FP&A Analyst - Philippines

Location: We are looking for candidates located near Cebu, Philippines. Candidates must be available to work daytime U.S. business hours.

We are seeking an analytical, detail-driven FP&A Analyst to lead budgeting, forecasting, financial modeling, and management reporting that drives decision-making across the organization. This is a core finance role responsible for building accurate forecasts and reporting in a business where gross software license billings significantly exceed net operating revenue, and where recurring revenue metrics, services utilization, and license margin dynamics each require distinct analytical treatment.

The ideal candidate brings analytical rigor and intellectual curiosity to the numbers, digging into the "why" behind the results rather than just reporting them. The Analyst partners closely with the Controller, executive leadership, and department heads to translate financial data into actionable insight.
Responsibilities
Budgeting & Forecasting

- Own the annual budget build and quarterly re-forecast process across all revenue lines: managed services, professional services, and license resale

- Maintain rolling 12–18 month forecasts for revenue, gross margin, operating expense, headcount, and cash flow

- Model recurring revenue ramp, including new bookings, renewals, churn, and expansion within the managed services base

- Forecast license renewal volume and associated margin, accounting for vendor pricing changes and pass through billing timing

- Support headcount planning, including contractor vs. employee mix scenarios and utilization-based capacity modeling

Management & Executive Reporting

- Prepare monthly financial reporting packages with variance analysis (budget vs. actual vs. forecast) and clear narrative commentary

- Build and maintain executive and board-level reporting, including materials supporting quarterly business reviews

- Develop and track KPIs including ARR/MRR, net revenue retention, billable utilization, effective service rates, license margin percentage, and account-level profitability

- Distinguish gross billings from net revenue consistently in all reporting to ensure leadership sees accurate margin and growth signals

- Design and deploy self-service dashboards that reduce ad hoc reporting requests and give business partners real-time visibility into performance

Financial Modeling & Analysis

- Perform account-level and service-line profitability analysis, flagging underperforming engagements and margin erosion

- Model pricing scenarios for professional services rates, managed services tiers, and license markup structures

- Support ad hoc strategic analysis (e.g., new market build-outs, delivery model changes, make-vs-buy decisions)

- Conduct scenario and sensitivity analysis for leadership decision support

- Hands-on experience optimizing FP&A platforms (e.g., Drivetrain, Abacum, Anaplan, or similar) to support driver-based forecasting, scenario modeling, and rolling forecasts

Systems, Process Improvement & Finance Transformation

- Serve as a power user of the FP&A planning platform (DriveTrain) and NetSuite ERP, maintaining model integrity and data pipelines between systems

- Identify and implement AI-driven automation within finance workflows to improve forecast accuracy and reduce cycle time on weekly/monthly reporting. Evaluate emerging AI and automation tools (e.g., generative AI for commentary drafting, natural language querying of financial data, RPA for repetitive reconciliation tasks) and pilot use cases with measurable ROI

- Partner with FP&A leadership to redesign planning, budgeting, and forecasting processes, replacing manual, spreadsheet-driven workflows with automated, scalable solutions

- Document current-state processes, identify manual touchpoints and bottlenecks, and design future-state workflows as part of broader finance transformation roadmaps

- Collaborate cross-functionally with IT, Accounting, and Business Intelligence team