113 Sm Investments Corporation jobs in Pasay City

Job Overview

This position is responsible for the overall management of the company's financial planning and analysis function and for overseeing the business partnering for Commercial, Manufacturing, Supply Chain and Support. It is also responsible for working with function heads in evaluating the overall business performance of the company to identify and analyze key business drivers that help drive profitable growth. The position holder is responsible for providing top management with insights and recommendations to make strategic business decisions, especially in go or no-go investments.

Key Responsibilities

1. Business Performance Analysis of Actual Results of Operations

• Provides top management with financial analysis on the Company's results of operations in order to highlight key business issues and opportunities.
• Leads in the periodic reviews, analyses, and reporting of business performance at the corporate and plant level.

2. Benchmarking of Actual Results of Operations with Competition and Industry

• Provides top management with regular benchmarking of Company's business performance vis-à-vis competition and industry in order to highlight key business issues and opportunities.
• Provides industry best practices that is useful for the company to leverage or implement to drive higher profitability.

3. Annual Operating Plan (AOP) Process

• Oversees and manages the annual operating and forecasting process to ensure that the AOP is aligned with the overall business strategies, Commercial's revenue generation strategies, and financials reflect realistic and sound targets.
• Develops and implements an effective and reliable financial forecasting process across all Business Units.

4. Long-term Financial Plan

• Manages and oversees the preparation of the long-term Financial Plan to ensure that the long-term P&L is aligned with the overall business strategies and roadmap, and financials reflect realistic and sound targets.

5. Business Partnering for the Key Functions

• Oversees FP&A business partnering to ensure the provision of financial guidance and advice to proactively drive sales performance as aligned with the AOP and the Company's business strategies.
• Ensures real-time integration of sales performance data in the Company's overall financial performance analysis, forecasting, and financial corporate strategy.
• Works with Manufacturing and Supply Chain to find all opportunities for cost optimization and improving cost of business from but not limited to cogs analysis, brand performance and profitability, logistics cost optimization, CAPEX ROI and value realization, etc.
• Provides counsel to the other support function in optimizing service and budgets cost among other operating expenses/resources.

Qualifications

• Graduate of any Business degree, preferably Finance, Business Management or Management Accounting.
• Masters in Business Administration or professional license is an advantage but not requires.
• At least 5 - 7 years of professional experience in Corporate Planning / Financial Planning and Analysis / Commercial Finance / Supply Chain Finance, at least 3 years of which in a leadership capacity. Experience in the food & beverage industry is an advantage.
• With strong background and experience in short-term and long-term financial planning, commercial finance and financial benchmarking.

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Position Title: Portfolio Management Officer

Job Summary:

The Portfolio Management Officer shall be responsible for the development and implementation of strategies that will upgrade identified mass market segments (i.e. payroll, remittance) to higher segments by increasing their product take-up, in close coordination with the Institutional Cross-Sell team, other internal stakeholders and control units.

Role Exposure:

Strategic Support

• Analyzes internal data for an in-depth understanding of customers
• Conducts market research to identify threats and growth opportunities, keep in tune with industry trends, monitor competitors, stay abreast of new technologies and understand markets as a basis for developing strategic initiatives
• Portfolio Management of Deposit Products, resulting in migration/upgrade of identified mass market sub-segments to HPR leveraging on payroll, top-ups, etc.
• Assesses current strategies to leverage on organizational strengths, identify gaps and recommend strategic initiatives that will improve organizational effectiveness
• Implements initiatives and works with internal and external agencies to execute campaigns and ensure alignment in approach and deliverables; supervises measurement of campaign effectivity
• Manages cross-functional teams and collaborates with other groups across the organization for project execution
• Coordinates with control units within the organization to ensure compliance
• Supervises monitoring and timely measurement of effectiveness of the initiative or campaign

Deliverables

Including, but not limited to:

• Research output, including but not limited to a roadmap for business / product / service (i.e. enhance transaction monitoring for remittance etc.)
• Number of customers from identified mass market sub-segments migrated to a higher segment / availing of a second product
• Increase in Net Customer Value (NCV)
• Increase in PPC

Qualifications:

• Bachelor's degree in Business Administration, Marketing, Finance, or a related field.
• At least 5-7 years of experience in campaign implementation, portfolio management, strategic planning, or a related field.
• Proven track record in developing and implementing strategies to upgrade mass market segments

Other Details:

Unit: Consumer Business Sector – Retail Deposits and Payment Products Division

Location: 100% Onsite – The Shops, BGC, Taguig

The purpose of the role is primarily responsible for the timely and accurate submission of all financial reports to the Management and other stakeholders.

