Organizational Performance Reporting Analyst

Job description / Role

Description

1. Review all analytical reports issued to the Board of Directors and Senior Management in a way that would assist in understanding the bank’s financial and competitive position, in the form of consolidated financial performance reports, such as the “CFO Letter,” indicating profitability, solvency, and liquidity, in order to help Senior Management formulate business decisions, while ensuring data and information are being delivered at the highest level of accuracy.

2. Review the Group Chief Financial Officer (Group CFO) quarterly presentations to the Board of Directors and Audit Committee, and the monthly update presentation to the Management Committee, and other presentations required for Senior Management, that track financial performance and highlight areas of concern and those needing corrective actions.

3. Review the calculation of key performance indicators (KPIs) in comparison to past periods and approved budget, and strategic KPI reports, such as the “NIM and NIS Report” and “Market Share Report,” on a monthly basis, and the “Peer Presentation,” on a quarterly basis, necessary for different bank groups to conduct their jobs.

4. Review the bank’s earnings release and Board of Directors report on a quarterly basis, and assist in authoring the “Management Comment” and the financial part of the annual report on an annual basis, in alignment with published financial statements.

5. Review the monthly snapshot and performance analysis to be delivered to the bank’s CEO and managing director on a monthly basis.

6. Review and deliver the investor relations presentation on a quarterly basis, to be published on the bank’s website.

7. Review strategic requests by treasury, strategic planning, and risk groups, necessary for decision-making, such as the impact quantification of changing liability rates in the event of corridor-rate changes on the bank’s profit and loss, in an exercise that is requested regularly before any “Monetary Policy Committee (MPC)” meeting held by central banks, and conducting “stress testing scenarios” on a quarterly basis.

8. Review the peer group data and provide other bank groups with any peer-related data required by those groups to conduct their jobs.

Requirements

Bachelor’s degree in finance, business administration, accounting, economics, or other numerical discipline.

From 0 to 5 years of experience in accounting, banking performance analysis, or other finance-related field.

CFA, IFRS diploma, and/or master’s degree in a relevant discipline would be a plus.

Skills

• Quantitative and qualitative analysis.
• Sound understanding of the financial service industry that allows for a detailed interpretation of budgetary, financial, and related management information.
• Demonstrated numerical, analytical, and problem-solving skills, and proven ability to deal with complex financial issues.
• Excellent business-writing skills; ability to prepare and analyze complex financial reports, and to simplify the reports in clear and persuasive business narratives, along with concise summary formats for presentation to senior management.
• Solid supporting technical skills including advanced Excel, advanced PowerPoint, and/or other data visualization tools.
• Attention to detail with a high degree of accuracy.
• Excellent interpersonal and communication skills; ability to develop and maintain effective working relationships with people at all levels in the organization.
• High energy and high endurance; ability to respond flexibly and positively in all circumstances; calm under pressure and tight deadlines.
• Strong organizational skills; ability to work independently and to prioritize a heavy workload of competing assignments.
• Learning agility; willingness to adapt and pick up new tools in a fast-paced, data-driven environment.