Accomplished Corporate Planning Officer with a robust background in financial variance analysis and regulatory compliance, honed through extensive experience. Excelled in preparing key regulatory reports and fostering stakeholder relationships, leveraging analytical and interpersonal skills to drive informed decision-making and strategic planning.
Maintained up-to-date database of the relative industry's financial information to analyze trends, and practices and prepares comparative presentation for informed planning decisions and strategies.
Spearheads the preparation of Regulatory Reports for Securities and Exchange Commission (SEC) and Philippine Stock Exchange (PSE).
Prepares press release materials and disclosures to the PSE.
Prepares the Financial Statements' horizontal and vertical analysis to be incorporated in the Management's Discussion and Plans of Operation as an integral part of the regulatory report.
Prepares replies to Due Diligence Questions of Credit Raters and Joint Lead Arrangers necessary for the completion of the Bank's Bond Offering Circular.
Prepares presentation materials for the following: PSE Investor Presentation Day, budget, strategic planning sessions, and annual stockholders' meeting.
Established positive relationships with the business units' heads to effectively liaise any concerns regarding their respective business strategies.
Assists the division head in monitoring and providing updates on the progress of each business units' plan of action to the senior executive team.
Prepares a daily and weekly Banking and Market Update for the Bank's stakeholders such as senior executive team, and group and division heads of business or income generating units for informed decision making and planning strategies.
Researches and prepares industry report and any other related researches, as directed.
Maintains a database of macroeconomic factors and provides these to stakeholders such as the Treasury Management Group.
Prepares a other reports as directed such as detailed report of the Bank's deposit profile, and operating expense report (bankwide and granular), as well as management profitability reports of select business units.
Prepares monthly profitability analysis for all bank branches (Branch Unit Profitability Analysis).
Processes and monitors capital expenditures (CAPEX) availments, as well as operating expense (OPEX) requisitions to ensure compliance with the approved annual budget.
Prepares the comparative annual (Audited FS) and quarterly (published FS) bank industry ranking.
Prepares monthly narrative reports on economic indicators and banking industry review such as financial and growth analysis.
Ensure accuracy, completeness and timely submission of all relevant regulatory reports to the Bangko Sental ng Pilipinas (BSP), Philippine Deposit Insurance Corporation (PDIC), Bureau of Internal Revenue, Bureau of Treasury (BOT), and Securities and Exchange Commission (SEC).
Established positive relationships with other units to effectively liaise and rectify any errors detected during report preparations.
Periodically reviews work process and existing financial spreadsheets to recommend streamlining of processes in order to strengthen controls and increase productivity.
Acts as a resource person in regulatory reporting matters.
Regulatory Compliance
Regulatory Reports
Financial Variance Analysis
Analytical Skills
Economic and Research Skills
Communication Skills
Interpersonal Skills