Budget and Planning Analyst

To be successful in this role, you should have:

A Bachelor’s degree in Business, Accounting, or a related field

At least 3 years of experience in budget planning, financial analysis, or a related role

Advanced Excel skills, including proficiency in VBA (required)

Strong analytical mindset with attention to detail and accuracy

Excellent communication and collaboration skills across departments

Working knowledge of SAP

Ability to work well under pressure and meet tight deadlines

A proactive, self-starter approach with the ability to work independently

Willingness to work on-site at McKinley Hill, Taguig

Budget Management & Analysis:

Review and validate national and marketing promotion claims, providing guidance to ensure compliance with internal processes.

Monitor and adjust marketing budget expenditures across sales departments to align with business priorities.

Analyze monthly and annual performance data, comparing actual results against targets to support strategic decision-making.

Performance Tracking & Target Setting:

Consolidate and track performance metrics (e.g., contracts, claims, invoices, supply projections, inventory).

Analyze performance gaps and collaborate with sales teams to establish updated targets.

Support supply planning by improving forecasting accuracy and optimizing logistics workflows.

Process Review & Compliance:

Review and operate work processes including contracts, claims, invoicing, inventory, and supply projections.

Identify and address process gaps or deviations from standard procedures.

Produce clear documentation and training materials to explain processes to internal stakeholders.

Monitor compliance across teams and flag anomalies in execution.

Marketing Expense Validation:

Evaluate sales promotion expense requests to ensure alignment with budget guidelines and business justifications.