Financial Planning Analyst

Summary

Join Arbour Group, a Cencora PharmaLex company, as a full-time FP&A Analyst supporting a leading U.S. elevator and escalator consulting and inspection firm. This key role involves collaborating with senior finance team members on budgeting, forecasting, reporting, and acquisition activities. You will contribute to KPI dashboard revamps, manage data from acquired companies, and participate in process improvement projects. The position requires strong analytical skills, proficiency in Excel and data analytics tools, and experience in accounting and financial analysis. Remote work is offered, along with a competitive salary and benefits.

Requirements

• Must be a resident of the Philippines
• Able to work remotely on a night shift, following US time zone
• Undergraduate degree in accounting or finance, or related field
• 3+ years of related accounting and financial analysis experience
• High proficiency in Excel and MS Office suite is required
• Experience with advanced data analytics and tools (Alteryx, Tableau, PowerBI, etc.)
• Experience with consolidation and budgeting tools (Vena, Data Rails, Adaptive Insights etc.)
• Must possess a hands-on, detail-oriented approach and strong analytical skills
• Is a team player who demonstrates self-confidence, presence, and consultative skills to positively influence the business
• A determined and operationally minded individual with a strong work ethic, focused on change management and process improvement initiatives
• Curious and willing to explore and develop solutions both independently and collaboratively

Responsibilities

• Prepare monthly and quarterly reporting analyses including variance and profitability analysis and management reporting packages
• Deliver meaningful financial reports including written analysis articulating key drivers and trends
• Prepare analysis by business segment, customer end-market, and proposal success rates
• Develop financial models, participate on cross-functional project teams, and perform analysis to support strategic initiatives
• Prepare budgets and forecasts
• Participate in process improvement projects and system implementations/enhancements
• Support company acquisition and integration activities including operational and financial activities
• Function as an effective member of the team, assisting co-workers as needed and learning from colleagues and supervisors; support the goals of the organization; demonstrate initiative in the interest of the company and its customers
• Uphold the values of the company and its culture, consistently demonstrating professionalism, integrity and the highest standards of ethical behavior and professional conduct; conduct oneself in a manner that reflects favorably on the organization. Maintain the confidentiality of proprietary and sensitive information, exercising sound judgment and discretion in any disclosure of information related to the company and its endeavors
• Perform other duties and/or responsibilities as assigned

Preferred Qualifications

Experience with Salesforce or other CRM tools (preferred)

Benefits

• Work in a company with a solid track record of performance
• Have a remote working arrangement, on top of a competitive salary offer and employment benefits
• Have the opportunity to work with a diverse team and collaborate with different industry experts and SMEs internationally