Deputy Vice President - Planning, Reporting and Analytics

SBI Card; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

SBI Card in India is seeking a Finance professional to support FP&A deliverables, analytics, planning and forecasting, and strategic reviews. You will partner with business functions, provide forward‑looking insights, and lead financial reporting and performance reviews.

The role involves budgeting, monthly/quarterly closes, pricing support, NPI finance, and driving automation of planning processes while ensuring regulatory reporting readiness and accuracy in inputs for annual reports.

Qualifications

• Accounting, Analytics, strategy and business knowledge

Responsibilities

• Lead annual business plans with market forecasts and consolidated planning models.
• Review ad-hoc analytics, scenarios and simulations to aid decision making.
• Prepare consolidated monthly/quarterly/yearly performance reviews and track KPIs.
• Create forecasts and monitor adherence to plans; path to profitability.
• Lead pricing/decision support including competitive benchmarking.
• Lead product NPI finance and evaluation with insights.
• Provide profitability analysis across product, segment and customer.
• Support board/MD&A reporting and AGM presentations; ensure documentation.
• Drive simplification and automation of planning, reporting and analytics.
• Review regulatory report-outs and ensure process documentation compliance.

Job description

Role Purpose: The role is responsible for supporting FP&A Deliverables along with financial and portfolio analytics, planning & forecasting, strategic reviews, financial reporting, performance reviews and assessment against plan. The role also acts as business partner with a strategic focus providing forward‑looking insights, critical analytical thinking and finance leadership.

Role Accountability

• Lead annual business plans by monitoring environment, checking market forecasts, conducting industry comparisons, reviews with business functions, and consolidation of planning models, capital adequacy and balance sheet forecasts
• Review ad-hoc analytics, scenario and simulations to aid decision making
• Drive preparation of consolidated monthly/quarterly/yearly performance review presentations, track performance against key targets and outcomes, monitor performance indicators, highlight trends and analyze causes of unexpected variance, lead quantitative analysis of driver‑based metrics and financial results to deliver insights
• Create monthly/quarterly / ad hoc forecasts and monitor adherence to MOU plans, prepare short/medium term forecasting, path to profitability, other business metrics
• Lead Pricing/decision support including subsequent pricing changes by conducting competitive benchmarking and best practice sharing
• Lead the product NPI process from Finance function by preparing P&L for New Product Launches (NPI), periodic performance reports for evaluation and business recommendations with key insights
• Provide insightful analysis on product, segment & customer profitability including ad hoc analysis
• Lead high-quality presentations and support Head FP&A/CFO in various board level/investor level reporting and submissions as may be required time to time, finalize MD&A and ensure quality inputs for Annual reports along with final presentations for AGM
• Drive simplification and automation of Planning, Reporting and Analytics Processes
• Review assigned regulatory report‑outs
• Ensure process documentation and compliance adherence

Measures of Success

• Number and depth of analysis on company profitability, channel profitability, Corporate Card Profitability, Transactor and Revolver Analysis, NPIs, Vintage and Product level profitability
• Accuracy of financial forecasts
• Timely and accurate annual budget preparation
• Timely reporting to regulators, stakeholders
• Timely and accurate updating of process documentation
• Timely Audit closure with satisfactory rating
• Process Adherence as per MOU

Technical Skills / Experience / Certifications

Accounting, Analytics, strategy and business knowledge