Vice President - FP&A Analytics

Responsibilities

Strategy & Finance

• Strategic Finance (FP&A + P&L)
• Forecasting & Budgeting: Lead Major KPI like AUM (Assets Under Management) and NTB (New to Bank) forecasting, develop revenue models, and conduct scenario planning.
• P&L Governance: Manage segment-level P&L governance and performance monitoring.
• Profitability Analysis: Analyze product-wise profitability and structured products.
• Capital & Cost Analysis: Conduct capital allocation studies, cost optimization, and margin diagnostics.

• MIS Leadership

• MIS Frameworks: Architect and standardize MIS frameworks for AUM, revenue, flows, productivity, and product penetration.
• Data Governance: Ensure data accuracy, reconciliation, and validation of MIS reports.
• Dashboard Management: Manage periodic Board-level dashboards with KPI-driven insights for MBR and GPR

• Advanced Analytics

• Portfolio & Product Analytics: Direct analytics for risk-adjusted returns, factor decomposition, and attribution analysis.
• Predictive Modelling: Oversee creation of predictive models for revenue forecasting, AUM growth, churn risk, and product uptake.
• Profitability Analytics: Build and oversee analytics for segment profitability, cross-sell analysis, and customer behaviour.

• Revenue Engineering & Product Economics

• Revenue Governance: Govern fee engines, brokerage logic, trail calculations, and revenue reconciliation.
• Pricing & Yield Analysis: Analyse pricing and yield strategies for affluent products and advisory services.
• Revenue-Lever Analysis: Conduct deep-dive analysis to track yield, penetration, and product mix movements.
• Feasibility & Profitability: Evaluate feasibility and profitability of new products, structured offerings, and partnerships.

• Technical Skills Required

• Wealth Products Knowledge: Deep knowledge of wealth products, fee structures, revenue models, and AUM analytics.
• Regulatory Knowledge: Understanding of regulatory reporting frameworks and audit controls.

Business *

Being a effective Finance Business Partner, responsible to provide:

• Standard Performance MI with insights on current performance
• Analytics Deep dive on Business Performance to drive consistent and sustainable above and beyond business performance.
• Partnership with Business and the CFO teams to drive and manage Country Performance via agreed metrices.

Processes *

Being a Functional owner of the FP&A process, responsible for:

• Implement industry best practices on Performance Management, Forecasting and Business Analytics
• Drive continuous process improvement which drives efficiency and better control in all the FP&A activities
• Collaborate with other Business Performance leads to ensure standard and consistent MI is delivered to business across WRB