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The Edge Partnership

Financial Planning & Analysis – AVP

Early Applicant
  • a month ago
  • Be among the first 50 applicants
Exp: 3-5 Years

Banking/Accounting/Financial Services

Job Description

Our client is a Private Bank and is seeking a suitable Financial Planning & Analysis - AVP to place in their team.

Please contact Chezereen Williams by emailing your cv directly in word format with job reference no JOB- 13653 to [Confidential Information]

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA License Number: 16S8131

Recruiter License Number: R24121355

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Key responsibilities

  • Prepare and analyze financial data, including revenue, expenses, and business drivers, to support key business reviews.
  • Manage the complete process for business introducers compensation and ensure smooth delivery.
  • Lead data enhancement projects for existing financial reports and improve management information (MI).
  • Conduct deep dive analysis on income streams and review cost allocations in collaboration with the Head Office.
  • Participate in the development and governance of financial forecast models, including annual budgeting and regular forecasting.
  • Act as a subject matter expert (SME) in finance-related projects, including regulatory surveys, IT innovation, and process improvements.

Role requirements

  • Qualified CPA/ACCA or equivalent finance degree with 3+ years of experience in the banking or financial industry.
  • Strong communication skills (written and verbal) with the ability to engage at all organizational levels.
  • Proven ability to manage tasks with precision, prioritize effectively, and work both independently and as part of a team.
  • Advanced proficiency in MS Office, particularly Excel and PowerPoint, with a proactive, self-starting attitude toward process improvement.

Skills Required

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Date Posted: 08/10/2024

Job ID: 95534555

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