Financial Planning

Singapore or Vietnam office
- Full-time

Location: Southbank, #11-05, 883 N Bridge Rd, Singapore 198785 Vina building, 131 Xô Viết Nghệ Tĩnh, Phường 17, Bình Thạnh, Hồ Chí Minh 700000

Level of management: Manager

**Job Information**: The Financial Planning & Revenue Analyst (FP&R Analyst) plays a pivotal role within the Finance team, reporting directly to the Finance Lead. Focused on optimizing resources, the FP&R Analyst handles financial planning, cash management, and revenue generation. This position supports both internal financial operations and client project profitability, requiring expertise in financial modeling, reporting, and collaboration across departments in a dynamic, fast-paced environment.

**Position Overview**:
The Financial Planning & Revenue Analyst is responsible for developing and maintaining financial reports, analyzing cash flow, and optimizing revenue generation for client projects. This role combines the traditional FP&A scope (budgeting, forecasting, cash management) with commercial support (project revenue tracking, milestone-based invoicing). Collaborating closely with the finance team and commercial teams, the FP&R Analyst ensures robust financial planning and drives revenue-related strategies.

**Key Responsibilities**:
**Financial Reporting & Analysis**:

- Prepare, analyze, and distribute timely and accurate financial reports (cash flow statements, budget variances, revenue projections).
- Develop standardized reporting templates to track project performance and overall financial health.

**Cash Management**:

- Monitor weekly cash balances and forecast liquidity needs across entities.
- Recommend cash optimization strategies, taking into account currency fluctuations and short-term funding requirements.

**Budgeting, Forecasting & Financial Modeling**:

- Collaborate with the Finance Lead to create annual budgets and rolling forecasts.
- Identify trends and provide actionable insights on cost optimization and revenue enhancement.

**Revenue Management**:

- Develop tiered invoicing schedules tied to project milestones; track Work in Progress (WIP).
- Assist commercial teams in pricing strategies and contract structures to maximize profitability.
- Monitor overdue receivables, suggest improvements to billing cycles, and coordinate with the Senior Accountant on collections.

**Process Improvement & Automation**:

- Enhance financial reporting processes using data visualization tools (e.g., Power BI, Tableau) and automation.
- Integrate financial models with existing ERP/accounting systems for real-time reporting.

**Collaboration & Stakeholder Support**:

- Work closely with cross-functional teams (Accounting, Operations, Commercial) to align financial goals with operational realities.
- Provide support during audits (internal and external) by supplying detailed analysis and documentation.

**Qualifications & Skills**:

- **Education**: Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced certifications (CFA, CPA, or CTP) preferred.
- **Experience**: 2-5 years in FP&A, treasury, or revenue management, ideally in a project-based environment. Experience in pharma marketing, healthcare, or regulated industries is a strong plus.
- **Technical Skills**:

- Proficiency in financial modeling and Excel.
- Familiarity with ERP systems (SAP, Oracle, or similar) and tools commonly used by marketing agencies, such as project management or financial integration platforms.
- Experience with data visualization tools (Power BI, Tableau) and creative or project-based financial modeling.
- **Soft Skills**:

- Strong analytical, problem-solving, and communication skills.
- Ability to work cross-functionally, manage multiple stakeholders, and meet tight deadlines.
- **Adaptability**: Proven ability to thrive in a small, fast-paced global agency environment, requiring multitasking and flexibility.