Role Description

Job Title

Analyst - Business Finance

Business Unit

Finance

Reporting To

Unit Head - Business Finance

Job Function and Role Type

Finance, Individual Contributor

Version No

2.0

Job Purpose To aid Senior Management in taking timely corrective actions by highlighting areas of concern and providing meaningful insights across business parameters and strategic objectives.

Key Responsibilities

Planning & Forecasting

Provide system suggestions and logic inputs; Gather and validate data for budgeting; Analyze budget submissions and identify anomalies; Monitor actionable items from budget meetings; Analysis/ Monitoring Key Strategies And Business/ Financial Metrics; Define metrics and provide data inputs; Prepare red flag summaries and highlight variances; Identify exceptions and analyze reasons.

Analysis/ Monitoring key strategies and business / financial metrics

PLPs & Headcount approvals

Validate PLP and manpower approval structures; Analyze PLP trends, drivers, and payout aberrations.

Plan revisions/ adjustment requests

Evaluate plan revision requests on a case-by-case basis; Senior Management Visit Actionable Tracking/ Monitoring/ Reviewing; Identify action points from minutes and presentations; Update and track progress on action points.

Senior management visit actionable tracking/ monitoring / reviewing

Projects/ Automations





Track project performance and timelines; Update responses based on IT/BTG/Business feedback; Monitor project activities until launch.

FPN

Quarterly Board notes and Investor call data/RBI submissions

Ensure timely updates and submission of board notes for reviews.

Adhoc

Track perks committed versus realized for live projects; Handle any ad hoc requirements from senior management.

Upto D2 Levels across below verticals

Collaborate with internal Fincon, branch banking, business, channels, product, operations, IT/BTG, BIU, credit, RSU, HR, and underwriting teams; Exceptions Observed During Analysis; Identify and analyze exceptions; Support L1 and L3 in challenging business-provided reasons; IT/BTG/Business Counterpart's Feedbacks; Monitor project timelines and activities until launch.

Exceptions observed during analysis-

IT/BTG/Business counterpart's feedbacks.

Reporting for RBI/Investor presentations/External

Prepare and submit reports for RBI, investors, and external stakeholders.

Education

CA or MBA.

Certifications

None specified.

Key Competencies

Analytical skills, planning and organizing, communication, knowledge of competition, financial industry trends.

Major Stakeholders

Internal Fincon, branch banking, business, channels, product, operations, IT/BTG, BIU, credit, RSU, HR, underwriting teams.

📌 Analyst-Business Finance (Mumbai)
🏢 HDFC Bank
📍 Mumbai