Planning Officer

SUMITOMO MITSUI BANKING CORP; Philippines; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

SUMITOMO MITSUI BANKING CORP in the Philippines is seeking an experienced finance professional to support budgeting, forecasting, and mid‑term planning for the Branch. You will prepare and monitor departmental budgets and reports.

The role requires 3–5 years in management accounting and FP&A, strong analytical skills, and proficiency in Excel, PowerPoint, and data tools. Banking experience is preferred and you will present at executive levels.

Qualifications

• Bachelor's degree in accounting, finance, economics, business administration, management, or related field.
• 3–5 years in management accounting, budgeting, FP&A, and reporting.
• Strong budgeting, financial analysis, and performance-management knowledge.
• Experience producing executive reports and management information materials.
• Excellent written and verbal communication and stakeholder management.
• Proficient in Excel, PowerPoint, and data analysis tools.
• Banking operations or corporate planning experience preferred.

Responsibilities

• Support budgeting, forecasting, and mid-term planning for the Branch.
• Prepare and monitor departmental budgets, expense reports, and management reports.
• Support cost-efficiency initiatives and resource utilisation.
• Analyze performance, profitability, productivity, and key metrics for decision making.
• Prepare presentations and business review materials for leadership.
• Coordinate strategic projects and regulatory initiatives.
• Drive process improvement, digitalisation, automation, and data analytics for reporting accuracy.
• Perform other duties as assigned by management.

Skills

Analytical skills

Stakeholder management

Communication skills

Problem-solving

Attention to detail

Education

Bachelor's degree in Accounting/Finance/Business Administration

Tools

Microsoft Excel

PowerPoint

Power BI

Data analysis tools

Job description

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 utilisation.
• Analyse 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 programmes across departments.
• Drive process improvement, digitalisation, 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 organisations.
• 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.