Strategy and Planning Analyst- Faulu Bank at Old Mutual Kenya

Job Description

Job purpose statement

The Analyst reports to the Strategy and planning Manager and is responsible for carrying out financial analysis deep-dive, providing management Information and Insights for strategic decision making. The analyst is responsible for conducting research, developing forecasts, and analyzing data to inform strategic decisions and help the organization achieve its goals.

Key measurable goals

Improve the Business Intelligence tools in line with business KPIs.
Develop Decision Support Systems and dash boards
Initiate /Participate/implement /Monitor – Business growth strategies
Regular management reports -Accurate, Consistent and Informative
Portfolio and business performance analysis.
Support projects in the Finance Department

Key responsibilities

Revenue From Operations (RFO) and Mission Tracking, follow-up, and reporting:
Strategic initiatives and Turnaround plan updates: Preparation of management reports including but not limited to OPS-COM, Banking Cluster, Trading update, Quarterly Business Review and Board Paper.
Financial Modelling and Projections: To support decision-making and evaluate the potential impact of various strategic scenarios.
Annual Business Planning: Assist in Preparing and Cascading the business plan across departments and branches.
Perform monthly balance sheet, income statement and changes in financial position/budget variance and scenarios analysis.
Monitor and analyses business performance based on financial metrics and KPIs to close possible performance gaps
Finance Projects: Assist in the management of Finance projects and related Admin matters, monitor implementation of Regulators, Risk and Audit recommendations, maintain a well updated tracker for all finance activities
Collaborate with other departments to ensure alignment and execution of strategic initiatives.
Conduct market research and analysis to assess competitive landscapes, industry trends, growth opportunities, and market trends impacting the company.
Any other duties as may be assigned by the Supervisor.
Relationships

Leadership team
All Departments.
Branch Network
AML and Compliance

Monitor, on a continuous basis, all transactions to ensure that unusual and suspicious transactions are reported to the Money Laundering Reporting Officer (MLRO)
Implementing and enforcing the board approved AML, KYC & CFT policy in as far as is applicable within my area of responsibility
Specification

Education

Bachelor’s degree in finance, Economics, Accounting, Mathematics or other quantitative fields
Desirable

Master’s degree in business or finance or Banking Qualifications.
Knowledge and Skills

System design and Development Skills
Report writing and analytical skills
Strong analytical skills and ability to translate data into actionable insights.
Strong experience with financial statements and financial modelling
R and Python Programming Language skills
Proficiency in Microsoft Excel and PowerPoint
Prior experience in SQL and/or Excel VBA
Knowledge of financial modelling
International Accounting Standards
Business Management Knowledge
T24 super user
D365 Knowledge
Power Bi knowledge

Experience

At least 3 years working experience in a financial institution or a business consulting with exposure to strategic planning, and financial analysis.
Experience in accounting systems, budget and financial planning.
Personal Attributes

Project Management skills
Demonstrate leadership abilities
Analytical with incisive attention to detail
Ability to work collaboratively and build relationships across multiple functions and levels within the organization.
Confidence, Integrity, and diligence
Good negotiation skills