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Financial Planning & Analytics Specialist (Cebu)

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Open Date:



CEBU CITY (Capital)

Close date:


Client Overview:

Our client is an independent business to business service provider within a diversified global manufacturer with annual revenues of $7.5 billion. It is accountable for delivering selected transactional services in Finance, IT and HR to the entire organization. With locations in Hamilton, Ohio, Dundee, Scotland and soon to be Suzhou, China, their centers operate across the globe to maximize service to our operating companies (OpCos). 

Client Industry:


Job Description and Qualification:

Summary Description:

Working with an emerging shared services organization, the Financial Planning Analyst is responsible for supporting the company business segment’s planning and decision making by identifying, maintaining, and evaluating financial data and giving recommendations. This role reports to the Team Lead, Financial Planning & Analytics. This position is based in Cebu, Philippines.


  • Bachelor’s degree in Accounting, Business Management or related field preferred
  • Minimum two (2) years’ Financial Planning and Analysis experience: 1+ years in a shared services model preferred
  • Experience managing data in large ERP systems, Oracle preferred
  • Proficiency using Microsoft Excel (Ex: Pivot tables, VLOOKUP, Charts and Graphs etc.)
  • Lean training a plus
  • Demonstrated proficiency managing data in Microsoft Office (SharePoint)
  • Amenable to work on shifting schedule

Essential Responsibilities:

  • Defines financial situation by completing quantitative analyses.
  • Evaluates optional plans by identifying outcomes and potential returns.
  • Values assets by appraising current condition; assessing potential.
  • Analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics such as sales, expenditures, and profit margin
  • Develop financial models and analyze them to support strategic initiatives
  • Recommends debt structures by analyzing refinancing options.
  • Builds financial database by identifying sources of information; assembling, verifying, and backing up data.
  • Recommends financial actions by assessing options in relation to organization goals.
  • Prepares financial reports by collecting, formatting, analyzing, and explaining information.
  • Protects operations by keeping financial information confidential.
  • Maintains technical knowledge by attending educational workshops; reviewing publications.
  • Contributes to team effort by accomplishing related results as needed.
  • Special projects as assigned