Corporate Planning Officer

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Position Title: Corporate Planning Officer

Job Summary:

• The Corporate Planning Officer supports the development, coordination, and execution of the Bank’s institutional planning framework anchored on the President’s Balanced Scorecard (BSC). The role contributes to the preparation of aligned, data driven long term and annual business and financial plans by consolidating inputs from various Business Units (BUs), conducting research and analysis, and ensuring accuracy and consistency across planning deliverables.


• The position assists the Corporate Planning Head and the Financial and Control Sector (FCS) Head in driving strategy execution and performance management. This includes supporting Corporate Planning initiatives, preparing planning templates and reports, monitoring Business Unit (BU) strategy implementation, and coordinating with key partner units such as the Strategic Initiatives Division (SID), Financial Planning and Analysis Department (FPAD), Risk Management Group (RMG), and other relevant units. Through effective coordination, analysis, and documentation, the role helps strengthen the Bank’s planning discipline and supports the organization’s overall business and financial performance.

Role Exposure:

1. Support Institutional Planning and Cross Unit Coordination

• Assist in coordinating with SID, FPAD, and other relevant units to ensure effective planning, organization, and implementation of the Bank’s strategic directions, guidelines, programs, and projects.

2. Enable Strategy Formulation and Execution

• Support the Group Head in developing strategic directions, goals, and action programs or special projects, ensuring alignment with institutional objectives.

3. Provide Analytical Support for Corporate Development

• Deliver research and analysis to support investment or divestment decisions in allied and non allied undertakings, ensuring alignment with the Bank’s strategic priorities.

4.  Maintain the 5 Year Rolling Financial and Capital Plan

• Support the preparation, updating, and validation of the Bank’s 5 year rolling capital and financial plan to reinforce the annual planning and budgeting cycle.

5. Deliver Timely and Accurate MIS & Performance Analytics

• Provide timely, accurate, and relevant financial and operational MIS and analyses in collaboration with FPAD and SID to support performance monitoring and management discussions.

6. Support Capital Budgeting and Allocation Framework

• Assist in maintaining and updating the capital budgeting and allocation framework to ensure alignment of BU priorities with institution wide objectives.

7. Review and validate product, service, and channel performance MIS.

• Analyze and validate product, service, and channel performance by conducting ROI/ROE assessments and reviewing related MIS to ensure accuracy, alignment with strategic plans, and support for data driven decision making.

8. Provide Economic and Industry Research for Planning

• Prepare timely research and insights on economic and banking sector developments for the Controller and planning teams to support strategic discussions and corporate planning.

9. Support Planning and Budgeting Units Across the Bank

• Address data requests, inquiries, and coordination needs from planning and budgeting units to ensure consistency, alignment, and timely completion of planning requirements.

10. Maintain Management Information Databases

• Organize, update, and ensure the integrity of financial and non financial databases used for management reporting and decision making.

11. Prepare Materials for Board and Management Committees

• Support the preparation, consolidation, and validation of reports, presentations, and data for key committees, including:
  
  
  
  • Board of Directors’ Meeting
  
  
  • Financial Review (FinRev) with Management
  
  
  • Budget Committee (BudCom)
  
  
  • Asset and Liability Committee (ALCo)
  
  
  • Risk Oversight Committee (ROC)
  
  
  • Audit Committee
  
  
  • Related Party Transaction Management Committee (RPTMC)
  
  
  • Senior Management Committee (SMC)
  
  
  • Overseas Banking Committee (OBCOM)
  
  
  • Other committees as required
  
  
  
  

12. Perform Other Assigned Tasks

• Carry out additional duties as may be assigned from time to time to support Corporate Planning and institutional planning objectives.

Qualifications:

• Bachelor’s Degree required in any of the following fields such as Finance, Economics and Accounting


• Fresh graduates are encouraged to apply


• Must be CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) but not required


• At least 2-3 years relevant experience in any of the following like Corporate planning, Financial planning and analysis (FP&A), Strategy/management consulting, Research, business analytics, or forecasting, Risk management or budget planning


• Experience working with cross-functional teams (e.g., FPAD, SID, RMG)

Other Details:

Rank: Junior Officer

Unit: Financial & Control Sector / Controllership Group / Corporate Strategy Division / Corporate Planning Department

Location: Metrobank Center BGC, Taguig City