Job Summary
The Corporate Finance Analyst supports the Bank's corporate finance, strategic planning, and investor relations functions, with primary focus on M&A, partnerships, valuations, and corporate finance advisory. The role requires strong financial modeling, business case development, and analytical capabilities to support internal strategic projects and external client mandates.
Key Responsibilities:
Corporate Finance & Advisory
- Conduct financial, valuation, and strategic analyses for M&A, partnerships, divestments, and investments.
- Build and maintain financial models for valuation and scenario planning.
- Prepare pitch books, proposals, IMs, and client presentations.
- Coordinate due diligence with internal teams and external advisors.
- Perform industry and market research for investment and advisory opportunities.
- Support corporate finance advisory activities, including deal origination and execution.
- Collaborate with internal units on alliances, joint ventures, and client transactions.
Corporate Planning
- Support annual strategic and profit planning, including business case and capital allocation analyses.
- Participate in business reviews and performance monitoring.
- Provide financial and operational insights for strategy formulation.
- Prepare analytical inputs for management, board, and performance reports.
Investor Relations
- Assist in preparing investor briefings, reports, and regulatory disclosures.
- Support communication materials for shareholders and analysts.
- Maintain investor databases and IR website content.
Special Projects
- Conduct business intelligence and industry studies.
- Perform valuations and due diligence for potential acquisitions or investments.
- Provide support for senior management's ad hoc strategic or financial projects.
Qualifications
- Bachelor's Degree in Economics, Finance, Accountancy, Business, Mathematics, or related field
- Solid understanding of accounting principles
- Highly analytical and proficient in quantitative and qualitative analysis
- Advanced skills in financial modeling and presentation development
- Experience in investment banking, PE, corporate finance, or related fields is an advantage
Company Description
Philippine Business Bank (PBB), established in 1997, operates as a savings bank focused on serving corporate clients and small and medium enterprises (SMEs). The bank offers a comprehensive range of services, including cash management, corporate and retail lending, deposit products, international trade finance, and treasury operations. Boasting a robust presence with 160 branches, PBB strategically serves high-SME-concentration areas in urban centers such as Caloocan, Quezon City, and key cities like Cebu, Davao, and Bacolod. PBB is committed to fostering financial growth and empowering businesses with tailored financial solutions.
Role Description
This is a full-time Corporate Planning Officer role based on-site in the Caloocan City office. The responsibilities include conducting financial planning and analysis, supporting the development and implementation of corporate strategies, and ensuring adherence to corporate governance policies. The Corporate Planning Officer will also collaborate across departments to optimize internal processes, assist in preparing comprehensive business reports and forecasts, and participate in providing training and guidance to teams to achieve the organization's goals.
Qualifications
- Strong skills in Finance and Corporate Governance practices
- Proficient in Communication and Training with the ability to effectively collaborate with teams
- Sales expertise and business development acumen
- Analytical and critical-thinking capabilities for strategic planning and decision-making
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Work experience in financial planning, corporate governance, or banking industry preferred
