Assistant manager – strategic planning & MIS

Closing on: Jan 6, 2027

Required qualifications

  1. Prepare branch and segment P&L and provide actionable insights
  2. Conduct variance analysis & cost benefit analysis
  3. Prepare board-level analysis, reporting, and presentations
  4. Support new product evaluations and financial feasibility analysis
  5. Assist in budgeting, forecasting, and cost analysis processes
  6. Support and enhance the fund transfer pricing (FTP) framework
  7. Prepare monthly MIS reports and dashboards
  8. Develop and improve financial models and reporting tools
  9. Ensure data accuracy, consistency, and integrity
  10. Support preparation of annual report disclosures

The job

  1. Degree in finance / business / economics or related field
  2. CIMA part/ full qualification would be an added advantage
  3. 2–5 years of experience in banking / MIS / FP&A
  4. Exposure to financial planning, performance analysis, or MIS reporting
  5. Strong knowledge of P&L, budgeting, forecasting, and cost analysis
  6. Advanced Excel skills
  7. Power BI modelling skills (added advantage)
  8. Experience in financial modelling and reporting tools
  9. Strong analytical and critical thinking skills
  10. Ability to translate data into actionable business insights
  11. Strong communication and presentation skills
  12. High attention to detail and accuracy

Rewards

The right candidate can look forward to a remuneration package inclusive of staff loan benefits at concessionary interest rates and career prospects.

When applying

Applications must be forwarded via email with the names of two non-related referees on or before 13th July 2026. The email subject line must state “Assistant Manager – Strategic Planning & MIS”.

Company: Union Bank PLC
Company email: [email protected]
Job Location: Colombo 3
Job Category: Banking / Insurance / FinTech
Job Type: Full Time

Apply now

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