Head - Budgeting, Analytics & Insights

Role summary

Budgeting and financial planning

• Lead annual budgeting, forecasting, and long-term financial planning for all business units.
• Develop financial models, planning assumptions, forecasting methods, rolling forecasts, scenario analyses, sensitivity assessments, and stress tests.
• Coordinate budget reviews and consolidation; monitor utilization and performance against plans and recommend corrective actions.
• Evaluate investments, expansion, and cost optimization, and prepare executive budgeting reports and presentations.

Analytics and business insights

• Lead enterprise financial and business analytics covering profitability, revenue, cost structures, operational efficiency, and business performance.
• Identify business drivers, performance gaps, risks, and trends and provide actionable recommendations.
• Develop predictive and trend-based analytical frameworks and promote data-informed decisions through analytics and BI tools.

Reporting and automation

• Oversee dashboards, KPI scorecards, executive presentations, and timely monthly, quarterly, and annual management reporting.
• Monitor KPIs, explain performance, conduct variance analysis, and maintain standardized performance-management frameworks.
• Lead reporting automation and Power BI dashboard implementation and optimization; collaborate with Technology and Data teams on data quality and reporting infrastructure.

Leadership and partnership

• Advise executive management and business heads and build partnerships across Finance, Treasury, Operations, Risk, Technology, and business functions.
• Lead, mentor, and develop the team; manage workload, employee development, and succession planning.

Qualifications and experience

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or a related discipline.
• CA, CPA, ACCA, or CMA professional accounting qualification is mandatory; an MBA or equivalent is preferred.
• Requires 12–15 years of relevant experience in banking or financial services, including at least five years in a senior leadership role.

Technical and functional skills

• Expertise in budgeting, forecasting, FP&A, business analytics, and management reporting; advanced knowledge of financial modeling, profitability analysis, KPI frameworks, and performance management.
• Advanced proficiency in Power BI, Excel, and BI tools; strong analytical and quantitative ability and understanding of banking and financial-services business models.