Job Title

Sr Analyst-Business Finance

Business Unit

Finance

Reporting To

Vertical Head - Business Finance

Job Function and Role Type

Finance, Supervisory Role

Version No

2.0

Job Purpose

Aid Senior Management in taking corrective actions by highlighting concerns and providing insights across business parameters and strategic objectives.

Key Responsibilities

Planning & Forecasting

Gather inputs from Business Units and analyze budget submissions

• Identify exceptions, anomalies, and under-budgeting, and prepare material to challenge submissions

• Document and follow up on actionables from budget meetings

• Analysis/ Monitoring Key Strategies And Business/ Financial Metrics

• Define metrics and ensure measurement methodologies are in place

• Set up MIS with business/product teams for monitoring objectives

• Guide team on analysis, raise red flags, and track achievements against projections.

Analysis/ Monitoring key strategies and business / financial metrics

PLPs & Headcount approvals

Validate PLP/manpower approval structure and ensure alignment with policies; Highlight gaps and ensure key objectives are part of the PLP structure.

Plan revisions/ adjustment requests

Guide team on logic and validate analysis for revisions; Evaluate proposals, summarize impacts,



and highlight disagreements to seniors; Senior Management Visit Actionable Tracking/ Monitoring/ Reviewing; Track and ensure logical closure of action points with regional teams and stakeholders.

Senior management visit actionable tracking/ monitoring / reviewing

Projects/ Automations

Present region-wise actionables and provide progress updates to seniors.

FPN

Quarterly Board notes and Investor call data/RBI submissions

Validate data for RBI submissions and investor presentations.

Adhoc

Validate FPN benefits and share recommendations; Handle any adhoc requirements from senior management.

Analyse and identify exceptions, anomalies, under

Demonstrate the Financial advantages - Revenue

Validate the analysis done by L0

Education:

CA or MBA.

Certifications:

None specified.

Key Competencies

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

Major Stakeholders

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

Required Skills

Refer to the

Role: Financial Analyst, Industry Type: Banking, Department: Finance & Accounting, Employment Type: Full Time, Permanent Role Category: Finance Education PG: CA in Any Specialization, MBA/PGDM in Any Specialization read more

Key Skills Senior ManagementProject ManagementAnalyticalProject SchedulingForecastingBusiness FinanceMonitoringBudgetingProject ReviewProject MonitoringProposalsFinancial PlanningProject CoordinationReportingProject PlanningFinanceCommunication Skills

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