Team Leader – Financial Planning and Analysis

Role Overview

The Team Leader will be responsible for Financial Planning and Analysis (FP&A) for the Consumer Banking, Wealth, and Investment management business. The individual will play a key role in the team responsible for FP&A and data analysis and would manage multiple projects in parallel.

What You Will Do

The responsibilities include preparation of various FP&A reports, responsible for forecasts and planning/budgeting process, performing month end review and control, and preparing various business reviews and ad-hoc financial analysis.

Why It Might Be a Fit

The ideal candidate will have strong abilities on FP&A and Data Analysis, strong financial acumen, and strong computer skills. Prior Banking and Financial services industry experience, preferably Retail banking and/or Wealth/Investment Management, would be an added advantage.

Requirements

• CA or MBA finance
• 2+ years of relevant work experience
• 4+ years of relevant work experience in Financial Planning & Analysis and Data Analysis in Banking industry
• Strong abilities on FP&A and Data Analysis and strong financial acumen
• Strong computer skills, including MS excel, power point, and 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

Benefits

• Competitive benefits to support physical, emotional, and financial well-being
• Flexible work arrangements
• Opportunities to learn, grow, and make an impact
• Power to make a difference

Tagged as: Financial Modeling