FINANCE BUSINESS PARTNER

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

The Finance Business Partner at Bank of the Philippine Islands (BPI) provides relevant financial and non-financial information to guide planning, strategy formulation, performance management and decision making, helping the business meet targets.

Responsibilities include budgeting, performance reporting, and monitoring financial and non-financial metrics; you will oversee reporting processes and advise on regulatory and tax impacts while ensuring timely, accurate data delivery.

Qualifications

• Bachelor's degree in finance, mathematics, business, or management.
• 4–6 years of experience in financial analysis, planning and forecasting.
• CPA with audit experience; CFA is optional.
• Ability to perform under pressure in competitive environments.

Responsibilities

• Prepare comprehensive performance reports for monthly, quarterly, and annual reviews.
• Identify requirements and design required reports for end-users in a timely manner.
• Direct MIS/Analytics Unit to ensure accuracy and timely reporting.
• Prepare the budget and assist in financial planning and business strategies.
• Monitor OPEX, CAPEX, and headcount within budget; justify variances.
• Analyze impacts of accounting, regulatory, and tax changes on plans and operations.
• Oversee Administrative and Accounting Unit to ensure books are properly maintained.

Skills

Financial analysis

Forecasting

Budgeting

Performance reporting

Education

Bachelor's degree in finance, mathematics, business, or management

CPA with audit experience

CFA certification (optional)

Job description

The Finance Business Partner is primarily responsible for providing relevant financial and non-financial information and analysis to guide the business in planning, strategy formulation, performance management and decision making while achieving the business targets.

Duties and Responsibilities:

• Monitors, reviews and prepares comprehensive performance report of the business for presentation during monthly, quarterly or annual business review to facilitate strategic and tactical decision-making and to ensure achievements of financial and non-financial targets.
• Identifies requirements and analyzes available data; creates and designs required and relevant reports based on required information and what is relevant to end-users in a more efficient and in a timely basis.
• Identifies requirements and analyzes available data; creates and designs required and relevant reports based on required information and what is relevant to end-users in a more efficient and in a timely basis.
• Directly supervises, if applicable, MIS/Analytics Unit to ensure accuracy, efficiency and timely delivery of reports.
• Prepares the budget and assists the business in financial planning and business strategies aligned with the bank's overall objectives

Business Monitoring & Performance Management

• Manages and endorses OPEX, CAPEX and headcount availment of the business segment to ensure that it is operating within budget and that any reasonable variances are justified and properly approved.
• Monitors the financials and non-financial metrics performance of the business as well as the results of the product campaigns and promotional activities.
• Analyzes implications of changes in accounting, regulatory and new tax developments on business plans and operations for appropriate management decision and execution.
• Oversees the Administrative and Accounting Unit, if applicable, to ensure books are well managed and that the administrative requirements of the business group are properly and immediately acted upon

Qualifications:

• Bachelor's degree in finance, Mathematics, Business, or Management
• 4-6 years of work experience in Financial Analysis, financial planning, and forecasting
• CPA with audit experience, CFA certification optional
• Demonstrated ability to perform and succeed in high‑pressure, highly competitive environments