Financial Planning And Analysis Officer

Metrobank; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Metrobank is seeking a Financial Planning and Analysis Officer in Metro Manila. You will evaluate and finalize both quantitative and qualitative reports, study ways to improve budget processes, and coordinate budgets across units for timely submissions.

You will lead the preparation of materials for committees, ensure accurate budgeting, and generate management reports and strategic documents for monthly meetings and planning sessions. Strong communication and CPA/FP&A experience are preferred.

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 and strong problem-solving with attention to detail.

Responsibilities

• Evaluates and finalizes both quantitative and qualitative reports for the department.
• Studies, reviews and recommends new methods to improve budget processes.
• Ensures completeness and accuracy of 3-year pro-forma budget templates before distribution.
• Coordinates budget submissions with respective units and contacts.
• Ensures attendance of Budget Committee and group heads during budget reviews.
• Implements budget adjustments and records action points for monitoring.
• Prepares materials for the Financial Review Committee and Board presentation.
• Generates timely management reports and presentation materials for OBM and planning sessions.
• Validates variance explanations of budget gaps vs actual performance.
• Evaluates and improves existing budget procedures and processes.
• Manages budget and actual data using Power OLAP for accuracy and reliability.
• Performs other related functions as assigned.

Skills

Budget forecasting

Financial analysis

Budget coordination

Communication skills

Strategic thinking

Education

Bachelor’s degree in Finance/Accountancy/Business Admin

MBA degree (advantage)

CPA or FP&A experience

Tools

Power OLAP

Job description

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

Location: Metrobank Center BGC Taguig