Assistant Vice President - Financial Planning & Analysis - Corporate Banking - CA/IIM/FMS/ISB/XLRI

Job Title: AVP - Financial Planning & Analysis - Corporate Banking

Location : Mumbai

Department : Corporate Banking

Reports To : Head Corporate Banking

Experience : 4 to 7 years

Education : MBA from a premier institute or Chartered Accountant (First Attempt)

Role Overview :

We are seeking a high-caliber professional to join the Corporate Banking team in a Financial Planning & Analysis (FP&A) role. This individual will work directly with the Head of Corporate Banking, playing a critical role in business strategy, financial analytics, planning, and decision support. The role will also require working closely on high-impact presentations to be made to the Board, CEO, and senior management, involving in-depth analysis of business plans, performance metrics, and growth opportunities.

This is a high-visibility role suitable for someone who combines strong analytical and financial modeling skills with strategic thinking and the ability to synthesize data into clear and impactful insights.

Key Responsibilities:

1. Business Strategy & Planning

- Partner with the Head of Corporate Banking to drive strategic initiatives and growth planning for the business

- Assist in formulation of long-term and short-term business plans, segment strategy, and execution roadmaps

- Conduct competitor benchmarking, market trend analysis, and customer segmentation studies to support business strategy

2. Financial Planning & Analysis

- Lead budgeting, forecasting, and financial performance tracking for the Corporate Banking division

- Analyze financial metrics including revenue, asset growth, yield, cost of funds, profitability, and capital allocation

- Provide actionable insights through regular MIS reports, dashboards, and performance review packs

3. Senior Management & Board Presentations

- Prepare high-quality business review decks and strategy presentations for CXO-level discussions and Board meetings

- Collaborate with multiple stakeholders to ensure alignment of financial narratives with business outcomes

- Translate complex financial data into crisp, visual storytelling for strategic communication

4. Cross-functional Coordination

- Work closely with Finance, Risk, Credit, Treasury, and Product teams to ensure integrated financial and business reporting

- Participate in cross-functional projects, internal reviews, and business health checks

Candidate Profile:

- 4 to 7 years of experience in FP&A, Strategy, or Business Finance roles, preferably in Corporate/Wholesale Banking at a bank or large NBFC

- Strong business acumen and understanding of Corporate Banking products and financial drivers

- Excellent skills in financial modeling, data interpretation, and scenario analysis

- Proficiency in Excel, PowerPoint, and exposure to data visualization tools (Power BI/Tableau) is desirable

- Ability to work in high-pressure, fast-paced environments with senior stakeholders

- Strong interpersonal, communication, and presentation skills

Educational Qualifications:

- MBA (Finance/Strategy) from a premier institute (IIMs, ISB, XLRI, FMS, etc.)

OR

- Chartered Accountant (First Attempt) with relevant experience in Banking/Financial Services

Monika