Job Description
Business Function
Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Introduction to Business
Job requires understanding of key elements of finance and reporting on underlying variance drivers on a monthly basis. Coupled with building up project spend and tracking the same. The role requires candidate to be flexible in terms of working hours especially during budgeting cycle and needs to have great communication skills (written, verbal) to be able to influence sub-units to get the required information and translate the same to senior management. A go-getter attitude is a must to thrive through this role.
Key Responsibilities
• Coordinating and preparing fortnightly / monthly Financial performance reports for the Technology Team
• Reviewing business performance (P&L, BS and non-financial) and forming objective insights
• Assisting with the strategic plans, annual budgeting exercise and forecasts
• Developing cohesive presentations for internal and external forums. This will require active facilitation and teamwork across businesses and functional units
• Coordinating and developing appropriate performance metric/systems in support of strategic intent (KPI/ Scorecard tracking)
• Creating scalability and efficiency through streamlining and automating reporting processes including monthly Financial forecast submissions to Head Office
• Participating in cross functional project work and new product proposals to help drive the strategic agenda including Strategic Cost Management Initiatives
• Executive office reporting on goals/financials and business updates as required and preparation of materials for strategic discussions. Collaborate with multiple Technology counterparts for preparation of budget, financial forecasts and report variances
• Prepare and publish timely monthly financial reports for allocated projects (specially on newly amalgamated entities)
• Champion Risk and control culture by analyzing drivers responsible for budget vs actual variance and implement sound controls to curb variation
• Build trust and collaborate with Regional teams across departments for various regulatory and management led deliverables
• Handle vendor consolidation activities related to Technology
• Handle Headcount reporting activities related to Technology
• Maintains a complete and accurate general ledger, financial and management reports
Requirements
Min. 7-8 years of work experience or 5+ years of relevant experience
Education / Preferred Qualifications
Qualified Chartered Accountant
Core Competencies
• Analytical skills to provide in-depth review on cost variance drivers
• Influencing ability to partner and extract information from stakeholders
• Data presentation and communication skills (to be able to provide key insights at various levels of stakeholders)
• Delivery with quick turn around time
Technical Competencies
• Understanding of basic banking products
• Familiar with accounting standards, controls and policies
• MS office – advanced level
Work Relationship
• Team player with enthusiasm, initiative and resilience
• Proactive, accurate, accountable with strong problem-solving skills
• Possess good analytical, written and interpersonal skills to effectively communicate with team members and various stakeholders
Primary Location
India-Maharashtra-Mumbai
Job
CTLH
Schedule
Regular
Job Type
Full-time
Job Posting
Aug 1, 2026, 7:28:23 AM
Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Introduction to Business
Job requires understanding of key elements of finance and reporting on underlying variance drivers on a monthly basis. Coupled with building up project spend and tracking the same. The role requires candidate to be flexible in terms of working hours especially during budgeting cycle and needs to have great communication skills (written, verbal) to be able to influence sub-units to get the required information and translate the same to senior management. A go-getter attitude is a must to thrive through this role.
Key Responsibilities
• Coordinating and preparing fortnightly / monthly Financial performance reports for the Technology Team
• Reviewing business performance (P&L, BS and non-financial) and forming objective insights
• Assisting with the strategic plans, annual budgeting exercise and forecasts
• Developing cohesive presentations for internal and external forums. This will require active facilitation and teamwork across businesses and functional units
• Coordinating and developing appropriate performance metric/systems in support of strategic intent (KPI/ Scorecard tracking)
• Creating scalability and efficiency through streamlining and automating reporting processes including monthly Financial forecast submissions to Head Office
• Participating in cross functional project work and new product proposals to help drive the strategic agenda including Strategic Cost Management Initiatives
• Executive office reporting on goals/financials and business updates as required and preparation of materials for strategic discussions. Collaborate with multiple Technology counterparts for preparation of budget, financial forecasts and report variances
• Prepare and publish timely monthly financial reports for allocated projects (specially on newly amalgamated entities)
• Champion Risk and control culture by analyzing drivers responsible for budget vs actual variance and implement sound controls to curb variation
• Build trust and collaborate with Regional teams across departments for various regulatory and management led deliverables
• Handle vendor consolidation activities related to Technology
• Handle Headcount reporting activities related to Technology
• Maintains a complete and accurate general ledger, financial and management reports
Requirements
Min. 7-8 years of work experience or 5+ years of relevant experience
Education / Preferred Qualifications
Qualified Chartered Accountant
Core Competencies
• Analytical skills to provide in-depth review on cost variance drivers
• Influencing ability to partner and extract information from stakeholders
• Data presentation and communication skills (to be able to provide key insights at various levels of stakeholders)
• Delivery with quick turn around time
Technical Competencies
• Understanding of basic banking products
• Familiar with accounting standards, controls and policies
• MS office – advanced level
Work Relationship
• Team player with enthusiasm, initiative and resilience
• Proactive, accurate, accountable with strong problem-solving skills
• Possess good analytical, written and interpersonal skills to effectively communicate with team members and various stakeholders
Primary Location
India-Maharashtra-Mumbai
Job
CTLH
Schedule
Regular
Job Type
Full-time
Job Posting
Aug 1, 2026, 7:28:23 AM
💡 Quick Summary
Seeking a career-building opportunity? The Associate| Specialist| Mgmt Reporting Fin Planning position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.