Experienced Associate Financial Planning & Analysis

***Note: This position is open to applicants based in the Philippines only.

DUTIES AND RESPONSIBILITIES

This position is responsible for the following:

• Assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities

ESSENTIAL JOB FUNCTIONS

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Prepare ad-hoc financial analysis and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.
• As requested by the client, perform other tasks as outlined in the “agreed upon procedures" and engage in other special projects as needed that fall within the scope of capabilities.
• Maintain confidentiality of all materials related to performing all job tasks.
• Other duties that may be assigned from time to time.

QUALIFICATIONS: MINIMUM EDUCATION/EXPERIENCE

• Bachelor's degree in Finance, Accounting, or any related field.
• 2-3 years of experience in financial planning and analysis, investment banking, or a similar role

TECHNICAL AND OTHER SKILLS:

• Strong financial modeling and analytical skills. - Required
• Proficiency in Microsoft Excel and financial software applications, such as Vareto.
• Proficiency with platforms such as Microsoft BI and Tableau is a plus.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Ability to read and follow instructions and directions from supervisors or client. - Required
• Ability to read and follow workflow or process manuals. - Required
• Ability to effectively present information and respond to questions from supervisor. - Required
• Strong time management and organizational skills. - Required

Please refer to job description.