Financial Planning and Analysis- Conduct detailed financial analysis, including variance analysis, trend analysis, and preparing commentaries, to support decision-making and strategic planning.- Drive the preparation of quarterly earnings materials end-to-end to assess company performance and evaluate financial health.- Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers,explaining changes from prior forecasts/budgets.- Gather, analyze, and interpret financial and operational data to generate actionable insights; Create Home Lending support deckagainst Objectives & Key Results (the “Executive Management Reporting (EMR)”)- Support investor day, weekly newsletter and multiple ad-hoc coming from the Strategy, Marketing and Communications teams- Conduct Monthly Business Reviews with the Finance leaders- Streamline financial processes, optimizing data collection, and reporting efficiency by implementing automation tools.Capacity Planning- Develop and implement capacity planning strategies to ensure optimal utilization of resources and alignment with business KPIs.- Analyse historical data, market trends, and business forecasts to accurately forecast demand and capacity requirements.- Collaborate with cross-functional teams to identify capacity constraints and develop solutions to address them.- Manage the annual budgeting process, including forecasting expenses, identifying cost-saving opportunities, and monitoringbudget variances.

Home Lending - Financial Planning and Analysis

- Coordinated and managed the procurement process, including managing vendor relationships, and ensuring compliance withcompany policies.- Oversaw accounts payable and accounts receivable functions, including processing invoices, reconciling accounts, and resolvingdiscrepancies.- Analyzed financial data and prepared reports for senior management, highlighting areas for improvement and cost savings.- Assisted in the procurement process by preparing purchase orders, obtaining quotes, and managing supplier communication- Coordinated project activities and maintained project documentation, such as project plans, schedules, and status reports.

- Developed financial models, dashboard/reports and analysing them to support strategic initiatives- Supported management team with data-driven analysis.- Collaborated extensively with internal and external stakeholders across different functions and geographies.- Worked with Investment bankers, Portfolio Managers, Research Analysts, Internal Stakeholders and clients from several financialsegments to build/assist in building financial models within Excel.- Built customized financial models and convert/rebuild client proprietary templates originally built in competitor products such as Factset, Bloomberg, and CapIQ using Thomson Reuters Add-ins for both buy side and sell side clients.- Worked with sales specialists, client specialists and account managers to ensure that all Thomson Reuters Excel based projectscontribute to new business generation, retention as well as growth at exiting accounts.