FP&A Assistant Manager (CPA)

Location: Talamban, Cebu

Work Set-up: Fully Onsite | Dayshift | Monday - Friday

Job Description:

The Financial Planning & Analysis (FP&A) Assistant Manager will support the organization's financial planning, budgeting, forecasting, management reporting, and business performance analysis activities. This role will work closely with Finance and various business units to provide accurate, timely, and actionable financial insights that support strategic and operational decision-making.

Key Responsibilities:

Financial Planning & Budgeting

• Assist in the annual budgeting and financial planning process in collaboration with Finance and relevant business units.
• Support management in evaluating the financial impact of new initiatives, investments, projects, and business strategies.

Forecasting & Financial Analysis

• Prepare monthly, quarterly, and annual financial forecasts based on historical performance, current trends, business assumptions, and management direction.
• Conduct variance analysis between actual, budget, forecast, and prior-year performance.

Financial Modeling & Business Support

• Assist in the development of fincancial models to support budgeting, forecasting, profitability analysis, business planning, and decision-making.
• Perform ROI, profitability, cost-benefit, and scenario analyses as required.

Management Reporting

• Prepare and consolidate monthly management reports, financial dashboards, and performance presentations for senior management.
• Provide clear commentary and analysis on business performance, including key movements, risks, opportunities, and areas requiring management attention.

Process Improvement & Controls

• Identify opportunities to improve FP&A processes, reporting methodologies, financial models, and management information systems.
• Ensure data integrity and consistency across financial reports, models, and planning tools.

Qualifications:

• Bachelor's degree in Accountancy, Finance, Economics, Management Accounting, or related field.
• CPA designation is required.
• 3-5 years of experience in FP&A, corporate finance, management accounting, or financial reporting.
• Supervisory or team-lead experience is preferred.
• Strong background in budgeting, forecasting, financial modeling, and variance analysis.
• Excellent communication and presentation skills, with the ability to translate complex financial information into clear business insights.
• Advanced proficiency in Microsoft Excel, including financial modeling, PivotTables, XLOOKUP/VLOOKUP, SUMIFS, and other advanced functions.
• Experience with SAP or other ERP systems is an advantage.