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Financial Analyst Full-Time

Bigideasph
Posted 1 hour ago
PhilippinesRemote$9–$12/hrFinance
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Job Description

This is a remote position.

Big Ideas is a fast growing startup based in Manila servicing clients based in the United States by helping them outsource their operations and other business processes to the Philippines.

Big Ideas is seeking a meticulous, commercially minded, and proactive remote Financial Analyst to support our US-based client, a growing company in the beauty and wellness industry. In this role, you will report directly to the FP&A Manager and serve as a core analytical resource responsible for financial planning, budgeting, forecasting, and commercial decision support. Supporting an omnichannel consumer brand footprint spanning direct-to-consumer (Shopify DTC), Amazon marketplace, and wholesale retail partner channels, you will transform transactional data into clear financial models, variance analyses, and strategic executive narratives.

This is a full-time, contractual, freelancer position for a trial period of 3 months while working at home. If you are a highly motivated and detail-oriented individual with experience and qualified based on the criteria below, we encourage you to apply.

Upon successful completion of the evaluation period, the contractor's performance will be reviewed, potentially leading to a contract renewal that may include a benefits package.


JOB DESCRIPTION

1. Weekly Cadence

  • Database Support: Operate the existing NetSuite and third party file loads into BigQuery. Extend them to new sources using the patterns already designed. Watch for schema changes and failed loads, and fix the cause rather than re-running. Design changes are specified by FP&A and reviewed before deployment.

2. Weekly and Monthly Cadence

  • Retailer door sales sync: Run the two-stage pipeline. Excel and VBA calculation engine on Dropbox feeding the Google Sheets values layer through Apps Script. Reconcile door counts and investigate breaks in the source file. Update monthly FC and maintain report backends.

3. Monthly and Quarterly Cadence

  • Budget versus actuals: Produce the pack across GL account, department and channel. Draft first-pass variance commentary. Maintain the transaction-type dispatch engine and the Description Aliases sheet as new posting patterns appear. Lock latest monthly & Quarterly FC.

  • Clinic KPI reporting: Produce reports. Maintain the Boulevard service category mapping.

  • Shipping profitability and 3PL billing: Run the shipping file checks and add new ones when a gap is found. Classify job tickets, flag duplicate orders and quantity convention errors, and keep the profitability model current across accounts.

  • Field team bonus calculator: Run the Field and Corporate pool calculations. Reconcile the output and confirm caps, gating and payout rates apply correctly before anything is released.

  • Sales team bonus calculator: Maintain and update the sales lead / customer mapping. Reconcile against the GRTs.

  • Profitability: Maintain, update and archive Brand Pricing schedules for SKUs

4. Ad Hoc and Continuous Cadence

  • International pricing calculator: Maintain VAT, Tariff and FX logic. Run new markets and new SKU scenarios. Check margin outcomes against the intended landed cost build.

  • Master data: Own the customer, vendor and employee master tables, channel and sub-channel tagging, and GL account groupings. Onboard new records ahead of each close rather than after a variance surfaces.

  • Internal reporting portal: Keep the resource directory (HUB) and its links current as reports move or are replaced.

  • Pricing: Maintain / update and archive Brand Pricing schedules for SKUs.



