25 Sm Investments Corporation jobs in National Capital Region

Job Title: Financial Planning & Analysis (FP&A) Associate
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.

The Portfolio Management Analyst is responsible for (i) supporting the preparation of key portfolio reports and indicators for sovereign and/or non-sovereign portfolio; (ii) producing non-sovereign data on financial performance and portfolio indicators; (iii) generating and reviewing of financial performance and portfolio indicators for specific analyses, regular and ad hoc portfolio reports, and special studies; (iv) assisting in the performance of the quality assurance function on portfolio reports through review of records in the financial systems and project and portfolio management systems; and (v) providing guidance and support to user departments on the use of project and portfolio management systems, and portfolio reports/indicators. The incumbent will report directly to the designated International Staff and senior National Staff**.**

**Responsibilities**
- Contributes to the preparation of the Annual Portfolio Performance Report, Statement of the ADB's Operations, Operations Review Meetings materials, Quarterly Summary Report on Approved Technical Assistance, Quarterly Portfolio Update, and special studies undertaken by the Unit.
- Generates and performs first level review and quality assurance on non-sovereign financial performance and portfolio indicators, including statistics and graphical presentations on historical trends at ADB-wide level for annual, quarterly, and ad-hoc reports. Provides validated data and analysis on portfolio information.
- Maintains complete, accurate, and timely update of portfolio management data for use in reports, ad hoc requirements, and special studies. Supports the conduct of research and provides inputs to the preparation of special studies and issues related to the non-sovereign and/or sovereign operations, including simulations and historical trends.
- Comments and provides inputs on non-sovereign-related data/matters to other departments’ reports, such as Quarterly Risk Management Report, Development Effectiveness Report, Informal Board Seminar, and Midyear Review of BRC.
- Monitors portfolio performance issues, and coordinates with concerned departments (e.g., Operations Departments, Private Sector Operations Department, Office of Risk Management, Controller's Department, and Strategy, Policy and Partnership Department).
- Supports the Regional Departments in the preparation of background papers for country portfolio review, quarterly country portfolio indicators, and country partnership strategy by providing data and historical trends on standard indicators/information for non-sovereign operations.
- Assists in performing user acceptance testing on system functionality of the project processing and portfolio management eOperations system, Integrated Disbursement System, Operations and other dashboards. Provides inputs and feedback in consultation with the team and monitors accuracy of regular outputs.
- Prepares required information for ad hoc requests.
- Performs other tasks across teams within PPFD, as requested.

**Qualifications**:
**Relevant Experience & Requirements**
- Bachelor’s degree major in Accounting, Business Management, Computer Science, Economics, Engineering, or Financial Management
- At least 5 years relevant work experience in administering and reporting of ADB’s non-sovereign products, supporting project processing, project implementation, and portfolio management
- Working knowledge on ADB or similar multilateral development bank’s financial instruments and project/portfolio performance reporting systems - Project Performance Reports, portfolio reports, project/product approvals, and portfolio performance indicators
- Working knowledge of ADB or similar multilateral development bank’s project administration and financial systems
- Strong analytical skills; ability to analyze relationships among several parts of a problem or situation
- Ability to work well with numbers and details
- Proficient in using MS Excel (including its functions, formulas, and creation of charts)
- Good understanding of basic statistical concepts
- Good understanding of ADB' or similar multilateral development bank’s operational processes and procedures
- Has initiative and thinks independently under limited supervision
- Ability to liaise and work effectively with staff within the team and throughout ADB
- Ability to work collaboratively with teams as a constructive team member
- Excellent oral and written communication skills in English
- Please refer to the link for ADB Competency Framework for Administrative Staff Levels 7.

**General Considerations**

ADB offers competitive remuneration and a comprehensive benefits package. Actual appointment salary will be based on ADB’s standards and computation, taking into account the selected individual’s qualifications and experience.

IT Portfolio Management (AVP)

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 PLANNING AND ANALYSIS ASSOCIATE
LOCATION: Taguig br>SETUP: Day shift, Onsite

JOB DESCRIPTION
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.

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 AND ANALYSIS ASSOCIATE
LOCATION: Taguig br>SETUP: Onsite and Day shift

JOB DESCRIPTION:
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.

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.

They are a consulting firm that aids in corporate success, develops strategies, and enables enterprises to thrive in times of constant change.
br>Position: Financial Planning & Analysis - Assistant Manager
Industry: Strategic Management Services
Location: Malate, Manila
Salary: Php 90,000
Work Schedule: Flexible Schedule (Monday-Friday)
Work Set-up: Onsite

BENEFITS :
Government Mandated Benefits
13th month bonus
Christmas bonus
Leave Credit
HMO
Medical Insurance
Allowances
other benefits will discuss during interview.

JOB REQUIREMENTS:
Certified Public Accountant.
Has 4 years of experience in financial planning and analysis.
Experience in Budgeting and Forecasting.
Amendable to work as soon as possible.
Willing to attend onsite interview.

JOB DESCRIPTION:
Assist the manager to develop the planning, forecasting, reporting, and monthly financial results processes, and their continuous innovation.
Checks monthly, quarterly, and annual financial statements as part of management reports
Assist the manager in ensuring the accuracy and completeness of our financial reports, providing a clear picture of our financial health.
Checks ad-hoc financial analysis and projects as needed.
Prepares internal and external management reporting packages
Perform other related duties as assigned.

Recruitment process for all position: (onsite)
Interview
Job Offer

Responsible for day-to-day financial analysis, reporting, and planning activities.
This includes budgeting, forecasting, variance analysis, financial modeling, and supporting the development of strategic initiatives. br>

Qualifications

• Minimum of 5 years of experience in financial analysis and planning < r>• Strong analytical and L problem-solving skills < r>• Proficiency in financial modeling and forecasting < r>• Excellent knowledge of accounting principles and financial reporting < r>• Advanced proficiency in MS Excel and other financial software < r>• Ability to work independently and collaboratively in a team environment < r>• Excellent communication and presentation skills < r>• Attention to detail and accuracy < r>• Experience in real estate or property development industry is a plus

Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>

Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>

Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>


BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!

Give us a ring, and let’s talk about how we can help you. Apply today!

Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>

Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>

Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>


BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!

Give us a ring, and let’s talk about how we can help you. Apply today!