Financial Planning & Analysis - AVP

Lead budgeting, forecasting, and strategic planning across business units while developing financial models and performance analyses to support executive decision-making. Monitor KPIs, conduct variance analysis, prepare management and board reports, and partner with business leaders on profitability, investments, capital allocation, and cost optimisation. Drive FP&A process improvements through automation and enhanced reporting frameworks

FINANCIAL PLANNING & ANALYSIS - AVP

Keywords: financial planning, business finance, strategic insights, budgeting, forecasting, management reporting, stakeholder partnership, growth, profitability, hybrid work

A leading universal bank in the Philippines is seeking a Corporate Planning and Business (FP&A) to join their Strategic Finance Group. This role offers an exciting opportunity for experienced professionals to drive financial planning and performance management processes, provide strategic financial insights, and partner with key stakeholders to deliver sustainable growth and profitability. The organisation is committed to investing in people, process, product, and service enhancements, creating a workplace that empowers employees to grow their careers. With a hybrid work arrangement, you will be part of a highly engaged team that values teamwork, individual initiative, and professional development. Whether you are just starting out or already have extensive experience, this position provides the runway for you to bridge the gap between your dreams and success.

* Join a highly engaged team with a hybrid work arrangement that supports flexibility and work-life balance.
* Drive critical financial planning processes and provide actionable insights to senior management, supporting strategic decision-making across business units.
* Benefit from career development opportunities, training programmes, performance-based incentives, and defined progression paths within a supportive environment.

What you'll do:

As a Corporate Planning and Business Finance (FP&A) with a hybrid work arrangement, you will play a pivotal role in shaping the organisation’s financial strategy. Your day-to-day responsibilities will involve collaborating with various business units to lead budgeting cycles and strategic planning sessions. You will develop robust financial models that inform executive decisions while monitoring key performance indicators to identify areas for improvement. By preparing insightful reports and presentations for senior leadership and the board of directors, you will directly influence the direction of the business. Your expertise in variance analysis will help pinpoint discrepancies between actual results and targets, enabling timely corrective actions. Additionally, you will support long-term planning initiatives such as capital allocation and cost optimisation while continuously enhancing FP&A processes through automation. Success in this role requires strong analytical skills, effective stakeholder engagement, and a commitment to driving sustainable growth.

* Lead the annual budgeting, strategic planning, and rolling forecast processes across multiple business units and support groups to ensure alignment with organisational goals.
* Develop comprehensive financial models and conduct business performance analyses to generate actionable recommendations for senior management.
* Monitor and analyse key financial and operational performance indicators, identifying trends, risks, and opportunities to enhance profitability and efficiency.
* Prepare detailed management reports, executive presentations, and board materials that support strategic decision-making at the highest levels.
* Partner closely with business leaders to evaluate financial performance, assess business initiatives, analyse product profitability, and review investment cases.
* Drive variance analysis by comparing actual performance against budgets, forecasts, and strategic targets while recommending appropriate corrective actions.
* Support enterprise-wide financial planning initiatives including long-term planning, capital allocation strategies, and cost optimisation efforts.
* Enhance FP&A processes by improving reporting frameworks and financial management tools through automation and continuous improvement initiatives.

What you bring:

The ideal candidate for the Corporate Planning and Business Finance Manager (FP&A) role brings substantial experience in financial planning within banking or financial services. Your academic background equips you with foundational knowledge while advanced certifications signal your commitment to professional growth. You possess deep expertise in developing complex financial models using Excel alongside proficiency in data analytics platforms. Your ability to manage business performance ensures that profitability analysis is accurate and actionable for executive audiences. Interpersonal skills are crucial as you collaborate with stakeholders across departments; your approach fosters trust and cooperation. A thorough understanding of banking regulations allows you to navigate industry challenges confidently. Your dedication to continuous improvement means you consistently seek ways to automate tasks and refine reporting structures—making you an invaluable asset to any finance team.

* Bachelor’s degree in Finance, Accounting, Economics, Business Management or related field is required; MBA, CMA, CPA or CFA designation is considered an advantage.
* At least 5-10 years of relevant experience in Financial Planning & Analysis (FP&A), Corporate Finance, Business Finance or Strategic Finance within banking or financial services is preferred.
* Advanced proficiency in Excel as well as familiarity with financial reporting tools and data analytics platforms is essential for managing complex analyses.
* Proven track record in business performance management including profitability analysis and delivering executive-level financial presentations.
* Strong analytical skills combined with problem-solving abilities enable you to interpret data effectively and influence decision-making across multiple levels of the organisation.
* Excellent stakeholder management skills allow you to build collaborative relationships with business leaders throughout the company.
* Good understanding of banking financials including regulatory requirements and industry performance drivers is highly desirable.
* Ability to drive continuous improvement initiatives by automating processes and enhancing reporting frameworks demonstrates your commitment to operational excellence.

What sets this company apart:

This organisation stands out as one of the largest universal banks in the Philippines due to its unwavering commitment to employee empowerment and professional development. The company invests heavily in process improvements as well as product innovation—ensuring that both customers’ experiences and employees’ growth are prioritised. Teamwork is at the heart of their culture; every member is encouraged to share ideas openly while individual initiative is recognised through structured progression paths. Employees benefit from ongoing training opportunities designed to expand their skillsets alongside mentorship from industry experts who guide them on their career journeys. Performance-based incentives reward high achievers while recognition programmes celebrate contributions at all levels. The hybrid work arrangement further enhances flexibility—allowing staff members to balance personal commitments with professional ambitions seamlessly. Joining this organisation means becoming part of a community where dreams are nurtured into tangible success stories through shared goals and mutual support.

What's next:

If you are ready to take your career in finance to new heights within a supportive environment that values your expertise—this opportunity awaits!

Apply today by clicking on the link provided.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.