Manager - MIS & Business Planning - Mumbai
Tata Capital · Banking & Financial Services
- Mumbai, Maharashtra, India
- On-site
- Posted today
- Apply by 31 Oct
About the job
Main Accountabilities
Qualifications & Experience
CA with 1-2 years of experience in Business Accounting / FP&A / MIS
Strong understanding of P&L, financial reporting, and analysis
Strong understanding of asset quality (GNPA), credit cost, and lending products
Strong Excel and analytical skills
Exposure to dashboarding tools (good to have)
Competencies:
Ownership
Boundaryless Behaviour
Cost Consciousness
Functional Competencies
GNPA
Credit costs
Margins
Key Decisions taken
Identification and escalation of variance drivers and inconsistencies
Selection of appropriate data sources for reporting and analysis
Prioritization of reporting tasks based on timelines and requirements
Highlighting discrepancies in Asset quality, Credit costs, Margins and other key performance metrics
Budgeting & Performance Tracking Support
Support preparation of annual budgets for margins, AQ & credit cost and balance sheet analysis
Track monthly/quarterly rolling estimates and performance metrics
Highlight key deviations and assist in performance analysis
Asset Quality & Credit Cost Analysis Support
Track and analyze GNPA, standard asset movement, and credit cost trends
Support preparation of asset quality MIS and dashboards
Assist in assessing impact of asset quality on business performance
Monthly P&L
Preparation monthly P&Ls for different SBUs and Products. Analyse the reasons for variance against budget
Margin Analytics
Prepare the necessary break down of Margins and and it’s components to understand and analyse the reasons for variance
Analyse the trend and prepare the waterfall for Consol, entities as well as SBUs
Liason with the SBU SPOCs for the timely assimilation of information required for presenting the analysis
Cost allocation cycles
Assist in preparation of allocations of cost of shared services, identifying and collating the key drivers for the allocation of costs
Assist in presenting the analysis justifying the cost allocations across verticals as well as products/segments
Ensure timeliness, accuracy as well as consistency in reporting across SBUs
Management Reporting Support (Investor Presentations / ACM / MIS Decks)
Assist in preparation of IP / Board / ACM decks and management presentations
Collate and present the key data points required for Investor calls such as ATS, ACL, GECL, IRR, and portfolio metrics
Ensure accuracy and consistency of reporting outputs
Business Accounting & Process Support
Support processes related to daily and monthly book closure, AUM reporting, average book, disbursals, IRRs etc.
Validate financial data across systems and reports
Assist in ensuring alignment of reporting across business units