Senior Manager: Finance Reporting PBB

Personal and Private Banking (PPB) Financial Decision Support (FDS) supports decision making within PPB through the provision of relevant financial information and analysis at a PPB level. PPB FDS aim is to deliver strategic insights into PPB based on historic trends as well as forward-looking ambitions. The strategic value of robust financial analysis cannot be overstated. By offering a clear picture of the organisation’s financial health and performance, FDS enables PPB ExCo and Group most senior leadership to identify strengths, weaknesses and growth opportunities. This analysis extends beyond simple financial metrics, incorporating broader market trends and competitive dynamics to provide a holistic view of the business landscape.

This role is a specialist role within the Planning team within wider PPB FDS team. The Planning team is responsible for preparing and reviewing forecasts and budgets that inform the Integrated Plan including restatements and rebase of plan where required.

• Manage and execute the following deliverables to Exco and senior management in collaboration with teammates and other teams.
• Project management and analysis of key planning deliverables: revised annual forecasts, outlooks, short-term and medium-term plans, stress testing and integrated plan outputs.
• Monthly and quarterly financial performance reports.
• Competitor analysis.
• Research projects to gather financial data and create insightful analysis.
• Ad hoc projects and presentations.
• Financial scenario analysis and stress testing.
• Consolidating financial information for senior management.
• Attend meetings to assist executives in achieving team goals.

• B Com degree with Honours or Masters (major in Accounting, Financial Management or Economics).
• CA SA / CIMA (5-8 years post qualifying) or non-CA SA / CIMA (7-10 years’ experience in Financial Services organisation).
• Able to work effectively across a multi-service Financial Services organisation.
• Exposure to financial management reporting in a financial services organisation.
• Knowledge of financial accounting, report writing, analytical skills, and interpersonal skills.
• Advanced Excel and PowerPoint skills.
• Some knowledge of dashboards and PowerBI.
• Knowledge of financial markets and economics.