Overview
Financial Planning & Analysis Role
Role Specification:
– CA or MBA with about financial services / Banking domain experience
– Outstanding track record of academic achievement with excellent communication skills
– CA rank holders and / or MBA from premier institutes
– Experience in consulting in consumer banking, broader financial services sector, would be an advantage
– Superior articulation, analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to carry out sophisticated financial modelling
– Advanced proficiency in Excel and PowerPoint
– Ability to synthesize data into meaningful conclusions and recommendations
– Broad financial acumen including a strong foundation in corporate finance principles
– Strong work ethic, ability to proactively manage multiple high priority projects and work effectively in team
– Temperament to work in cross-functional teams and ability to interact and co-ordinate with other businesses, teams and individuals for execution
Key Competencies:
– Strategic Thinking
– Financial Acumen
– Analytical Skills
– Attention to Detail
– Communication Skills
– Team Collaboration
– Problem-Solving
– Stakeholder management
Job Purpose:
– The Strategy / Business analyst shall play an important role in the consumer bank. They would drive the strategic thinking and enable sharp decision-making through granular operating and financial analysis.
– Responsible for analysing market trends, economic environment, industry best-practices, identifying and evaluating ideas to improve the performance viz., revenue growth, cost efficiency, productivity improvement etc.
– Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions
Area Key Accountabilities / Responsibilities:
Key Accountabilities / Responsibilities:
– Strategic Financial Planning : Provide insights and recommendations to senior management on market trends and economic forecasts that impact strategic decisions.
– Support the preparation of the bank’s strategic plan, including financial modeling, scenario analysis, and risk assessment
– Collaborate with senior leaders and work on projects to enable growth, cost-efficiency, productivity enhancement etc.
– Market and Competitor Analysis : Competition analysis to identify trends, risks, and opportunities
– Analyze industry benchmarks and provide insights on how the Bank can enhance its competitive position.
– Provide strategic recommendations based on market analysis to support product development and market expansion initiatives.
– Data Analytics and Business Intelligence : Leverage operating data using analytics along-side financial data to identify trends, patterns, and insights that inform financial planning and strategy.
– Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions