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financial planning

2 weeks ago

Makati City, National Capital Region, Philippines Metropolitan Bank and Trust Company Full time ₱500,000 - ₱1,000,000 per year

Be #InGoodHands with Metrobank Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual.

We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach

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; 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 in Accountancy and/or equivalent At least 5 years' solid experience financial reporting, analysis and treasury Strong in management reporting and analysis CPA is an advantage but not required Other Details: Rank:Junior Officer Unit:Financial & Control Sector / Controllership Group / Business Finance Division / Consumer Financial Planning and Analysis Department Location:MCC, Makati City #J-18808-Ljbffr