Business Partner Analyst

SM Retail Inc; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

SM Retail Inc is seeking a finance professional to lead planning, budgeting and forecasting, ensuring accurate period closures and robust financial planning processes. You will prepare plans, budgets and forecasts and track performance, delivering clear analyses to support decision making.

The role requires strong business acumen, leadership and communication skills, with experience in retail finance and proficiency in MS Office.

Qualifications

• Bachelor's degree in Accountancy or similar
• At least 2–5 years experience in retail or related field (senior level may require more)

Responsibilities

• Capture, consolidate and check data for plans, budgets and forecasts and generate report
• Prepare first draft of presentation packs for budgeting, forecasting and strategy planning
• Establish balanced scorecard for the BU and track performance against targets
• Coordinate and track performance, including working capital management
• Provide data on comparatives and KPI reports to support decision making
• Prepare all management reports and support audits and tax compliance

Skills

Business acumen

Leadership

Communication

MS Office

Time management

Education

Bachelor's degree in Accountancy

CPA/CFA/CMA/CIMA an advantage

Tools

MS Office Suite

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 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)

Key Qualifications (Background, Experience, etc)

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)