PB CFO - Associate Performance Management & Planning

Deutsche Bank International Private Bank (PB) CFO

• Deutsche Bank PB is one of the worlds leading global wealth managers. It serves the holistic needs of 3 million clients and has a unique client proposition, especially for Retail clients, Small medium enterprises, Family entrepreneurs, Ultra High Networth Individuals (UHNWI) and affluent customers. Leveraging its global network and expertise from across Deutsche Bank, it provides capital markets expertise and international solutions tailored to the individual needs of clients. These include wealth planning over generations and international borders, asset management with individual risk management, loans and deposits as well as the development of bespoke solutions for individuals or selected institutions in close collaboration with experts in Investment Banking and Asset Management.
• The role is part of a desk extension team in PB CFO and supports the CFO / Performance Management team in Germany; having a local reporting line in Mumbai.

Your key responsibilities (not limited to)

• Oversee the flash and actual processes, including relevant explains, interacting with the regional/central CFOs and Performance Mgmt teams / business heads where required
• Timely and Accurate feed of Revenue and NNA numbers in Pulse (Management reporting system)
• Ensuring timely completion of monthend process / quarterly Pulse reaggregation and GGL restatement process
• Ensuring successful testing and migration of Pulse for region and Global instance
• Monthly / Weekly Revenue / Flow / Volume reporting & analysis for senior management
• Handling critical ESG reporting which gets published externally
• Conduct various ad hoc analysis and strategically address issues that are complementary to the regular planning and forecasting processes
• Assist CFO with restatements of PB Financials
• Deep diving financials and analyzing flows data
• Other CFO tasks as necessary

Your skills and experience

• Academic qualifications in Business, Finance or related field
• Prior relevant work experience of minimum 5-9 years
• Experience in Accountancy or Management Consulting
• Aptitude for analytical tasks and ability to pull out the key messages
• Ability to constructively challenge senior colleagues
• Very Good Excel working knowledge
• Strong communication skills with excellent English, both orally and written
• Good knowledge of the financial sector