Kotak Mahindra Bank - Financial Planning & Analysis Role - CA (7-15 yrs)

Financial Planning & Analysis Role

Role Specification:

- CA or MBA with about financial services / Banking domain experience

- Outstanding track record of academic achievement with excellent communication skills

- CA rank holders and / or MBA from premier institutes

- Experience in consulting in consumer banking, broader financial services sector, would be an advantage

- Superior articulation, analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to carry out sophisticated financial modelling

- Advanced proficiency in Excel and PowerPoint

- Ability to synthesize data into meaningful conclusions and recommendations

- Broad financial acumen including a strong foundation in corporate finance principles

- Strong work ethic, ability to proactively manage multiple high priority projects and work effectively in team

- Temperament to work in cross-functional teams and ability to interact and co-ordinate with other businesses, teams and individuals for execution

Key Competencies:

- Strategic Thinking

- Financial Acumen

- Analytical Skills

- Attention to Detail

- Communication Skills

- Team Collaboration

- Problem-Solving

- Stakeholder management

Job Purpose:

- The Strategy / Business analyst shall play an important role in the consumer bank. They would drive the strategic thinking and enable sharp decision-making through granular operating and financial analysis.

- Responsible for analysing market trends, economic environment, industry best-practices, identifying and evaluating ideas to improve the performance viz., revenue growth, cost efficiency, productivity improvement etc.

- Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions

Area Key Accountabilities / Responsibilities:

Key Accountabilities / Responsibilities:

- Strategic Financial Planning : Provide insights and recommendations to senior management on market trends and economic forecasts that impact strategic decisions.

- Support the preparation of the bank's strategic plan, including financial modeling, scenario analysis, and risk assessment

- Collaborate with senior leaders and work on projects to enable growth, cost-efficiency, productivity enhancement etc.

- Market and Competitor Analysis : Competition analysis to identify trends, risks, and opportunities

- Analyze industry benchmarks and provide insights on how the Bank can enhance its competitive position.

- Provide strategic recommendations based on market analysis to support product development and market expansion initiatives.

- Data Analytics and Business Intelligence : Leverage operating data using analytics along-side financial data to identify trends, patterns, and insights that inform financial planning and strategy.

- Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions