Manager - Performance Management (Revenue) - A Global Delivery Center of A Leading MNC Bank

RIverForest Connections Private Limited
  • Mumbai
  • Confidential
  • 7-12 years
  • 23 Jan 2015

  • Investments, Senior Management-Finance, Finance/ Accounts

  • Financial Services/ Capital Markets, Investment Banking, BPO/ ITES/ Call Centers
Job Description

Role & Responsibilities:

  • Design Regional Dashboards and Business reviews with relevant KPIs
  • Perform adhoc management requests related to Performance Management function
  • Providing commentary and analysis on monthly APAC business reviews and Dashboards
  • Ensuring quality and timely production of all PM deliverables, and complying with HO rules and guidelines
  • Take initiative on proposing efficient and automated process on all performance management functions
  • Perform local reporting (e.g. monthly management result book, profitability reports by client for APAC branches and subsidiaries, etc.)
  • Enforce controls and ensure timely distribution / submission of accurate reports
  • Perform sanity checks / high-level reviews of monthly and quarterly reports, raising questions to the senior reporting analysts for further investigation
  • Develop understanding of and keep current on the following:
  • Head-office management reporting tools
  • Head-office management reporting requirements and instructions 
  • Structure of the general ledgers to satisfy the teams reporting requirements
  • Relevant reporting rules and requirements related to the report / phase under his responsibility 
  • Help ensure the control and integrity of data within the tools / systems under the teams responsibility
  • Document and keep procedures for the production of all reporting tasks up-to-date
  • Update and maintain static data (i.e. tables) for which the team is responsible
  • Support the teams tools / databases, as well as its reporting templates / models and macros
  • Participate in the upgrades / version releases of respective reporting tools, as well as system amendments / enhancements required to facilitate new / modified reporting requirements. In connection with this effort, assist in user acceptance testing and trouble-shooting after deployment.
  • Help formulate system enhancements and operational process improvements in production, control procedures, and workflow organization to increase the teams efficiency and effectiveness. Also assist in integrating and streamlining the reports under the teams responsibility.
Education Background:

Chartered Accountant or MBA with Experience.

Years of experience:

Minimum 7 years of experience in a global financial services company. Prior accounting/audit, management reporting, or capital markets experience desirable

Technical knowledge & Skills:
Excellent PC skills; ability to learn new systems data quickly (Excel)
Advanced knowledge of MS Excel (formulas, pivot tables, charts, and graphs)
Working knowledge and understanding of MS Access desirable

Preferred Industry / Domain experience :
Finance Services experience

Behavioural Skills / Competencies:
  • Strong organizational and communication skills (both written and verbal) 
  • Self-starter and team player, able to work independently and collaboratively with various teams in a deadline-focused environment
  • Good communication skill & English fluent 
  • High comfort with working with numbers: rigor, analytical mindset, ability to interpret numbers and synthesize
  • Strong sense of organization, ability to prioritize tasks and meet deadlines
  • Manages pressure and priorities during the closing process 
  • Team spirit
  • Drive to actively propose improvements and implement initiatives
  • Curiosity and open to other cultures
  • Ability to work in a changing and moving environment

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