Retail Financial Planning Specialist

Job Purpose:

Support the organization’s financial health and strategic decision-making through analysis, management, and collaboration.


Key Responsibilities:


Generic Responsibilities:

  • Corporate Governance and Compliance: Work fully within risk policies and procedures and compliance regulations and ensure all divisional activities comply with corporate governance & regulatory/legal frameworks


Core Responsibilities:

  • Financial Data: Analyze financial metrics to identify trends and improvement opportunities.
  • Budgets: Work with management and stakeholders to develop budgets and forecasts.
  • Monitor Performance: Track financial performance against budget and report insights.
  • Vendor Payments: Facilitate the vendor payment process from initiation to completion
  • Develop Financial Models: Assist in creating financial models and scenario analyses for decision-making.
  • Prepare GL Entries: Process GL entries related to cost amortization and portfolio acquisition.
  • Financial Guidance: Support retail banking teams in product development and marketing efforts.
  • Staff Payments: Prepare payments related to staff incentives and allowances.
  • Stay Informed on Trends: Keep updated on industry trends and regulatory changes affecting financial performance.
  • Build Relationships: Foster relationships with internal and external stakeholders in finance and compliance.
  • Compliance: Work fully within ABK’s Compliance regulations and standards.
  • Policies & Processes: Participate in development and implementation of relevant policies and procedures and conduct regular reviews to remain relevant and effective.


Education:

  • Bachelor's degree in a relevant field, such as Finance, Accounting, Business


Experience:

  • At least 3 years professional sector experience
  • Financial analysis Reporting and performance analysis experience
  • Proficiency in financial modeling, forecasting
  • Business partnering


  • Knowledge:
  • The banking sector and its business dynamics.
  • Business planning and monitoring techniques
Post date: Today
Publisher: LinkedIn
Post date: Today
Publisher: LinkedIn