Planning & Analysis- Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities :

• Lead the month-end closing process for CIB Tech & Ops Planning & Analysis (P&A) activities.
• Prepare and analyze expense and headcount reports, comparing against plans and forecasts, and conduct variance analysis to track changes across functions and individual business units.
• Oversee the entire Capitalization and Amortization process for the DPS organization.
• Assist in the preparation of Executive Management Reports (EMR) and Financial Decks on a monthly basis and during budget cycles for CIB Tech & Ops and Senior Management teams.
• Collaborate effectively with CIB Tech & Ops Finance & Business Management (F&BM) and Central teams to understand business drivers and indirect allocations.
• Support monthly forecasting, mid-year outlook, annual budgeting exercises, and other ad-hoc reporting and analysis tasks.
• Track and manage key DPS initiatives such as location strategy, expense reduction programs, and productivity improvements.
• Provide support for management reviews and deliver value-added analytics.

Required qualifications, capabilities, and skills :

• Experience in the banking or financial services industry, with a proven ability to work with global stakeholders.
• Proficiency in Excel and MS Office applications.
• Familiarity with financial systems such as Essbase, Paragon, and Cognos.
• Ability to work independently while providing oversight and direction to team members.
• Strong analytical skills, effective communication abilities, and a proven track record of teamwork and interaction with individuals at various levels and across countries.
• Keen attention to detail in supporting management reporting with clear and concise data analysis and presentation.

Preferred qualifications, capabilities, and skills:

• Experience with QlikView or Tableau for management reporting is an added advantage.
• Advanced Excel skills, including knowledge of Macros and financial modeling, are advantageous.
• Chartered Accountant or MBA in Finance with a minimum of 4 years of experience in financial planning, forecasting, and variance/trend analysis is preferred.

Shift Timing:

• UK Shift: 2:30 PM to 11:30 PM IST