Strategic Planning Manager

6 days ago

Ortigas Metro Manila, Philippines Cepat Kredit Financing Inc. Full time
Job Objective

The Strategic Planning Manager leads research, data analysis, and business planning activities that support the company's growth in the financing industry. The role provides insights on market trends, customer borrowing behavior, product performance, and competitive movements, enabling the company to make informed decisions on product development, risk strategies, pricing, and operational improvements.


Key Responsibilities
1. Industry & Market Research
  • Conduct studies on financing industry trends, customer credit behavior, borrower segments (e.g., employed, OFW, self-employed), and emerging market needs.
  • Analyze competitor loan products, pricing strategies, service models, and digital lending trends.
  • Monitor regulatory updates in the financing sector (BSP, SEC, DTI, Data Privacy, etc.) to support compliance and policy alignment.
  • Prepare market intelligence reports for management.

2. Product & Business Strategy Development
  • Support the enhancement or development of loan products by analyzing market demand, customer profiles, pricing, terms, and competitor positioning.
  • Prepare feasibility studies and business cases for new loan programs, process improvements, or strategic initiatives.
  • Assess product performance and recommend improvements based on data, customer feedback, and operational insights.
  • Provide strategic recommendations to strengthen the company's competitive advantage in the financing market.

3. Data Analytics & Portfolio Performance Monitoring
  • Analyze portfolio performance indicators such as approval rates, conversion, loan releases, repayment trends, and delinquency.
  • Identify risks, opportunities, and operational gaps through data-driven insights.
  • Develop dashboards, KPI sheets, and performance scorecards for management review.
  • Support credit risk management by providing insights on borrower profiles, credit patterns, and market behavior.

4. Strategic Planning & Forecasting
  • Assist in creating annual business plans, financial projections, and portfolio growth targets.
  • Prepare market forecasts and borrower demand projections based on historical data and industry trends.
  • Monitor execution of strategic initiatives and evaluate performance against set objectives.
  • Prepare strategic presentations, briefings, and updates for senior management.

5. Customer & Channel Research
  • Conduct surveys, interviews, and loan journey studies to understand customer borrowing needs, satisfaction levels, and pain points.
  • Analyze performance of lending channels (branches, digital applications, partner networks) to identify opportunities for growth or process enhancement.
  • Develop insights that guide improvements in customer experience, loan application efficiency, and client retention.

6. Cross-Functional Coordination
  • Work with Sales, Marketing, Credit, and Operations to gather insights, validate strategies, and ensure alignment with business objectives.
  • Partner with Risk Management on borrower profiles, market changes, and credit trends.
  • Collaborate with IT and Systems Development to support digital initiatives, data availability, and automation efforts.
  • Validate research and analytical findings with key stakeholders before presenting recommendations.

7. Reporting & Documentation
  • Prepare research reports, business case proposals, product analysis documents, and strategy papers for management.
  • Maintain updated files on market studies, competitive research, and industry insights.
  • Ensure that strategy recommendations comply with regulatory standards and internal policies.

8. Other Related Tasks
  • Perform other tasks related to research, strategic planning, and business analysis as required by management.

  • Financial Planning Manager

    2 weeks ago

    Ortigas, Metro Manila, Philippines JS Unitrade Merchandise, Inc. Full time ₱180,000 - ₱250,000 per year

    Job SummaryThe Financial Planning and Analysis (FP&A) Manager is responsible for leading the budgeting, forecasting, and financial planning processes to support strategic decision-making across the organization. This role provides key financial insights and recommendations to senior leadership by analyzing business performance, identifying trends, and...

  • strategic planning associate

    2 weeks ago

    Ortigas Post Office, Philippines Cocogen Insurance, Inc. Full time ₱276,000 per year

    The Strategic Planning Associate is responsible for facilitating strategic and divisional planning, evaluating departmental action plans for alignment with corporate goals, and tracking performance metrics to ensure results meet expectations.The duties may include, but are not limited to, the following:Gathers assigned statistical and financial data from the...

