Retail Financial Planning Specialist

Job Purpose: Support the organization’s financial health and strategic decision-making through analysis, management, and collaboration. Key Responsibilities: Generic Responsibilities:

• Corporate Governance and Compliance: Work fully within risk policies and procedures and compliance regulations and ensure all divisional activities comply with corporate governance & regulatory/legal frameworks.

• Financial Data: Analyze financial metrics to identify trends and improvement opportunities.
• Budgets: Work with management and stakeholders to develop budgets and forecasts.
• Monitor Performance: Track financial performance against budget and report insights.
• Vendor Payments: Facilitate the vendor payment process from initiation to completion.
• Develop Financial Models: Assist in creating financial models and scenario analyses for decision-making.
• Prepare GL Entries: Process GL entries related to cost amortization and portfolio acquisition.
• Financial Guidance: Support retail banking teams in product development and marketing efforts.
• Staff Payments: Prepare payments related to staff incentives and allowances.
• Stay Informed on Trends: Keep updated on industry trends and regulatory changes affecting financial performance.
• Build Relationships: Foster relationships with internal and external stakeholders in finance and compliance.
• Compliance: Work fully within ABK’s Compliance regulations and standards.
• Policies & Processes: Participate in development and implementation of relevant policies and procedures and conduct regular reviews to remain relevant and effective.

• Bachelor's degree in a relevant field, such as Finance, Accounting, or Business.

• At least 3 years of professional sector experience.
• Financial analysis, reporting, and performance analysis experience.
• Proficiency in financial modeling and forecasting.
• Business partnering experience.

• The banking sector and its business dynamics.
• Business planning and monitoring techniques.