Lead Financial Analyst
Open Text (Philippines), Inc. Makati, National Capital District, Philippines
Software Development · 10,001+ employees
About the role
The Lead Financial Analyst will partner with business leaders to provide financial insights, forecasts, and recommendations to support strategic decision-making. They will also lead a team in reviewing deal values, preparing financial reports, and driving process improvements across the organization.
What they look for
Requirements
Candidates must have at least 5 years of experience in FP&A, Finance, or Accounting, along with strong financial modeling and budgeting skills. Proficiency in Excel and experience with financial systems like SAP or Salesforce are required, while SQL and advanced analytics skills are considered an advantage.
Full description
OPENTEXT - THE INFORMATION COMPANY
As the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in Enterprise Information Management.
The Opportunity
Join OpenText as a Lead Financial Analyst, FP&A and become a trusted financial partner to our Worldwide Renewals organization. In this role, you will provide financial insights, forecasting, and business analysis that help leaders make informed decisions. You will collaborate with global teams, influence strategic planning, and drive process improvements that support business growth. This is an ideal opportunity for a finance professional who enjoys working with senior stakeholders, solving complex business challenges, and making a measurable impact.
You are Great At:
- Partnering with business leaders to provide financial insights, forecasts, and recommendations that support strategic decision-making.
- Leading and mentoring a team responsible for reviewing and validating deal values and financial impact.
- Preparing monthly and quarterly forecasts, budgets, financial reports, and management reviews.
- Analyzing business performance, identifying key drivers, and providing recommendations to improve results.
- Collaborating with cross-functional teams including Finance, Accounting, Legal, HR, Billing, Sales, and Professional Services.
- Identifying business risks and opportunities while helping stakeholders develop action plans to achieve targets.
- Driving process improvements, reporting enhancements, and operational efficiencies across the organization.
What it Takes:
- 5+ years of experience in Financial Planning & Analysis (FP&A), Finance, Accounting, or a related field.
- Strong experience in financial modeling, forecasting, budgeting, and business performance analysis.
- Advanced Excel skills, including Pivot Tables, Lookup functions, and large-scale data analysis.
- Experience with financial and reporting systems such as SAP, Business Objects, Salesforce, or similar platforms.
- Strong communication and stakeholder management skills, with experience supporting senior leadership teams.
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced global environment.
- Experience with SQL, Power Query, data models, or advanced analytics tools is an advantage.
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