34 Sm Investments Corporation jobs in the Philippines
Sr. Specialist, Financial Analysis
Posted 3 days ago
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Job Description
**Grade Level (for internal use):**
09
**The Role:** Senior Specialist, Financial Analysis
The Senior Specialist role is crucial in supporting the monthly close and estimate process and assisting the FP&A Associate Director and Analysts with budgeting & forecasting, reporting, accounting and operational support.
**The Location:** Manila Bridgetowne West C-5 Road GBF Center 2
**The Impact:** This position works alongside the FP&A Associate Director and Analysts to ensure all monthly and quarterly financial reporting and analysis is delivered timely and accurately to facilitate informed decision-making by management. This role embodies S&P Global's core values of Discovery, Partnership and Integrity ensuring that our financial insights are both accurate and actionable.
**The Career Opportunity:** This role offers the opportunity to gain a comprehensive view of the various Corporate Functions with responsibilities focusing on financial reporting and analysis. There is potential for advancement within the Finance team and the broader S&P Global Finance organization, reflecting our commitment to nurturing talent and fostering an enterprise mindset.
**The Team:** The Enterprise FP&A team consists of employees located in US, Canada, UK, India and Philippines. The team interacts with Corporate Department Executives and is responsible for the end-to-end financial budgeting, forecasting and reporting processes and support. We value collaboration, integrity, and a enterprise mindset, driving excellence in all our endeavors.
**Responsibilities:**
**Annual Budget & Monthly Estimate Process**
+ Update and maintain current supporting schedules for non-compensation spend for each assigned function.
+ Update non-compensation forecast assumptions in Anaplan FP&A model.
+ Build reports, research and validate forecast assumptions.
+ Prepare Monthly Estimate Packet for assigned function
**Monthly Close**
+ Review monthly expense activity (Ariba, OTBI, Oracle, etc.).
+ Analyze historical data for trends and unusual variances, comparing results to estimate, budget and prior year.
+ Prepare journal entries and applicable balance sheet reconciliations.
+ Prepare Monthly Close Packet that highlights the QTD Variance commentaries
+ Research and document expense transactions as requested.
+ Prepare analysis for ad hoc requests and special projects and provide direct support to the Managers and Analyst on an as-needed basis.
_We are seeking candidates who are passionate about leveraging automation and GenAI technologies to drive innovation and efficiency in finance. Join our team and be at the forefront of transforming our finance capability through cutting-edge technologies and approaches._
**Other Accountabilities**
+ Assist with vendor research.
+ Assist with account coding inquiries.
+ Assist the function with invoice or procurement questions, and/or connecting these team members to a BSC resource for resolution.
+ Develop knowledge and understanding of the business and financial system tools that are critical to the reporting process.
+ Give suggestions and implement process improvements.
+ Alert management to accounting or operational problems and suggest actionable solutions.
+ Provide thorough and accurate responses to management and function's leads inquiries.
**Qualifications**
+ Bachelor's Degree in Accounting or Financial Management
+ 3+ years' work experience in an FP&A Role with background in General Accounting
+ Excellent English communication skills, both written and oral.
+ Demonstrate the investigative research and analytical capabilities necessary to provide the leadership team with the accurate and insightful interpretation of financial information.
+ Possess strong problem-solving skills with the ability to develop and implement innovative solutions for operational and financial problems.
+ Large data manipulation experience.
+ Ability to multi-task, work under pressure, and meet tight deadlines.
+ Ability to work independently and as a fully contributing member of a team.
+ Strong skills in MS Excel (Pivot tables, V-Lookups, IF functions, Power Query etc.) and PowerBI.
+ Fluency with Oracle Financials or other similar financial systems, Anaplan and Oracle Smart View strongly preferred.
+ CPA preferred but not required
+ Amenable to work in office 2 days per week or 9 days per month
+ Amenable to work on a mid-shift schedule (3PM to 12AM PH Time)
#LI-CBS
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
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**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Entry Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), FINANC202.1 - Middle Professional Tier I (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Manila, Philippines
Financial Planning Analysis Associate
Posted 15 days ago
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Job Description
Key Responsibilities:
Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
Analyze actual financial performance vs. budget and provide variance explanations to management.
Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
Monitor KPIs and financial performance metrics across different brands, stores, and channels.
Support financial planning for new store openings, product launches, and expansion initiatives.
Maintain and update FP&A tools, templates, and reporting systems.
Assist in identifying risks and opportunities that may impact financial results.
Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
Excellent analytical skills, with attention to detail and accuracy.
Strong communication and interpersonal skills; able to collaborate effectively across departments.
Ability to work in a fast-paced, deadline-driven environment.
Highly organized, with a proactive and problem-solving mindset.
Preferred Attributes:
Experience supporting multi-location retail operations or e-commerce channels.
Knowledge of inventory planning, cost allocation, and retail margin analysis.
CPA, CMA, or further finance-related certifications is an advantage but not required.
Passion for numbers, business strategy, and continuous process improvement.
Financial Planning Analysis Associate
Posted 15 days ago
Job Viewed
Job Description
Location: Taguig City, Philippines (Head Office)
Employment Type: Full-time
Department: Finance
Reports To: FP&A Manager / Finance Director
Job Summary:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.
Key Responsibilities:
- Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
- Analyze actual financial performance vs. budget and provide variance explanations to management.
- Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
- Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
- Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
- Monitor KPIs and financial performance metrics across different brands, stores, and channels.
