FINANCIAL PLANNING & ANALYSIS OFFICER

Metrobank; Taguig; On-site; PHP 670,000 - 1,116,000; Full time

Job summary

Metrobank is seeking a Financial Planning and Analysis Officer to evaluate and finalize both quantitative and qualitative department reports and to study and recommend improvements to budget processes.

You will coordinate with business units to ensure complete submission of budgets, support the Budget Committee and prepare materials for management reviews and board presentations. Strong communication and analytical skills are essential.

Qualifications

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

Responsibilities

• Evaluate and finalize the quantitative and qualitative reports prepared by the department.
• Study, review and recommend new methods that will enhance existing budget processes.
• Ensure completeness and accuracy of 3-year pro-forma budget templates before distribution to the major business and support units of the bank and its subsidiaries.
• Coordinate with concerned contact persons on matters related to budget submissions.
• Coordinate and ensure attendance of Budget Committee members and group heads during budget review.
• Ensure budget adjustments are implemented and tracked.
• Prepare materials for completed budget prior to presentation to the Financial Review Committee (with Board of Directors).
• Ensure timely generation of management reports and materials for monthly Officers Breakfast Meeting, strategic planning sessions, and other reports.
• Check/validate information provided by budget analysts re variance explanations.
• Evaluate and improve budget procedures and processes.
• Manage the actual and budget database using Power OLAP and ensure data are updated, accurate and reliable.
• Perform other related functions as assigned.

Skills

Oral and written communication

Interpersonal skills

Leadership

Strategic reporting

Strategic thinking

Problem solving

Detail-oriented

Follow-through

Education

Bachelor's degree in Finance/Accountancy/Business Administration

MBA degree or completion of some units

CPA or experience in financial planning and reporting

Tools

Power OLAP

Job description

Position Title:Financial Planning and Analysis Officer

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

Other Details

Rank: Junior Officer

Unit: Financial and Control Sector / Controllership Group / Business Finance Division