PLANNING OFFICER CORPORATE STRATEGY DEPARTMENT

Budget Setting

Conducts and delivers budget setting output for the following year:

• Prepares preliminary financial forecasts.
• Coordinates and consolidate budget for expenses.
• Facilitates the setting of Group, Division, and Department (if necessary) budgets.

Financial Performance Reporting

• Assesses and reports AUM, income, expense, and net income actual results and trajectory against budget
• Ensure timely and efficient delivery of data to Bank Partner
• Actively contribute in projects related to streamlining of TBG data alignment across the Bank.

Strategy Planning and Monitoring

• Facilitated end-of-year Group and Division planning sessions.
• Participates in Divisions Business Reviews during the year.
• Reports and prompts progress in the fulfillment of committed strategies and objectives.
• Coordinates and prepares materials for TBG Townhall.
• Facilitates PAMS review per Division with the Group Head.

Workstation Availability

• Document, coordinate, and assess budget allocation for requests and delivery of TBGs furniture, fixtures, equipment.
• Document, coordinate, and assess budget allocation for and/or availability of Third Party and In House Systems.
• Facilitate, prepare documentation, and ensure timely progress for Vendor Performance Review, Accreditation, and Renewal.
• Facilitate timely preparation and review of Non-IT Systems Road Map.
• Facilitate, prepare documentation, and ensure timely enablement of Systems Access and Periodic Access Review.