- Support financial planning for new store openings, product launches, and expansion initiatives.
- Maintain and update FP&A tools, templates, and reporting systems.
- Assist in identifying risks and opportunities that may impact financial results.
- Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Strong proficiency in Microsoft Excel and PowerPoint; experience with financial modeling and data visualization tools (e.g., Power BI, Tableau) is a plus.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.
Preferred Attributes:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.
Financial Planning Analysis Assistant
Posted 15 days ago
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Job Description
APPLY NOW!
JOB RESPONSIBILITIES:
Provide timely and accurate financial planning, forecasting, reporting, and analysis.
Provide primary support to the Finance and Management Services
Head, through the Financial Planning and Tax Supervisor, in their role of advising the commercial team and senior leadership make informed strategic
decisions via actionable insight based on financial data and market trends.
QUALIFICATIONS:
2 to 4 years of relevant experience in financial planning and analysis, or
corporate finance
Graduate of Finance or Accounting or related course
Strong knowledge of budgeting, forecasting, and financial modeling
Proficiency in Microsoft Excel
Experience with financial systems like SAP
Salary range: 25 to 30k
Work Schedule: 8AM - 5PM Monday to Friday
Work Location: Makati
Financial Planning Analysis Assistant for Makati
Posted 10 days ago
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Job Description
APPLY NOW!
JOB RESPONSIBILITIES:
Provide timely and accurate financial planning, forecasting, reporting, and analysis.
Provide primary support to the Finance and Management Services
Head, through the Financial Planning and Tax Supervisor, in their role of advising the commercial team and senior leadership make informed strategic
decisions via actionable insight based on financial data and market trends.
QUALIFICATIONS:
2 to 4 years of relevant experience in financial planning and analysis, or
corporate finance
Graduate of Finance or Accounting or related course
Strong knowledge of budgeting, forecasting, and financial modeling
Proficiency in Microsoft Excel
Experience with financial systems like SAP
Salary range: 25 to 30k
Work Schedule: 8AM - 5PM Monday to Friday
Work Location: Makati
COMPANY PROFILE:
It is a leading Philippine-based distributor of In-Vitro Diagnostic (IVD) products and services, established in 1999 and an ISO 9001:2015 certified company.
Financial Analyst - Financial Planning & Analysis (GWAM Finance)

Posted 27 days ago
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Job Description
The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis. Will locally report to MBPS FP&A Team Leader and provide support to stakeholders located in Asia and North America.
**Position Responsibilities:**
+ Actively involve in consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders
+ Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM Finance - Financial Planning and Analysis
+ Prepares Monthly/Quarterly Management Decks, Sales Report, Quarterly Forecasts from different business segments and others
+ Prepares and maintains templates of report packages, highlight key issues, and participate on issue resolution
+ Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
+ Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
+ Works closely with the North America or Asia business units, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
+ Participates in team cross-training to establish back-up and improvement of processes handled
**Required qualifications:**
+ University graduate in Accounting/Finance, professional accounting designation (CPA) is an advantage
+ At least 2 years of experience in a finance role; Wealth and Asset Management industry experience is an asset
+ Intermediate to Advanced knowledge of Excel and Powerpoint (i.e. knowledge and application of excel formulas, pivot tables and creating of charts and tables is required);
+ Effective verbal and written communication skills; ability to succinctly engage with business partners and team members
+ Solid technical accounting skills with strong understanding of the business environment and financial reporting structure to provide value-added analysis and insights to management
+ Knowledge of general ledger reporting tools and systems
+ Strong attention to detail
+ Experience in developing of Power BI dashboard and knowledge of Anaplan is a plus
+ Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
+ Proactive approach to continuous improvements and a positive "can-do" attitude
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
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En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
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Financial Planning and Analysis Assistant
Posted today
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Financial Planning and Analysis Assistant
Posted 3 days ago
Job Viewed
Job Description
Other Qualification:
2 to 4 years of relevant experience in financial planning and analysis, or corporate finance
Strong knowledge of budgeting, forecasting, and financial modeling
Proficiency in Microsoft Excel
Experience with financial systems like SAP
Salary Range: 25,000 to 30,000
Work Schedule: Business Hours 8AM - 5PM
Work Location: MAKATI
Financial Planning and Analysis Assistant
Posted 7 days ago
Job Viewed
Job Description
Location: 2231 Molave Building, Chino Roces Ave, Makati City
Business Hours 8AM-5PM Monday to Friday
Salary Range: 25 to 30k
Qualifications:
- 2 to 4 years of relevant experience in financial planning and analysis, or corporate finance
- Strong knowledge of budgeting, forecasting, and financial modeling
- Proficiency in Microsoft Excel Experience with financial systems like SAP
Financial Planning and Analysis Assistant
Posted 14 days ago
Job Viewed
Job Description
-Graduate of Finance or equivalent
-2 to 4 years of relevant experience in financial planning and analysis, or corporate finance
-Strong knowledge of budgeting, forecasting, and financial modeling
-Proficiency in Microsoft Excel
-Experience with financial systems like SAP
Duties and Responsibilities:
-Provide timely and accurate financial planning, forecasting, reporting, and analysis.
-Provide primary support to the Finance and Management Services Head, through the Financial Planning and Tax Supervisor, in their role of advising the commercial team and senior leadership make informed strategic
decisions via actionable insight based on financial data and market trends.
Salary: 25 to 30k
Work Schedule: Business Hours 8AM-5PM
Work Location: Makati