60 Financial Planning jobs in the Philippines

FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company's financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

FINANCIAL PLANNING MANAGER
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION:
We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide and motivate a small finance team in a dynamic business environment.

QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. < r>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. br>- Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. < r>- Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory dynamics.
- Proven expertise in: Budgeting and sales forecasting, Operational and purchasing cost analysis, Strategic financial modeling and scenario planning
- Strong experience in preparing and delivering executive-level financial presentations, with the ability to translate financial data into actionable business insights.
- High level of analytical thinking, attention to detail, and business acumen.
- Excellent interpersonal, public speaking, and executive communication skills.
- Demonstrated leadership capabilities, with the ability to lead and inspire a small team.
- Proficient in MS Excel, PowerPoint, and financial software or ERP systems.
- Must be willing to work onsite in Arca South, Taguig City.

We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company'''s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales forecasting, operational and purchasing cost analysis, and strategic financial planning.

As a key financial leader, you will play a critical role in preparing and presenting financial reports and business insights to the Management Committee (ManCom) and Executive Leadership Team, and in providing strategic recommendations to support business decisions. The role requires both technical proficiency and leadership ability to guide an

Key Responsibilities:
- Lead the financial planning and analysis (FP&A) function, including budget preparation, sales forecasts, cost analysis, and scenario modeling.
- Analyze and manage operational and purchasing costs, identifying key drivers and recommending cost-efficiency strategies.
- Collaborate with sales, operations, procurement, and other departments to consolidate and align financial forecasts with business objectives.
- Prepare and deliver financial presentations and reports to the Management Committee and Executive Team, highlighting business performance, financial risks, and growth opportunities.
- Provide data-driven insights and strategic recommendations to support decision-making across departments.
- Monitor business KPIs and financial metrics to ensure targets are met and variances are addressed proactively.
- Develop and improve internal financial models, dashboards, and forecasting tools.
- Manage and mentor a small team of financial analysts or accountants, promoting a culture of accuracy, accountability, and continuous learning.
- Support audits, compliance checks, and internal controls related to financial planning processes.
- Participate in cross-functional strategic planning sessions and budgeting cycles.

At Pearson, we’re committed to a world that’s always learning and to our talented team who makes it all possible. From bringing lectures vividly to life to turning textbooks into laptop lessons, we are always re-examining the way people learn best, whether it’s one child in our own backyard or an education community across the globe. We are bold thinkers and standout innovators who motivate each other to explore new frontiers in an environment that supports and inspires us to always be better. By pushing the boundaries of technology —and each other to surpass these boundaries — we create seeds of learning that become the catalyst for the world’s innovations, personal and global, large and small.
- Summary of role: _

This is a financial analyst role within the F,P&A UK and International team. It will focus on supporting the Middle East divisions in four main areas,
- Month end activities including journal entries
- Forecasting and budgeting
- Financial reporting and analysis
- Ad hoc queries and cost accounting analysis

**Role activities/ responsibilities**:

- Month end activities including journal entries_
- Prepare journals based upon analytical review
- Gather supporting documentation for month end
- Prepare and send accruals data & supporting documentation to FC /BPO for any journals within PFS responsibility
- Review payroll journals as required
- Forecasting and budgeting_
- Prepare any payroll meta data uploads and validate any actuals included
- Prepare excel base files used for revenue calculations & cost of sales in budget
- Input revenue, cost of sales, opex and capex spend into Hyperion
- Work with cost centre managers as appropriate to finalise cost centre plans for cost centres for which PFS are responsible
- Prepare overhead summaries and bridges for the PFS managed cost centres to be used by the local BMs
- Prepare a templates for revenue and opex forecasting that can be used by the local BPM team
- Ensure that YTD is actualised (& correct) in all excel templates being prepared and in hyperion planning
- Support compensation plans by providing detailed workings on sales bonus agreed/ proposed by the business
- Financial reporting and analysis_
- Prepare analysis as required by the local team or business stakeholder
- Ad hoc queries and cost accounting analysis_
- Extract data on an ad hoc basis as requested by the local BPM team
- Resolve ad hoc queries relating to month end
- Provide supporting information as requested by external auditors
- Raise PRs, if appropriate for PFS BPM team related costs
- Review & Approve POs, if appropriate for PFS BPM team related costs

