Corporate Planning Officer

Metrobank; Philippines; On-site; PHP 558,000 - 1,004,000; Full time

Job summary

Metrobank seeks a Corporate Planning Officer to support the bank’s planning framework anchored on the President’s Balanced Scorecard. You will consolidate inputs from multiple business units, perform research and analysis, and ensure accuracy across planning deliverables.

In this role you will assist the Corporate Planning Head and the FCS Head in driving strategy execution, preparing planning templates, and monitoring BU strategy implementation while coordinating with SID, FPAD, RMG and other

Qualifications

• Bachelor’s Degree in Finance, Economics or Accounting is required.
• CPA or CFA designation is an advantage.
• 2–3 years of relevant experience in corporate planning, FP&A, strategy/management consulting, or budgeting.

Responsibilities

• Coordinate with SID, FPAD, and other units to plan and implement the Bank’s strategic directions and programs.
• Develop strategic goals and action programs aligned with institutional objectives.
• Provide research and analysis to support investment or divestment decisions.
• Assist in maintaining the 5-year rolling financial and capital plan and the budgeting cycle.
• Deliver timely MIS and performance analytics in collaboration with FPAD and SID.
• Support capital budgeting and allocation framework alignment with BU priorities.
• Review and validate performance MIS for products, services and channels.
• Prepare economic and banking market research for planning teams.
• Address data requests from planning and budgeting units to ensure timely delivery.
• Maintain management information databases and ensure data integrity.
• Prepare materials for key committees (Board meetings, FinRev, BudCom, ALCo, ROC, etc.).
• Carry out additional duties to support Corporate Planning objectives.

Skills

Cross-functional collaboration

Data analysis

Strategic planning

Financial analysis

Education

Bachelor’s degree in Finance/Economics/Accounting

CPA or CFA (advantage)

Job description

Job Description

Be #InGoodHands with Metrobank!

Here at Metrobank, we dont simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobanks strong heart for the community, you have the chance to give back and make worthwhile contributions to our nations economic and social development. With Metrobank, a meaningful life is within your reach!

Position Title: Corporate Planning Officer

Job Summary

• The Corporate Planning Officer supports the development, coordination, and execution of the Bank’s institutional planning framework anchored on the President’s Balanced Scorecard (BSC). The role contributes to the preparation of aligned, data driven long term and annual business and financial plans by consolidating inputs from various Business Units (BUs), conducting research and analysis, and ensuring accuracy and consistency across planning deliverables.
• The position assists the Corporate Planning Head and the Financial and Control Sector (FCS) Head in driving strategy execution and performance management. This includes supporting Corporate Planning initiatives, preparing planning templates and reports, monitoring Business Unit (BU) strategy implementation, and coordinating with key partner units such as the Strategic Initiatives Division (SID), Financial Planning and Analysis Department (FPAD), Risk Management Group (RMG), and other relevant units. Through effective coordination, analysis, and documentation, the role helps strengthen the Bank’s planning discipline and supports the organization’s overall business and financial performance.

Role Exposure

Support Institutional Planning and Cross Unit Coordination

• Assist in coordinating with SID, FPAD, and other relevant units to ensure effective planning, organization, and implementation of the Bank’s strategic directions, guidelines, programs, and projects.

Enable Strategy Formulation and Execution

• Support the Group Head in developing strategic directions, goals, and action programs or special projects, ensuring alignment with institutional objectives.

Provide Analytical Support for Corporate Development

• Deliver research and analysis to support investment or divestment decisions in allied and non allied undertakings, ensuring alignment with the Bank’s strategic priorities.

Maintain the 5 Year Rolling Financial and Capital Plan

• Support the preparation, updating, and validation of the Bank’s 5 year rolling capital and financial plan to reinforce the annual planning and budgeting cycle.

Deliver Timely and Accurate MIS & Performance Analytics

• Provide timely, accurate, and relevant financial and operational MIS and analyses in collaboration with FPAD and SID to support performance monitoring and management discussions.

Support Capital Budgeting and Allocation Framework

• Assist in maintaining and updating the capital budgeting and allocation framework to ensure alignment of BU priorities with institution wide objectives.

Review and validate product, service, and channel performance MIS.

• Analyze and validate product, service, and channel performance by conducting ROI/ROE assessments and reviewing related MIS to ensure accuracy, alignment with strategic plans, and support for data driven decision making.

Provide Economic and Industry Research for Planning

• Prepare timely research and insights on economic and banking sector developments for the Controller and planning teams to support strategic discussions and corporate planning.

Support Planning and Budgeting Units Across the Bank

• Address data requests, inquiries, and coordination needs from planning and budgeting units to ensure consistency, alignment, and timely completion of planning requirements.

Maintain Management Information Databases

• Organize, update, and ensure the integrity of financial and non financial databases used for management reporting and decision making.

Prepare Materials for Board and Management Committees

• Support the preparation, consolidation, and validation of reports, presentations, and data for key committees, including:
  • Board of Directors’ Meeting
  • Financial Review (FinRev) with Management
  • Budget Committee (BudCom)
  • Asset and Liability Committee (ALCo)
  • Risk Oversight Committee (ROC)
  • Audit Committee
  • Related Party Transaction Management Committee (RPTMC)
  • Senior Management Committee (SMC)
  • Overseas Banking Committee (OBCOM)
  • Other committees as required

Perform Other Assigned Tasks

• Carry out additional duties as may be assigned from time to time to support Corporate Planning and institutional planning objectives.

Qualifications

• Bachelor’s Degree required in any of the following fields such as Finance, Economics and Accounting
• Advantage if CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst)
• At least 2-3 years relevant experience in any of the following like Corporate planning, Financial planning and analysis (FP&A), Strategy/management consulting, Research, business analytics, or forecasting, Risk management or budget planning
• Experience working with cross-functional teams (e.g., FPAD, SID, RMG)

Other Details

Rank: Junior Officer

Unit: Financial & Control Sector / Controllership Group / Corporate Strategy Division / Corporate Planning Department

Location: Metrobank Center BGC, Taguig City