MIS and Analytics Manager

CTBC Bank (Philippines) Corp.

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Responsible for generating and preparing MIS reports for the different units of the Retail Banking Group to be used for monitoring and improving their respective Key Performance Indicators (KPIs).

1. Prepares various reports by obtaining, analyzing, and putting together data from different sources. These reports include:

a. Deposit Variance Reports – shows the differences between planned and actual financial outcomes in relation to deposits; sent to the Sales and Distribution Head daily.

b. Council Report – shows the consolidated RBG financials, deposits, loans, audit items; presented to the RBG Council weekly.

c. Incentive Computation – shows the monthly and quarterly computation of incentives for PL and Mortgage.

d. Branch Banking Profit & Loss Report – shows the total income and total expenses of all Business Centers; sent to Regional Business Center Heads and Sales & Distribution Head.

e. Monthly Productivity Report – shows the monthly productivity of Consumer Finance Sales broken down per sales channel, sales officers, sales agencies and sales agents/associates; sent to Sales Channels every month.

f. New Branch Tracking Report – shows the performance of new branches per approved Key Performance Indicators (KPI); sent to Regional Business Center Heads and Sales & Distribution Head.

g. Financial Projections – estimates the future financial performance of a business line; sent to the RBG Council.

1. Conducts variance analysis between actual and projected sales/booking volumes vis-à-vis targets to track RBG’s overall financial performance on a monthly basis; identifies the cause of the variance and discusses the results with the Unit and Group Head.
2. Checks and validates the Commission and Incentive Report generated by Management Reports and Support Unit (MRSU) for Mortgage and Personal Loans by comparing it to a report manually prepared by the incumbent; endorses validated report to corresponding sales channel for implementation and payout.
3. Assists the Planning Team and other Business Units in setting and simulating volume targets and corresponding Key Performance Indicators (KPI) of RB business units during budget exercise based on targets provided by Taipei counterparts;
4. Performs the following tasks in preparing ad hoc and additional reports as may be requested by Management or the President from time to time;

• a. Coordinates with units/persons from whom data will be sourced
• b. Analyzes and determines the best approach to represent or illustrate the data requested
• c. Designs and creates report templates (if report will be a regular report)
• d. Prepares the report by organizing data based on the requested specifications