Financial Planning and Analysis Manager

SM Retail; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

SM Retail is seeking a qualified FP&A professional to contribute to management reporting and budgeting, transforming financial data into actionable insights for strategic decision-making.

The role emphasizes accuracy, timely delivery, and collaboration with cross-functional teams across the organization to support financial performance and governance.

Qualifications

• Must be a graduate of BS Accountancy.
• CPA license is an advantage but not required.
• Strong understanding of financial reporting (statutory and managerial reporting).
• Strong analytical, mathematical, and problem-solving skills with the ability to interpret complex financial data.
• Advanced proficiency in MS Excel and other data analysis tools used for large data sets.
• Strong communication and stakeholder management skills, with the ability to collaborate effectively with cross-functional teams.
• With minimum 2–3 years in a supervisory or managerial capacity.

Responsibilities

• Oversee end-to-end preparation, analysis, and distribution of recurring management reports.
• Coordinate data collection and inputs for budget preparation, consolidation, and reporting activities.
• Support FP&A Controller in developing and implementing reporting and budgeting process improvements.
• Assist in ensuring data integrity across all reporting and budgeting processes.
• Perform data analytics to assist in evaluating processes and data-driven reports for executives and stakeholders.
• Collaborate with stakeholders to understand reporting needs and gather detailed business requirements.
• Contribute to creating detailed documentation for business requirements, processes, and solutions.

Skills

Financial analysis

MS Excel

Stakeholder management

Data analytics

Process improvement

Reporting

Communication

Supervisory experience

Education

BS Accountancy

CPA (advantage)

Tools

Excel

Job description

To contribute to the management reporting function by transforming complex financial data into clear, actionable insights that drive strategic decision-making and enhance business performance across the organization. This role is responsible for ensuring the accuracy, integrity, and timely delivery of all financial analyses and reports for various internal stakeholders.

Responsibilities

Periodic Group Reporting and Budgeting

• Oversee the end-to-end preparation, analysis, and distribution of all recurring management reports.
• Coordinate data collection and inputs from various stakeholders for budget preparation, consolidation, and reporting activities as per SMRI requirements and timelines.
• Support the FP&A Controller in developing and implementing reporting and budgeting process improvements.
• Assist in ensuring data integrity across all reporting and budgeting processes.

Analytics and Business Process Optimization

• Perform data analytics to assist in evaluating processes, identifying requirements, and contributing to data-driven reports and suggestions for executives and stakeholders.
• Collaborate with stakeholders to understand their reporting needs and gather detailed business requirements.
• Contribute to the creation of detailed documentation for business requirements, processes, and solutions.

Key Qualifications

• Must be a graduate of BS Accountancy
• CPA license is an advantage but not required
• Strong understanding of financial reporting (statutory and managerial reporting).
• Strong analytical, mathematical, and problem-solving skills with the ability to interpret complex financial data.
• Advanced proficiency in MS Excel and other data analysis tools used for large data sets.
• Strong communication and stakeholder management skills, with the ability to collaborate effectively with cross-functional teams.
• With minimum 2–3 years in a supervisory or managerial capacity.