Financial Planning and Analysis Lead - Cebu

Financial Planning & Analysis (FP&A) Lead

Location: Cebu City, Cebu
Work Arrangement: Hybrid

About the Role

We are looking for a Financial Planning & Analysis (FP&A) Lead to support our clients in financial planning, analysis, reporting, forecasting, and business performance management.

The role will work closely with clients, senior management, and internal teams to provide financial insights and recommendations that support business growth, profitability, and strategic decision-making. The role will also provide guidance and supervision to Junior Consultants.

Key Responsibilities

Financial Planning & Analysis

• Analyze financial statements, management reports, and business performance data.
• Prepare management reports, financial dashboards, and Executive Committee presentations.
• Analyze financial trends, forecasts, profitability, and key business performance indicators.
• Support budgeting, forecasting, financial modeling, feasibility studies, and financial simulations.
• Conduct financial and business research to support strategic planning and decision-making.
• Assist in presenting financial analysis and recommendations to clients and senior management.
• Identify financial and operational issues and recommend appropriate solutions.

Client & Account Management

• Ensure timely and accurate delivery of client reports and project deliverables based on agreed Service Level Agreements (SLAs).
• Build and maintain strong relationships with clients and internal stakeholders.
• Understand client requirements and identify opportunities to improve service delivery and business performance.
• Participate in account reviews covering profitability, customer satisfaction, billing, and collections.
• Communicate account issues and recommend solutions to the immediate head.

Team Leadership

• Supervise and review the work of Junior Consultants.
• Monitor team performance based on objectives and client deliverables.
• Provide coaching, mentoring, and technical guidance to team members.
• Assist in setting clear goals and expectations for Junior Consultants.
• Support training, development, and employee engagement initiatives.

Operations & Continuous Improvement

• Participate in Operations Committee and client/account meetings.
• Prepare and present required financial and operational reports.
• Recommend improvements to financial reporting, analysis, and service delivery processes.
• Maintain professional standards, confidentiality, integrity, and compliance with company policies.
• Perform other duties and responsibilities as assigned by the immediate head.

Job Qualifications

• Bachelor's degree in Accountancy, Management Accounting, Finance, Business Management, or a related field.
• At least 3–5 years of experience in FP&A, finance and accounting, financial reporting and analysis, budgeting, forecasting, or related fields.
• Experience in financial modeling, budgeting, forecasting, and business performance analysis.
• Experience preparing reports and presentations for senior management or clients is an advantage.
• Experience in supervising, coaching, or mentoring team members is preferred.
• Strong ability to gather, organize, analyze, and interpret financial and business data.
• Good understanding of business drivers, financial performance, market trends, and economic indicators.
• Strong analytical, problem-solving, decision-making, and business judgment skills.
• Excellent written and verbal communication skills.
• Strong client management and collaboration skills.
• High level of integrity, professionalism, accountability, and work ethic.
• Proficient in Microsoft Office and Google Workspace.
• Knowledge of Xero, SAP, NetSuite, or other accounting/ERP systems is an advantage.
• Willing to travel for client meetings and site visits when required.
• Willing to work in a hybrid arrangement, including office, client locations, and work-from-home.