Business Partner Analyst

SM Retail, Inc. - Corporate; Pasay; On-site; PHP 900,000 - 1,600,000; Full time

Job summary

SM Retail, Inc. - Corporate is seeking a finance professional to drive planning, budgeting and forecasting, and deliver detailed financial analysis and commentary to support decision-making.

The role interfaces with Business Unit heads and external auditors, ensuring controls and policy compliance across the organization. The candidate will establish performance metrics, coordinate working capital management, and prepare management reports with insights for senior leadership.

Qualifications

• Bachelor's degree in Accountancy or related field; professional certifications advantageous.
• 2–5 years working experience in retail or related field.
• Senior manager level experience is preferred.

Responsibilities

• Planning, Budgeting & Forecasting: Capture, collect and check data; consolidate plans, budgets and forecasts and generate reports.
• Planning, Budgeting & Forecasting: Prepare first draft of presentation packs for budgeting, forecasting and strategy planning.
• Business Performance Management and Decision Support: Establish balanced scorecard and break down targets into functional areas; track performance and working capital.
• Business Performance Management and Decision Support: Provide data on comparatives and benchmark data to support insights.
• Reporting, Governance & Control: Prepare management reports and KPI data; provide first-draft analysis and commentary.
• Reporting, Governance & Control: Ensure compliance with Finance policies; provide accounting information for tax planning and audits.

Skills

Business and finance acumen

Leadership and influencing

Education

Bachelor's degree in Accountancy or business-related field; CPA/CFA/CMA/CIMA advantageous

Job description

Job Purpose:

• To ensure accurate period closure and reporting of financial results
• To prepare the plan, budget and forecast and track performance
• To generate the detailed financial analysis and commentary that underpin decision support
• To support compliance to internal controls and policies, tax and other relevant statutory requirements
• (Interface) Internal – Business Unit Heads, other SMRI support functions; External – Audit and Accounting Firms

Responsibilities

Planning, Budgeting & Forecasting

• Capture, collect and check data; consolidate the plans, budgets and forecasts and generate report
• Prepare first draft of presentation packs for budgeting, forecasting and strategy planning

Business Performance Management and Decision Support

• Establish balanced scorecard for the Business Unit, facilitating the breakdown of targets into functional areas
• Coordinate and track performance, including working capital management
• Provide data on comparatives, internal and external benchmark data, reports and analysis (ensuring comparability) to support business performance management and insights generation

Reporting, Governance & Control

• Prepare all management reports, collect KPI data and provide Business Performance reports, including first draft of analysis and commentary
• Facilitate communication of and monitor compliance to Finance and Accounting policies and procedures across the Business Units
• Provide accounting information for purposes of meeting tax compliance obligations and planning/efficiency opportunities
• Participate and support the business during audits (tax, internal and financial audits)

Key Qualifications (Background, Experience, etc)

Competencies and Skills

• Business and finance acumen
• Leadership and influencing skills

Background and Experience

• Bachelor's degree in Accountancy or any business-related course; CPA, CFA, CMA, CIMA an advantage for Senior Managers
• With at least 2-5 years working experience in retail or related field