Retail Business Planning Analyst
2025-05-13T09:53:10+00:00
PostBank Uganda Ltd
https://cdn.greatugandajobs.com/jsjobsdata/data/employer/comp_1214/logo/postbank.jpg
https://www.postbank.co.ug/
FULL_TIME
Kampala
Kampala
00256
Uganda
Banking
Management
2025-05-16T17:00:00+00:00
Uganda
8
JOB PURPOSE
The role holder will be responsible for establishing and reporting Key Performance Indicators (KPIs) for the Retail segment and its sub-segments, monitoring their performance and profitability, supporting quality decision-making through timely analysis of financial and non-financial metrics, and planning the performance management process for Retail in PostBank Uganda Limited.
KEY RESPONSIBILITIES /KEY DELIVERABLES
Analysis and planning
- Prepare monthly business plans, forecasts, and revenue models, updating them based on changes in economic conditions and organisational performance.
- Generate accurate monthly/quarterly/annual/periodic financial reports for Retail segment management and stakeholders ensuring relevance to the prevailing business need.
- Conduct insightful variance analysis to compare actual performance of Retail business against budgets and all relevant performance parameters, identifying areas of concern or opportunities and recommendations for mitigation action.
- Provide strategic insights and recommendations on Retail business based on financial & nonfinancial analysis to enable informed decision-making by management.
- Establish performance indicators and prepare detailed performance analysis to assist in evaluating ongoing Retail operations and proposed projects.
- Collaborate with Exco Heads and Senior management to gather necessary inputs for developing comprehensive annual budgets aligned with the strategic plan.
- Provide detailed monthly analysis on Retail channels, products and service performance to drive efficiency and value for money. This involves driver analysis, revenue analysis and profitability analysis.
- Prepare periodic forward-looking reports showing the expected performance of the segments, sub segment, products and channels.
- Participate in cross-functional analytics collaborations to integrate data sets and support strategic decision-making.
- Identify and monitor external and internal factors that may affect business performance.
- Proactively identify opportunities where analysis can drive valuable business results.
- Develop and consolidate existing (as well as new reports – in line with evolving business needs) periodic product, customer and Segment performance reports; and implement new dashboards and models to project short, medium and long-term growth.
- Support the bank’s sustainability journey, from strategy and implementation to reporting.
- Monthly / Bi-weekly business performance discussions with Chief Retail Officer and the respective sub segment heads.
- Represent Finance Manager Business Planning & Analysis where necessary at the various Business Growth forums and Retail performance sessions.
Stakeholder Management
- Ensure effective and excellent communication and working relationships with Retail officer, EXCO and Senior Management Team (SMT).
- Ensure there is alignment on all financial reports for the Retail segment across different stakeholders including Retail Officer, EXCO and SMT, especially during the frequent catch-up meetings.
- Work together with the business to ensure we are enabling data-driven decision making on all business questions.
- Build a strong partnership with the Retail segment and be the finance contact person for the Retail business.
- Work with the Retail business on ongoing projects i.e. business growth, revenue generation, benefit realization, data warehouse, automation/process improvement.
BUSINESS BEHAVIOURS
- Passion: Committed to excellence, deliver outstanding results and make a positive impact for our customers and stakeholders.
- Teamwork: Collaborates, mutual respect, and diverse perspectives, to achieve shared success and deliver greater value to the Bank.
- Integrity: Uphold honesty, transparency, and accountability, ensuring ethical practices in every action.
- Innovation: Embrace creativity and forward-thinking, continually seek new solutions to enhance customer experience and drive business growth
QUALIFICATIONS, EXPERIENCE AND COMPETENCIES REQUIRED
- Bachelor’s degree in Accounting/Finance, Business Administration, Statistics or Quantitative Economics, Business Computing, or a related field.
- Full or partial qualification and membership in a recognized professional finance body (e.g., ACCA, CPA, CFA), with a strong understanding of accounting concepts.
- Proficiency in MS PowerPoint, Power BI, Excel, SQL and other Business intelligence tools is an added advantage.
- Technical and practical skills in Finance and Accounting.
- In-depth understanding of short, medium, and long-term strategies, goals and objective setting.
- Knowledge of Management Accounting with high levels of financial presentation skills including commentary.
- Microsoft Office skills with an understanding of Financial Systems, Data Sources and Financial reports.
- Exposure to business intelligent tools e.g. Power BI, Qlik, SAP Business objects, Tableau, Oracle BI etc.
- An appreciation of the external economic, political, legal and regulatory environment and their impact on the business.
- Strong computer skills and other analytical tools.
- Forward thinking
- Ability to think creatively and identify innovative solutions.
- Excellent comprehension skills to understand and interpret financial data and economic trends.
- High numeric/strong analytical and problem-solving skills.
- Ability to work well under pressure working accurately with attention to detail and deadline.
- Sound knowledge and expertise in evaluating the implications of changes.
