Financial Planning & Analysis Officer

Metrobank; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Metrobank is seeking a finance professional to evaluate and finalize department reports, and to study and refine budget processes for enhanced efficiency. The role involves ensuring the accuracy of 3-year budget templates and coordinating with Budget Committee members and business heads.

You will prepare materials for the Financial Review Committee, generate timely management reports, and monitor variance explanations between budget and actuals.

Qualifications

• Bachelor’s degree in Finance, Accountancy or Business Administration.
• MBA degree or completion of some units is an advantage.
• CPA or experience in financial planning and reporting is preferred.
• Exceptional oral and written communication, interpersonal, and leadership skills.
• Experience in developing strategic papers and high level management reports.
• Experience in strategic thinking, problem solving, and detail-oriented follow-through.

Responsibilities

• Evaluates and finalizes both the quantitative and qualitative reports prepared by the department.
• Studies, reviews and recommends new methods to improve budget processes.
• Ensures completeness and accuracy of budget formulas in 3-year pro-forma templates before distribution to major units.
• Coordinates with contact persons for complete budget submissions and attendance of Budget Committee meetings.
• Prepares materials for presentation to the Financial Review Committee (with Board of Directors).
• Generates timely management reports and presentation materials for monthly OBM and strategic planning sessions.
• Validates variance explanations of budget gaps vs actual performance.
• Evaluates and improves existing budget procedures and processes.
• Manages the budget database using Power OLAP, ensuring data is updated and reliable.
• Performs other related functions as assigned.

Skills

Communication skills

Leadership

Analytical thinking

Strategic thinking

Education

Bachelor’s degree in Finance/Accountancy/Business Admin

MBA

CPA (preferred)

Tools

Power OLAP

Job description

Here at Metrobank, we don't 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 Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach!

Job Summary

• Evaluates and finalizes both the quantitative and qualitative reports being prepared by the department
• Studies, reviews and recommends new methods that will enhance existing budget processes

Role Exposure

• Ensures/checks and reviews the completeness, accuracy of formulas in the 3-year pro-forma budget templates prior to distribution to the major business and support units of the bank and its subsidiaries
• Coordinates with concerned contact persons any matters related to the complete submission of their respective budgets
• Coordinates/ensures attendance and availability of the members of the Budget Committee and the respective group heads of the concerned business or support unit in the budget review
• Sees to it that resulting budget adjustments are implemented accordingly, action points duly noted for monitoring and tracking, etc.
• Prepares and reviews the necessary materials of the completed budget prior to presentation to the Financial Review Committee (with Board of Directors)
• Ensures the timely generation of management reports, presentation materials for the monthly Officers Breakfast Meeting (OBM), strategic planning sessions and other reports that may be required from time to time
• Checks/validates the information provided by the budget analysts re variance explanation of budget gaps versus actual performance
• Evaluates existing budget procedures and processes; recommends and implements ways of improving them
• Manages the actual and budget database using Power OLAP and sees to it that the data are updated, accurate and reliable
• Performs other related functions that may be assigned from time to time

Qualifications

• Bachelor’s degree from a college/university majoring in Finance, Accountancy or Business Administration
• MBA degree or completion of some units is an advantage
• Preferably a CPA or with experience in financial planning and reporting
• Exceptional oral and written communication, interpersonal, and leadership skills
• With experience in developing/preparing strategic papers and high level management reports
• With experience in strategic thinking, solid problem solving capabilities, results and detail-oriented with superior follow-through capabilities

Unit

Financial and Control Sector / Controllership Group / Business Finance Division