Corporate Planning Officer | Finance

About the Job

Location: BGC
Corporate Rank: SAM-SM
Work Arrangement: Hybrid

Our Finance Team is looking for experienced professionals to join us in BGC in the role of Corporate Planning Officer.

In this role, you will conduct regular and spot audits of units outlined in the Department's annual audit plan, as well as special or fraud investigations as assigned. You will ensure that all audit reviews and processes adhere to established internal auditing standards, including those set by the Institute of Internal Auditors International Standards for the Professional Practice of Internal Auditing, regulatory authorities, and relevant codes of ethics.

Going Further for You.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

At EastWest, we empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiatives. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

For 30 years, EastWest has emerged as one of the most consumer-focused universal banks in the Philippines. EastWest is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

What the role will entail

• Mentors and coaches Corporate Planning Officers on matters related to performance reporting, budgeting, and financial analysis for the lending cluster businesses.

• Acts as Lead Manager for the annual planning/budgeting/forecasting exercise while closely coordinating with the lending cluster business unit heads

• Monitors and reports the lending cluster business performance monthly while focusing on deviations against established goals and objectives

• Provides recommendations on identified opportunities and risks in the lending cluster business financials and key performance drivers

• Assists businesses in launching new products or marketing programs by providing decision support through financial analysis tools (e.g. Net Present Value analysis, capital budgeting, etc.)

• Maintains documented policies and procedures for reporting frameworks, processes, business models, and financial analysis/capital budgeting.

• Performs supervisory functions on goal setting, performance assessment, timekeeping, leave management, monitoring Service Level Agreements (SLA) and equitable workload distribution

• Assists the Corporate Planning Head in attaining the goals and objectives of the Corporate Planning Group including other projects or responsibilities that may be occasionally assigned by the Corporate Planning Head

What we're looking for

• Candidate must possess a Bachelor's/College Degree, in Accountancy/Finance/Banking/Economics or equivalent

• Certified Public Accountant (CPA) is an advantage

• MBA is preferred but not required

• At least 8 years of work-related experience in the banking industry is required for this position.

• Preferably with experience in Corporate or Business Finance.

• Working knowledge of MIS systems and Analytics

• Extensive knowledge of Consumer and Business Lending Products and Services

• Extensive knowledge of MS Office/ Accounting & Operating Systems

• Management Reporting, Budgeting, and ALCO experience is a must

• Excellent verbal and written communication skills

• Strong or above-average analytical skills

What you can expect from joining our team

• Career development and training opportunities

• Performance-based incentives and recognition programs to reward high-performing individuals.

• Opportunity to work with industry experts and be mentored by them.

• Defined career progression paths to guide you in your professional growth