Finance Officer
Full Time
Job Description
- Analysis and review of financial performance, especially drivers, trends, and the competitive environment, to enhance understanding thereof on the part of management, the Board, regulators and shareholders
- Insightful analysis as the foundation for strategic decision-making, resource allocation and performance management
- Tools, analytical capability and data to support thoughtful planning and target setting, as well as to drive business initiatives
- The means by which the businesses both implement and measure the impact of those decisions and targets, and identify and implement course corrections
- The role requires close partnership with regional management and requires high level of business understanding and interaction with various client groups, mostly focused on the senior business management
- This is an exciting and challenging role requiring the development of efficient operating practice and networks
- This role is based in London
- Inform and maintain the Senior Leadership updated on business financial performance and its key drivers, trends and themes
- Drive the strategy of the business, working closely with key stakeholders on diverse initiatives to influence and execute the strategy of the different parts of the business, involving in-depth analysis to develop/assess solutions
- Assess the internal and external factors influencing the performance of the business, e.g. Market and Competitive Environment, competitive benchmarking, macroeconomic/environment assessment, understanding trends in client revenue, volume and other KPIs
- Support Senior Management: Co-ordination and preparation of presentation material and talking points for any internal or external meetings (Monthly Business Reviews, Strategic Plan, Off-site meetings, Town-halls, etc.)
- Productivity: Drive execution of Productivity initiatives, in partnership with Business and other functional partners and across Finance, to improve efficiency and returns
- Performance Measurement: Assessment and analysis of movements and trends in Business P&L, Client Revenue, Balance Sheet, efficiency and return metrics; includes Banker Performance Scorecards and yearly Banker calibration process
- Responsible for Financial Planning for business (including Strategic and Operational Plan, Forecasts and Outlook).
- Manage a team in London and have direct responsibilities of Mumbai FP&A team. Have extensive liaison with FP&A team and Cluster/Country CFO's.
- Provision of Comprehensive Management Information to business.
- Develop a detailed understanding of the Wealth business from both a financial and business perspective
- Developing or furthering the skills used to provide the organization with the ability to; allocate resources, execute plans, analyze and anticipate performance in the context of the market, competitive and regulatory environment
- Develop local and remote people management skills, negotiation skills and influencing skills
- Significant interaction with other areas of FP&A, Finance (i.e. Controllers, Treasury and Tax) and the Business will enhance network and personal effectiveness
- Significant scope for improving FP&A process and practice (as part of Global FP&A transformation efforts)
- Breadth of role will provide significant business and personal development opportunities
- Provides interaction opportunities with senior business leadership
Required Knowledge, Skills, and Abilities
- Excellent working knowledge of the Wealth Management segment
- Prior experience of working within FP&A or similar function
- Working in a Finance role with multiple stakeholders and in an organization with a matrix management structure
- Ability to communicate simply, clearly and concisely both verbally and in writing, adjusting style to suit the audience
- Demonstrated strength in detailed financial analysis
- Strong communication (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
- Integrity, maturity, dependability, a positive professional attitude
- Excellent organizational and project management skills
- Track record of success in delivering high quality work in a fast paced and dynamic environment
- Strong financial accounting background with post qualification experience
- Familiarity with Financial Services Industry and/or related business products would be desirable but not essential
- Excellent interpersonal skills necessary to deal with colleagues at all levels across the Firm
- Ambitious and hard working
- Willing to learn
- Be a team player
- Positive and pro-active attitude
- Ability to manage multiple demands
Reference no: 103470