Financial Planning and Analysis Analyst | Day 1 HMO, Hybrid at IQ-EQ

Pasig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

21 Dec, 25

Salary

0.0

Posted On

22 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Analysis, Excel, Financial Modelling, Power BI, Workday, Netsuite, Accounting, Data Management, Reporting, Budgeting, Forecasting, Project Support, Multi-Currency, Communication, Teamwork

Industry

Financial Services

Description

Company Description ABOUT IQ-EQ We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description Responsibilities Financial Planning & Analysis Responsible for financial data input / management Workday Adaptive Planning system to support monthly forecasting, budgeting cycle. Responsible for being the gatekeeper of quality data across all of our relevant systems, driving remedial and corrective actions where necessary. Support the analysis, review and articulation of each budget and forecast to the cluster finance lead and business owners. Analyse financial data and prepare reports comparing actual results against budgeted and forecasted results to identify variances and where appropriate providing added value and insightful commentary to director level audience. Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team Projects Support on various transformational finance projects. These are varied at any given point in time, but can include: Finance systems migrations Finance & Commercial system integrations Company mergers/restructures Development of reporting tools & processes Support in the delivery of enhancements of core finance systems Qualifications Desired Skills and Experience Qualified Accountant (CPA, ACCA or Equivalent) with practice background preferred with strong accounting capability Post qualification experience in industry would be advantageous Strong excel skills, with financial modelling experience being essential Experience with Power BI, Workday, Sharperlight (or equivalent reporting tool) and Netsuite will be of a distinct advantage Capable of working to meet tight deadline deliverables, and able to be flexible to prioritise multiple tasks and deliverables at one time Ability to summarise findings and conclusions in a succinct and professional manner, tailored to senior management and board level audience Ability to work independently and as part of the wider team Understanding of multi-currency, working in a global environment. Additional Information OUR COMMITMENT TO YOU AND THE ENVIRONMENT Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

Responsibilities

The Financial Planning and Analysis Analyst is responsible for managing financial data in the Workday Adaptive Planning system to support forecasting and budgeting cycles. They will analyze financial data, prepare reports, and support various finance projects including system migrations and integrations.