- Competence in writing reports and making presentations to highlight the effect of changes made.
- Strong communication and interpersonal skills.
- The ability to analyze data models to deliver logical conclusions.
- The ability to work with colleagues and stakeholders to gain an in-depth understanding of critical business requirements and anticipate business needs.
KEY RESPONSIBILITIES /KEY DELIVERABLES Analysis and planning Prepare monthly business plans, forecasts, and revenue models, updating them based on changes in economic conditions and organisational performance. Generate accurate monthly/quarterly/annual/periodic financial reports for Retail segment management and stakeholders ensuring relevance to the prevailing business need. Conduct insightful variance analysis to compare actual performance of Retail business against budgets and all relevant performance parameters, identifying areas of concern or opportunities and recommendations for mitigation action. Provide strategic insights and recommendations on Retail business based on financial & nonfinancial analysis to enable informed decision-making by management. Establish performance indicators and prepare detailed performance analysis to assist in evaluating ongoing Retail operations and proposed projects. Collaborate with Exco Heads and Senior management to gather necessary inputs for developing comprehensive annual budgets aligned with the strategic plan. Provide detailed monthly analysis on Retail channels, products and service performance to drive efficiency and value for money. This involves driver analysis, revenue analysis and profitability analysis. Prepare periodic forward-looking reports showing the expected performance of the segments, sub segment, products and channels. Participate in cross-functional analytics collaborations to integrate data sets and support strategic decision-making. Identify and monitor external and internal factors that may affect business performance. Proactively identify opportunities where analysis can drive valuable business results. Develop and consolidate existing (as well as new reports – in line with evolving business needs) periodic product, customer and Segment performance reports; and implement new dashboards and models to project short, medium and long-term growth. Support the bank’s sustainability journey, from strategy and implementation to reporting. Monthly / Bi-weekly business performance discussions with Chief Retail Officer and the respective sub segment heads. Represent Finance Manager Business Planning & Analysis where necessary at the various Business Growth forums and Retail performance sessions. Stakeholder Management Ensure effective and excellent communication and working relationships with Retail officer, EXCO and Senior Management Team (SMT). Ensure there is alignment on all financial reports for the Retail segment across different stakeholders including Retail Officer, EXCO and SMT, especially during the frequent catch-up meetings. Work together with the business to ensure we are enabling data-driven decision making on all business questions. Build a strong partnership with the Retail segment and be the finance contact person for the Retail business. Work with the Retail business on ongoing projects i.e. business growth, revenue generation, benefit realization, data warehouse, automation/process improvement. BUSINESS BEHAVIOURS Passion: Committed to excellence, deliver outstanding results and make a positive impact for our customers and stakeholders. Teamwork: Collaborates, mutual respect, and diverse perspectives, to achieve shared success and deliver greater value to the Bank. Integrity: Uphold honesty, transparency, and accountability, ensuring ethical practices in every action. Innovation: Embrace creativity and forward-thinking, continually seek new solutions to enhance customer experience and drive business growth
QUALIFICATIONS, EXPERIENCE AND COMPETENCIES REQUIRED Bachelor’s degree in Accounting/Finance, Business Administration, Statistics or Quantitative Economics, Business Computing, or a related field. Full or partial qualification and membership in a recognized professional finance body (e.g., ACCA, CPA, CFA), with a strong understanding of accounting concepts. Proficiency in MS PowerPoint, Power BI, Excel, SQL and other Business intelligence tools is an added advantage. Technical and practical skills in Finance and Accounting. In-depth understanding of short, medium, and long-term strategies, goals and objective setting. Knowledge of Management Accounting with high levels of financial presentation skills including commentary. Microsoft Office skills with an understanding of Financial Systems, Data Sources and Financial reports. Exposure to business intelligent tools e.g. Power BI, Qlik, SAP Business objects, Tableau, Oracle BI etc. An appreciation of the external economic, political, legal and regulatory environment and their impact on the business. Strong computer skills and other analytical tools. Forward thinking Ability to think creatively and identify innovative solutions. Excellent comprehension skills to understand and interpret financial data and economic trends. High numeric/strong analytical and problem-solving skills. Ability to work well under pressure working accurately with attention to detail and deadline. Sound knowledge and expertise in evaluating the implications of changes. Competence in writing reports and making presentations to highlight the effect of changes made. Strong communication and interpersonal skills. The ability to analyze data models to deliver logical conclusions. The ability to work with colleagues and stakeholders to gain an in-depth understanding of critical business requirements and anticipate business needs.
No Requirements
JOB-6823168600f41
Vacancy title:
Retail Business Planning Analyst
[Type: FULL_TIME, Industry: Banking, Category: Management]
Jobs at:
PostBank Uganda Ltd
Deadline of this Job:
Friday, May 16 2025
Duty Station:
Kampala | Kampala | Uganda
Summary
Date Posted: Tuesday, May 13 2025, Base Salary: Not Disclosed
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JOB DETAILS:
JOB PURPOSE
The role holder will be responsible for establishing and reporting Key Performance Indicators (KPIs) for the Retail segment and its sub-segments, monitoring their performance and profitability, supporting quality decision-making through timely analysis of financial and non-financial metrics, and planning the performance management process for Retail in PostBank Uganda Limited.
