Senior Financial Planning and Analysis Analyst

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is a consumer brand in the outdoor products category, serving customers through mass market retailers like Walmart and Dick’s Sporting Goods, marketplaces such as Amazon, and direct-to-consumer subscription boxes. Formerly a venture-backed company, the business is now under new ownership and operates with a cash-flow-focused strategy for long-term viability.

About the Role

We are seeking a Senior Financial Analyst to join our client’s core finance team and play a key role in financial planning, reporting, and strategic analysis for their omnichannel business. This role will oversee FP&A workflows, deliver timely and accurate reporting, and provide deep analytical insights to support decision-making across retail, wholesale, and direct-to-consumer channels. You will work closely with the U.S.-based VP of Finance, CEO, and cross-functional teams, replacing outgoing contractor support to become an embedded and trusted financial partner.

Work hours: 9am-6pm CST

Work set-up: Remote

What you’ll do

• Financial planning & forecasting – Maintain and update our dynamic operating model and cash flow forecast; support budget creation and monthly re forecasting cycles.
• Reporting & performance tracking – Deliver recurring financial dashboards and insights on revenue, margin, COGS, working capital, and EBITDA by channel (DTC, wholesale, Amazon).
• Inventory & working capital analytics – Reconcile inventory data across platforms, analyze landed cost trends, and support operations in improving forecast accuracy.
• Process automation & tooling – Build and enhance Excel/Google Sheets models; automate workflows and reporting using AI tools and macros where appropriate.
• Board, lender & investor support – Assist in preparing finance packages and investor updates with a high level of accuracy, presentation quality, and insight.
• Ad hoc strategic analysis – Lead deep dives into cohort performance, pricing changes, product/channel profitability, or working capital scenarios.

Job requirements

What You Bring

• Technical & business acumen – 3–7 years of experience in FP&A, corporate finance, or accounting
• Experience with inventory-heavy or omnichannel consumer businesses strongly preferred.
• U.S. business exposure – Comfortable working with U.S. finance teams, time zones, and tools.
• Previous experience as a trusted analyst embedded with a U.S. team is a plus.
• Advanced modeling skills – High proficiency in Excel/Google Sheets (index-match, array formulas, pivot tables, scripting); ability to build from scratch.
• Data-first mindset – Strong analytical rigor with comfort in messy datasets, CSVs, EDI files, and working cross-functionally to fill gaps.
• AI-native operator – Regular user of AI tools (e.g., ChatGPT, Claude, Excel CoPilot) to increase speed, accuracy, and process innovation.
• Effective communicator – Clear written and verbal English; able to translate data into insights for operators and execs.

Don't meet every single requirement? At Penbrothers we are committed to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but you don't feel 100% aligned with the qualifications, we encourage you to apply anyway. You may just be the right fit for this or other roles.

Hiring Process

We utilize AI tools to enhance our hiring efficiency and ensure a fair evaluation of all candidates. As a result, candidates who passed our initial evaluations should expect an AI Interviewer as a component of our recruitment process. This is supervised by Human Talent Acquisition Experts who will also engage with you throughout your application journey.

What You’ll Get

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

• Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset: We are genuinely invested in our people’s career and welfare.
• Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups: We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.