Forta is hiring a
Financial Planning Analyst in Philippines

Summary

Forta is hiring a Financial Planning Analyst to support long-term budgeting and forecasting processes, manage KPIs, communicate financial results, maintain cash flow planning, and develop methods to improve forecasting. The candidate should have at least 3 years of experience in financial analysis or management consulting, a Bachelor's degree in accounting, economics, finance or related field, deep understanding of financial modeling, valuation, and growth metrics, knowledge of GAAP financial reporting, strong communication skills, and advanced Excel and PowerPoint skills.

Requirements

• Minimum of 3 years experience in one or more of the following areas: financial analysis, management consulting
• Bachelor's degree in accounting, economics, finance or related field
• Deep understanding of financial modeling, valuation, and growth metrics - particularly within the financial services, fintech, and consumer tech industries
• Knowledge of GAAP financial reporting
• Strong communicator who can turn quantitative analysis into concise, actionable insights
• Advanced Excel and powerpoint skills and financial modeling required (critical to success in the position)
• Demonstrated strong and effective verbal, written, and interpersonal communication skills including proficient presentation skills

Responsibilities

• Supporting the long-term budgeting and forecasting processes with a wide array of business unit and departmental leadership while ensuring alignment with the company’s long-term strategic business plan
• Define and manage real-time tracking of KPIs, CAC and ARR calculation
• Communicate financial results, with variance analysis
• Flux analysis monthly, quarterly, and annual results against budget and forecasts
• Maintain cash flow planning and forecasting
• Develop and implement methods and techniques to improve forecasting, financial evaluations and analyses, financial processes, and system functionality
• Partners with key stakeholders and business partners to align on business priorities and drive effective solutions/execution
• Complies with all departmental/financial operations, policies, and practices
• Build an understanding of data relationships across several reporting platforms to ensure consistent standard in management reporting
• Lead preparation of the company’s board presentations and materials for management, investors, and other external parties
• Perform ad-hoc analytical projects and support strategic initiatives across the company
• Assist in partnering with cross-functional leaders to help drive business strategy through ad-hoc modeling and analysis
• Work collaboratively with accounting during monthly close cycles to analyze results and ensure accruals are accurate and up to date

Benefits

• Remote Work (for qualifying employees): Remote employees will receive a one-time stipend to set up or upgrade their home office
• Benefits ( for qualifying employees) : Medical, Dental, Vision, Retirement, Flexible Spending Account, Dependent Care Account, and more!
• Flexible Time Off ( for qualifying employees ): Unlimited time off! Great for personal, sick, and mental health days