Analyst – Portfolio Governance & MIS – CA SKS Enterpprises

The Corporate Institute; Hinoba-an; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

The Corporate Institute is seeking an Analyst – Portfolio Governance & MIS in the Philippines. The role focuses on governance, MIS reporting, and financial analyses across portfolio companies, with emphasis on dashboards, risk management, and internal controls.

The incumbent will lead monthly/quarterly reporting packs, monitor MIS tools, and standardize reporting cadences. Strong communication with stakeholders and audit experience are essential.

Qualifications

• 4-5 years post-qualification experience in Statutory Audit, Internal Audit, MIS or Financial Reporting.
• Big 4 or mid-tier audit exposure, in-house finance/MIS also relevant.
• Prior exposure to PE-adjacent industry preferred.

Responsibilities

• Review monthly/quarterly MIS reporting packs across PC and monitor Samara MIS tool.
• Standardise MIS frameworks, dashboards, and reporting cadence across portfolio companies via technology and automation.
• Analyze financial and operational performance across portfolio; provide insights on trends and risks.
• Collaborate with PC management on Governance Tool outputs and risk prioritisation across the portfolio.
• Oversee Internal Audit across PC with risk-based coverage and timely IA findings reporting.
• Evaluate design and operating effectiveness of IFCs and flag weaknesses.
• Strengthen Risk Management framework and drive corrective actions.
• Coordinate with Statutory Auditors and Finance Heads for timely audits.

Skills

Financial analysis

MIS reporting

Internal controls

Governance

Risk management

Budgeting

Forecasting

Working capital

P&L analysis

Education

Chartered Accountant

Tools

Samara MIS tool

Job description

Analyst – Portfolio Governance & MIS

MANDATORY REQUIREMENTS:

• CA with 4-5 years post-qualification experience, with exposure to Statutory Audit, Internal Audit, MIS or Financial Reporting.
• Strong expertise in financial analysis, MIS reporting, internal controls, governance, risk management, budgeting, forecasting and working capital, with the ability to analyse P&L, Balance Sheet and cash flows.
• Hands-on experience in portfolio/company performance monitoring, dashboards/MIS, Due Diligence and stakeholder management; prior PE/Investment/Portfolio company exposure will be preferred.

JOB ROLES & RESPONSIBILITIES:

Governance & MIS Reporting:

• Review monthly and quarterly MIS reporting packs across PC, periodic monitoring of Samara MIS tool and prepare dashboards for internal review.
• Own PC performance visibility. Standardise MIS frameworks, dashboards, and reporting cadence across portfolio companies through use of technology and automation aggressively.
• Analyse financial and operational performance across portfolio – revenue, margins, working capital, sector-specific drivers, etc. Provide insights and analytics that provide a true picture of performance, trends, and emerging risks.
• Work with PC management and functional experts on Governance Tool – self-assessment, validation, reviewing tool’s output providing periodic updates to Portfolio Oversight Lead, incorporating assessment outcome into IA scope, control remediation, and risk prioritisation across the portfolio.
• Oversee Internal Audit across PC – risk-based audit coverage, appropriate auditor selection processes, audit execution, closure timelines and reporting of IA findings to AC.
• Evaluate design and operating effectiveness of Internal Financial Controls (IFC) and flag material weaknesses.
• Support PC in strengthening Risk Management framework across PC and provide guidance. Identify key/critical risks across PC and drive closure with appropriate action plans and controls to mitigate risks.
• Conduct special assignments, support fraud/whistleblower investigations (as and when required).
• Coordinate and interact with Statutory Auditors and Finance Heads of PC to ensure timely completion of Annual Audit with clean report and Limited Review as per applicable regulations.
• Be a trusted advisor to PC management on governance, reporting quality, and financial discipline. Benchmark best practices across PC and impart learnings across the group.

Due Diligence (DD):

• Assist Deals Team on financial and operational DD for new investment opportunities and PC add-ons, identify and report DD findings/red-flag for internal discussion.

QUALIFICATION & EXPERIENCE:

• 4-5 years of experience in Statutory Audit, Internal Audit, Due Diligence, or MIS/financial reporting roles.
• Big 4 audit or mid-tier audit firm exposure; in-house finance/MIS experience also relevant.
• Prior exposure to PE-adjacent industry experience is also preferred.
• Chartered Accountant with a strong academic record.