SM/AVP - Financial Planning & Analysis/Revenue Cycle - Banking

SM/AVP - Financial planning and analysis + Revenue cycle - Diversity

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 candidate will play a Leadership 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 individual 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 responsibilities of this individual is process management to achieve sustainable, accurate and well controlled results and influencing others to perform and deliver as per the business requirements

- 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:

- Play a leadership role in Program Management including building / improving solutions for Financial Planning and Analysis (FP&A) and Data Analysis functions that support decision making by senior leadership

- Preparation of various FP&A reports (revenue, Headcount, 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, aand use of emerging technology tools, and understanding data sourcing and transformation.

- Drive Operational Excellence across the team

- 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 and leading - drive change across teams. Collaborate with leaders across the Global Finance India teams to drive consistency and efficiency in communication, accountability and change execution

- Be a key contributor to business initiatives that require thought leadership and subject matter expertise. Also mentor and coach the team to become key contributors on complex data analysis requirements

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

Requirements:

Education:

- CA/CPA or MBA finance with 12+ years of relevant work experience

Experience Range:

- 12+ 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 - ability to systematically apply a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions

- 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, or Wealth/Investment Management

- Strong communication skills (both verbal and written), leadership skills, and relationship management skills to navigate the complexities of aligning stakeholders, building consensus and resolving conflicts in a large, distributed organization; proven ability to influence peers/stakeholders

- 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