Job Description
Role Responsibilities
Job Purpose:
Partner with Wealth management in all the aspects of value-added financial information, strategic planning, decision making analysis, productivity improvements & performance management along with ensuring compliance towards internal & external guidelines/policies/standards and set effective & efficient control framework to manage these
Key Responsibilities:
Partnering, Analysis & Decision support (including Adhoc)
• Support CPBB Business Finance Head and Partner Product and CPBB Heads to drive and manage performance for wealth management business
• Performance Management: Continuously provide a balanced view of business performance against agreed external & internal benchmarks to drive optimal decisions, superior performance and appropriate rewards.
• Collaborate with Business Finance in setting the expectation and provide right solutioning, to drive and manage CPBB Agenda
• Understand the drivers of various lines of business and analyse the drivers that can influence delivery of planned target with Risk/Opportunities
• Support the delivery of 'Analytical ask' by connecting to the Business context and link it to Country Plan target and strategic outcomes
• Ensure support to business stakeholders on regular and ad-hoc management meetings (e.g., MBR, ALCO, CMT and MAS CRAFT)
Reporting & Business Support
• Provide Storyboarding behind the numbers with value added Business commentaries
• Understand the Objectives of the Report and help to establish and deliver performance MI to CPBB
• Drive efficient use of metrics and standards in the delivery of reports
• Ensure Operational resilience in delivering the standard reports and adhoc requirements with no slippages in monthly ask (Quality/timeline)
Planning (CP//Flash/Outlook)
• Collaborate with Business Finance and Product CFO teams (Group/Region/Country) aligning top down/Bottoms up for Budgeting / Flash/Outlook
• Constantly drive re-engineering of the Budgeting/ Forecasting process to deliver process efficiencies and effectiveness (Model Building)
• Support loading for Budgeting/ forecasting process and provision of data with key drivers that influence Corporate Plan
Transformation, Change & Digital Agenda
• Drive the change agenda by assessing the impact covering both Performance, System and Process
• Support in implementing the organisational changes in the MI with no slippage in quality/timeline
• Identify/ Build Digital Capability with the team to drive Automation / Standardisation
• Execute process simplification through Digital Capability and standardisation of Reports
Financial Controls
• Ensure robust financial processes in place to report revenue balance sheet for WM ( Retail & Private bank) in an accurate and timely manner
• Ensure compliance with Group / IFRS accounting principles and practices, Financial Control policy, and other regulatory accounting
Job Purpose:
Partner with Wealth management in all the aspects of value-added financial information, strategic planning, decision making analysis, productivity improvements & performance management along with ensuring compliance towards internal & external guidelines/policies/standards and set effective & efficient control framework to manage these
Key Responsibilities:
Partnering, Analysis & Decision support (including Adhoc)
• Support CPBB Business Finance Head and Partner Product and CPBB Heads to drive and manage performance for wealth management business
• Performance Management: Continuously provide a balanced view of business performance against agreed external & internal benchmarks to drive optimal decisions, superior performance and appropriate rewards.
• Collaborate with Business Finance in setting the expectation and provide right solutioning, to drive and manage CPBB Agenda
• Understand the drivers of various lines of business and analyse the drivers that can influence delivery of planned target with Risk/Opportunities
• Support the delivery of 'Analytical ask' by connecting to the Business context and link it to Country Plan target and strategic outcomes
• Ensure support to business stakeholders on regular and ad-hoc management meetings (e.g., MBR, ALCO, CMT and MAS CRAFT)
Reporting & Business Support
• Provide Storyboarding behind the numbers with value added Business commentaries
• Understand the Objectives of the Report and help to establish and deliver performance MI to CPBB
• Drive efficient use of metrics and standards in the delivery of reports
• Ensure Operational resilience in delivering the standard reports and adhoc requirements with no slippages in monthly ask (Quality/timeline)
Planning (CP//Flash/Outlook)
• Collaborate with Business Finance and Product CFO teams (Group/Region/Country) aligning top down/Bottoms up for Budgeting / Flash/Outlook
• Constantly drive re-engineering of the Budgeting/ Forecasting process to deliver process efficiencies and effectiveness (Model Building)
• Support loading for Budgeting/ forecasting process and provision of data with key drivers that influence Corporate Plan
Transformation, Change & Digital Agenda
• Drive the change agenda by assessing the impact covering both Performance, System and Process
• Support in implementing the organisational changes in the MI with no slippage in quality/timeline
• Identify/ Build Digital Capability with the team to drive Automation / Standardisation
• Execute process simplification through Digital Capability and standardisation of Reports
Financial Controls
• Ensure robust financial processes in place to report revenue balance sheet for WM ( Retail & Private bank) in an accurate and timely manner
• Ensure compliance with Group / IFRS accounting principles and practices, Financial Control policy, and other regulatory accounting
💡 Quick Summary
Seeking a career-building opportunity? The AVP| P2P| CPBB Business Finance position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru 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.