Background in the following areas and the ability to leverage these skills in support of the UK & International F,P&A team:

- Finance function and accounting operations, financial management, management accounting and overhead cost accounting experience
- Budgeting, planning, forecasting and management reporting (including variance analysis)
- Identifying opportunities for continuous improvement including simplification and standardisation
- Experience in building relationships with key stakeholders
- Experience in month end close process

**Qualifications**

Qualifications and experience required:

- Part-qualified accountant.
- 1-2 years of relevant experience

**Work Locations**: Hybrid Working

**Job**: Finance

**Organization**: Finance

**Employee Status**: Regular Employee

**Job Type**: Standard

**Shift**: Day Job

**Schedule**: Full-time Regular

**Job Types**: Full-time, Permanent

**Salary**: Php37,000.00 - Php52,000.00 per month

**Benefits**:

- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
- Work from home

Schedule:

- 8 hour shift
- Afternoon shift
- Monday to Friday

Supplemental pay types:

- 13th month salary
- Overtime pay
- Performance bonus
- Quarterly bonus

Application Question(s):

- Our employees are currently working remotely (work from home). Do you have a stable internet connection at home/where you're staying?
- This is a hybrid role, employees will continue working from home and may be asked to report to our office in Mandaluyong City from time to time. Are you amenable to working from that site (given that the pandemic is under control)?
- This role is on a mid-shift with weekends off. Are you flexible with this work schedule?
- How much is your expected salary for this role?
- If you get selected for the role, how long is your notice period?

POSITION TITLE: Financial Planning and Analysis (FP&A) Associate
WORK LOCATION: Taguig City, Philippines (Head Office) br>EMPLOYMENT TYPE: Full-time
DEPARTMENT: Finance
REPORTS TO: FP&A Manager / Finance Director

QUALIFICATIONS:
– Bachelor’s degree in Finance, Accounting, Economics, or a related field.
– Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
– Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar). < r>– Excellent analytical skills, with attention to detail and accuracy. < r>– Strong communication and interpersonal skills; able to collaborate effectively across departments. < r>– Ability to work in a fast-paced, deadline-driven environment. < r>– Highly organized, with a proactive and problem-solving mindset. < r>
PREFERRED ATTRIBUTES:
– Experience supporting multi-location retail operations or e-commerce channels. < r>– Knowledge of inventory planning, cost allocation, and retail margin analysis. < r>– CPA, CMA, or further finance-related certifications is an advantage but not required. < r>– Passion for numbers, business strategy, and continuous process improvement. < r>
JOB SUMMARY:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

KEY RESPONSIBILITIES:
– Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units. < r>– Analyze actual financial performance vs. budget and provide variance explanations to management. < r>– Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making. < r>– Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions. < r>– Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders. < r>– Monitor KPIs and financial performance metrics across different brands, stores, and channels. < r>– Support financial planning for new store openings, product launches, and expansion initiatives. < r>– Maintain and update FP&A tools, templates, and reporting systems. < r>– Assist in identifying risks and opportunities that may impact financial results. < r>– Participate in cross-functional projects related to cost optimization, business growth, and system improvements.

Qualifications:
-Bachelor’s degree in Finance, Accounting, Economics, or a related field. br>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.

We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

Preferred Attributes:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.

Financial Planning Manager
Location: Taguig, Philippines br>Work Schedule: Monday to Friday

About the Role:
We are looking for a highly strategic and analytical Financial Planning Manager to lead financial planning, forecasting, and budgeting across our group of companies in food & beverage, electronics, manufacturing, and retail. The ideal candidate will provide data-driven financial insights, investment strategies, and profitability analysis to drive business growth. With expertise in change management, financial controls, and system implementation, this leader must be adaptable to different workplace environments, able to work at all levels, and thrive in an evolving and expanding organization.

