JOB PURPOSE / OBJECTIVE

Growing financial performance through analysis of financial results, forecasts, variances, and trends. As well as being able to develop financial models to support valuation, planning, and forecasting in order to create recommendations to be presented to management and executives. It is also important to conduct comparable analysis and market research to support internal financial analysis. Reconciling existing transactions through cross-referencing of incoming and outgoing data is a key function a senior financial analyst should be able to practice. Also, maintaining up-to-date technical knowledge of financial instruments, market conditions, and trends.

Key Accountabilities & Working Relationships

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models for decision support
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Guide the cost analysis process by establishing and enforcing policies and procedures
• Provide analysis of trends and forecasts and recommend actions for optimization
• Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Increase productivity by developing automated reporting/forecasting tools
• Perform market research, data mining, business intelligence, and valuation comps
• Maintain a strong financial analysis foundation creating forecasts and models
• Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description; familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects)

Business Expertise

• Knowledge of Banking Principles and Practices.
• Transactional data processing knowledge via business end to end process

Leadership

• Finance Development
• Developing personal banking knowledge and skill set with a continuous improvement ethos
• Banking Knowledge Transfer & Acumen
• Contribute to workshops for key elements in the banking management process 
• Banking reports
• Contribute to new or revise current Treasury policy and procedures as required by the business while operating within the company’s policy 

Problem Solving

• Audit Schedules, Issues and Queries completed and resolved
• Banking policy reconciliation as per required
• Data Analysis and Presentation as required

Nature of Impact

• Ensuring best banking services for the company
• Ensures business queries are resolved and responded to in a timely manner

Area of Impact

• Business Wide, All Stakeholders
• The impact is across JV Partners, JV Board, JV C suite, Business functions, Government Authorities, Government Auditors, JV Partner Auditors, JV Clients and JV Supply chain

Interpersonal Skills

• Strong Communication Skills
• Self-Starter and Self-Motivated
• Team Player Whilst Being able to Deliver Individually
• Cultural Awareness

Internal Interactions

• Finance Department
• Business Functions & employees

External Interactions

• Minimal exposure –Audit and government Authorities

QUALIFICATIONS & EXPERIENCE

Education

Bachelors in Business, preferred Master’s degree in Banking, Insurance, Finance, Accounting, Economics, Business Administration or related fields

Professional Qualifications

Professional Qualification in Banking, Insurance or Risk, Treasury. ACII, FCII, FRM, CTP, CFA

Experience

• 12-14 years’ work experience in treasury/cash management or banking field preferred
•  Finance reconciliation experience
• Processing transactional data

COMPETENCIES

  Customer Focus

Identifying and Anticipating Customer Needs

o             Displays an interest in the customer by trying to understand their concerns and issues; draws on customer insight to help others with how to best meet current and future customer needs

•             Customer Care/Service

o             Develop positive internal and external customer relationships by consistently and efficiently delivering value

•             Following Customer Service Trends

o             Shares best practice knowledge with others in work team; identifies ways in which the customer experience could be enhanced.

Collaboration/Teamwork

•             Delivering Information and Assistance

o             Actively participates in meetings by providing input, expressing opinions, and offering solutions; ensures that others have an opportunity to voice their thoughts

•             Role Identity and Interpersonal Interactions

o             Works in an open and dependable manner with team members; assumes individual contributor or manager role as needed

•             Building/Maintaining Relationships and Fostering Cooperation

o             Establishes and grows working relationships; seeks out and encourages different and diverse ideas from others.

Initiative

•             Addressing Gaps in Work

o             Anticipates and takes action on what needs to be done to accomplish an objective, task or goal; finds alternative or less obvious ways to carry out plans

•             Motivating and Energizing Self and Others

o             Sets challenging yet motivating short and long term goals which lead to beneficial individual and team results

•             Self-Starting

o             Accepts ownership for individual performance, results and actions; volunteers for tasks before being asked by other or being forced by events.

Accountability

•             Taking Responsibility and Ownership

o             Takes responsibility for achieving job requirements, tasks and objectives even if other resources are required

•             Driving and Delivering Results

o             Willingly and appropriately goes beyond the scope of one’s job to get the work done and meet commitments made to others

•             Managing Expectations and Working Through Setbacks

o             Takes responsibility for individual and team errors by personally fixing problems and unintended consequences.

Knowing the Business

•             Understands Operational and Financial Factors

o             Applies understanding of operational and financial factors that drive team performance to contribute to department success

•             Understands Company Products, Services

o             Applies knowledge of organization’s products/services and competitive landscape to deliver on team goals

•             Collects and Evaluates Metrics/Data to Determine Actions

o             Gathers and evaluates information about the organization’s overall performance to inform priorities.

A.        Additional / Other Requirement:

•             Delegate for Finance Supervisor as required

Other Information