Financial Planning And Analysis Officer

Position Title: Financial Planning and Analysis Officer

Job Summary:
 

• Evaluates and finalizes both the quantitative and qualitative reports being prepared by the department
• Studies, reviews and recommends new methods that will enhance existing budget processes

Role Exposure:
 

• Ensures/checks and reviews the completeness, accuracy of formulas in the 3-year pro-forma budget templates prior to distribution to the major business and support units of the bank and its subsidiaries
• Coordinates with concerned contact persons any matters related to the complete submission of their respective budgets
• Coordinates/ensures attendance and availability of the members of the Budget Committee and the respective group heads of the concerned business or support unit in the budget review
• Sees to it that resulting budget adjustments are implemented accordingly, action points duly noted for monitoring and tracking, etc.
• Prepares and reviews the necessary materials of the completed budget prior to presentation to the Financial Review Committee (with Board of Directors)
• Ensures the timely generation of management reports, presentation materials for the monthly Officers Breakfast Meeting (OBM), strategic planning sessions and other reports that may be required from time to time
• Checks/validates the information provided by the budget analysts re variance explanation of budget gaps versus actual performance
• Evaluates existing budget procedures and processes; recommends and implements ways of improving them
• Manages the actual and budget database using Power OLAP and sees to it that the data are updated, accurate and reliable
• Performs other related functions that may be assigned from time to time

Qualifications:

• Bachelor’s degree from a college/university majoring in Finance, Accountancy or Business Administration
• MBA degree or completion of some units is an advantage
• Preferably a CPA or with experience in financial planning and reporting
• Exceptional oral and written communication, interpersonal, and leadership skills
• With experience in developing/preparing strategic papers and high level management reports
• With experience in strategic thinking, solid problem solving capabilities, results and detail-oriented with superior follow-through capabilities

Other Details:

Rank: Junior Officer

Unit: Financial and Control Sector / Controllership Group / Business Finance Division

Location: Metrobank Center BGC Taguig