Junior FP&A Officer: Budget & Forecasting

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

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.