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 the budgeting process.
Prepare exception report.
Actionables from the budget meeting--Monitor the actionable from the 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 logic for each product and prepare the document Understand the logic 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 adjustment requests --Analyse plan revision requests during the year on a case-to-case/channel /branch basis
Senior management visits actionable tracking/monitoring/reviewing Identify the action points --Check the Minutes, presentations 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 L Updating the response against projects based on IT/BTG/Business counterpart's feedbacks.
Get the Pert chart of each project detailing the start to end journey of projects till launch date.
Monitor timelines of various activities till the launch of project
FPN FPN recommendation--Track the benefits committed for each of the FPNs v/s benefits realized for projects gone live
Quarterly Board notes and Investor calls data/RBI submissions Reporting for RBI/Investor presentations/External reportings--Get inputs from respective businesses and ensure timely updates and submission of Board notes for quarterly review by senior management
Adhoc Any Adhoc requirement at any level as may be required by senior management.
Experience Required: 2 - 3 Years
Skills
Analytical skills
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in the financial Industry
Hiring criteria
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