Scope of the Role
To Analyse and Plan the financial performance of all the departments, The Customers of the Bank, Manpower in all the departments, and their performances, etc. And to provide analytical and recommendatory reports to help drive strategic decisions for the bank. Your role will involve analyzing financial data, creating forecasts, and providing valuable insights to support the bank's growth and success. FP&A is responsible for business forecasting.
Job Description
• Financial Analysis: To analyze the financial performance of a unit or customers or manpower
of the unit every month or additionally as the need arises and provide analytical and
recommendatory reports• Financial Budgeting/Forecasting: To prepare periodic budgets of the unit (quarterly, semi-
annually and annually), by analyzing past trends• Financial Planning: To prepare the financial planning of the unit for a three-year period by
coordinating with the sales team to understand the future market and technological trend
• Calculation of financial ratios and trend analysis – Headcount and wages bill analysis –
Proactively identifying and communicating areas of risks & opportunities
• Proposal Review: To review proposals that are submitted to the client in terms of financial
and pricing clauses, analyze the impact and risks of the proposal financials for the unit and
the organization
• Pricing Modelling: To prepare multiple pricing models and scenarios for the unit based on
client's request for proposal or where multiple investments by the organization needs to be
made.
• Investor relations: To address investor queries
• Management reporting: Board deck, monthly review meetings, investor presentation,
product PnL
• Adhoc CFO projects: To work on CFO projects involving automation, treasury management,
cashflow analysis, strategic cost management.
Ideal Candidates
We are looking for CA/CMA qualified / MBA finance with more than 2 years of experience in Financial Planning and Analysis. The candidates should have a good knowledge of Banking Financials. Applicant must be capable of Business forecasting