Senior Planning Officer (For Pooling)

UnionBank; Pasig; On-site; PHP 446,400 - 669,600; Full time

Job summary

UnionBank of the Philippines is seeking a Senior Planning Officer to support the development and monitoring of planning, business review, and capital management processes. This role involves coordinating finance deliverables and providing support in business planning.

The ideal candidate possesses strong analytical skills, effective communication abilities, and a willingness to learn. Previous experience in financial planning or analysis would be an asset, as well as adaptability in a fast-paced environment.

Qualifications

• Strong analytical and critical thinking skills are required.
• Ability to communicate effectively in team settings.
• Must be adaptable and willing to learn quickly.

Responsibilities

• Coordinate key finance deliverables with other units.
• Support in budget and business planning processes.
• Monitor bank-wide performance versus budget.

Skills

Accountability

Adaptability

Analytical

Good Communication Skills

Critical thinking

Teamwork

Willingness to learn

Job description

Company: UnionBank of the Philippines

Position: Senior Planning Officer (UBP_J000366)

Office Location: UnionBank Plaza - Ortigas, Pasig City

Job Summary: The Senior Planning Officer will support in developing, implementing and monitoring the Bank’s planning, business review, and capital management processes.

Duties and Responsibilities

• Coordination of key finance deliverables, including but not limited to ICAAP, debt and capital-raising exercises, with other units; Prepare the annual ICAAP document, offering circulars, and other documentation requirements for capital management and debt-raising exercises in coordination with key units (i.e. ERM, Treasury, etc.)
• Provide support in the budget, business planning, and business review processes; liaise with the different business units to gather inputs and consolidate for presentation to management;
• Provide support to annual strategic planning exercises of parent bank and/or subsidiaries;
• Monitor bank-wide and business performance vs. budget, and prepare management reports;
• Maintain a database of market and financial information for the use of management and other banking units;
• Prepare internal management performance reports, including competitor scan, for presentation to senior management and banking units;
• Provide support in the preparation of documentation requirements and transaction documents for various strategic projects (i.e. M&As, joint ventures, etc.); and
• Provide cross-functional support to various tasks and special projects performed under the Corporate Planning Group

Required Skills

• Accountability
• Adaptability
• Analytical
• Good Communication Skills
• Critical thinking
• Teamwork
• Willingness to learn