Financial Business Analyst

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

Job summary

SM Retail Inc. is seeking a Finance Analyst to oversee financial reporting, budgeting and forecasting, and performance analysis. You will support strategy planning, KPI tracking and data consolidation to drive informed business decisions.

The role requires 2–5 years in retail or related fields, a Bachelor’s in Accountancy or business, and familiarity with MS Office. CPA/CFA/CMA/CIMA are a plus but not required, with a strong bias toward accuracy and governance.

Qualifications

• Bachelor's degree in Accountancy or business-related field.
• 2–5 years of working experience in retail or related area.
• CPA, CFA, CMA or CIMA preferred but not required.

Responsibilities

• Oversee planning, budgeting and forecasting across the BU.
• Consolidate data, prepare first-draft presentations, and report variances.
• Support performance management and decision analytics.
• Ensure compliance with internal controls, tax rules and audits.
• Communicate findings and assist in governance and policy adherence.

Skills

Finance acumen

Leadership

Communication

MS Office

Multitasking

Education

Bachelor's in Accountancy or Business

Tools

MS Office

Job description

Oversee financial reporting, budgeting, forecasting, performance analysis, and compliance with internal controls, tax regulations, and 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

Competencies

• 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 are preferred but not required
• With at least 2–5 years working experience in retail or related field