Finance & Management Reporting (Private Banking)

Key Responsibilities

• Generate and review financial performance metrics for Private Banking and provide regular management reporting and performance updates.
• Prepare weekly and monthly MIS reports, including analysis of actual performance against budgets, forecasts and business targets.
• Collaborate with multi-stakeholders to aid in developing financial projections, yearly budgets and strategic long-range plans.
• Deliver actionable financial analysis and data-driven insights to guide management decisions.
• Prepare management presentations and materials for senior management and business review meetings
• Contribute to process improvements and automation to enhance the efficiency, accuracy and timeliness of Finance and management reporting.
• Participate in annual disclosure preparations, budgeting cycles and special finance projects, which may involve system upgrades or workflow enhancement efforts.

Requirements

• Degree holder with at least 3 years of relevant Financial analysis/ Management reporting/Performance tracking/Financial Control experience in the banking and finance space.
• Strong experience in financial analysis, management reporting, budgeting and forecasting.
• Private Banking or Wealth Management Finance experience is highly preferred.
• Strong Excel and PowerPoint skills, with excellent analytical, communication and stakeholder management abilities.