AVP, Business Planning & Performance Specialist, Customer Service Hub (CSH), Group COO
Core
Oversee financial forecasting, performance analysis, and budget management for the Customer Service Hub (CSH), while leading data reporting and key metrics governance to support operational reviews and strategic planning.
Role type
Senior IC business planning and performance specialist (finance & data reporting)
Builds
Monthly financial forecasts, executive-ready management reports, and strategic business planning materials
Domain
Consumer banking / Customer service operations
Deliverable
dashboards & analysis
Required skills
Financial forecasting, financial data analysis, budget management, management reporting, data visualization, process optimization, KPI tracking, GL reconciliation, stakeholder collaboration
Preferred skills
Agentic AI, process improvements, Agile methodologies, project management, change management, consumer banking domain knowledge
Technologies
N/A
Responsibilities
Consolidate and analyze monthly financials and reporting metrics; oversee financial forecast vs actual spend; support annual budget exercise and ad-hoc budget transfers; lead management reporting for key metrics to senior management; review business processes and develop optimization strategies for reporting journeys; alert management of potential service risks based on KPIs.
Seniority
Senior, hands-on IC
