Strategic Finance Partner: Planning & Forecasting

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

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.