FINANCE BUSINESS PARTNER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

Bank of the Philippine Islands (BPI) in Metro Manila seeks a seasoned Finance Analyst to support management reporting, budgeting and strategic planning. You will develop comprehensive performance reports for monthly, quarterly, and annual reviews to guide decisions.

The role requires 4–6 years in financial analysis and forecasting, CPA with audit experience, and the ability to operate under pressure in a fast-paced banking environment.

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.

Responsibilities

• Monitor, review and prepare performance reports for monthly, quarterly, and annual reviews.
• Identify requirements and design relevant end-user reports for timely decisions.
• Direct MIS/Analytics Unit to ensure accuracy and timely reporting.
• Manage OPEX, CAPEX and headcount allocations to stay within budget.

Skills

Financial analysis

Financial planning

Forecasting

Budgeting

Management reporting

Education

Bachelor's degree in finance, Mathematics, Business, or Management

CPA with audit experience; CFA certification optional

Job description

Duties And Responsibilities

Management Reporting and Information

• 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.

Financial Planning & Strategies

• 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