Job Description
Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning, forecasting, and tax and accounting advisory services.
Job Duties & Responsibilities
To ensure all elements of revenue generation & cost incidence are captured accurately and have financial controls in place to prevent revenue & cost leakages
Tracking, analyzing & reporting of financial dashboard for the segments, product groups & branches basis Funds Transfer Pricing (FTP) policy
Prepare the budgets & forecast for the year as well as monthly flash
Preparing the business review presentation, budget presentation etc
Identification & resolution of system issues & driving automation of manual processes
Cost analytics to drive cost efficiencies at entity level as also the cost allocation methodologies for segment / product / branch basis the cost drivers
Guidance on IFRS Accounting & ensure Group month-end closure. Support the accounting set up in the core banking for new products / processes
Head office reporting - To prepare and timely submit various financial and regulatory submission to Head office
Required Experience
Minimum 12 - 13 years of MIS experience in a Bank or NBFC. Bank preferred
Experience on Qlikview, Tableau or other financial application would be preferred
Education / Preferred Qualifications
Chartered Accountant
Core Competencies
Good attitude and a team-player
Good communication and interpersonal skills
Automation / Innovation Orientation
Excellent MS-Office skills
Technical Competencies
Prior experience in the banking industry as detailed above preferred
Familiarity of core banking system & General ledger structure
Primary Location
India-Maharashtra-Mumbai
Job
CTLH
Schedule
Regular
Job Type
Full-time
Job Posting
Apr 27, 2026, 6:56:44 AM
Job Duties & Responsibilities
To ensure all elements of revenue generation & cost incidence are captured accurately and have financial controls in place to prevent revenue & cost leakages
Tracking, analyzing & reporting of financial dashboard for the segments, product groups & branches basis Funds Transfer Pricing (FTP) policy
Prepare the budgets & forecast for the year as well as monthly flash
Preparing the business review presentation, budget presentation etc
Identification & resolution of system issues & driving automation of manual processes
Cost analytics to drive cost efficiencies at entity level as also the cost allocation methodologies for segment / product / branch basis the cost drivers
Guidance on IFRS Accounting & ensure Group month-end closure. Support the accounting set up in the core banking for new products / processes
Head office reporting - To prepare and timely submit various financial and regulatory submission to Head office
Required Experience
Minimum 12 - 13 years of MIS experience in a Bank or NBFC. Bank preferred
Experience on Qlikview, Tableau or other financial application would be preferred
Education / Preferred Qualifications
Chartered Accountant
Core Competencies
Good attitude and a team-player
Good communication and interpersonal skills
Automation / Innovation Orientation
Excellent MS-Office skills
Technical Competencies
Prior experience in the banking industry as detailed above preferred
Familiarity of core banking system & General ledger structure
Primary Location
India-Maharashtra-Mumbai
Job
CTLH
Schedule
Regular
Job Type
Full-time
Job Posting
Apr 27, 2026, 6:56:44 AM
💡 Quick Summary
Seeking a career-building opportunity? The Team Lead| Mgmt Reporting Fin Planning Analysis 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.
