Financial Analyst

Job Summary

The FP&A / Investor Relations role is responsible for supporting Equaryx and its portfolio companies through financial planning, analysis, management reporting, investment evaluation, and investor-related activities.

The role will provide management with timely financial insights to support strategic and operational decisions while maintaining accurate and professional financial information for shareholders, investors, lenders, and other stakeholders.

Key Responsibilities

Financial Planning & Analysis (FP&A)

• Lead and coordinate annual budgeting, forecasting, and periodic reforecasting across Equaryx and its portfolio companies.
• Prepare consolidated financial forecasts, cash flow projections, and management reports.
• Analyze actual financial performance against budget, forecast, and prior periods.
• Identify key revenue, cost, profitability, cash flow, and working-capital drivers.
• Prepare variance analysis and provide clear explanations and recommended actions to management.
• Develop and maintain financial models for existing businesses, new ventures, acquisitions, and investment opportunities.
• Perform scenario, sensitivity, break-even, ROI, IRR, NPV, and valuation analyses as required.
• Monitor financial and operational KPIs across portfolio companies.
• Support portfolio companies in developing realistic financial targets and performance improvement plans.
• Work closely with Accounting to ensure management reports reconcile with underlying financial records.

Investor Relations

• Maintain financial information and materials used for existing and prospective investors.
• Assist in preparing investor presentations, information memoranda, financial models, and fundraising materials.
• Coordinate financial information required during investor due diligence.
• Maintain appropriate investor information, capitalization tables, investment schedules, and funding records in coordination with Legal and Corporate functions.
• Assist management in responding to investor financial inquiries.
• Coordinate periodic investor and shareholder reporting.
• Track investment commitments, funding schedules, and key investor-related deliverables.
• Ensure that investor information released externally is consistent with approved company financial information.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• CPA, CFA, MBA, or similar qualification is an advantage but not mandatory.
• Preferably 3–5+ years of experience in FP&A, corporate finance, investment analysis, investor relations, transaction advisory, or similar roles.
• Strong financial modeling and analytical skills.
• Advanced proficiency in Microsoft Excel or Google Sheets.
• Experience preparing management reports and executive presentations.
• Understanding of financial statements, valuation methods, cash flow analysis, and corporate finance.
• Experience working with holding companies, investment firms, private equity/venture capital, or multi-company groups is an advantage.

Pay: From Php50,000.00 per month

Work Location: In person