1. Ensure Timely and Accurate KPI Reporting

1.1Coordinate with business and enabling teams to define, validate, and align KPI definitions, reporting ownership, and reporting frequency.

1.2Implement robust data validation, reconciliation, and quality control checks to ensure reporting accuracy and consistency.

1.3Standardize and automate KPI report templates, reporting schedules, and dashboard delivery to improve efficiency and reliability.

2. Support Budgeting, Forecasting, and Variance Analysis

2.1Collect and consolidate budgeting and forecasting inputs using standardized templates aligned with approved planning assumptions and timelines.

2.2Perform financial analysis, scenario modelling, and assumption validation to support management forecasting decisions.

2.3Deliver monthly variance analysis with clear business insights, root cause analysis, and recommendations to support reforecasting and performance improvement.

3. Execute Automation and Reporting Improvements

3.1Identify high-impact manual reporting processes, inefficiencies, and data gaps that can be optimized through automation initiatives.

3.2Design and develop automated dashboards, reporting tools, and visualization solutions using Power BI, Tableau, Excel, or other relevant tools

3.3Maintain reporting documentation, user guides, and training support to drive adoption, sustainability, and reporting governance.

4Coordinate Commission and Incentive Calculations

4.1Gather required data from source systems, validate completeness, and ensure alignment with approved commission and incentive structures.

4.2Apply approved payout rules, automate calculation methodologies, and ensure calculation accuracy through validation controls.

4.3 Conduct internal payout reviews, resolve calculation discrepancies, and coordinate final reporting and payment readiness with relevant stakeholders

5Drive Team Collaboration, Strategic Alignment, and Business Case Support

5.1Facilitate regular cross-functional discussions, monthly performance reviews, and strategic alignment sessions with business stakeholders and internal teams.

5.2Identify business needs and develop financial models, commercial analysis, and business cases to support strategic initiatives, products, or service improvements.

5.3Monitor business case performance outcomes, refine analytical models, and ensure alignment with financial objectives and business strategy.

• Bachelor’s degree in Finance, Economics, Business Analytics, Accounting, or related 
• 6 years of experience in Financial Analysis, FP&A, Business Analytics, or Finance Business Partnering roles
• Experience in banking, fintech, financial services, or other performance-driven industries is preferred 
• Demonstrated experience in reporting automation, dashboard development, and KPI performance reporting using BI tools 
• Proven experience supporting budgeting, forecasting, business case development, or commission/incentive management initiatives
• Strong understanding of budgeting, forecasting, variance analysis, and financial performance management
• Deep understanding of KPI definition, performance measurement frameworks, and reporting governance