Deputy Vice President - Planning, Reporting and Analytics

SBI Card; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

SBI Card is seeking a seasoned FP&A professional to support deliverables across financial and portfolio analytics, planning and forecasting, reporting, and performance reviews. The role partners with business functions to provide forward-looking insights and strategic finance leadership.

The successful candidate will lead annual business planning, consolidate forecasting, support pricing decisions, evaluate NPI P&L, and drive automation of planning and reporting processes while ensuring accuracy

Qualifications

• Accounting, analytics, strategy and business knowledge.

Responsibilities

• Lead annual business plans by monitoring environment, checking market forecasts and consolidating planning models.
• Review ad-hoc analytics, scenarios and simulations to aid decision making.
• Prepare consolidated monthly/quarterly/yearly performance reviews and track targets; analyze variance and provide insights.
• Create forecasts and monitor adherence to plans; develop short/medium term profitability paths.
• Lead pricing/decision support including benchmarking and best practices.

Skills

Accounting

Analytics

Strategy

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