Financial Planning & Analysis Lead

Job not on LinkedIn

🔥 1 hour ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

TASQ Staffing Solutions

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🎯 Recruiter

👥 HR Tech

B2B • Recruitment • HR Tech

TASQ Staffing Solutions is a recruitment and staffing firm based in Makati, Philippines that helps businesses hire qualified talent faster through staffing, recruitment, and talent acquisition services focused on speed, quality, and fit. Founded by recruitment experts with over 70 years of collective experience, TASQ supports hiring across executive, mid-level, entry-level, multilingual, and technical roles, and offers Recruitment Process Outsourcing and scalable talent acquisition support for companies ranging from growing businesses to Fortune 500 enterprises. The company emphasizes a people-first approach and reliable candidate matching to build stronger teams.

📋 Description

• Lead the annual operating plan (AOP) and rolling forecast process • Maintain and enhance integrated financial models (P&L and cash flow; balance sheet exposure preferred but not required as full build ownership) • Support annual budget preparation and board-level presentation materials • Develop driver-based models and scenario analyses to support business decisions • Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections • Track and analyze recurring revenue metrics (ARR, bookings, churn, retention) • Support revenue forecasting in partnership with Sales and Revenue teams • Provide insights on SaaS unit economics and revenue performance trends • Ensure alignment between financial reports and CRM-reported revenue data • Prepare monthly and quarterly management reports • Deliver variance analysis (budget vs actual, forecast vs actual) • Build executive dashboards and board-ready financial summaries • Support strategic initiatives through financial modeling and investment analysis • Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems) • Improve reporting accuracy and consistency • Streamline financial reporting processes through Excel-based improvements and structured templates • Support finance system enhancements as needed • Partner with department heads to align budgets with business priorities • Provide financial guidance to improve cost efficiency and margin performance • Support leadership in decision-making through data-driven insights

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field • 5 to 10 years of progressive FP&A or corporate finance experience • Experience in a high-growth or subscription/recurring revenue environment • Experience in SaaS or technology companies preferred • Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling • Experience preparing management- or executive-level reports, board reporting • Understanding of subscription revenue metrics such as ARR, MRR, and revenue forecasting • Experience working with CRM (e.g., Salesforce) preferred • Experience with accounting systems (NetSuite, Sage Intacct, or similar) • Experience with BI tools (Power BI, Tableau, Looker) • Strong analytical skills with attention to detail • Ability to work independently in a lean, high-accountability environment • Strong communication skills with the ability to partner with senior stakeholders