Senior Strategic Planning & Capital Lead

UnionBank; Pasig; On-site; PHP 900,000 - 1,600,000; Full time

Job summary

UnionBank of the Philippines is seeking a Senior Planning Officer to support the Bank's planning, business review, and capital management processes. Based at UnionBank Plaza in Ortigas, Pasig City, you will coordinate key finance deliverables and contribute to ICAAP and debt-raising activities.

You will assist in budget and strategic planning, monitor performance vs budget, and prepare management reports and market databases for executive decision-making.

Qualifications

• Strong accountability and adaptability in finance environments.
• Analytical mindset with data-driven decision making.
• Excellent communication and teamwork skills.

Responsibilities

• Coordinate ICAAP, debt and capital-raising with ERM, Treasury, and other units; prepare annual ICAAP documents and related materials.
• Support budgeting, business planning and reviews; gather inputs from business units for consolidation.
• Assist annual strategic planning for parent bank and subsidiaries.
• Monitor bank-wide performance vs budget; prepare management reports.
• Maintain a database of market and financial information for management use.
• Prepare internal management performance reports, including competitor scans, for senior management.
• Assist in documentation for strategic projects (M&As, joint ventures).
• Provide cross-functional support to Corporate Planning Group tasks.

Skills

Accountability

Adaptability

Analytical

Good Communication Skills

Critical thinking

Teamwork

Willingness to learn

Job description

UnionBank of the Philippines is seeking a Senior Planning Officer to support the Bank's planning, business review, and capital management processes. Based at UnionBank Plaza in Ortigas, Pasig City, you will coordinate key finance deliverables and contribute to ICAAP and debt-raising activities.

You will assist in budget and strategic planning, monitor performance vs budget, and prepare management reports and market databases for executive decision-making.