Financial Planning and Analysis (Lead/Asst. Manager) - Hybrid

1. Financial Reporting and Analysis

• Working closely with the Accounting and Taxation team for month-end close and monthly financial reporting; Preparation and Review of Financial Reporting Pack (AASB15) and SaaS Reporting Pack (Old GAAP).
• Responsible for conducting reviews and quality checks; Prepare Issue Log; Conducting variance and trend analysis and providing meaningful commentaries and identifying errors, drivers, and opportunities.
• Preparation of Revenue Database, Annual Recurring Revenue (ARR) and Contracted ARR (CARR) reporting. Conducting various types of revenue analyses (Customer, Product, Channel, Cohort, Churn, Expansion etc.) and ensuring quality and timeliness of work products.
• Contract value reporting and customer upsell/cross sell/down sell/attrition analyses; Customer and contract analyses. Identifying upsell/cross sell opportunities and churn management.
• Conducting analysis on sales activities and pipeline on Salesforce. Improving Salesforce reporting and analysis. Forecast of deals.
• Designing and maintaining aesthetically appealing financial dashboards, models, and workbooks with visualization.
• Analysis of software industry and SaaS/subscription business financial trend and metrics (LTV:CAC ratio etc.) and benchmarking company financial performance.
• Calculation of Standard Cost Rates and Gross Margin. Profit margin analysis. Conducting cost categorization analysis.
• Providing regular reports, summaries and commentaries outlining views and insights from various data analyses.
• Regular or ad-hoc financial modelling for business decision support.

2. Budgeting and Forecasting

• Participating in the preparation of annual budget and workbooks, engaging business unit leaders to improve and drive the budgeting process. Review budget workbooks and make suggestions.
• Revenue forecast and calculation based on a set of assumptions and SOs.
• Rolling Forecast of Profit and Loss by Product Division.
• Quality control of all budgets and forecasts.
• Participating in the development of a 5-year financial/business plan.
• What-if analysis and scenario analysis to provide decision support to business unit leaders and C-level stakeholders.
• Cash flow forecasting.

3. General Accounting

• Preparation and review of AASB 15 expenses (sales commissions, partner commissions, management bonus for sales etc.).
• Review transfer pricing calculations.
• Assisting in the month-end and year-end closing activities.
• Preparation and review of financial reports, account schedules and analysis /trend analysis and other ad hoc reports and analysis as requested by both internal and external parties, such as auditors, tax authorities etc.
• Developing, reviewing and updating existing or new practices, processes and procedures and SOPs.
• Assisting in NetSuite project implementation and/or other system implementations.

4. Other Value-Adding Responsibilities

• Vendor Report and Analysis of Vendor Spend. Negotiating and Procurement to optimize expenditure.
• Gaining insight from financial, operational, and commercial data gathering and analysis and communicating insight to business unit leaders and C-level stakeholders to drive performance improvement across the entire business.
• Assisting CFO to prepare slide decks for both internal and external presentations, board meetings and staff meetings.
• Contributing to business process improvement through the review of existing processes and methodologies and identification of opportunities for improvement.
• Completing tasks and special financial projects as directed by Manager.
• Quality control of all own deliverables and the deliverables of other relevant people.

REQUIRED KNOWLEDGE, SKILLS, & ABILITIES

Education/Licenses/Credentials

• Bachelor’s Degree in Accounting, Finance or Economics.
• CPA or MBA

Experience

• Minimum of 12-15 years’ experience in the finance and accounting field
• Knowledge of Generally Accepted Accounting Principles and IFRS
• A minimum of 8 years’ experience in a similar FP&A role
• Software industry FP&A experience highly desired. Experience in Subscription-based software companies or SaaS companies preferred
• NetSuite and Salesforce experience is highly desired
• Experience working in an international business organization preferred
• Experience in an environment where finance works as a business partner with the Business Units in a results-driven environment

Work Arrangements

Location: BGC, Taguig

Shift: 8 AM - 5 PM

Set-up: Hybrid

- Probi 6 months: 4x onsite, 1x WFH per week
- Regular: 3x onsite, 2x WFH per week
- After a year: 2x onsite, 3x WFH per week (can be changed depends on the business needs and manager's decision)