Required Qualifications
- 5-8 years experience in FP&A within banking, financial services, or a related finance environment.
- Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
- 5 + years solid knowledge of accounting principles, including:
- Profit & Loss (P&L) Statements
- Balance Sheets
- Income Statements
- Financial performance reporting
- Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
- Hands-on experience with Power BI and business intelligence reporting solutions.
- Proficiency in SQL for querying, validating, and analyzing data.
- Working knowledge of Python for data analysis, exploration, and validation activities.
- Experience gathering, documenting, and translating business requirements into technical specifications.
- Strong communication, facilitation, and stakeholder management skills.
- Proven ability to work effectively with both business stakeholders and technical development teams.
- Experience supporting enterprise-scale BI or data analytics initiatives.
- Background in banking, risk management, or financial regulatory reporting.
- Experience with Agile delivery methodologies.
- Familiarity with data warehousing and enterprise data management concepts.
Key Competencies
- Business Analysis & Requirements Management
- Financial Planning & Analysis (FP&A)
- Stakeholder Engagement
- Business Intelligence & Reporting
- Data Validation & Quality Assurance
- Problem Solving & Critical Thinking
- Communication & Facilitation
- Power BI, SQL, and Python
- Cross-Functional Collaboration
- Financial & Accounting Acumen