39 Sm Investments Corporation jobs in the Philippines
Senior Lead Specialist Financial Analysis

Posted 12 days ago
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Job Description
We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.
Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!
The incumbent shall be responsible for overseeing the reporting of Philippine financial operations, including but not limited to preparation of budget, controls and forecasting, and business units costs and expenses variance analysis, fixed asset transactions, and other month-end activities
In this capacity, incumbent shall prepare high-quality reports and analysis, collaborate with internal and external customers, and help identify process improvements to provide excellent financial service to Copeland.
**Roles and Responsibilities**
+ Prepare department summaries and analysis monthly in a very time sensitive environment.
+ Prepare budget summaries and analysis on an annual basis.
+ Load monthly actual and forecast data into Oracle.
+ Communicate with department managers on actuals and forecast data and respond promptly and accurately in a fast-paced environment.
+ Ensure regular monthly balance sheet accounts, reconciliations are accounted for, monitored and reviewed.
+ Prepare and provide supporting documents for audit requirements.
+ Perform other accounting duties and support junior staff as required or assigned.
**Our Commitment to Our People**
Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future-for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.
Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.
Flexible and competitive benefits plans offer the right options to meet your individual/family needs. We provide employees with flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.
Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!
**Our Commitment to Inclusion & Belonging**
At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.
**Equal Opportunity Employer**
Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.
Financial Planning Analysis Associate
Posted 1 day ago
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Job Description
-Bachelor’s degree in Finance, Accounting, Economics, or a related field. br>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- 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.
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.
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 12 days ago
Job Viewed
Job Description
br>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. < r>1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
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 12 days ago
Job Viewed
Job Description
WORK LOCATION: Taguig City, Philippines (Head Office) br>EMPLOYMENT TYPE: Full-time
DEPARTMENT: Finance
REPORTS TO: FP&A Manager / Finance Director
QUALIFICATIONS:
– Bachelor’s degree in Finance, Accounting, Economics, or a related field.
– 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). < r>– Excellent analytical skills, with attention to detail and accuracy. < r>– Strong communication and interpersonal skills; able to collaborate effectively across departments. < r>– Ability to work in a fast-paced, deadline-driven environment. < r>– Highly organized, with a proactive and problem-solving mindset. < r>
PREFERRED ATTRIBUTES:
– Experience supporting multi-location retail operations or e-commerce channels. < r>– Knowledge of inventory planning, cost allocation, and retail margin analysis. < r>– CPA, CMA, or further finance-related certifications is an advantage but not required. < r>– Passion for numbers, business strategy, and continuous process improvement. < r>
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. < r>– Analyze actual financial performance vs. budget and provide variance explanations to management. < r>– Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making. < r>– Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions. < r>– Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders. < r>– Monitor KPIs and financial performance metrics across different brands, stores, and channels. < r>– Support financial planning for new store openings, product launches, and expansion initiatives. < r>– Maintain and update FP&A tools, templates, and reporting systems. < r>– Assist in identifying risks and opportunities that may impact financial results. < r>– Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Financial Planning Analysis Associate - Taguig
Posted today
Job Viewed
Job Description
Location: Taguig City, Philippines (Head Office) br>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. < r>
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 Manager
Posted today
Job Viewed
Job Description
- At least 50% of which should be in the areas of Business Finance / FP&A / Pricing
- 4-6 years of experience in Finance in IT industry
**Job Types**: Full-time, Permanent
**Salary**: Php80,000.00 - Php90,000.00 per month
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Quezon City: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Financial Planning & Analysis Associate Manager: 4 years (preferred)
**Language**:
- English (preferred)
Shift availability:
- Day Shift (preferred)
- Night Shift (preferred)
- Overnight Shift (preferred)
Financial Planning & Analysis Associate Manager
Posted today
Job Viewed
Job Description
- At least 50% of which should be in the areas of Business Finance / FP&A / Pricing
- 4-6 years of experience in Finance in IT industry
**Job Types**: Full-time, Permanent
**Salary**: Php80,000.00 - Php90,000.00 per month
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Quezon City: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Financial Planning & Analysis Associate Manager: 4 years (preferred)
**Language**:
- English (preferred)
Shift availability:
- Day Shift (preferred)
- Night Shift (preferred)
- Overnight Shift (preferred)
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Immediate Hiring - Financial and Analysis Supervisor
Posted 20 days ago
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Job Description
-Prepare and review accurate financial statements in compliance with PFRS and regulatory requirements. br>-Ensure timely submission of tax filings and other government-mandated reports.
-Monitor budgets, analyze variances, and implement cost-control measures.
-Supervise and mentor accounting staff to ensure accuracy, efficiency, and adherence to company policies.
Skills and requirements:
-Bachelor's degree in any related course
-With 3 years of experience in financial reporting, budgeting, forecasting, and cost-control measures.
-With 3 years of experience in tax and regulatory compliance
-With 3 years of experience in financial statement preparation & analysis
-Willing to work in Silang, Cavite
IT Portfolio Management (AVP)
Posted 1 day ago
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Job Description
Location: Pasay
Schedule: Monday - Friday, Morning Shift
Salary: Open Budget
Overview: The AVP, IT Portfolio Management is responsible for optimizing the company's IT investment portfolio, ensuring that all IT initiatives and projects are strategically aligned with business objectives and deliver maximum value. This role involves rigorous analysis, prioritization, and monitoring of IT projects, managing resource allocation, and providing strategic insights to senior leadership regarding the health and performance of the overall IT portfolio.
Key Responsibilities:
- Portfolio Strategy & Alignment: Develop and maintain the IT portfolio strategy, ensuring alignment with the overall corporate strategy and business priorities.
- Investment Prioritization: Establish and manage a robust process for evaluating, prioritizing, and selecting IT investments based on strategic value, return on investment (ROI), risk, and resource availability.
- Resource Optimization: Oversee resource planning and allocation across the IT portfolio, ensuring optimal utilization of personnel and financial resources to achieve project objectives.
- Performance Monitoring & Reporting: Implement metrics and reporting frameworks to monitor the performance, health, and progress of the IT portfolio and individual projects. Provide regular, insightful reports and recommendations to senior management.
- Governance & Standards: Define and enforce IT portfolio governance processes, standards, and tools to ensure consistency, transparency, and accountability across all IT initiatives.
- Risk & Dependency Management: Identify, assess, and manage risks and interdependencies within the IT portfolio, developing mitigation strategies to ensure successful project delivery.
- Stakeholder Engagement: Collaborate with business leaders, IT delivery teams, and finance to facilitate informed decision-making regarding IT investments and manage expectations.
- Continuous Improvement: Drive continuous improvement of portfolio management processes and methodologies, adopting best practices to enhance efficiency and effectiveness.
Qualifications:
- Bachelor's degree in Business Administration, Finance, Information Technology, or a related field. PMP, PgMP, or equivalent certification preferred.
- Minimum of 10 years of experience in IT project or program management , with at least 3-5 years specifically in IT portfolio management in a large organization.
- Experience in a fast-paced industry is highly desirable , understanding the pressures and strategic needs of IT investments in such an environment.
- Strong analytical skills with the ability to perform complex financial modeling, ROI analysis, and risk assessment.
- Proficiency in portfolio management tools and software.
- Exceptional communication and presentation skills, with the ability to articulate complex information clearly to diverse audiences, including executive leadership.
- Proven ability to influence without direct authority and drive consensus among various stakeholders.
Financial Analyst - Financial Planning & Analysis (GWAM Finance)

Posted 4 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