About this role
<div>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.</div> <div> </div> <div>With Metrobank, a meaningful life is within your reach! </div> <div> </div> <div><strong>Position Title:</strong> Planning Officer</div> <div> </div> <div><strong>Job Summary:</strong></div> <div> </div> <div>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.</div> <div> </div> <div><strong>Duties & Responsibilities:</strong></div> <div><strong> </strong></div> <p><strong>Budget Setting</strong></p> <p>Conducts and delivers budget setting output for the following year:</p> <ul> <li>Prepares preliminary financial forecasts.</li> <li>Coordinates and consolidate budget for expenses.</li> <li>Facilitates the setting of Group, Division, and Department (if necessary) budgets.</li> </ul> <p> </p> <p><strong>Financial Performance Reporting</strong></p> <ul> <li>Assesses and reports AUM, income, expense, and net income actual results and trajectory against budget</li> <li>Ensure timely and efficient delivery of data to Bank Partner</li> <li>Actively contribute in projects related to streamlining of TBG data alignment across the Bank.</li> </ul> <p><strong>Strategy Planning and Monitoring</strong></p> <ul> <li>Facilitated end-of-year Group and Division planning sessions.</li> <li>Participates in Divisions' Business Reviews during the year.</li> <li>Reports and prompts progress in the fulfillment of committed strategies and objectives.</li> <li>Coordinates and prepares materials for TBG Townhall.</li> <li>Facilitates PAMS review per Division with the Group Head.</li> </ul> <p> </p> <p><strong>Workstation Availability</strong></p> <ul> <li>Document, coordinate, and assess budget allocation for requests and delivery of TBG's furniture, fixtures, equipment.</li> <li>Document, coordinate, and assess budget allocation for and/or availability of Third Party and In House Systems.</li> <li>Facilitate, prepare documentation, and ensure timely progress for Vendor Performance Review, Accreditation, and Renewal.</li> <li>Facilitate timely preparation and review of Non-IT Systems Road Map.</li> <li>Facilitate, prepare documentation, and ensure timely enablement of Systems Access and Periodic Access Review.</li> </ul>