Assistant manager – strategic planning & MIS
Closing on: Jan 6, 2027
Required qualifications
- Prepare branch and segment P&L and provide actionable insights
- Conduct variance analysis & cost benefit analysis
- Prepare board-level analysis, reporting, and presentations
- Support new product evaluations and financial feasibility analysis
- Assist in budgeting, forecasting, and cost analysis processes
- Support and enhance the fund transfer pricing (FTP) framework
- Prepare monthly MIS reports and dashboards
- Develop and improve financial models and reporting tools
- Ensure data accuracy, consistency, and integrity
- Support preparation of annual report disclosures
The job
- Degree in finance / business / economics or related field
- CIMA part/ full qualification would be an added advantage
- 2–5 years of experience in banking / MIS / FP&A
- Exposure to financial planning, performance analysis, or MIS reporting
- Strong knowledge of P&L, budgeting, forecasting, and cost analysis
- Advanced Excel skills
- Power BI modelling skills (added advantage)
- Experience in financial modelling and reporting tools
- Strong analytical and critical thinking skills
- Ability to translate data into actionable business insights
- Strong communication and presentation skills
- 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
