provide recommendations based on data analysis to support cost control, investment decisions, and revenue growth.

Financial Statements & Compliance:

• Interpret and analyze core financial statements: Balance Sheet, Income Statement, and Cash Flow Statement.
• Ensure financial accuracy and assist in audit preparation and compliance with internal controls.

QUALIFICATIONS AND EXPERIENCE:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Professional certifications such as CPA, CFA, or CFM are a plus.
• Solid understanding of financial statements, forecasting techniques, financial ratios, and key performance indicators (KPIs).
• Excellent ability to communicate financial data clearly and concisely.
• Advanced Excel skills, including VLOOKUP, INDEX-MATCH, and pivot tables.
• Proficiency with financial systems is an advantage.
• Strong attention to detail and commitment to accuracy.
• Ability to manage tight deadlines while handling multiple financial tasks effectively.
• Curious and data-driven mindset, with awareness of current industry and economic trends.
• Effective time management and prioritization skills.

WHAT WE OFFER:

• Competitive salary.
• Benefits including leave entitlements, 13th-month pay, annual performance bonus, health insurance, and all mandatory statutory benefits.
• Opportunity for early equity awards and share in the growth of the firm you are helping build through participation in our Employee Stock Option Program (ESOP).
• Opportunity to learn and grow in a truly supportive, collaborative, dynamic, and diverse environment.