Assistant Manager, Planning & Performance

Role purpose

Planning and performance reporting

• Support strategic and operational financial planning, including bank, business-unit, performance-unit, cost-centre, and branch budgets, and bank financial forecasts.
• Prepare and submit monthly management reports on time, ensuring financial information is accurate, consistent, and usable.
• Provide insight, scenario analysis, and recommendations across revenue, expenses, capital, return on equity, regulatory matters, liquidity, and funding.
• Support ad hoc business queries and return measurements for day-to-day management.

Analysis and financial management

• Analyze customer-level net interest margins across products, track historical trends, and build and maintain a margin-compression model.
• Prepare peer-group and UAE bank benchmarking packs covering financial performance, market measures, assets, loans, and deposits.
• Support Board and investor packs with economic updates, including UAE indicators and relevant bank updates.
• Support cost management, cost-centre reporting, cost controls, and process-efficiency reviews; recommend improvements.
• Review sales incentive payouts for accuracy, policy compliance, approval, and timely release; review proposed incentive policies.
• Prepare financial projections and models to assess bank initiatives, returns, viability, scenarios, and risks.

Projects and documentation

• Consolidate financial information for management reporting, coordinate performance-measure definitions, and resolve data and business-requirement gaps.
• Maintain documentation for standard processes through departmental operating instructions and standard operating procedures.

Education and experience

• Experience working in a chartered accountancy firm.
• 5–10 years of experience in financial services.
• Knowledge of banking products, planning, operations, profitability, performance analysis, MIS, and reporting.
• Ability to understand business requirements and apply financial acumen and accounting principles and regulations to support bank strategy and profitability.
• Working knowledge of financial modelling, financial and management accounting, and commercial aspects of full-scale banking.

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