Job Description

• Provide end-to-end financial planning, forecasting, and performance reporting for the Financial Institutions business, enabling proactive commercial and strategic decision-making.
• Act as a finance business partner to the Head of Financial Institutions, supporting strategic initiatives, pricing models, growth plans, and geographic expansion.
• Serve as a single point of contact for the FI business, supporting the EVP – Head of Finance for Wholesale Banking in delivering financial oversight and group alignment
• Provide consolidated FI data to the Head of Finance CIBG.
• Support the execution of digital programs, new product implementations, and finance transformation projects across the FI segment and broader Wholesale Banking agenda, ensuring effective financial integration and governance.
• Drive implementation of new financial products, core system enhancements, and digital solutions that improve automation, data accuracy, and speed-to-insight.
• Lead the digitization of finance reporting and business analytics across the FI domain, including deployment of dashboards, self-serve tools, and advanced modeling.
• Ensure compliance with internal financial controls, IFRS standards, and regulatory requirements across multiple jurisdictions.
• Collaborate with Tax, Treasury, Risk, and Compliance teams to maintain governance on intercompany transactions, transfer pricing, and balance sheet optimization.
• Coordinate with Tech and Transformation teams to ensure financial representation in digital programs and change initiatives impacting FI.
• Prepare financial materials and provide commercial insights for management reviews, EXCO updates, and cross-functional steering committees.
• Foster a performance-driven culture and continuously improve planning cycles, accuracy, and business alignment.
• Operating Environment, Framework and Boundaries, Working Relationships
• Operates in a dynamic, multi-country environment with complex financial regulations and evolving product landscapes.
• Maintains regular interaction with business, risk, tax, treasury, technology, and compliance stakeholders.
• Works within the Group’s policy and governance framework while tailoring solutions to meet the needs of the global FI business.
• Supports end-to-end transformation programs while safeguarding financial integrity and ensuring alignment with strategic priorities.

Experience

• CA / MBA (Finance) or equivalent professional qualification.
• 10+ years’ experience in banking and financial services, with exposure to FI business models and product structures.
• Demonstrated ability to lead finance support for transformation initiatives across platforms and geographies.
• Strong commercial acumen, financial modeling skills, and ability to provide strategic insights.
• Sound understanding of regulatory frameworks, accounting standards, and global financial controls.
• Proven leadership and collaboration skills, with the ability to influence across functions.
• Experience in digitization of reporting and implementation of advanced analytical tools.
• High ethical standards and ability to operate with discretion in a complex, matrixed organization.