Financial Strategy Analyst Kotak Mahindra Bank

HO BIU Financials-HO & SUPPORT-BIU-Financials

Role :HO BIU Financials
Location :  Mumbai
Grade : M6/M7

Role Specification 

• CA or MBA with about 3 - 10 yrs of experience (from top tier B Schools)
  • Outstanding track record of academic achievement with excellent communication skills
  • CA rank holders and / or MBA from premier institutes
  • Experience in consulting in consumer banking, broader financial services sector, would be an advantage
• Superior articulation, analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to carry out sophisticated financial modelling
• Advanced proficiency in Excel and PowerPoint
• Ability to synthesize data into meaningful conclusions and recommendations
• Broad financial acumen including a strong foundation in corporate finance principles 
• Strong work ethic, ability to proactively manage multiple high priority projects and work effectively in team
• Temperament to work in cross-functional teams and ability to interact and co-ordinate with other businesses, teams and individuals for execution

Key Competencies 

• Strategic Thinking
• Financial Acumen
• Analytical Skills
• Attention to Detail
• Communication Skills
• Team Collaboration`
• Problem-Solving 
• Stakeholder management

Job Purpose 

• The Strategy / Business analyst shall play an important role in the consumer bank. They would drive the strategic thinking and enable sharp decision-making through granular operating and financial analysis. 
• Responsible for analysing market trends, economic environment, industry best-practices, identifying and evaluating ideas to improve the performance viz., revenue growth, cost efficiency, productivity improvement etc.  
• Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions

AreaKey Accountabilities / Responsibilities

• Provide insights and recommendations to senior management on market trends and economic forecasts that impact strategic decisions.
• Support the preparation of the bank's strategic plan, including financial modeling, scenario analysis, and risk assessment
• Collaborate with senior leaders and work on projects to enable growth, cost-efficiency, productivity enhancement etc.

• Competition analysis to identify trends, risks, and opportunities 
• Analyze industry benchmarks and provide insights on how the Bank can enhance its competitive position.
• Provide strategic recommendations based on market analysis to support product development and market expansion initiatives.

•  Leverage operating data using analytics along-side financial data to identify trends, patterns, and insights that inform financial planning and strategy.
• Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions

Experience Level