Lead Financial Advisor

Summary

Join our team as a Lead Financial Advisor and work remotely from the Philippines! This critical role involves collaborating with business leaders to provide data-driven insights for informed decision-making, driving financial efficiency, and supporting strategic financial planning. You will be responsible for monthly revenue forecasting, building the Annual Operating Plan (AOP), and analyzing variances. Additional responsibilities include supporting deal renewals, monitoring project margins, forecasting costs, and conducting ad-hoc analyses. This position offers a competitive compensation package, a dynamic work environment, and opportunities for professional growth through coaching, mentorship, and leadership development programs.

Requirements

• Advanced English level
• Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field
• At least 2-5 years of experience in FP&A team
• Proven knowledge of financial forecasting and variance analysis
• Proficiency in multiple ERP systems
• Proficiency with spreadsheets, databases, and financial software applications
• Excellent analytical, problem-solving, and decision-making skills
• Effective communication and stakeholder management skills
• High level of integrity, professionalism, and attention to detail
• Ability to work in a fast-paced, dynamic environment and adapt to changing priorities

Responsibilities

• Work closely with business leaders to provide insights that support informed decision-making
• Drive financial efficiency and support strategic financial planning
• Create monthly detailed revenue forecast
• Collaborate with business units to build Annual Operating Plan (AOP) and quarterly forecasts
• Provide insights on variances to AOP, quarterly forecasts and prior month forecasts
• Support EMEA/APAC deal renewals & new signatures, with constant focus to deliver improved bottom line performance on every client deal
• Monitor project margins and provide meaningful insights
• Forecast cloud and back office cost and perform variance analysis
• Perform ad-hoc analysis, assisting in key projects and business support when required

Preferred Qualifications

CPA, ACCA, or CFA certification

Benefits

• Full time positions with the potential for overtime
• 100% remote positions
• Competitive compensation package
• An inclusive, fast pace exciting environment culture offering accelerated professional growth
• 1-on-1 coaching with feedback sessions, mentorships, and leadership development programs
• Opportunities for cross-functional development