Key Responsibilities:
Strategic Financial Planning & Forecasting – Develop comprehensive financial plans and forecasts for sales, company budgets, departmental budgets, product pricing, and investments. < r>Revenue & Profitability Management – Analyze financial performance, cost structures, and profit margins to enhance business profitability. < r>Investment & Risk Assessment – Provide strategic recommendations on financial investments, risk mitigation, and business expansion opportunities. < r>Financial Controls & System Implementation – Establish and enforce financial policies, internal controls, and reporting systems to ensure operational efficiency. < r>Change Management & Business Growth Support – Lead financial transformation initiatives to align with company growth and expansion. < r>Cross-Functional Financial Collaboration – Work closely with sales, operations, marketing, and senior leadership to ensure financial alignment with business goals. < r>Data-Driven Decision Making – Conduct in-depth financial analysis and reporting, translating complex data into actionable business insights. < r>Budget Management & Cost Optimization – Monitor and control operational costs, pricing strategies, and financial efficiency. < r>Financial Presentations & Strategy Recommendations – Deliver clear, confident, and data-backed presentations to key stakeholders and executives. < r>Hands-on & Adaptive Leadership – Be willing to engage at all levels, from financial strategy development to ground-level implementation. < r>
Qualifications & Experience:
8+ years of proven experience as Financial Planning Manager, FP&A Manager, or a similar leadership role.
Strong expertise in financial planning, forecasting, budgeting, and profitability analysis for food & beverage, electronics, manufacturing, and retail businesses.
Experience in change management and leading financial teams through transformation.
Track record in financial control system implementation and internal process optimization.
Excellent presentation, communication, and stakeholder management skills.
Highly adaptable, able to work in diverse workplace settings and engage at all levels.
Strong analytical skills with expertise in data-driven financial insights and strategic decision-making.
Proficient in financial software, data modeling, and reporting tools.
Willing to work onsite in Taguig, Monday to Friday.

**JOB DESCRIPTION**:

- Develop annual plan schedule and plan reporting requirements for the business units and corporate resource units.
- Assist in the development of the annual business plan and targets
- Communicate and consult with department managers in the preparation and submission of monthly and yearly forecasts and budget
- Negotiate revenue and expense budget levels with a focus on productivity and business unit contribution.
- Analyze and support business unit forecasts and plans and provide the Executive Team insight into historical variations, upside/downside, and other major issues.
- Manage, report and analyze revenue and expense categories related to the budget.
- Perform monthly and quarterly trend analysis for the company and business units versus Plan, Prior Year, Prior Period, Forecast, and High-Performance targets.
- Prepare and distribute monthly financial and other internal and corporate reports.
- Develop and oversee the generation of insightful financial analysis for the executive team to support and drive strategic and financial decisions
- Provide reporting, forecasting, budgeting, and decision support to various organizational functional areas. analysis of company and business unit financial and non-financial performance versus plan, prior year, forecast, and high-performance targets.
- Complete various ad hoc and ongoing financial analysis activities.
- Collect various industry data and compare them to business unit financial performance to identify any variations.
- Perform competitor analysis for Executive Team on a regular basis
- Responsible for driving continuous improvement in financial analysis and
- Provide leadership to the Finance organization in the deployment of Operational Excellence.

**JOB QUALIFICATIONS**:

- Bachelor's degree in Accounting, CPA required;
- Minimum of 5 years of professional experience in accounting, reporting, consolidation, and financial analysis. Experience in the retail industry is a plus.
- Strong interpersonal, leadership, and customer service skills
- Working knowledge of Microsoft Office
- Must be detail oriented with strong organizational, analytical and problem-solving, and decision-making skills
- Must be proactive, a self-starter, able to prioritize tasks, and have the ability to multi-task and work independently
- Ability to understand transactional processes and implement improvements
- Must be a team player / able to work well with others in a fast-paced, dynamic environment
- Ability to multi-task, work under pressure and meet deadlines required.
- Ability to identify and communicate problems and discuss various solutions
- Ability to work under pressure to meet critical deadlines
- Well-developed communication and interpersonal skills

**Salary**: Php30,000.00 - Php60,000.00 per month

**Benefits**:

- Employee discount
- Flexible schedule
- Health insurance
- Opportunities for promotion

Schedule:

- 8 hour shift

Supplemental Pay:

- 13th month salary
- Performance bonus

Ability to commute/relocate:

- Davao City: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

License/Certification:

- CPA (required)

FINANCIAL PLANNING AND ANALYSIS ASSOCIATE
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.

QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.

PREFERRED ATTRIBUTES
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.