AVP - FP&A

Overview

An FP&A role supporting management reporting, budgeting and forecasting for the Americas Banking and Global Markets business, with a focus on process excellence.

What you'll do

• Lead the planning and forecasting processes by working proactively with the FP&A team and the business.
• Manage preparation, review and presentation of flash reports, monthly financial summaries and monthly business reviews for senior management.
• Perform detailed balance sheet analysis and forecasting, including RWA projections used for legal entity movement of business.
• Prepare the annual operating plan and multi-year strategic plan in alignment with business strategy.
• Support budget and forecasting processes, including creating management presentation materials.
• Prepare regular MI for the Banking and Global Markets Americas businesses across all entities.
• Provide additional support for executive reporting, including board meetings and other governance forums.
• Assist in managing business line hierarchies and reporting views.
• Provide analytical support to the Americas Banking and Global Markets CFO and business heads to drive business and organizational initiatives.
• Collaborate closely with the business to deliver detailed financial analysis and insights for strategic decision making, resource allocation and business performance improvement.
• Lead the corporate planning and outlook process by establishing business targets, market volume projections, interest rate forecasts and other macroeconomic assumptions.
• Implement a forecast framework that integrates advanced deal pipeline analytics and historical data trends to improve revenue forecasting.
• Collaborate with product control to ensure P&L is reported accurately.

What you'll need

• Experience of 8-10 years working in Financial Planning & Analysis teams in a bank, bank captive or a Big 4 accounting firm practice.
• Master's degree or Chartered Accountant and relevant accounting qualifications.
• Understanding of the banking landscape, including regulatory requirements and products such as loans, guarantees, trade finance, cash equities or derivatives.
• Strong background in accounting principles, budgeting and financial reporting systems such as SAP or Microsoft Dynamics.
• Proficiency in transition methodologies and managing cross-functional teams across different time zones.
• Good working knowledge of Microsoft Office, proficient with Excel/VBA, Word and Access.
• Excellent communication skills.
• Results driven, with a strong sense of accountability.
• Proactive and motivated approach.
• Ability to operate with urgency and prioritize work accordingly.
• Strong decision-making skills and sound judgement.
• Excellent attention to detail and accuracy.
• Calm approach with the ability to perform well in a pressurized environment.

Nice to have

• Working Excel knowledge (lookups, SUMIFS, pivots, arrays, etc.).
• Proficiency with PowerPoint.
• Strong MI reporting skillset.
• Core understanding of markets businesses, corporate finance concepts and general accounting knowledge.
• Knowledge of Hyperion Essbase and Anaplan.
• Master's degree, preferably in Finance or Accounting.
• Drive the efficiency agenda for bank and securities businesses by reducing overlapping processes.

Details

• Location: MUFG Global Service Private Ltd., Bengaluru (BCIT).