Senior Financial Planning Analyst

We’re Hiring: Senior Financial Planning Analyst

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

We are currently on the lookout for a Senior Financial Planning Analyst to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Senior Financial Planning Analyst

Work Arrangement: Work from Home/Work From Office

Location: Any CS PH Branch — Makati/Ortigas/Pampanga/Cebu/Davao

Schedule: Night shift

Job description:

Work-From-Office is a setup based in Angeles/Cebu/Makati/Ortigas

Work-From-Home (CS Everywhere) - A work setup with unlimited access to the office and combined the flexibility and cost savings that comes with working from world-class offices.

Our integrated model produces a significant volume of document-driven analysis and client file work that follows written standards. This role owns that work.

This is not a general assistant seat. It is a defined analytical and data-integrity function with its own standards, its own deliverables, and its own measurable output. You will work directly with our U.S. planning team, and the quality of your work will be visible to them every day.

WHAT YOU'LL OWN

Real estate and financial analysis (Approximately 35% of your time — the largest and most valuable part of this role.)

Our clients are business owners and entrepreneurs, and real estate appears on most of their balance sheets.

• Schedule of Real Estate Owned (SREO) builds from raw source documents — leases, mortgage statements, tax returns, closing statements
• Property-level cash flow analysis: NOI, cap rate, cash-on-cash return, debt service coverage
• Investment real estate depreciation schedules
• Home affordability analysis
• Mortgage, liability, and margin analysis
• Annuity analysis
• Health insurance comparison analysis
• Ad hoc financial modeling in Excel and Google Sheets

All output is delivered in firm templates and saved to the correct client folder under our documented naming convention.

Qualifications and requirements:

• Bachelor's degree in finance, accounting, economics, or a related field
• Five or more years supporting U.S.-based financial services, wealth management, accounting, or real estate firms
• Advanced Excel and Google Sheets — pivot tables, lookups, and multi-sheet models built from raw documents. This is the most important technical requirement.
• Demonstrated real estate financial analysis experience — rent rolls, NOI, cap rate, debt service coverage, or comparable property-level modeling
• Strong spoken and written English. You will sit in client meetings, speak with our U.S. team daily, and write to clients. You need to follow a fast-moving conversation, understand what was asked and by when, and confirm deadlines clearly.
• Google Workspace proficiency, including disciplined use of an established folder structure and naming convention
• Demonstrated fluency with Claude or ChatGPT in professional work — not casual familiarity. You should be able to describe specific processes you have put into practice and what they saved you.
• A track record of building automations or documented processes that outlasted you — SOPs, workflows, templates, or tooling someone else still uses
• The ability to work independently across a time zone gap, with the judgment to escalate rather than guess

Preferred

• Experience with Black Diamond, RightCapital, eMoney, MoneyGuidePro, Wealthbox, Schwab Advisor Center, Holistiplan, or ShareFile
• Exposure to U.S. estate planning documents
• U.S. tax document familiarity — 1099s, K-1s, Schedule E
• CFP® coursework, FPQP, or equivalent study

Perks & Benefits:

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Endless opportunities for career advancement
• Annual Performance Review with Salary Increase
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Tech-on-wheels Support
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.

Cloudstaff : Build Your Career, Anywhere

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.

Why Cloudstaff is the #1 Workplace?

• Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
• Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
• Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.

**To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.**