Job Description

Our client is a global banking firm which provides industry-focused services for clients across geographies. We are currently looking for a highly analytical and strategic Business Planning Manager to support the global Wealth & Retail Banking CFO in Bangalore / Chennai.
Please contact Apoorva Sharma or email your cv directly in word format with Job ID: 14782 to
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 7 business days, we regret to inform you that your application for this position was unsuccessful. riskandquants-in@theedgepartnership.com
Key responsibilities

• Act as a trusted advisor to the WRB CFO, supporting strategic priorities and managing incoming requests.
• Coordinate across global finance teams to ensure timely delivery of projects and key finance initiatives.
• Prepare executive-level presentations and papers for senior leadership forums, set agendas, drive meeting content, and ensure effective follow-ups for CFO-chaired meetings.
• Represent the CFO at internal forums, where designated, lead communication efforts across the global WRB Finance function.
• Support transformation initiatives aimed at simplifying and enhancing finance operations.

• MBA, CA, CFA, or ACCA with 12+ years of experience in financial services, with 5+ years in business planning, strategy, or financial analysis.
• Strong analytical and problem-solving skills, strategic mindset with hands-on project management capability.
• Exceptional executive communication and presentation abilities.
• Expertise in simplifying complex financial concepts for senior audiences.
• Experience with senior-level coordination and planning, ability to influence stakeholders and drive change in a global, matrixed environment.