Job Description

:

- The candidate will be responsible for Financial Planning and Analysis (FP&A) for the Consumer Banking, Wealth, and Investment management business, and in addition will be responsible for analysis of data for decision making by senior leadership.

- The individual will play a key role in the team responsible for FP&A and data analysis and would manage multiple projects in parallel by ensuring adequate understanding of the requirements to deliver data analysis solutions.

- These projects would be complex and time critical which would require the candidate to comprehend & evaluate the strategic business drivers to bring in efficiencies through automation of existing reporting packages or codes.

- The work would be a mix of standard and ad-hoc deliverables based on dynamic business requirements.

- Technical competency is essential to build processes which ensure data quality and completeness across all projects / requests related to business.

- The core responsibility of this individual is process management to achieve sustainable, accurate and well controlled results.

- Candidate should have a clear understanding of the end-to-end process (including its purpose) and a discipline of managing and continuously improving those processes.

Responsibilities:

- Preparation of various FP&A reports (revenue, headcount, other KPIs etc.) including performing variance analysis

- Responsible for the forecasts and planning/budgeting process. Review and analyze variances and ensure alignment with the forecast

- Perform month end review and control

- Responsible for the preparation of various business reviews and ad-hoc financial analysis to support senior management decisions

- Design solutions, generate actionable insights, optimize existing processes, build tool-based automations and ensure overall program governance

- Understand business requirements and translate those into deliverables. Support the business on periodic and ad-hoc projects

- Managing and improving the work: develop full understanding of the work processes, continuous focus on process improvement through simplification, innovation and use of emerging technology tools, and understanding data sourcing and transformation.

- Managing risk: managing and reducing risk, proactively identify risks, issues and concerns and manage controls to help drive responsible growth (ex: Compliance, Operational - SAFER, Self-Identified Audit Issues, procedures, data management, etc.), establish a risk culture to encourage early escalation and self-identifying issues

- Effective communication: deliver transparent, concise and consistent messaging while influencing change in the teams.

- Be a key contributor to business initiatives that require subject matter expertise.

- Extremely good with numbers and ability to present various business/finance metrics, detailed analysis, and key observations to Senior Business Leaders.

Requirements:

Education:

- CA/CPA or MBA finance with 10+ years of relevant work experience Experience Range-

- 10+ years of relevant work experience in Financial Planning & Analysis and Data Analysis in Banking industry. Exposure to Consumer banking or Wealth/Investment Management businesses would be an added advantage

Foundational skills:

- Strong abilities on FP&A and Data Analysis and strong financial acumen

- Strong computer skills, including MS excel, power point. Familiarity with reporting tools like SQL, Essbase etc. and Emerging technologies like Alteryx, Tableau.

- Prior Banking and Financial services industry experience, preferably Retail banking and/or Wealth/Investment Management

- Strong communication skills (both verbal and written), Interpersonal skills and relationship management skills to navigate the complexities of aligning stakeholders, building consensus, and resolving conflicts

- Proven ability to manage multiple and often competing priorities in a global environment

- Ability to drive strategic initiatives with a track record of successful change management

- Manages operational risk by building strong processes and quality control routines Desired skills

- Ability to effectively manage multiple priorities under pressure, and deliver as well as being able to adapt to changes

- Able to work in a fast paced, deadline-oriented environment

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