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Finance Business Partner (FP&A & Analytics) at Sourcefit

Role overview

Qualifications

  • Bachelor's degree in Accounting, Finance, Commerce, or related field; CA/CPA qualification preferred (or currently pursuing)
  • Strong financial modelling, budgeting, and forecasting skills
  • Advanced Excel and Power BI capabilities (data modelling, DAX, and dashboarding)
  • Proven experience in business partnering and stakeholder management

Responsibilities

  • Partner with operational and departmental leaders to provide financial insights and commercial advice that enhance business performance and profitability
  • Support budgeting, forecasting, and financial modelling processes, including scenario analysis and driver-based planning
  • Develop, enhance, and maintain Power BI dashboards and data models to support data-driven decision-making
  • Translate financial and operational data into clear insights and recommendations for stakeholders

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Microsoft Excel
  • Business Acumen
  • Professionalism
  • Accountability
  • Communication
  • Time Management
  • Teamwork
  • Proactivity
  • Personal Integrity
  • Solutions Focused
  • Organizational Skills
  • Analytical Thinking
  • Detail Oriented
  • Persuasive Communication
  • Problem Solving

About the company

Sourcefit DR logo

Sourcefit DR

Outsourcing & Offshoring

Sourcefit is focused on providing custom offshore solutions. We help companies large and small to lower costs and increase productivity by providing highly-skilled, highly-motivated staff who can match the performance of onshore staff at a fraction of the cost. At Sourcefit, we understand that successful outsourcing requires more than just great staff. We are committed to working closely with you every step of the way to understand your goals and seamlessly transfer your business culture and successful business processes to an offshore environment. At Sourcefit there is never any obligation until you're comfortable you've found the perfect fit for your business needs. We offer various levels of operational and project management depending on your needs. You supply the vision and we handle the rest: from recruiting and pre–screening of candidates, providing all necessary office support, equipment and infrastructure, as well as end to end HR management.Established by Andy Schachtel, an American entrepreneur with over 20 years of experience in outsourcing both as a client and as a service provider, Sourcefit currently has over 1500 employees and is growing steadily. In light of this rapid growth, Sourcefit remains dedicated to preserving its entrepreneurial start-up spirit, actively nurturing innovation and agility in its operations, with branches in the Philippines, Armenia, the Dominican Republic, and South Africa. Above all, Sourcefit endeavors to make sure that each of our clients feel that they have our undivided attention and provide them with customized solutions that fit their business.Contact us today for a free consultation.Visit sourcefit.com to find out how our services can help you grow your business.For information and updates on outsourcing, offshoring, productivity and cost-effective business solutions, visit Sourcefit's official channels:http://www.sourcefit.comFacebook, Instagram, Twitter, Youtube, Tiktok: @SourcefitPH

Company details

IndustryOutsourcing & Offshoring
Company size11 - 50

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Job description

Position Summary

We are looking for a Finance Business Partner (FP&A & Analytics) who will work closely with operational leaders to provide financial insights, analytical support, and commercial guidance that drive performance, profitability, and strategic decision-making. This role is responsible for budgeting, forecasting, financial modelling, and developing Power BI dashboards to enable data-driven decisions across the business. The ideal candidate combines strong analytical capabilities with excellent stakeholder engagement skills, a deep understanding of financial operations, and the ability to translate complex data into clear, actionable insights.

Job Details

Work Setup: Work from home
Schedule: Monday to Friday, 7 am – 4 pm Manila Time
Holidays: Follows Australian Holidays

Responsibilities

  • Partner with operational and departmental leaders to provide financial insights and commercial advice that enhance business performance and profitability.
  • Support budgeting, forecasting, and financial modelling processes, including scenario analysis and driver-based planning.
  • Develop, enhance, and maintain Power BI dashboards and data models to support data-driven decision-making.
  • Translate financial and operational data into clear insights and recommendations for stakeholders.
  • Identify and assess risks and opportunities, including revenue leakage, cost inefficiencies, and improvement initiatives.
  • Prepare, analyze, and present financial reports to the Finance Manager and leadership teams.
  • Collaborate with internal teams, including the CEO, Executive Leadership Team, and Finance department.
  • Work closely with external partners such as auditors, accountants, suppliers, and clients.
  • Ensure compliance with relevant policies, standards, and mandatory requirements.
  • Perform any other financial, analytical, or reporting tasks as required.


Qualifications

  • Bachelor’s degree in Accounting, Finance, Commerce, or related field.
  • CA/CPA qualification preferred (or currently pursuing).
  • Strong financial modelling, budgeting, and forecasting skills.
  • Advanced Excel and Power BI capabilities (data modelling, DAX, and dashboarding).
  • Strong analytical skills with the ability to convert complex data into meaningful insights.
  • Proven experience in business partnering and stakeholder management.
  • Excellent communication and presentation skills, with the ability to engage and influence non-finance stakeholders.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Experience working with ERP systems such as Business Central or SAP.
  • Proactive, curious, and committed to understanding the story behind the numbers.
  • Effective communicator with the ability to influence and challenge stakeholders constructively.
  • Takes initiative, anticipates issues, and drives outcomes independently.
  • Thrives in dynamic, fast-paced environments while remaining calm, flexible, and solutions-focused.
  • Operates with integrity, professionalism, and accountability, building trust across the organization.


Nice to Have

  • Experience in the Disability Services sector and an understanding of NDIS frameworks.
  • Exposure to SQL, Power Query, or other data tools.
  • Experience leveraging AI or emerging technologies to enhance analysis and operational efficiency.
  • Background in process improvement, automation, or optimization initiatives.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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