Planning Officer

SMBC Group; Makati; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

SMBC Group is seeking a Planning Officer to support strategic planning, budgeting, and performance reporting across units. You will partner with Finance, HR, Administration, Risk Management, and Head Office to deliver management insights and drive resource optimization.

The role requires a Bachelor’s degree in Accounting, Finance, Economics, or related field and 3–5 years in management accounting or financial planning.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• 3–5 years in management accounting, financial planning and analysis, budgeting, management reporting.
• Strong understanding of budgeting methodologies, financial analysis, and performance management.
• Experience preparing executive-level reports, presentations, budget reviews, and MIS materials.

Responsibilities

• Support annual budgeting, forecasting, and mid-term planning processes for the Branch.
• Prepare and monitor departmental budgets, expense reports, budget variance analyses, and management reports.
• Analyze business performance, profitability, productivity, and key financial metrics to support decision-making.
• Prepare presentations and management reports for Branch Management, Regional Office, and Head Office.
• Coordinate strategic projects, regulatory initiatives, and business improvement programs across departments.
• Drive process improvement, digitalization, automation, and data analytics initiatives to enhance reporting accuracy and efficiency.

Skills

Budgeting

Management accounting

Financial analysis

Data analysis

Excel

PowerPoint

Stakeholder management

Multitasking

Education

Bachelor's degree in Accounting/Finance/Economics/Business

Tools

Power BI

Job description

As a Planning Officer, you will support the Bank's strategic planning, financial management, budgeting, performance monitoring. Acting as a key business partner across departments, you will provide management insights, financial analysis, market research and planning support to facilitate informed decision-making and sustainable business growth. The role requires close collaboration with business units, Finance, Human Resources, Administration, Risk Management, and Head Office stakeholders to support budgeting, resource allocation, strategic initiatives, organizational planning, and management reporting activities. You will contribute to the Bank's overall performance by strengthening management accounting practices, enhancing reporting frameworks, and driving operational efficiency initiatives.

How You'll Make an Impact

• Support the annual budgeting, forecasting, and mid-term business planning processes of the Branch.
• Prepare and monitor departmental budgets, expense reports, budget variance analyses, and management accounting reports.
• Support expense management initiatives and identify opportunities to improve cost efficiency and resource utilization.
• Analyze business performance, profitability, productivity, and key financial metrics to support management decision-making.
• Prepare presentations, management reports, and business review materials for Branch Management, Regional Office, and Head Office.
• Coordinate strategic projects, regulatory initiatives, and business improvement programs across departments.
• Drive process improvement, digitalization, automation, and data analytics initiatives to enhance reporting accuracy and operational efficiency.
• Perform other duties that may be assigned by Management and the Department Head.

What Sets You Apart

Required Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, Business Administration, Management, or a related field.
• Minimum of 3 - 5 years of experience in management accounting, financial planning and analysis, budgeting, management reporting.
• Strong understanding of management accounting principles, budgeting methodologies, financial analysis, and performance management.
• Experience preparing executive-level reports, presentations, budget reviews, and management information materials.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and stakeholder management skills.
• Strong proficiency in Microsoft Excel, PowerPoint, and data analysis tools.
• Ability to manage multiple priorities and work effectively under tight deadlines.
• Knowledge of banking operations, financial institutions, or corporate planning functions is preferred.

Preferred Qualifications

• Experience in banking, financial services, or multinational organizations.
• Experience with business intelligence tools such as Power BI or equivalent analytics platforms.
• Professional certifications such as CPA, CMA, CFA, PMP, or equivalent are an advantage