Head - Financial Planning & Analysis - Banking/Financial Services

Key Responsibilities:

Financial Planning & Budgeting:

• Lead the annual budgeting process across all business units and functions.
• Develop long-term financial models and strategic financial plans.
• Coordinate monthly, quarterly, and annual forecasting activities.
• Establish planning assumptions and ensure alignment with organizational objectives.

Financial Analysis & Business Performance:

• Analyze business performance, revenue trends, costs, profitability, and key financial metrics.
• Provide actionable insights and recommendations for business improvement.
• Monitor financial performance against budgets and forecasts.
• Conduct variance analysis and present findings to leadership.

Management Reporting:

• Design and enhance management reporting frameworks and dashboards.
• Deliver timely MIS reports to senior management and stakeholders.
• Develop KPI scorecards and business performance metrics.
• Ensure data accuracy, consistency, and reliability across reports.

Strategic Business Partnering:

• Collaborate with business leaders to support strategic initiatives and decision-making.
• Evaluate business cases, investment proposals, and expansion opportunities.
• Conduct scenario planning, sensitivity analysis, and risk assessments.
• Support mergers, acquisitions, and other strategic projects as required.

Financial Control & Governance:

• Strengthen financial planning processes, controls, and governance mechanisms.
• Ensure compliance with internal financial policies and external regulatory requirements.
• Drive continuous improvement in forecasting accuracy and reporting efficiency.
• Support internal and external audit requirements related to planning and reporting.

Systems & Process Improvement:

• Lead the implementation and optimization of FP&A tools and reporting systems.
• Automate reporting and financial analysis processes where feasible.
• Develop advanced analytical models to improve decision support capabilities.

Qualifications:

• Chartered Accountant (CA)
• 15 - 18 years of progressive experience in Finance, FP&A, Business Finance, or Corporate Finance.