• Monthly management reporting, Preparation of annual budget, Monthly forecasting and associated commentaries.• Developing financial models across the group to help drive decision making• Support strategic projects with financial analysis• Full onwership of OPEX, Overheads costs and tracking and providing insights on monthly/qauterly/yearly basis.• Deep dive insights on product mix, contribution margin, Sales, supply chain management and Marketing costs.• Budget… Show more • Monthly management reporting, Preparation of annual budget, Monthly forecasting and associated commentaries.• Developing financial models across the group to help drive decision making• Support strategic projects with financial analysis• Full onwership of OPEX, Overheads costs and tracking and providing insights on monthly/qauterly/yearly basis.• Deep dive insights on product mix, contribution margin, Sales, supply chain management and Marketing costs.• Budget , Forecasting and Planning exercise for revenues, marekting costs, overheads, sales pipline etc• Continous improvement in the current processes and looking to automate recurring reports using macros/VBA.• Building analytic dashboards on PowerBI covering key performance matrics inc ROI, Cost to Income ratio. Contribution Margin, Gross profit etc Show less

• Understand and interpret key business requirements and drivers to create reporting solutions that are simple, effective and value-adding: Including Power BI dashboards for main business divisions, products marketing, etc. • Prepare monthly project tracking and financial models to support business cases regarding finance transformation including new product launch, funding, new pricing model • Drive full budgets and forecast exercise and implement continuous improvement in month-end… Show more • Understand and interpret key business requirements and drivers to create reporting solutions that are simple, effective and value-adding: Including Power BI dashboards for main business divisions, products marketing, etc. • Prepare monthly project tracking and financial models to support business cases regarding finance transformation including new product launch, funding, new pricing model • Drive full budgets and forecast exercise and implement continuous improvement in month-end reporting, forecasting and related processes• Ownership of month-end reporting, ensuring timely and accurate reporting to assist decision making.• Board reporting - presenting monthly management reports to CFO and Affinity Group head.• Ad Hoc analysis, i.e. insights, performance scorecards, benchmarking competitor analysis. Show less

• Act as a Business Partner, providing sound management information/insights & preparing business case reviews to global/regional business heads to assist with strategic decision-making• Preparing and presenting monthly/quarterly business performance packs for CFO and Business heads• Identified issues, inefficiencies in legacy/current financial processes, files and systems. Adopted/Created methodologies/management reports more relevant to current business models thereby enhancing… Show more • Act as a Business Partner, providing sound management information/insights & preparing business case reviews to global/regional business heads to assist with strategic decision-making• Preparing and presenting monthly/quarterly business performance packs for CFO and Business heads• Identified issues, inefficiencies in legacy/current financial processes, files and systems. Adopted/Created methodologies/management reports more relevant to current business models thereby enhancing the quality, improving the timeliness and/or reducing the cost connected to Financial close and reporting process.• Liaising with IT and operation teams to improve/add functionalities to current IT systems and migrating financial reports to new systems replacing old, legacy systems. Recognized for saving Eur200, 000 for equities business by creating a new revenue and cost allocation model relevant to current business model. Also helped save 20 hours/monthly by decommissioning redundant reports and creating more transparent, efficient and relevant financial reports used for decision making.• Planning, Budgeting and forecasting exercise covering Revenues (~3.8bn), Costs (~2.5bn) and Balance Sheet (~195bn) for Equities business• Develop robust financial models for the purpose of building business cases and scenario analysis incorporating key metrics (ROI, ROE, Cost-income Ratio) and other performance initiatives such as strategic deployment of funding, headcount management, scaling down of business, cost cutting initiatives, etc.• Provide analytical insights on business trends, revenue, margin, contra, OPEX at product, Client level and Entity level• Supervising an offshore team of six people for timely, accurate. and transparent reporting of financials• Recognized and awarded for a strategic initiative involving costs, enabling the business to reduce their funding costs and factor the reduction in product/client pricing, thereby increasing revenues by 4 % and EBIT by 5.5% Show less

• Preparing monthly/quarterly/yearly business Plan, Budgeting and forecasting and monitoring on a regular basis• Develop business performance reporting to provide meaningful drill-downs on drivers of Key return matrixes (KPIs)• Analyzing and Validating any actuals vs plan and actuals vs accrual variances across revenues, costs, and balance sheet• Analysis of daily/monthly revenues, P&L and preparing commentaries for onshore FDs and business stakeholders• Commentaries & variance… Show more • Preparing monthly/quarterly/yearly business Plan, Budgeting and forecasting and monitoring on a regular basis• Develop business performance reporting to provide meaningful drill-downs on drivers of Key return matrixes (KPIs)• Analyzing and Validating any actuals vs plan and actuals vs accrual variances across revenues, costs, and balance sheet• Analysis of daily/monthly revenues, P&L and preparing commentaries for onshore FDs and business stakeholders• Commentaries & variance analysis for monthly financial reports for internal and external audit requirements• Perform competitive benchmarking analysis to monitor financial indicators such as RoE, CIR• Month-end Balance Sheet reporting covering US GAAP, IFRS, Basel 3 & TCD• Review, validation and reconciliation of Balance sheet, revenues & costs at a legal entity level• Preparing monthly funding costs and deep dive analysis of the main drivers of MoM movements• Liquidity management and tracking CET 1 ratio in line with regulatory requirements• Drive efficiency through Continuous improvement initiatives, validation, and control of analytical reports• Recognized and awarded for working closely with Onshore FDs on ad-hoc initiatives/project involving business performance review and taking strategic decisions which helped increase ROE by 1.5 % Show less

Responsibilities involved Financial reporting, Month-end processes, Financial statement analysis, Evaluating performance, Budgeting, Forecasting, Process Improvement, Regulatory reporting, TCD, BS & Revenue Analysis• Collating, preparing and interpreting reports, budgets, accounts, and financial statements• Developing financial projections, analyzing and evaluating financial performance data.• Analyze, optimize and verify trade data of financial products and reporting of daily… Show more Responsibilities involved Financial reporting, Month-end processes, Financial statement analysis, Evaluating performance, Budgeting, Forecasting, Process Improvement, Regulatory reporting, TCD, BS & Revenue Analysis• Collating, preparing and interpreting reports, budgets, accounts, and financial statements• Developing financial projections, analyzing and evaluating financial performance data.• Analyze, optimize and verify trade data of financial products and reporting of daily Risk Reports & PnL• Financial reporting and month end processes including reviewing journals and balance sheet reconciliations• Maintenance of the general ledger, P&L and reconcile accounts• Worked closely with Front Office and traders for daily P&L verification, asset valuation• Streamline processes and enhance integrity and control of credit, margin and collateral trade data• Gold award for Implementing Book level control checks restricting incorrect data flow• Silver award for successfully onboarding Risk and PnL Reporting application• Document procedures to be followed in resolving incidents/problems and daily support checks Show less