MIS Officer (Corporate Planning)

About BDO

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

The MIS Officer is responsible for collecting, managing, analyzing, and reporting business data to support the Wealth Management Group in delivering its customer value proposition. This role ensures that accurate, timely, and actionable insights are provided to stakeholders, enabling informed decision-making, performance monitoring, and continuous business improvement.

Key Responsibilities:

• Ensuring the accuracy, compliance, control, security, and relevance of data sourced from different Investment Business Units that provide information on Business Unit business development metrics.

• Summarizing the information gathered to show insight on the different management levels from RMs, Center Heads, Business Unit Heads, and BDO’s Management.

• Providing information that will help the management make business decisions that will achieve the business metrics by maximizing leads, monitoring performance, and managing the workforce.

• Providing support to the Relationship Management Unit’s day-to-day tasks through initiatives that may reduce processing time or providing sales insight for increased production.

• Ensuring that all users’ feedback on the reports and data provided are addressed through resolution of functional errors and improvement in report capabilities and information.

• Safeguarding the security of data across all levels by adhering to the data management policies of the bank.

Qualifications:

• Bachelor’s degree relevant to the job (e.g. Industrial Engineering, Management Engineering, Actuarial Science, Statistics, or any degree with background on data management, analytics, and presentation)
• Preferred with at least 3 years of experience or its equivalent in data management, dashboard creation, and reports management
• Skilled in Advanced MS Excel Skill (Advanced Formulas, VBA, and Macro)
• Expertise in Data and MIS Management, Data Architecture Design Data, Business Analytics and Process Improvement
• Must be willing to work onsite in Makati