Job Description
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: Planning Officer
Responsible for ensuring successful execution of the Department’s activities related to: Budget Setting, Financial Performance Reporting, Strategy Planning and Monitoring, Workstation Availability, and other duties.
Duties & Responsibilities:
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 TBG's 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.
