20075304886 - Senior Financial Planning & Analysis Specialist (FP&A)

LOOKING FOR FILIPINOS OR PHILIPPINES - BASED CANDIDATES

Working Hours: M - F, 8:00am-5:00pm, EST/ 8:00pm - 5:00am, Philippine time

Salary Range: $ 1,400 - 2,000

Holiday : TBD

Position Summary:

We are seeking an experienced Senior Financial Planning & Analysis (FP&A) Specialist with a strong background in professional services businesses, particularly those using utilization models and book-to-bill models. The ideal candidate will be adept at handling annual budgets, regular re-forecasting, M&A analysis, and modeling new strategic initiatives or services. This role is crucial in supporting our financial decision-making processes and driving the company’s strategic growth.

Essential Duties and Responsibilities:

• Annual Budgeting: Lead the development and management of the annual budgeting process. Work closely with department heads to ensure accurate and realistic budget projections.
• Regular Re-forecasting: Perform regular re-forecasting to adjust to business changes and ensure alignment with financial goals. Provide insights and recommendations based on re-forecasting outcomes.
• M&A Analysis: Conduct thorough financial analysis and due diligence for potential mergers and acquisitions. Evaluate the financial impact and strategic fit of potential targets.
• Strategic Initiatives Modeling: Develop financial models to support new strategic initiatives or services. Assess the financial viability and potential impact on the company’s overall performance.
• Utilization and Book-to-Bill Models: Implement and manage utilization models to optimize resource allocation. Monitor and analyze book-to-bill ratios to ensure efficient revenue recognition and cash flow management.
• Revenue Recognition: Develop and implement revenue recognition policies to align with business models and accounting standards. Ensure compliance with relevant financial regulations.
• Cost Control & Optimization: Identify cost-saving opportunities and implement cost-control measures. Analyze cost structures and recommend efficiency improvements.
• Performance Metrics & KPIs: Develop and track key performance indicators (KPIs) to measure the financial health and operational efficiency of the business. Provide regular performance reports to management.
• Scenario Planning: Conduct scenario analysis to assess the impact of different business strategies and external factors on financial performance. Provide recommendations based on various scenarios.
• Financial Reporting: Prepare and present financial reports, including variance analysis, to senior management. Provide actionable insights and recommendations based on financial data.
• Cross-Functional Collaboration: Work closely with various departments, including Sales, Operations, and Marketing, to gather relevant data and ensure alignment with financial objectives.
• Continuous Improvement: Identify opportunities for process improvements within the FP&A function. Implement best practices to enhance financial planning and analysis capabilities.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field; MBA or CFA is a plus.
• Minimum of 5-7 years of experience in FP&A, preferably within a professional services environment.
• Strong understanding of utilization models and book-to-bill models.
• Proven experience in annual budgeting, regular re-forecasting, M&A analysis, and financial modeling.
• Excellent analytical and problem-solving skills, with a keen attention to detail.
• Advanced proficiency in financial modeling and analysis tools (e.g., Excel, financial software).
• Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Ability to work effectively in a remote environment, preferably within the EST time zone.
• Demonstrated ability to thrive in a fast-paced, dynamic environment.