Business Partner Analyst

SM Retail Inc.; Pasay; On-site; PHP 1,200,000 - 2,100,000; Full time

Job summary

SM Retail Inc. is seeking a Senior Manager in Finance to lead planning, budgeting and forecasting efforts across business units. You will drive performance management, develop scorecards, coordinate data and deliver insightful analyses to support strategic decisions.

The role requires strong financial acumen, leadership, and proficiency in MS Office, with 2–5 years in retail or related fields. Collaboration with internal teams and external auditors is expected.

Qualifications

• Bachelor's degree in Accountancy or business-related field; CPA/CFA/CMA/CIMA advantageous for Senior Managers
• 2–5 years of experience in retail or related field (level dependent)
• Business and finance acumen essential
• Strong leadership and influencing capabilities
• Excellent communication and presentation skills

Responsibilities

• Planning, budgeting and forecasting: capture data, consolidate plans and generate reports
• Prepare first draft of budgeting/forecasting/presentation packs
• Business performance management and decision support: establish balanced scorecard and track targets
• Coordinate performance and working capital management; provide benchmarking data and insights
• Reporting, governance and control: prepare management reports, ensure policy compliance and assist audits
• Assist with tax compliance information and opportunities

Skills

Finance acumen

Leadership

Communication skills

MS Office

Time management

Education

Bachelor's degree in Accountancy

Professional certifications (CPA/CFA/CMA/CIMA) advantageous

Tools

MS Office

Job description

• 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 BU, 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 BU's
• 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)

Competencies and Skills

• Business and finance acumen
• Leadership and influencing skills
• Communication (oral and written) and presentation skills
• Proficiency in MS Office
• High degree of multi-tasking and time management capability

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 (depending on level)