The role holder will be expected to provide professional input to the budgeting process by assisting in the distilling of strategic goals into annual business plans, write and present in a clear and insightful manner.

Key Result areas/ Deliverables:
• Identify and define issues or problems that are less obvious.

• Brings structure and order to undefined problems and/or large scale problems, making them easier to address and solve.
• Uses systemic thinking and creativity in devising solution options.
• Evaluates relative costs, benefits and obstacles of potential solutions.
• Articulates or translates complex information in clear, meaningful and structured way.

• Thinks ahead to identify potential risks to service or performance
• Anticipates issues and risks and prompt corrective actions.
• Monitoring and evaluating the implementation of the plans, pointing out material negative deviations and recommending prompt corrective actions.

• Monitoring and proactively analysing, on an ongoing basis, internal and external events that affect the Bank, so as to provide ideas and intellectual leadership for both short-term tactics and long-term positioning and vision;
• Provide professional input into the Bank wide annual business planning and

• budgeting process through distilling the Bank’s strategic goals into annual activity plans and advising senior management on the most efficient allocation of the tasks for respective departments and units;
• Responsible for the preparation of the CBO’s regular reports.
• Any other duties as may be assigned by Senior Management.
• Cost Saving & revenue growth Innovation targets as will be agreed from time to time.

Education and Training
• A Business degree in finance, Commerce, Business Administration, Economics, Statistics, management or any relevant field.

• Possession of a Certified banking qualification or master’s degree in a relevant field would be an added advantage.
• Relevant Practical training in Planning & Performance Analyst in the financial services sector
• Skills and Experience
• Sound experience of at least 2 years as a Business Planning professional, preferably in the consulting or financial services industry.
• BA or BS degree in Finance, Accounting, Business, Engineering, or any similar discipline with a clear analytical bias,

• You’ve gained significant, relevant experience in similar business analyst positions,
• Demonstrable financial acumen, including deep familiarity with concepts of
• forecasting, budgeting and variance analysis, as well as in root cause data interpretation,
• Intermediate to advanced-level proficiency in Excel; you’re comfortable with macros, pivots, lookups and more,
• You’re comfortable performing ad hoc financial analysis using data reporting tools
• Experienced with large-scale data mining and reporting tools (i.e. SQL, MS
• Access, Essbase, Cognos): you can provide recommendations for strategic decision-making,
• Clear understanding of banking business issues as they pertain to and
• demonstrated skills in economic forecasting. Economic modelling, including computable general equilibrium modes will be an added advantage;

• Experience in presenting and selling ideas to Senior Management with strong presentation skills (written and verbal).
• Understands the bank’s priorities, business drivers, competitors and competitive strategy to help drive strategically aligned solutions,
• considering aspects of risk/reward.
• The ability to communicate clearly both verbally and in written form in a
• professional manner is deemed essential.
• Takes clear accountability and focuses on delivery of broader corporate
• goals. Must be a person of impeccable integrity