Manager - Finance Reporting MI, Planning and Analysis

Role summary

Reporting and planning

• Deliver reports to stakeholders on time, including to external parties such as auditors.
• Generate reports and analyze them for business partners.
• Check system inputs and ensure data completeness and accuracy.
• Manage forecasts and planning in support of entity strategic objectives.
• Support business performance, cost savings, and control enhancement.
• Support KPI development and performance measurement and reporting across the named entities.
• Manage MI systems and report trends in performance drivers, ratios, and actual, plan, forecast, and historical results.
• Produce accurate monthly financial and MI reporting promptly to support informed decisions.

Controls and process improvement

• Develop, enhance, and maintain systems and processes for financial, management, regulatory, and other reporting.
• Automate and simplify processes, improve MI production and analysis efficiency, and standardize reports and formats.
• Document finance reporting, planning, and MI processes in standard operating procedures.
• Organize monthly activities with clear timelines, communication, and coordinated report circulation.

Additional accountabilities

• Provide backup support for other CBIS Finance team members and cover tasks during absences.
• Support entity tax matters in coordination with Accounting, Tax, and Finance Operations.
• Liaise with CB Finance and support Finance system implementations with business teams.
• Ensure financial control activities are implemented, monitored, and reported, with support from the Finance Operations Assistant Manager.
• Undertake projects assigned by the CB Head of MI, Planning, Analysis and Cost Control.
• Support CB cost reporting and cost-control activities, credit card performance analysis, provision, and IIS reporting.
• Maintain policies, procedures, escalation guidance, forms, templates, process maps, workflows, and responsibility matrices.

Education

• Bachelor's degree required; a finance, accounting, or management-related major is preferred.