Head - Budgeting, Analytics & Insights

Overview

The Head of Budgeting, Analytics & Insights leads the enterprise-wide efforts in budgeting, financial planning, business analytics, performance management, and management reporting at Finance House. This pivotal role acts as a strategic finance advisor to the executive team by fostering data-driven decision making through advanced financial analysis, forecasting, KPI governance, and insightful business analytics that drive profitability, operational effectiveness, and growth.

Key Responsibilities

• Oversee annual budgeting, forecasting, and long-term financial planning across all business divisions.
• Create detailed financial models and forecasting methodologies to enhance financial clarity and accuracy.
• Collaborate with business leaders to review, integrate, and ensure budgets are aligned with strategic objectives.
• Monitor usage of budgets and financial performance vis-à-vis approved plans, suggesting corrective measures when necessary.
• Conduct rolling forecasts, scenario planning, sensitivity analysis, and risk stress-testing to back strategic planning and continuity.
• Evaluate investment and expansion proposals as well as cost-reduction strategies with management support.
• Prepare executive-level reports and presentations on budgeting and financial planning for senior leadership.
• Lead comprehensive financial and business analytics efforts to inform strategic and operational choices.
• Analyze profitability, revenue patterns, cost structures, efficiency, and overall business performance by product and business segment.
• Generate impactful financial and operational insights to drive business growth and resource efficiency.
• Detect key business drivers, gaps, risks, and trends, offering actionable advice to management.
• Perform financial modeling and business case analyses supporting strategic initiatives and capital investment decisions.
• Develop predictive and trend analytics frameworks to boost forecasting and performance evaluation accuracy.
• Promote a culture centered on data via effective reporting, analytics, and business intelligence tools.
• Manage creation and delivery of management dashboards, KPI scorecards, performance summaries, and executive presentations timely and with accuracy.
• Track KPIs across units and provide detailed financial/op research commentaries.
• Analyze deviations in performance vs budgets and forecasts and escalate salient issues.
• Implement standardized performance management and reporting systems organisation-wide.
• Drive automation and improvements of budgeting, analytics, and reporting to increase efficiency and precision.
• Lead the roll-out and optimization of Power BI dashboards and BI solutions throughout the firm.
• Collaborate with IT and Data teams to enhance data reliability, reporting frameworks, and analytic capabilities.
• Less manual reporting reliance through automation, workflows, and digital innovation.
• Enhance report delivery speed, visualization quality, and analytic sophistication continuously.
• Act as a strategic finance partner to executives and business heads fostering collaboration.
• Forge strong interdepartmental relationships across Finance, Treasury, Operations, Risk, Tech, and business units.
• Mentor and develop the Budgeting, Analytics & Insights team building technical and analytical expertise.
• Encourage a culture of accountability, innovation, and continuous improvement within the function.
• Ensure proper workload distribution, staff development and succession planning in the department.

Qualifications and Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business Admin, Data Analytics or related field.
• Master’s degree such as an MBA or equivalent preferred.
• Mandatory professional accounting qualification: CA, CPA, ACCA, or CMA.
• 12–15 years’ experience in budgeting, FP&A, business analytics, and management reporting in banking/financial services.
• At least 5 years in senior leadership managing budgeting, analytics, or financial planning teams.
• Proven track record in financial analytics, business intelligence, reporting automation, and performance optimization.
• Demonstrated ability to lead data-driven insights, strategic improvements, and transformation projects.

Technical Skills

• Proficient in budgeting, forecasting, financial planning & analysis, and management reporting techniques.
• Expertise in financial modeling, profitability metrics, KPI frameworks, and performance management methods.
• Strong quantitative and analytical aptitude to interpret complex financial data.
• Advanced skills in Power BI, Excel, and BI toolsets.
• Intimate knowledge of banking and financial services models, products, and performance drivers.