Sr. Manager - Financial Planning and Analysis

SM Retail; Pasay; On-site; PHP 1,800,000 - 2,400,000; Full time

Job summary

SM Retail seeks a senior FP&A Manager to lead budgeting, forecasting, and performance analysis. You will drive business insights, support executive decisions, and ensure financial discipline across the organization.

Ideal candidates have 5+ years in FP&A or corporate finance, with strong Excel and BI tool skills, plus familiarity with SAP/BPC. Retail experience is a plus and CPA/MBA is advantageous.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or MBA is an advantage).
• At least 5 years of progressive FP&A or corporate finance experience.
• Experience in the retail industry is a plus.
• Strong expertise in financial modeling, forecasting, and variance analysis.
• Advanced proficiency in Excel, financial systems (e.g., SAP, BPC), and BI tools.

Responsibilities

• Lead the preparation of annual budgets, forecasts, and long-term financial plans.
• Analyze variances between actuals, forecasts, and budgets, identifying key drivers and providing business insights.
• Develop KPIs and dashboards tailored to retail performance metrics.
• Partner with business leaders to align financial plans with strategic objectives.
• Drive continuous improvement in FP&A processes, tools, and methodologies.
• Implement best practices in excel, financial modeling, reporting automation, and data visualization.
• Ensure compliance with internal controls and corporate policies.

Skills

Financial modeling

Forecasting

Variance analysis

Excel

BI tools

SAP

BPC

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

CPA or MBA

Tools

SAP

BPC

BI tools

Excel

Job description

Financial Planning & Analysis (FP&A) Sr. Manager leads the company’s financial planning, forecasting, and performance analysis functions. This role is critical in driving business insights, supporting executive decision-making, and ensuring financial discipline across the organization.

What You'll Do:

• Lead the preparation of annual budgets, forecasts, and long-term financial plans.
• Analyze variances between actuals, forecasts, and budgets, identifying key drivers and providing business insights.
• Develop KPIs and dashboards tailored to retail performance metrics.
• Partner with business leaders to align financial plans with strategic objectives.
• Drive continuous improvement in FP&A processes, tools, and methodologies.
• Implement best practices in excel, financial modeling, reporting automation, and data visualization.
• Ensure compliance with internal controls and corporate policies.

Who Are We Looking For:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or MBA is an advantage).
• At least 5 years of progressive experience in FP&A, corporate finance, or related roles.
• Experience in the retail industry is a plus.
• Strong expertise in financial modeling, forecasting, and variance analysis.
• Advanced proficiency in Excel, financial systems (e.g., SAP, BPC, etc.), and BI tools.