Financial Planning and Analysis Manager

Job Description

Position Title :

Financial Planning and Analysis Manager

Job Level : Managerial

Division / Unit :

Accounting and Finance

Group : Corporate

Reports To :

Vice President for Finance

Supervises :

Financial Planning and Analysis Officer

Job Summary

The Financial Planning and Analysis (FP&A) Manager is responsible for overseeing and managing the organization's financial budgeting process. This role plays a critical part in developing, implementing, and monitoring budgeting systems to ensure effective financial planning and control. The FP&A Manager supports sound financial decision-making by providing accurate and timely budgetary information to stakeholders.

Key Responsibilities

1. Budget Development

Duties :

Collaborate with department managers and executives to gather relevant financial data and insights.

Analyze historical financial data, market trends, and business projections to establish realistic budget targets.

Prepare and present budget proposals aligned with organizational goals, strategies, and financial constraints.

Ensure budgetary goals align with organizational objectives and financial policies.

Standard :

Financial data and insights are accurate and easy to interpret.

2. Budget Implementation

Duties :

Develop guidelines, policies, and procedures for budget implementation, including timelines, roles, and responsibilities.

Coordinate with departments to collect and consolidate budget inputs, ensuring accuracy and completeness.

Review and validate budget requests for compliance with guidelines and financial regulations.

Assist in resource allocation and recommend adjustments or reallocations as needed.

Standard :

Budget implementation is accurate and complete.

3. Budget Monitoring and Analysis

Duties :

Monitor budget performance continuously, identifying and investigating significant variances.

Conduct regular reviews and analyses of financial data to assess budget effectiveness and identify improvement areas.

Provide financial reports and updates to management, highlighting key findings, risks, and opportunities.

Collaborate with stakeholders to develop corrective actions or mitigation strategies for budget shortfalls or overages.

Standard :

Financial reports are accurate and clearly presented.

4. Financial Forecasting

Duties :

Develop financial forecasts and projections using historical data, market trends, and business insights.

Conduct sensitivity analyses and scenario planning to evaluate potential impacts on budget outcomes.

Identify risks and opportunities, recommending strategies to optimize financial performance.

Communicate forecasts and projections to stakeholders to support informed decision-making.

Standard :

Financial forecasts are accurate and informative.

Job Specifications

Certified Public Accountant (CPA) designation required.

Bachelor’s degree in Accounting, Finance, Business, Engineering, or related field; Master’s degree preferred.

Minimum of 3 years of proven experience in Financial Planning and Analysis or a leadership role.

Strong proficiency in MS Office, NetSuite, SAP / ERP systems, POS systems, and financial management software.

Excellent knowledge of accounting, financial, and operational principles.

Strong business finance acumen and experience in developing financial reports and metrics.

Proven leadership and cross-functional team management experience.

Project management and stakeholder engagement experience.

Familiarity with various industries and operational processes.

Fluent in English and Filipino.

Core Competencies

Analytical & Technical Skills

Strong analytical skills for assessing complex processes and making data-driven decisions.

Proficiency in data analytics tools and financial software.

Ability to develop and implement systems and workflows.

Communication & Collaboration

Excellent verbal and written communication skills.

Strong interpersonal skills for cross-functional collaboration and stakeholder engagement.

Ability to facilitate meetings, workshops, and training sessions.

Leadership & Strategic Thinking

Inspirational leadership and team motivation.

Strategic mindset aligned with organizational goals.

Ability to manage multiple projects and meet deadlines.

Attention to Detail

Meticulous in analyzing processes and identifying gaps.

Thorough in evaluating risks and ensuring compliance.

Adaptability & Continuous Learning

Willingness to adapt to evolving technologies and business needs.

Commitment to professional development and staying current with industry trends.

Ethical & Professional Conduct

Maintains integrity and avoids conflicts of interest.

Upholds confidentiality and ethical standards in decision-making.