Retail Business Planning Senior Manager

About the role

We are seeking a Retail Business Planning Senior Manager to lead the annual planning and budgeting process for Retail Banking, ensuring alignment with the bank’s strategic objectives and delivering insightful performance analysis.

Key responsibilities

• Manage the Retail Banking annual business planning and budgeting process, aligning with divisional and bank-wide strategic objectives.
• Conduct regular performance reviews against financial and operational targets, providing variance analysis and recommendations to senior management.
• Liaise with Finance, Strategy, IT, and Retail Banking divisions to coordinate data inputs and ensure accuracy of planning assumptions and performance reports.
• Identify trends, risks, and opportunities in Retail Banking performance data and communicate insights to support strategic decision‑making.
• Ensure timely delivery of Retail Banking performance reports, dashboards, and executive presentations.
• Drive continuous improvement of business planning methodologies, tools, and reporting frameworks.
• Report on Retail Banking financial performance, planning progress, and strategic initiative execution to senior management on a regular basis.
• Negotiate with business units on target‑setting assumptions and corrective action plans as part of the performance review process.

Required profile

• Bachelor’s degree in Finance, Business Administration, Economics or a related field (preferred).
• CFA Level I, CIMA or equivalent financial planning/management accounting certification (preferred).
• Approximately 5+ years of relevant experience, including at least 3 years in a similar role.
• Prior experience in retail banking business planning, financial performance management or strategy analysis within a banking or financial services environment.

Required skills