  • Corporate Planning and Process Management Head

    2 weeks ago

    Ortigas, Metro Manila, Philippines CIS Bayad Center, Inc. Full time ₱1,500,000 - ₱3,000,000 per year

    JOB SUMMARYResponsible in planning, organizing, directing and controlling all related activities to ensure attainment of department's objectives and targets within the acceptable cost; ensures maximum productivity of staff and overseeing all Corporate Strategy and Planning operations.Conducts comprehensive research and analysis, synthesize inputs, develops...

  • Strategic Planner

    1 week ago

    Ortigas, Metro Manila, Philippines BEGINNINGS COMMUNICATIONS, INC. Full time ₱80,000 - ₱120,000 per year

    JOB DESCRIPTION:Help develop strategic omnichannel plans that support the brand and digital planning requirements of the teamInspire fresh, market-relevant and strategic solutions in multi-disciplinary teams.Help build a culture of curiosity in asking the right questions to brand and target market; and listening to learn.Excite team members to discover...

  • Financial Planning and Analysis Manager

    2 weeks ago

    Ortigas, Metro Manila, Philippines Century Pacific Food, Inc. Full time ₱2,000,000 - ₱2,500,000 per year

    Job Title: FP&A Manager – Corporate Planning Company: Century Pacific Food, Inc. (CPFI) Location: Ortigas, Pasig | Hybrid Work Setup Employment Type: Full-TimeKey ResponsibilitiesLead the budgeting, forecasting, and long-range planning process across the organization.Perform in-depth financial analysis to support strategic initiatives, business reviews,...

  • Finance Planning

    4 days ago

    Ortigas, Metro Manila, Philippines Joy~Nostalg Group Full time

    JOB SUMMARY:The FP&A Analyst plays a pivotal role in driving financial performance and strategic decision-making within the organization. By conducting detailed financial analysis, budgeting, forecasting, and reporting, the FP&A Analyst provides actionable insights that support business objectives and ensure financial health.JOB DUTIES AND...

  • Corporate Planning Systems Manager

    2 weeks ago

    Ortigas, Philippines Century Pacific Food Inc. Full time ₱2,500,000 - ₱5,000,000 per year

    Job Description:Design, build, and maintain Anaplan models to support financial planning, forecasting, and business operationsPartner with Finance, Supply Chain, and other business units to align system models with strategic and operational requirementsEnsure data integrity and accuracy by managing integrations between internal systems and AnaplanAnalyze...

  • Strategic Organizational Development Manager

    2 weeks ago

    Ortigas, Metro Manila, Philippines Ben Edictio Corp Full time ₱1,500,000 - ₱2,500,000 per year

    ·       Align Talent & People Strategies:Partner with leadership to design and implement workforce strategies that support organizational goals, including succession planning, talent acquisition, and retention programs.·       Build Leadership Capability:Coach and develop senior leaders to enhance their effectiveness, foster inclusive...

  • Strategic Planning Leader – OKRs

    3 weeks ago

    , Metro Manila, Philippines Filinvest Development Corporation Full time

    A leading property development firm in Manila seeks a Strategy Head for Corporate Planning to develop and execute strategic business plans that drive growth and optimize performance. Ideal candidates will have over 5 years of experience in corporate strategy and demonstrate a strong track record in data-driven decision-making. This role offers a full-time...

  • Strategic Account Manager

    1 week ago

    Bonifacio Global, Metro Manila, Philippines 1Rotary Trading Corporation Full time

    About the role As a Strategic Accounts Manager at 1Rotary Trading Corporation, you will play a crucial role in driving the company's growth and success. In this full-time position based in Bonifacio Global City, Taguig City, Metro Manila, you will be responsible for managing and developing key strategic accounts, ensuring strong relationships and delivering...