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 workplace, 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 (Mumbai)
🏢 Sbi Card
📍 Mumbai