Job Family

Career Stream

Leadership

Reports to: Steven Bird - Exec Head: Group Financial Control

Manage Function - Manage Managers

Role Overview

As a Finance Executive in Financial Planning and Analysis (FP&A) for a multinational bank, you will play a pivotal role in driving the organization’s financial strategy, providing data-driven insights, and supporting key decision-making processes. The role encompasses strategic financial planning, performance management, forecasting, and transaction support in a dynamic global environment.

Key Responsibilities

1. Strategic Financial Planning:

• Lead the development and management of the bank’s long-term and short-term financial plans to align with corporate objectives.
• Provide strategic recommendations to executive leadership to support organizational growth, cost management, and investment strategies.
• Integrate market trends, regulatory changes, and economic forecasts into financial plans.

2. Rolling Forecasts:

• Develop and maintain rolling forecasts to ensure up-to-date projections based on real-time financial performance and evolving market conditions.
• Collaborate with key stakeholders to adjust forecasts dynamically, incorporating updated business priorities and external factors.
• Drive continuous improvement of forecasting methodologies, leveraging technology and advanced analytics tools.

3. Performance Analysis & Reporting:

• Perform variance analysis by comparing actual performance against budget, forecast, and prior periods.
• Deliver comprehensive financial reports and presentations to executive leadership, board members, and other stakeholders.
• Identify risks and opportunities across business lines, recommending corrective measures to improve financial outcomes.

4. Financial Modeling & Scenario Planning:

• Build and maintain complex financial models to simulate multiple scenarios, evaluate potential outcomes, and assess risk exposure.
• Utilize scenario analysis to prepare contingency plans and guide decision-making in uncertain environments.

5. Business Partnering:

• Collaborate with cross-functional teams (business units, operations, risk, and compliance) to drive financial accountability and operational efficiency.
• Serve as a trusted advisor to senior leadership by translating financial data into actionable strategies.

6. Cost Optimization & Efficiency Improvement:

• Identify cost-saving opportunities by analyzing expense drivers and benchmarking against industry standards.
• Partner with business leaders to implement process improvements and streamline operations to enhance profitability.

7. Mergers & Acquisitions (M&A) Support:

• Provide financial and strategic analysis to evaluate potential M&A opportunities, including due diligence, synergy assessment, and valuation modeling.
• Support integration planning for acquired entities to ensure alignment with the bank’s financial goals and operational framework.
• Collaborate with external advisors and internal stakeholders to manage transaction risks and opportunities effectively.

8. Market & Regulatory Analysis:

• Monitor global macroeconomic trends, geopolitical developments, and banking sector regulations to assess their financial implications.
• Ensure compliance with international reporting standards (e.g., IFRS, Basel III) and prepare necessary disclosures.

9. Advanced Data Utilization & Digital Transformation:

• Leverage advanced data analytics tools, such as Power BI, Tableau, and predictive analytics, to enhance reporting and forecasting accuracy.
• Support the adoption of digital FP&A solutions to improve financial processes and data visualization.

10. Team Leadership & Mentorship (if applicable):

• Supervise and mentor junior finance team members, fostering a culture of collaboration and continuous learning.
• Lead cross-functional projects and ensure timely delivery of high-quality outputs.

Skills & Competencies

Financial Expertise:

• Proficiency in financial planning, forecasting, and M&A evaluation techniques.

Analytical Thinking:

• Advanced skills in interpreting financial data, identifying trends, and solving complex problems.

Stakeholder Management:

• Ability to present insights clearly and influence decisions at all levels of the organization.

Technological Proficiency:

• Expertise in Excel, financial modeling, and FP&A tools (e.g., SAP, Hyperion, Power BI, Tableau).

M&A Knowledge:

• Strong understanding of transaction structuring, due diligence, and post-merger integration processes.

Attention to Detail:

• High level of accuracy in financial reporting and data interpretation.

Strategic Vision:

• Ability to align financial goals with broader organizational objectives.

Qualifications & Experience

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA in Finance or professional certifications (CA(SA) or CFA) is highly desirable.

Experience:

• 5–10 years of experience in FP&A or related financial roles within the banking or financial services sector.
• Proven experience in rolling forecasts and scenario planning
• Track record of collaborating with senior leadership in a matrixed environment.

Management Experience:

• 5-10 years of experience managing others.

Technical / Professional Knowledge