Job Purpose

To aid Senior Management in taking timely corrective actions by highlighting the areas of concern & providing meaningful insights across business parameters & strategic key objectives

Job Responsibilities(JR) : 6 8 Areas

Actionable (4-6)

Planning & Forecasting

System requirements--Give suggestions on system requirements and logics

Data inputs to Business Units to aid in budgeting--Gather and collate all the data points. Check the correctness of the inputs

Analyse the budget submissions--Analyse and identify exceptions, anomalies, under budgeting.

Challenge the Budget submissions--Check and ensure that the plans shared at channel and resource level are in line with Growth objectives / guidance given by Senior management before budgeting process.Prepare exception report.

Actionables from budget meeting--Monitor the actionables from budget meeting as per due date

Analysis/ Monitoring key strategies and business / financial metrics

Basic definitions of metrics--Give data inputs for KO's and plans

Measurement methodology

Understand the logics for each product and prepare the document

Understand the logics for each product and prepare the document

Red flag/ Executive Summary—

Prepare data for Red flag and highlight variances basis analysis

Exceptions observed during analysis—

Identify exceptions, reasons for exceptions

Gather further data and analysis to help L1 and L3 in challenging reasons given by Business for exceptions.

PLPs & Headcount approvals





Validation of PLP /manpower approval structure--Checking PLP ,manpower approval for financial impacts.

PLP Analysis-- check trends, PLP to drivers, aberrations in overall payout, % of resources qualifying, per resource PLP,

Plan revisions/ adjustment requests

Evaluation of revision and adjusment requests --Analyse plan revision requests during the year on a case to case/channel /branch basis

Senior management visit actionable tracking/ monitoring / reviewing

Identify the action points --Check the Minutes, prsentations and identify the action points

Update on action points--Get inputs for update the action points

Projects/ Automations

Reporting and monitoring--

Tracking the performance against the projects/objectives arising out of MD visits/presentations etc. as highlighted by L1.

Updating the response against projects based on IT/BTG/Business counterpart's feedbacks.

Get the Pert chart of each project detailig the start to end journey of projects till lauch date.

Monitor timlines of various activities till lauch of the project.

FPN

FPN recommendation--Track the benefits committed for each of the FPNs v/s perks realised for projects gone live.

Quarterly Board notes and Investor call data/RBI submissions

Reporting for RBI/Investor presentations/External reportings--Get inputs from respective businesses and ensuring timely updates and submission of Board notes for for quarterly review by senior management

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