Planning Officer

How You'll Make an Impact Support the annual budgeting, forecasting, and mid-term business planning processes of the Branch. Prepare and monitor departmental budgets, expense reports, budget variance analyses, and management accounting reports. Support expense management initiatives and identify opportunities to improve cost efficiency and resource utilization.

Analyze business performance, profitability, productivity, and key financial metrics to support management decision-making. Prepare presentations, management reports, and business review materials for Branch Management, Regional Office, and Head Office. Coordinate strategic projects, regulatory initiatives, and business improvement programs across departments.

Drive process improvement, digitalization, automation, and data analytics initiatives to enhance reporting accuracy and operational efficiency. Perform other duties that may be assigned by Management and the Department Head. What Sets You Apart Required Qualifications Bachelor's Degree in Accounting, Finance, Economics, Business Administration, Management, or a related field.

Minimum of 3 - 5 years of experience in management accounting, financial planning and analysis, budgeting, management reporting. Strong understanding of management accounting principles, budgeting methodologies, financial analysis, and performance management. Experience preparing executive-level reports, presentations, budget reviews, and management information materials.

Strong analytical and problem-solving skills with attention to detail. Excellent communication and stakeholder management skills. Strong proficiency in Microsoft Excel, PowerPoint, and data analysis tools. Ability to manage multiple priorities and work effectively under tight deadlines. Knowledge of banking operations, financial institutions, or corporate planning functions is preferred.

Preferred Qualifications

Experience in banking, financial services, or multinational organizations. Experience with business intelligence tools such as Power BI or equivalent analytics platforms. Experience supporting digital transformation, automation, or process improvement initiatives. Professional certifications such as CPA, CMA, CFA, PMP, or equivalent are an advantage. <div