Requirements

  • QUALIFICATIONS
    • Bachelor’s Degree with studies in Accounting, Finance, Economics, or related quantitative field. CPA, CMA, or CFA track is an advantage.
    • Minimum of 4–5+ years of proven corporate experience in Financial Planning & Analysis (FP&A), commercial finance, or corporate finance.
    • Demonstrable experience supporting omnichannel consumer products, retail, or fast-scaling Direct-to-Consumer (DTC/e-commerce) brand environments.
    • Strong business background and financial acumen.
  • REQUIRED QUALIFICATIONS
    • FP&A, financial reporting, business analytics, or a finance shared services experience (4+ years preferred)
    • Intermediate SQL. Joins, CTEs, aggregation, window functions. Able to read a long query written by someone else and explain both what it returns and where it would break
    • Advanced Google Sheets and Excel. Array formulas, QUERY, INDEX/MATCH and XLOOKUP, pivot tables, Power Query or equivalent.
    • Strong VBA. Able to read, debug and extend an existing macro-driven calculation workbook. Recording macros is not enough on its own.
    • Demonstrated ability to teach yourself a new language or tool. Most of the reporting layer runs on Google Apps Script, so you will be writing/editing JavaScript within the first few months
    • Able to read a P&L unaided. Understands debits and credits, accruals, gross to net revenue, cost of goods sold and gross margin.
    • Strong English skills, both verbal and written.
    • Ability to document all processes for a cold execution.
    • Comfortable asking questions and escalating issues.
    • Self-starter. Evidence of self-directed automation preferred. Something you built because the manual version was slow, and you’re able to explain the design choices behind it.
    • Reliable attendance.
  • REQUIRED TECHNICAL AND OTHER SKILLS
    • Intermediate to Advanced skills and proficiency with NetSuite
    • Advanced Excel & Scripting Mastery: Expert proficiency in Microsoft Excel, complex formula architecture, and VBA calculation engines. Experience with Google Sheets and Google Apps Script integrations.
    • Database & Data Pipeline Management: Practical experience with NetSuite ERP extractions, BigQuery database file loads, schema monitoring, and third-party data pipelines.
    • Data Integrity & Master Data Ownership: Hands-on experience maintaining chart of accounts groupings, customer/vendor master tables, and product SKU hierarchies.
  • SYSTEMS & TECHNOLOGY STACK
    • Database & Data Warehouse: NetSuite, BigQuery, third party file loads.
    • Calculation Engines & Scripting: Microsoft Excel, VBA calculation engines (Dropbox), Google Sheets, Google Apps Script.
    • Internal Portals & Repositories: Internal reporting portal / resource directory (HUB).
    • Enterprise ERP & Accounting Systems: NetSuite (cloud ERP) for GL account extraction, department, channel, and master data management.
    • Highly organized, independent, self-motivated, and detail-oriented team player.
    • Proactive problem solver who takes initiative without constant direction.
    • Excellent verbal and written communication skills with the ability to effectively communicate with US-based executive personnel.
  • PREFERRED QUALIFICATIONS
    • Experience within the DTC (Direct-to-Consumer), retail, or CPG (Consumer Packaged Goods) beauty, wellness, and clinic services sectors.
    • Experience as a Freelancer or servicing US clients is a big plus.
    • Familiarity with Boulevard platform workflows or similar service booking systems.
    • Knowledge using and having strong prompting skills with AI tools is a big plus.
  • REQUIREMENTS FOR REMOTE WORK
    • Eligible to work as a remote freelancer legally or as a contractor based in the Philippines
    • Natural-born Filipino citizen or Foreigner with a working VISA or permit to work in the Philippines legally.
    • Has own computer or laptop capable of handling the rigorous demands of work.
    • Has a fast and reliable internet connection at home (at least 200-300 MBPS)
    • Has a quiet and distraction free work environment at home.
    • Willing to work in graveyard shifts or changing shift US schedules.

HOURS OF WORK

  • Work from home. Full-time freelancer, contractual position

  • 8:00AM to 5:00PM PST Mondays to Fridays

  • 8 hours guaranteed shift per work day

  • With 1 hour daily “lunch break” (unpaid)

  • US Holidays off and unpaid

  • PH Holidays are normal working hours / days during the evaluation period

  • Any overtime needs to be pre-approved by the client



Benefits

  • COMPENSATION: $9 to $12 per hour GROSS rate depending on experience. Payroll is disbursed once a month.
  • TAXATION: As per Philippine Bureau of Internal Revenue (BIR) regulations, professional fees for self-employed individuals are subject to a 5% or 10% Expanded Withholding Tax (EWT) . The final tax will be calculated based on the freelancer's submission of a valid Certificate of Registration (COR) as self-employed. For those without a COR, there will be a 10% withholding tax as required by law.
  • CONTRACT: This is a 3-month long freelancing trial contract (full-time) that can be done remotely at home with a computer and a fast and reliable internet connection. There are no benefits for Freelancers during the evaluation period.
  • EXCLUSIVITY OF ENGAGEMENT: By accepting a full-time freelancer contract with Big Ideas, you agree that this position serves as your sole full-time role. Upon executing this contract, you are required to formally resign from and relinquish any existing full-time employment or contracts. Secondary part-time roles or freelance commitments are permitted, provided they are transparently declared prior to signing, do not present a conflict of interest, and do not compromise your availability or performance.
  • POSSIBLE RENEWAL: If the Freelancer passes the trial or evaluation period after a performance evaluation, the Client may decide to renew the service and there may be certain benefits such as paid sick leaves, paid vacation leaves, HMO health insurance and 13th month pay. These are not guaranteed and everything will depend on performance and client discretion and decision.
  • REPORTING TO: Although you will be reporting directly to the designated manager from our client, you will also be reporting to and will be supervised by Big Ideas, who is the consultant and service provider (Agency) of the US business. Big Ideas will be the ones to provide and disburse your compensation and other HR and administrative needs locally.
  • LEGAL STATUS: You will be classified as “Self-Employed” when it concerns all legal functions and taxation. You will not be considered an employee of our Client or Big Ideas but instead, you will be a self-employed freelance professional.
  • SCREENING AND VETTING PROCESS: We use AI tools to assist our team with initial application reviews and resume screening. These tools are strictly supportive; human judgment is at the core of our process, and all final hiring decisions are made by people. For information regarding your data privacy, please contact us.
  • EQUAL OPPORTUNITY STATEMENT: Big Ideas is an Equal Opportunity Recruitment and Outsourcing Partner. We represent diverse talent and are committed to an inclusive, bias-free selection process. All candidate evaluations, endorsements, and placement decisions are based strictly on merit, skills, and client business requirements—without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We expect all our client partners to uphold these same non-discriminatory hiring standards.


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