Financial Planning & Analysis Lead

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the annual operating plan (AOP) and the rolling forecast process.

• Maintain and improve integrated financial models (P&L and cash flow; balance sheet exposure is preferred but not essential for complete ownership).

• Assist in the preparation of the annual budget and materials for board-level presentations.

• Create driver-based models and scenario analyses to facilitate business decision-making.

• Provide monthly forecast updates that incorporate actuals, headcount, operating expenses, and revenue projections.

• Monitor and analyze recurring revenue metrics (ARR, bookings, churn, retention).

• Aid in revenue forecasting alongside Sales and Revenue teams.

• Offer insights on SaaS unit economics and trends in revenue performance.

• Ensure consistency between financial reports and revenue data reported by CRM.

• Compile monthly and quarterly management reports.

• Conduct variance analysis (budget vs actual, forecast vs actual).

• Create executive dashboards and financial summaries suitable for board meetings.

• Support strategic initiatives with financial modeling and investment analysis.

• Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems).

• Enhance the accuracy and consistency of reporting.

• Streamline financial reporting processes via Excel enhancements and structured templates.

• Assist in finance system improvements as necessary.

• Collaborate with department heads to ensure budgets align with business priorities.

• Provide financial guidance to enhance cost efficiency and margin performance.

• Support leadership in making informed decisions through data-driven insights.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

• 5 to 10 years of progressive experience in FP&A or corporate finance.

• Experience in a high-growth or subscription/recurring revenue setting.

• Background in SaaS or technology companies is preferred.

• Proficient financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling.

• Experience in preparing management- or executive-level reports, including board reporting.

• Familiarity with subscription revenue metrics such as ARR, MRR, and revenue forecasting.

• Experience working with CRM systems (e.g., Salesforce) is preferred.

• Knowledge of accounting systems (NetSuite, Sage Intacct, or similar).

• Familiarity with BI tools (Power BI, Tableau, Looker).

• Strong analytical skills with a keen attention to detail.

• Ability to operate independently in a lean, high-accountability environment.

• Excellent communication skills with the capability to collaborate with senior stakeholders.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and holiday schedule.

• Opportunities for professional development and career advancement.

• Flexible working hours and remote work options.