Job Details
Head of Financial Planning & Analysis (Banking)
ANSA Merchant Bank Limited, Financial Services
Port of Spain, Trinidad

JOB SUMMARY:

The Head of Financial Planning & Analysis will be responsible for overseeing all aspects of financial planning, budgeting, forecasting, and analysis to support strategic decision-making and drive financial performance, for the Banking sector. The role is a direct report to the Banking Sector Chief Financial Officer (CFO) and will also have interface with the Group Finance/Strategy teams.

JOB DESCRIPTION:

  1. Financial Planning and Budgeting:
    • Lead the annual budgeting process, working closely with the CEO, CFO, and other members of the Senior Leadership Team (SLT) to develop comprehensive legal entity and department/divisional budgets aligned with strategic objectives.
    • Ensure the accuracy, completeness, and timeliness of financial plans and forecasts.
    • Monitor performance of actual vs budget on a monthly basis and provide insights into variances to drive corrective actions where necessary.
  2. Financial Analysis and Reporting:
    • Prepare monthly, quarterly, and annual financial reports which the CFO will present to the Board and other senior management and key stakeholders.
    • Conduct in-depth financial analysis to support business operations, profitability analysis, and performance monitoring.
    • Develop financial models and scenarios to assess potential risks and opportunities.
  3. Strategic Planning Support:
    • Collaborate with senior leadership to develop long-term strategic plans and initiatives.
    • Provide financial insights and recommendations based on analysis of market trends, competitive landscape, and internal performance metrics.
    • Support strategic decision-making processes through financial modelling and scenario analysis particularly with the Senior General Manager Operations and the Chief Information and Digital Officer.
  4. Forecasting and Risk Management:
    • Manage the forecasting process to provide accurate and timely projections of financial performance.
    • Identify and analyse financial risks and opportunities and develop strategies to mitigate risks.
  5. Team Leadership and Development:
    • Manage and mentor a team of 1-2 Accountants/Senior Accountants, providing guidance and professional development opportunities.
    • Foster a culture of high performance, continuous improvement, and teamwork within the FP&A and wider Finance team.

JOB QUALIFICATIONS:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or relevant advanced degree would be an asset.
  • Professional certification ACCA/FCCA is required.
  • Minimum of 10 years of progressive experience in financial planning and analysis within the banking or financial services industry.
  • Understanding of banking products, financial instruments, and regulatory requirements.
  • Excellent analytical skills with a demonstrated ability to interpret complex financial data and provide actionable insights.
  • Advanced proficiency in financial modelling and forecasting techniques; experience with financial systems and ERP software.

Personal Attributes:

  • Strategic thinker with a strong business acumen and the ability to translate financial concepts into actionable strategies.
  • Excellent communication and presentation skills, with the ability to interact effectively with senior management and stakeholders.
  • High level of integrity and ethical standards.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
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