Team Lead, Financial Planning and Analysis

Makati City, Philippines

A senior role that is expected to lead in providing accurate and data based information on company’s profitability, solvency, stability and liquidity. The role will research and analyze financial information to help the organization make well informed decisions, write reports and monitor financial movements.

Duties and Responsibilities:

  • Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing.

  • Provide creative alternatives and recommendations to reduce costs and improve financial performance.

  • Assemble and summarize data to structure sophisticated reports on financial status and risks.

  • Develop financial models, conduct benchmarking and process analysis.

  • Conduct business studies on past, future and comparative performance and develop forecast models.

  • Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis.

  • Track and determine financial status by analyzing actual results in comparison with forecasts.

  • Reconcile transactions by comparing and correcting data.

  • Gain and update job knowledge to remain informed about novelty in the field.

  • Consult with management to guide and influence long term and strategic decision making within the broadest scope.

  • Drive process improvement and policy development initiatives that impact the function.

  • Perform the tasks needed and is willing to go on overtime when necessary.

  • Keeping up-to-date technically and applying new knowledge to your job.


Education and Experience

  • Bachelor's degree in Accountancy, Finance, Management, or related field is required.

  • With at least 3 to 5 years working experience in financial planning and analysis, preferably in a manufacturing environment.

  • CPA, CMA, CIMA and other related certifications is required.


  • Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one. 

  • Complex Problem Solving — Identifying problems and reviewing related information to develop and evaluate options and implement solutions.

  • Learning Strategies — Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

  • Service Orientation — Actively looking ways to help people.


  • Accounting Concepts and Principles —  Knowledge of accounting principles and practices, and the analysis and reporting of financial data. Experience with general ledger functions and the month-end/year end close process.

  • Enterprise Resource Planning (ERP) systems: Knowledge of accounting software user and administration skills Oracle NetSuite, Odoo, SAP, Intuit, JD Edwards.

  • Customer Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.


  • Attention to Detail — Particular about detail and thorough in completing work tasks.

  • Results Orientation — Ability to focus on the desired result of one’s own or one’s unit’s work, setting challenging goals, focusing effort on the goals, and meeting or exceeding them.

  • Diagnostic Information Gathering — Ability to identify the information needed to clarify a situation, seek that information from appropriate sources, and use skillful questioning to draw out the information, when others are reluctant to disclose it.

  • Forward and Conceptual Thinking — Ability to anticipate the implications and consequences of situations and take appropriate action to be prepared for possible contingencies, taking a holistic, abstract, or theoretical perspective.

  • Oral and Written Communications — The ability to express oneself clearly in conversations and interactions with others orally and in writing.