FINANCIAL PLANNING & PERFORMANCE ANALYST II
Core
Support the execution of activities related to the analysis, control, and monitoring of spending, contributing to budget preparation, variance evaluation, and efficiency tracking.
Role type
Financial Planning & Performance Analyst
Builds
Operational expense budgets, non-financial investment budgets, efficiency plans, and financial reports for decision-making committees.
Domain
Banking / Financial Planning
Deliverable
dashboards & analysis
Required skills
Budget preparation and control, Variance analysis, Cost accounting, Financial reporting, Efficiency tracking, Microsoft Excel (intermediate-advanced), Data analysis tools
Preferred skills
Data visualization tools, Process automation tools, AI tools, Banking sector experience
Responsibilities
Support the preparation, monitoring, and control of operational expense and non-financial investment budgets; Analyze spending execution and identify budget variances; Collaborate on the economic viability analysis of efficiency initiatives and non-financial investment projects; Prepare financial and budgetary information for efficiency and investment committees; Track savings plans and efficiency commitments; Support the review of expense classification and allocation; Develop reports, indicators, and control dashboards; Participate in continuous improvement and process automation projects; Coordinate with bank units for financial data validation; Support cost analysis and profitability optimization initiatives.
