- Develop tactical strategy and delivery plans for customer analytics methodology, governance and delivery objectives
- Lead the Management Information, Business Intelligence and Data Analytics capability for Private Wealth Banking
- Deliver high-quality management information, performance insights and data-driven decision support for executive leadership
- Lead MI reporting, analytics, data governance, business intelligence solutions and reporting enablement
- Deliver management information, performance reporting, dashboards and business insights across Private Wealth Banking
- Translate complex data into meaningful insights and recommendations for strategic and operational decision-making
- Drive continuous improvement in reporting, automation, analytics and data visualisation capabilities
- Ensure the accuracy, integrity, security and governance of management information
- Establish and maintain controls, standards and processes for MI delivery
- Identify and manage data, reporting and operational risks
- Partner with executive leadership, Finance, Technology, Data and Business teams to understand information requirements and deliver insights
- Build relationships across the business and act as the key point of contact for MI-related matters
- Lead, coach and develop a high-performing MI team
- Drive accountability, collaboration, continuous improvement and service excellence
- Manage team priorities, resource planning and delivery against business objectives
- Oversee MI technologies, reporting platforms and data infrastructure
- Drive automation, reporting efficiency and modern analytics capabilities
- Manage data dependencies and reporting solutions
- Report to the CFO of Private Wealth Banking and engage regularly with Exco and senior business stakeholders
- Participate as a member of the PWB Finance Leadership Team
Requirements
- Significant experience in Management Information, Business Intelligence, Data Analytics or Performance Reporting
- Proven leadership experience managing specialist analytical or MI teams
- Strong knowledge of Finance data, reporting, analytics and business performance management
- Minimum 7 years’ experience with SQL, Power BI and business intelligence tools
- Strong stakeholder management and executive communication skills
- Strong problem-solving, leadership and people management capability
- Experience within Banking, Wealth Management or Financial Services
- Minimum 7 years’ experience with SQL Server, SSIS, SSAS, SSRS, SAS, Hadoop, Databricks or similar technologies
- Experience in data governance, data engineering and advanced analytics
- Relevant postgraduate qualification and/or professional certification
- Bachelor’s Degree or Advanced Diploma in Business, Commerce and Management Studies
- Compliance with regulatory requirements, the Enterprise Wide Risk Management Framework, and applicable policies and standards
- Ability to understand and manage risks and risk events relevant to the role
Core Competencies
Demonstrates expertise in Management Information, Business Intelligence, and Data Analytics, with a strong focus on delivering actionable insights and performance reporting. Proven leadership in managing high-performing teams and driving data governance and analytics capabilities within the Banking and Financial Services sector.
Highest-signal resume keywords
- Management Information
- Business Intelligence
- Data Analytics
- SQL Server
- Power BI
ATS Optimization Keywords
Hard Skills
- SQL
- Data Governance
- Performance Reporting
- Data Engineering
- Advanced Analytics
- SSIS
- SSAS
- SSRS
- SAS
- Hadoop
Soft Skills
- Stakeholder Management
- Executive Communication
- Problem-Solving
- Leadership
- People Management
Certifications & Qualifications
- Postgraduate Qualification
- Professional Certification
Industry Keywords
- Banking
- Wealth Management
- Financial Services
- Risk Management
- Compliance
Tools & Technologies
- Power BI
- Databricks
- Business Intelligence Tools
- Reporting Platforms
- Data Infrastructure