FINANCIAL

• Conduct variance analysis and provide actionable recommendations to improve financial outcomes
• Oversee the preparation of management reports and financial forecasting/budgeting process
• Maintain the companywide GAE / Capex within the approved budget

a) Verify to ensure that any unbudgeted item will be compensated by a savings prior endorsement of the request

b) Remind the Division/Department if and when a particular expense line has minimal budget already

• Maintain the general and admin expenses (GAE) as well as Capex spend of the Section within the approved budget

CUSTOMER

• Attend to inquiries/verification of internal and external users related to Opex/Capex as well as management reports
• Customer satisfaction through timely and accurate submission of the management reports

a) Thorough Review and ensure timely submission of monthly/quarterly/annual reports to internal and external users

b) Consolidate the annual financial plan for review and approval of the Management

• Supervise and ensure that Board meeting materials are compiled and sent out on a timely manner

INTERNAL PROCESS

• Pass the Internal and regulatory audits with no major finding/non-conformity
• Review existing processes to identify possible areas for automation
• Coordinate with the IT resource requirement, SR filing, etc. of any proposed automation

LEARNING & DEV. / INNOVATION

• Lead, mentor, and develop a high-performing team.
• Foster a culture of continuous improvement and professional development.
• Collaborate cross-functionally to enhance financial literacy across the organization.

QUALIFICATIONS:

• Should be a Certified Public Accountant (CPA)
• With 5 years experience in an officer/senior role related to Financial Planning, Analysis and Control Officer
• Has in depth knowledge in insurance accounting, IC rules and regulations and tax laws.
• Has the ability to focus on satisfying internal and external customer needs and with service quality mindset.
• Coaches to improve performance of the team.
• Takes and initiates actions to achieve goals beyond what is required. Seeks new ways of doing things.
• Proactively works with individuals within the group and from other functions or teams to achieve own and group's goals. Creates effective working relationships.
• Delivers results. Establishes appropriate action plan to achieve goals.
• Knowledgeable of the operations of the unit/group/organization.
• Oral and communication skill
• Analytical skill
• Negotiating skill
• Presentation skill

The Head of Portfolio Management is to lead the client success strategy and operations at Tendo. This role is accountable for strengthening employer partnerships, driving employee loan conversion, and ensuring consistent reporting on partner performance and initiatives. The Client Success Head will establish structured review rhythms, deploy adoption playbooks, and lead a team of account managers to deliver measurable business outcomes.

KEY RESPONSIBILITIES

1. Employer Portfolio Management

• Oversee all partner employers with a structured "one sheet per employer" view.
• Ensure visibility into employer-level metrics: employee base, uptake, loan volume, credit utilization, repayment rates, relationship strength, and sensitivity rating.
• Monitor trends (e.g., last 30-day change) and identify risks/opportunities.

2. Conversion & Adoption Initiatives

• Drive execution of the uptake initiatives playbook (quarterly reviews, orientations, wellness events, roadshows, marketing campaigns, sponsorships).
• Ensure planned initiatives are executed on time and tracked (planned vs. completed).
• Tailor initiatives per employer context to improve conversion, repayment, and retention.

3. Operational Excellence

• Standardize employer operational data (billing frequency, master lists, direct marketing, terms, repayment rates).
• Ensure operational indicators are regularly updated and reviewed in monthly reports.
• Drive process alignment with Finance, Product, and Risk to ensure smooth employer operations.

4. Team Leadership & Enablement

• Lead and mentor the Client Success team (account managers) to run disciplined, data-driven employer reviews.
• Establish monthly/quarterly review cadences with structured reporting (using the provided templates).
• Elevate client conversations from tactical problem-solving to strategic account growth.

5. Cross-Functional Collaboration

• Partner with Marketing, Product, and Risk teams to deploy campaigns and remove adoption barriers.

• Serve as the voice of the client internally — influencing product design, UX, and pricing adjustments.

• Escalate risks proactively and propose corrective actions.

• Growth in employee loan uptake per employer
• Growth in loaned volume (₱) and healthy credit utilization
• High repayment rates across employers
• Consistency of initiative deployment (planned vs. completed)
• Employer relationship health (strength & sensitivity ratings)
• Revenue contribution from client success portfolio

QUALIFICATION

• 8–12+ years in client success, account management, or partner management (preferably fintech, lending, or B2B2C context).
• Strong track record in structured reporting and driving adoption initiatives.
• Experience managing enterprise client relationships with executive-level stakeholders.
• Analytical and data-driven; able to translate metrics into actionable insights.
• Excellent communication, relationship-building, and influencing skills.
• Proven leadership of client-facing teams.

Job Purpose

• Implements campaigns and initiatives guided by the card life cycle framework (activation, utilization, line management, and anti-attrition) and market segmentation analytics, ensuring they are delivered on time and within budget, and positively impact key performance indicators related to portfolio management.
• Drives card activation and utilization through targeted usage campaigns which include retail spend and borrow or loan offers tied to credit card
• Creates value for the existing customer base with the use of competitor scans and market segmentation – analyzing customer spend behavior, demographic and risk profiles.
• Coordinates with internal (Telesales, IT, Digital & Marketing Services, Analytics, Credit Policy, Finance etc.) and external stakeholders to ensure efficient and timely implementation of proposed/approved initiatives.
• Deploys promotional materials such as but not limited to electronic direct mails and SMS, to targeted segments in order to generate promo awareness

Job Requirements

• Must possess at least a Bachelor's / College Degree preferably of a business-related course
• With at least 2 years work experience on various areas of Marketing such as Program Management, Product Development and Customer Relationship Marketing. Experience in credit card or any financial institution will be an added advantage
• Efficient program and project management skills
• Strong communication and negotiation skills (both oral and written)
• Highly organized with attention to detail and strong problem-solving skills
• Comfortable working both independently and in collaborative team environments