Financial Planning & Analysis - Inv Bank

Client - A leading global investment bank

Role - Financial Planning & Analysis

Job Area - Client Centric Reporting

Experience - 3-5 years of experience post CA / MBA

Background:

Client Centric Reporting (CCR) aims to develop a consistent, client performance assessment methodology and set of reports which will enable senior executives to assess client profitability and resource consumption.

Key Responsibilities:

- Work closely with Country Analytics, Client analytics and senior FDs to develop CCR output based on agreed and common methodology for global locations

- Delivering standardized quarterly CCR packs to over 25 locations (including regional packs/ country packs), monthly CCR dashboard by region and ad-hoc strategic client analysis

- Working with CTB/ IT in order to facilitate the enhancement on CCR, this would involve the preparation of Business Requirement Documents (BRDs) and overseeing / performing the user acceptance testing

- Working with senior business and finance stakeholders to deliver and present analysis

- Support management review of client performance and decision making to maximise client returns and optimise resource use

- Acting as an expert user of the Client Value Metrics (CVM) application

- Dealing with other ad-hoc queries

- Ensure controls over the CCR production are operating effectively

Personal attributes / skills:

- Comfortable utilising data and producing quantitative and qualitative reports to support strategic and business planning process

- Good understanding of financial metrics e.g. revenue measures, RWA and balance sheet

- Highly proficient Excel and Power Point skills are essential

- Previous experience within an analytics function would be beneficial

Qualifications / Experience:

- MBA / CA

- Knowledge of Investment Banking related products

- 3-5 years of experience