Senior ManagerManager - Financial Planning Analysis FPA with a Large Private Bank
Senior ManagerManager - Financial Planning Analysis FPA with a Large Private Bank
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Job Description
Job Purpose
To aid Senior Management in taking timely corrective actions by highlighting the areas of concern & providing meaningful insights across business parameters & strategic key objectives
Job Responsibilities
Planning & Forecasting
- System requirementsGive suggestions on system requirements and logics
- Data inputs to Business Units to aid in budgetingGather and collate all the data points. Check the correctness of the inputs
- Analyse the budget submissionsAnalyse and identify exceptions anomalies under budgeting.
- Challenge the Budget submissionsCheck and ensure that the plans shared at channel and resource level are in line with Growth objectives / guidance given by Senior management before budgeting process.Prepare exception report.
- Actionables from budget meetingMonitor the actionables from budget meeting as per due date
Analysis/ Monitoring key strategies and business / financial metrics
- Basic definitions of metricsGive data inputs for KOs and plans
- Measurement methodology
- Understand the logics for each product and prepare the document
- Understand the logics for each product and prepare the document
- Red flag/ Executive Summary
- Prepare data for Red flag and highlight variances basis analysis
- Exceptions observed during analysis
- Identify exceptions reasons for exceptions
- Gather further data and analysis to help L1 and L3 in challenging reasons given by Business for exceptions
PLPs & Headcount approvals
- Validation of PLP /manpower approval structureChecking PLP manpower approval for financial impacts.
- PLP Analysis check trends PLP to drivers aberrations in overall payout % of resources qualifying per resource PLP
Plan revisions/ adjustment requests
- Evaluation of revision and adjusment requests Analyse plan revision requests during the year on a case to case/channel /branch basis.
Senior management visit actionable tracking/ monitoring / reviewing
- Identify the action points Check the Minutes prsentations and identify the action points
- Update on action pointsGet inputs for update the action points
Projects/ Automations
Reporting and monitoring
- Tracking the performance against the projects/objectives arising out of MD visits/presentations etc. as highlighted by L1.
- Updating the response against projects based on IT/BTG/Business counterparts feedbacks.
- Get the Pert chart of each project detailig the start to end journey of projects till lauch date.
- Monitor timlines of various activities till lauch of the project.
FPN
FPN recommendationTrack the benefits committed for each of the FPNs v/s benefits realised for projects gone live
Quarterly Board notes and Investor call data/RBI submissions
Reporting for RBI/Investor presentations/External reportingsGet inputs from respective businesses and ensuring timely updates and submission of Board notes for for quarterly review by senior management
Adhoc
Any adhoc requirement at any level as may be required by senior management
Educational Qualifications: CA / MBA
Key Skills
- Analytical skills
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry
Experience Required
- Minimum experience in years 2 years
- Exposure to banking preferable
financial planning and analysis,FP&A,budgeting,Forecasting,profit & loss,business finance,financial management,finance manager
Employment Type
Full Time