KEY RESPONSIBILITIES /KEY DELIVERABLES
Analysis and planning
- Prepare monthly business plans, forecasts, and revenue models, updating them based on changes in economic conditions and organisational performance.
- Generate accurate monthly/quarterly/annual/periodic financial reports for Retail segment management and stakeholders ensuring relevance to the prevailing business need.
- Conduct insightful variance analysis to compare actual performance of Retail business against budgets and all relevant performance parameters, identifying areas of concern or opportunities and recommendations for mitigation action.
- Provide strategic insights and recommendations on Retail business based on financial & nonfinancial analysis to enable informed decision-making by management.
- Establish performance indicators and prepare detailed performance analysis to assist in evaluating ongoing Retail operations and proposed projects.
- Collaborate with Exco Heads and Senior management to gather necessary inputs for developing comprehensive annual budgets aligned with the strategic plan.
- Provide detailed monthly analysis on Retail channels, products and service performance to drive efficiency and value for money. This involves driver analysis, revenue analysis and profitability analysis.
- Prepare periodic forward-looking reports showing the expected performance of the segments, sub segment, products and channels.
- Participate in cross-functional analytics collaborations to integrate data sets and support strategic decision-making.
- Identify and monitor external and internal factors that may affect business performance.
- Proactively identify opportunities where analysis can drive valuable business results.
- Develop and consolidate existing (as well as new reports – in line with evolving business needs) periodic product, customer and Segment performance reports; and implement new dashboards and models to project short, medium and long-term growth.
- Support the bank’s sustainability journey, from strategy and implementation to reporting.
- Monthly / Bi-weekly business performance discussions with Chief Retail Officer and the respective sub segment heads.
- Represent Finance Manager Business Planning & Analysis where necessary at the various Business Growth forums and Retail performance sessions.
Stakeholder Management
- Ensure effective and excellent communication and working relationships with Retail officer, EXCO and Senior Management Team (SMT).
- Ensure there is alignment on all financial reports for the Retail segment across different stakeholders including Retail Officer, EXCO and SMT, especially during the frequent catch-up meetings.
- Work together with the business to ensure we are enabling data-driven decision making on all business questions.
- Build a strong partnership with the Retail segment and be the finance contact person for the Retail business.
- Work with the Retail business on ongoing projects i.e. business growth, revenue generation, benefit realization, data warehouse, automation/process improvement.
BUSINESS BEHAVIOURS
- Passion: Committed to excellence, deliver outstanding results and make a positive impact for our customers and stakeholders.
- Teamwork: Collaborates, mutual respect, and diverse perspectives, to achieve shared success and deliver greater value to the Bank.
- Integrity: Uphold honesty, transparency, and accountability, ensuring ethical practices in every action.
- Innovation: Embrace creativity and forward-thinking, continually seek new solutions to enhance customer experience and drive business growth
QUALIFICATIONS, EXPERIENCE AND COMPETENCIES REQUIRED
- Bachelor’s degree in Accounting/Finance, Business Administration, Statistics or Quantitative Economics, Business Computing, or a related field.
- Full or partial qualification and membership in a recognized professional finance body (e.g., ACCA, CPA, CFA), with a strong understanding of accounting concepts.
- Proficiency in MS PowerPoint, Power BI, Excel, SQL and other Business intelligence tools is an added advantage.
- Technical and practical skills in Finance and Accounting.
- In-depth understanding of short, medium, and long-term strategies, goals and objective setting.
- Knowledge of Management Accounting with high levels of financial presentation skills including commentary.
- Microsoft Office skills with an understanding of Financial Systems, Data Sources and Financial reports.
- Exposure to business intelligent tools e.g. Power BI, Qlik, SAP Business objects, Tableau, Oracle BI etc.
- An appreciation of the external economic, political, legal and regulatory environment and their impact on the business.
- Strong computer skills and other analytical tools.
- Forward thinking
- Ability to think creatively and identify innovative solutions.
- Excellent comprehension skills to understand and interpret financial data and economic trends.
- High numeric/strong analytical and problem-solving skills.
- Ability to work well under pressure working accurately with attention to detail and deadline.
- Sound knowledge and expertise in evaluating the implications of changes.
- Competence in writing reports and making presentations to highlight the effect of changes made.
- Strong communication and interpersonal skills.
- The ability to analyze data models to deliver logical conclusions.
- The ability to work with colleagues and stakeholders to gain an in-depth understanding of critical business requirements and anticipate business needs.
Work Hours: 8
Experience: No Requirements
Level of Education: bachelor degree
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