Financial Planning Associate

Location: Taguig City, Philippines (Head Office)

Employment Type: Full-time

Department: Finance

Reports To: FP&A Manager / Finance Director

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.
• Analyze actual financial performance vs. budget and provide variance explanations to management.
• Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
• Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
• Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
• Monitor KPIs and financial performance metrics across different brands, stores, and channels.
• Support financial planning for new store openings, product launches, and expansion initiatives.
• Maintain and update FP&A tools, templates, and reporting systems.
• Assist in identifying risks and opportunities that may impact financial results.
• 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.
• 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
• 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).
• 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.