About the role
Company: UnionBank of the Philippines
Position: Senior Planning Officer (UBP_J000366)
Office Location: UnionBank Plaza - Ortigas, Pasig City
Job Summary: The Senior Planning Officer will support in developing, implementing and monitoring the Bank’s planning, business review, and capital management processes.
Duties And Responsibilities
- Coordination of key finance deliverables, including but not limited to ICAAP, debt and capital-raising exercises, with other units; Prepare the annual ICAAP document, offering circulars, and other documentation requirements for capital management and debt-raising exercises in coordination with key units (i.e. ERM, Treasury, etc.)
- Provide support in the budget, business planning, and business review processes; liaise with the different business units to gather inputs and consolidate for presentation to management;
- Provide support to annual strategic planning exercises of parent bank and/or subsidiaries;
- Monitor bank-wide and business performance vs. budget, and prepare management reports;
- Maintain a database of market and financial information for the use of management and other banking units;
- Prepare internal management performance reports, including competitor scan, for presentation to senior management and banking units;
- Provide support in the preparation of documentation requirements and transaction documents for various strategic projects (i.e. M&As, joint ventures, etc.); and
- Provide cross-functional support to various tasks and special projects performed under the Corporate Planning Group
Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn
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