Planning Officer

SMBC Group; Manila; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

SMBC Group in Manila is seeking a finance professional to support budgeting, forecasting, and mid-term planning for the Branch. You will prepare and monitor departmental budgets, expense reports, and management accounting packages while driving cost efficiency initiatives.

You will analyze performance, profitability, and key metrics to support decision-making and prepare presentations for Branch Management, Regional Office, and Head Office.

Qualifications

• Bachelors degree in Accounting, Finance, Economics, Business Administration, Management, or related field.
• 3-5 years of experience in management accounting, financial planning and analysis, budgeting, and reporting.
• Strong understanding of budgeting methodologies and performance management.
• Experience with executive-level reports, presentations, and management information materials.
• Excellent communication and stakeholder management skills.

Responsibilities

• Assist budgeting, forecasting, and mid-term planning processes for the Branch.
• Prepare and monitor departmental budgets, expense reports, and budget variance analyses.
• Support expense management and cost-efficiency initiatives.
• Analyze performance, profitability, productivity, and key financial metrics.
• Prepare presentations and management reports for Branch, Regional Office, and Head Office.
• Coordinate strategic projects and process improvement programs across departments.
• Lead digitalization, automation, and data analytics initiatives to improve reporting accuracy and efficiency.
• Perform other duties as assigned by Management.

Skills

Budgeting & forecasting

Management accounting

Financial analysis

Excel

PowerPoint

Data analysis tools

Stakeholder management

Communication

Multi-priority management

Education

Bachelor's Degree in Accounting, Finance, Economics, or related field

Tools

Microsoft Excel

PowerPoint

Power BI

Job description

Job Description:

How Youll 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.

Required Qualifications

• Bachelors 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.
• Experience supporting digital transformation, automation, or process improvement initiatives.
• Professional certifications such as CPA, CMA, CFA, PMP, or equivalent are an advantage.

Requirements: