Financial Planning & Analysis Analyst

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Full Time

: SALARY

$1,250 USD

: HOURS PER WEEK

40

: DATE UPDATED

Jul 13, 2026

JOB OVERVIEW

About The Home Care CPAs

We are a niche accounting and advisory firm dedicated exclusively to the home care industry. Our clients rely on us for more than compliance. We are active financial partners in their business.

Our signature client deliverable is Client Compass, a monthly financial dashboard that gives owners and operators a clear, concise view of their agency's financial performance. It is one of our core differentiators, and the person in this role will own the preparation of it.

We are a progressive, modern firm that believes in integrating work into life -- not the other way around. We encourage curiosity, reward ownership, and are not afraid to say "we don't know, but let's find out."

We are a close-knit team, and we take fit seriously. The ideal person for this role is someone who takes pride in their work, communicates openly, and brings a positive attitude to the day-to-day. If you see something that could be done better, we want to hear it.

About the Role

This is an internal analyst role responsible for preparing the Client Compass dashboard each month for a portfolio of clients on our Premium Accounting Plan. The dashboard primarily draws on data from QuickBooks Online, CRM and payroll platforms, and is built and maintained in Microsoft Excel and Google Sheets. Beyond the monthly close cycle, this role will also support annual budgeting and other analytical projects as directed. You will work closely with a lead accounting manager and a fractional CFO, and will be expected to manage timelines, communicate proactively, and hold a high bar for accuracy.

Key Responsibilities

-Prepare Client Compass dashboards on a monthly basis for a portfolio of Premium Accounting Plan clients, ensuring accuracy and timeliness
-Maintain and update dashboard data sets in Microsoft Excel and Google Sheets, including data pulled from QuickBooks Online and external sources
-Perform analysis on monthly and year-to-date financial results and draft written observations for review by the lead accounting manager and fractional CFO
-Support annual client budgeting processes
-Identify opportunities to improve dashboard quality, automate recurring data tasks, and streamline internal workflows over time

What We're Looking For

Required

-Advanced proficiency in Microsoft Excel and Google Sheets, including the ability to build, maintain, and troubleshoot financial models and dashboard layouts
-Solid understanding of the three core financial statements (income statement, balance sheet, and statement of cash flows) and the ability to interpret results and articulate observations in writing
-Experience managing deliverables across multiple engagements simultaneously, with strong attention to deadline management
-Exceptional attention to detail in data entry, reconciliation, and presentation
-Strong written communication skills, with the ability to draft clear, concise financial commentary
-Self-directed and resourceful – comfortable navigating ambiguity and knowing when to escalate
-Comfort working with technology and a genuine interest in finding more efficient ways to get things done – we are an evolving firm and expect this role to grow with us

Preferred

-Experience with QuickBooks Online
-Background in public accounting or a multi-client environment
-Prior experience in the home care or elder care industry

SKILL REQUIREMENT

Quickbooks Financial Accounting Microsoft Excel

SHARE THIS POST

Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

Loading Time: Base Classes	0.0007
Controller Execution Time ( Jobseekers / Job )	0.0146
Total Execution Time	0.0159

GET DATA

No GET data exists

MEMORY USAGE

1,504,608 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/job/Financial-Planning-Analysis-Analyst-1688262

CLASS/METHOD

jobseekers/job

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 13 (0.0094 seconds) (Hide)

0.0004	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0003	SELECT * FROM `employer_jobs` WHERE `job_id` = 1688262 LIMIT 1
0.0003	SELECT * FROM `employers` WHERE `employer_id` = 702669 LIMIT 1
0.0013	SELECT COUNT(*) AS `numrows` FROM `t_thread` `t` LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id` WHERE `t`.`job_id` = 1688262 AND `misc`.`id` IS NULL
0.0004	SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-07-27',ej.date_added) duration_days, DATEDIFF('2026-07-27',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND ((e.user_level >= '500' AND ej.date_added <= e.rebill_date) OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-07-27',ej.date_added) <= 14 )) AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1688262'
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1688262
0.0014	`UPDATE employer_jobs SET hit_counts = '*Jul-13-2026=361Jul-14-2026=76Jul-15-2026=34Jul-16-2026=29Jul-17-2026=15Jul-18-2026=4Jul-19-2026=3Jul-20-2026=10Jul-21-2026=8Jul-22-2026=8Jul-23-2026=8Jul-24-2026=13Jul-25-2026=1Jul-26-2026=3**Jul-27-2026=1' WHERE job_id= '1688262'`
0.0007	`UPDATE employer_jobs SET monthly_hits = '***Jul-2026=574' WHERE job_id= '1688262'`
0.0008	`SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1688262' AND status LIKE 'sent%' ORDER BY id DESC`
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1688262
0.0026	SELECT COUNT(*) AS `numrows` FROM `employer_jobs` WHERE `employer_id` = '702669' AND `date_added` >= '2022-06-08'
0.0004	`select * from teasers`
0.0002	`SELECT * FROM skill_categories WHERE skill_cat_id=''`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1785167722
last_page	https://v1.stage.onlinejobs.ph/jobseekers/job/Financial-Planning-Analysis-Analyst-1688262
csrf-token	9d379fefec69aa68588e00301c0bca1d

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.onlinejobs.ph
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.38
HTTP_DNT

Financial Planning & Analysis Analyst

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

Why is this blurred?