T D Newton & Associates
Website:
tdnewton.com
Job details:
Job Details
Job Summary
This role is within the Business Performance Operations (BPO) finance function that supports the Wealth & Retail Banking (WRB) business. WRB has a footprint across the globe with an annual revenue of >USD 7bn and serves more than 11 million clients in some of the world’s fastest growing markets. The BPO finance team supports CFOs, providing financial insights on performance and tracking progress of strategic initiatives.
This role is a key leadership role within BPO. The role works very closely partners with Business Heads on Performance Management.
- Strategic Finance (FP&A + P&L)
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- Forecasting & Budgeting: develop revenue models and conduct scenario planning.
- P&L Governance: Manage segment-level P&L governance and performance monitoring for Financials and key KPIs like AUM (Assets Under Management) and NTB (New to Bank)
- Profitability Analysis: Analyse product-wise profitability and structured products.
- Capital & Cost Analysis: Conduct capital allocation studies, cost optimization, and margin diagnostics.
- Advanced Analytics including Portfolio & Product Analytics, Predictive Modelling, Profitability Analytics, Peers benchmarking etc
- Data/Reporting
- Data Management & Analysis: Adept in managing and analysing huge data sets for decision making
- Governance: Ensure data accuracy, reconciliation, and validation of data to ensure fit for use
- MIS Frameworks: Architect and standardize MIS frameworks
- Reporting: Manage periodic Board-level reports/dashboards with KPI-driven insights for Product and Group Performance Reviews
- Technical Skills Required
- In-depth knowledge and experience of the Wealth and Retail Banking business – particularly in Wealth Products, Affluent Segment and Private Banking
Qualifications
MBA, CA, CFA, ACCA with a minimum of 12 years of experience (post qualification), preferably in the Financial Planning & Analytics area
• Financial Analysis
• Banking Products
• Story Telling
• Manage People
• Strategy & Execution
• Risk & Controls
• Regulatory & Compliance
• Performance Management
• Balance Sheet Management
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