Finance Business Partner

SM Retail, Inc. - Corporate; Pasay; On-site; PHP 700,000 - 900,000; Full time

Job summary

SM Retail, Inc. - Corporate in Pasay seeks a Finance Planning & Analysis professional to lead budgeting, forecasting and reporting.

You will craft the first drafts of budgeting packs and strategy materials while guiding balanced scorecards and performance tracking across the business unit. The role emphasizes working capital management, data provision for internal and external reporting, and ensuring compliance with finance policies and audit requirements.

Qualifications

• Bachelor's degree in Accountancy or business-related course; CPA/CFA/CMA/CIMA an advantage for Senior Managers.
• 2–5 years working experience in retail or related field.
• Professional certifications (CPA/CFA/CMA/CIMA) are beneficial for senior roles.

Responsibilities

• Capture, consolidate plans, budgets and forecasts and generate reports.
• Prepare first draft of presentation packs for budgeting and strategy planning.
• Establish balanced scorecard and drive performance tracking including working capital.
• Provide data for comparisons, benchmarks and insights to support decision making.
• Prepare management reports and coordinate policy compliance and audits.

Skills

Business and finance acumen

Leadership and influencing skills

Communication (oral and written) and 1

Time management

Education

Bachelor's degree in Accountancy or business-related

CPA, CFA, CMA, CIMA advantageous for seniors

Tools

MS Office

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

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