Role Purpose: The role is responsible for supporting FP&A; Deliverables along with financial and portfolio analytics, planning & forecasting, strategic reviews, financial reporting, performance reviews and assessment against plan. The role also acts as business partner with a strategic focus providing forward-looking insights, critical analytical thinking and finance leadership.

Role Accountability

- Lead annual business plans by monitoring setting, checking market forecasts, conducting industry comparisons, reviews with business functions, and consolidation of planning models, capital adequacy and balance sheet forecasts
- Review ad-hoc analytics, scenario and simulations to aid decision making
- Drive preparation of consolidated monthly/quarterly/yearly performance review presentations, track performance against key targets and outcomes, monitor performance indicators, highlight trends and analyze causes of unexpected variance, lead quantitative analysis of driver-based metrics and financial results to deliver insights
- Create monthly/quarterly / ad hoc forecasts and monitor adherence to MOU plans, prepare short/medium term forecasting, path to profitability, other business metrics
- Lead Pricing/decision support including subsequent pricing changes by conducting competitive benchmarking and best practice sharing
- Lead the product NPI process from Finance function by preparing P&L; for New Product Launches (NPI),



periodic performance reports for evaluation and business recommendations with key insights
- Provide insightful analysis on product, segment & customer profitability including ad hoc analysis
- Lead high-quality presentations and support Head FP&A;/CFO in various board level/investor level reporting and submissions as may be required time to time, finalize MD&A; and ensure quality inputs for Annual reports along with final presentations for AGM
- Drive simplification and automation of Planning, Reporting and Analytics Processes
- Review assigned regulatory report-outs
- Ensure process documentation and compliance adherence

Measures of Success

- Number and depth of analysis on company profitability, channel profitability, Corporate Card Profitability, Transactor and Revolver Analysis, NPIs, Vintage and Product level profitability
- Accuracy of financial forecasts
- Timely and accurate annual budget preparation
- Timely reporting to regulators, stakeholders
- Timely and accurate updating of process documentation
- Timely Audit closure with satisfactory rating
- Process Adherence as per MOU

Technical Skills / Experience / Certifications

Accounting, Analytics, strategy and business knowledge

Competencies critical to the role

- Analytical ability
- Collaboration and Team Work
- Problem solving
- Change Management
- Dealing with ambiguity

Qualification

CA/MBA/CFA

Preferred Industry

FSI/Telecom/Retail/Ecommerce/IT

📌 Deputy Vice President - Planning, Reporting and Analytics (Haryana)
🏢 Sbi Card
📍 Haryana