Job Responsibilities/Accountabilities

Financial Analysis and Reporting·


Conduct detailed financial analysis to support strategic decision-making. · Prepare and present financial reports, including variance analysis, to senior management.
Monitor and analyze key financial metrics to identify trends, risks, and opportunities.
Develop scalable, innovative approaches to extracting, managing and analyzing data.


Performance Monitoring


Develop and track key performance indicators (KPIs) to measure the financial performance of the bank's wealth and asset management products.
Analyze financial data to identify trends, risks, and opportunities for improvement.
Provide insights and recommendations to enhance financial performance and achieve business objectives.


Revenue Assurance Strategy and Monitoring·


Develop and execute the bank’s revenue assurance strategy, aligning it with organizational goals.
Establish and implement robust controls to monitor, validate, and optimize all revenue streams.
Create frameworks to prevent revenue leakage across subsidiaries and partner ecosystems.
Conduct regular analysis of revenue streams to identify discrepancies, trends, and potential areas of revenue leakage.
Develop and implement revenue assurance routines and frameworks to review and attest revenue lines.


Market and Customer Research·


Assist in research to support strategic and business planning within the various business units.
Assist in interpretation, evaluation, and interrelation of research data and in developing integrated business analyses and projections for incorporation into strategic decision-making.


Process, Risk Management and Compliance


Develop comprehensive compliance frameworks
Implement advanced risk mitigation strategies
Monitor regulatory landscapes across multiple jurisdictions
Create adaptive risk management protocols
Ensure technological and operational security
Manage complex regulatory requirements


Budgeting and Forecasting


Assist in the development and implementation of budgeting and forecasting processes.
Monitor budget performance and provide regular updates to management on budget variances and corrective actions.
Implement budgetary controls to ensure adherence to approved budgets.


Technology Utilization


Leverage advanced financial planning and analysis (FP&A) tools and technology to improve the efficiency and accuracy of financial processes and enhance revenue assurance processes.
Utilize systems such as SQL, Oracle, and PowerBI for data extraction, analysis, and reporting.
Explore and integrate new technologies to improve revenue assurance capabilities


Stakeholder Engagement


Build and maintain strong relationships with key stakeholders, including finance, operations, and IT departments.
Communicate effectively with stakeholders to ensure alignment on revenue assurance objectives and initiatives.
Provide training and support to staff on revenue assurance practices and procedures.


Qualifications

Required Qualifications/Experience


Bachelor’s degree in Finance, Accounting, Business, or a related field.
Minimum of 5 years of experience in finance, with a focus on business performance analysis, revenue assurance, or related roles, preferably in investment banking or wealth management sector.
Professional qualifications such as CPA, ACCA, CIMA, CFA, CISI)
Strong knowledge of financial planning, budgeting, forecasting, and performance analysis principles.
Proven experience in financial modelling, forecasting, and analysis.
Proficiency in using financial planning and analysis software and tools.