Financial Planning and Analysis

• Own end-to-end preparation for investor processes, including data rooms, pitch decks, financial models, teasers, and investment memos.
• Build and maintain high-quality investor-facing materials with strong narrative clarity and attention to detail.
• Develop and continuously update financial models used in investor discussions (three-statement models, DCF, scenario, and sensitivity analysis).
• Project manage the fundraising process, including timeline tracking, stakeholder coordination, investor CRM management, and follow-ups.
• Support leadership in investor meetings, Q&A preparation, and post-meeting communication.
• Own and manage the company’s financial model, including forecasting, budgeting, and variance analysis.
• Partner with cross-functional teams to build bottom-up financial projections for new initiatives and business verticals.
• Prepare monthly and quarterly reporting packages for the CFO, CEO, and board.
• Track, analyze, and report key business and financial KPIs, providing actionable insights and strategic recommendations.
• Support strategic initiatives through analysis such as market sizing, unit economics, competitor benchmarking, and business case modeling.
• Drive cross-functional finance projects with clear workplans, ownership, and timelines.
• Leverage AI tools to enhance analysis, automate reporting, and improve the speed and quality of outputs.

Financial Analyst

• Drive Overall Financial Performance – drive the overall financial performance of your FI Trade products by launching products and initiatives to grow volumes and trade assets whilst establishing strategies to optimise fee pricing, Net Interest Margins (NIMs), return on capital, and lower processing costs by working with Technology and Operations to streamline and digitise processes
• Understand the Market – understand the market landscape for your products by constantly scanning the market for regulatory developments, trends, drivers, client needs and competitor offerings (including fintechs and alternative providers) through market analysis, feedback from Sales, direct client interaction, participation in industry bodies and associations, interaction with colleagues at other banks, discussions with Compliance and regulators, industry research papers, and feedback from voice of the client surveys
• Develop the Product Strategy – develop a comprehensive strategy for FI products by clearly defining the market landscape and drivers, core product proposition, target market and client segments, addressable market size, projected share of wallet and associated volumes/revenues, competitor capability assessment, product development roadmap, and commercialisation strategy
• Drive Product Innovation – identify opportunities to develop new products or enhance existing products based on market/sales feedback, client needs and/or regulatory changes. Build a pipeline of potential product developments by advancing and testing concepts with key stakeholders, prioritizing developments based on a sound commercial assessment of each opportunity, preparing formal investment plans, and seeking internal approvals
• Support Product Development – work with Product Development to deliver new products or enhancements by participating in the working level project team as the Subject Matter Expert for your products. Clearly defining the scope of each product build/enhancement by preparing a comprehensive Business Requirements Document and providing regular and real-time feedback on any product impacts from the systems development and testing as it progresses for each product. Participate in the development of test cases, standard operating procedures and the product implementation guide supporting delivery of the product to market
• Commercialise Offering – develop and execute a comprehensive ‘Go to Market’ plan for each core product including a market rollout plan, revenue/volume targets, client target market and prospect lists, core marketing/sales materials, and product training for Sales and Coverage teams. Track and monitor execution against specific calling targets and pipeline, participate in joint calls on clients to propagate product knowledge, support solutions for key deals, and directly engage with teams who are not meeting product targets to agree remedial actions and/or remove roadblocks
• Seek out Partnerships and New Channels – identify third party service providers, fintechs, digital platforms, ecosystems and emerging channels that are either supporting or driving volumes in your products or could act as a future source of new business or competitive advantage through bundling of capabilities. Evaluate commercial models and prospects of partnering, investing, or buying in capabilities and present investment or partnering opportunities to GTB Management. Establish partnerships for approved projects including commercial terms and service levels and manage ongoing performance
• Optimise Product Performance – constantly look for opportunities to improve the client experience and performance of your products by engaging with Coverage, GTB FI Sales, Operations, Service, Technology, Risk, Legal and Compliance to deliver continuous improvement in all aspects of product performance. Work with partners to digitise delivery channels and automate processes wherever possible. Regularly review pricing strategies and market positioning to maximise financial and volume performance as well as product cross-sell opportunities. Identify opportunities to refresh the product strategy, enhance products or focus more attention or resources on underperforming products. Retire products that have limited revenues and growth opportunity. Monitor revenues, costs, volumes, pricing, turnaround times and efficiency to ensure your products are performing as expected and take remedial action to address underperformance. Engage in industry advocacy and submissions to improve the regulatory and legal framework including scheme rules where this can improve the effectiveness, market demand or operational delivery of products in the market
• Adhere to Product Governance & Compliance – own the updating and review of the Product Program Guidelines (PPG) and country addenda based on a comprehensive understanding of the inherent risks associated with your products and the legal, regulatory, compliance, tax, credit risk and other relevant frameworks and internal policies governing your products. Regularly engage key stakeholders to understand the impact of these areas on your products including changes on the regulatory horizon and pro-actively manage the development and delivery of your products to ensure alignment with the Bank’s policies, guidelines, risk management processes and risk appetite.

Trade Product Manager – Financial Institutions

• Support day-to-day accounting and finance operations across multiple client accounts
• Prepare reconciliations, financial reports, and supporting schedules
• Assist with month-end closing activities and financial tracking
• Maintain accurate records and financial documentation
• Review and validate invoices across multiple global clients and projects
• Verify billing details, payment terms, approvals, and supporting documentation
• Investigate discrepancies and coordinate with internal teams for resolution
• Monitor invoice status, payment cycles, and aging reports
• Partner closely with Payroll, HR, Business Operations, Project Management, and Global Delivery teams regarding financial operations and reporting
• Prepare to communicate with leadership, stakeholders, and cross-functional departments regarding invoice status, discrepancies, reporting updates, and operational finance matters
• Support internal follow-ups and coordination efforts across departments to ensure operational and financial alignment
• Maintain strong professional communication while working in a fast-paced global environment
• Perform bank and transaction reconciliations
• Review financial discrepancies and support correction efforts
• Assist with operational finance analysis and reporting requests
• Support audit preparation and documentation gathering
• Work alongside teams supporting US and international operations
• Utilize platforms such as QuickBooks, Xero, Sage, IRIS, or similar accounting systems
• Support finance-related operational projects and process improvements

• Carrying out Transformation Projects and driving finance processes improvements for different geographies and processes
• Vendor management and change management responsibilities
• Continuously operate and maintain OCI network and security controls
• Ensure timely patching and remediation of vulnerabilities
• Prevent recurrence of critical and high risk security findings
• Execute and maintain security SOPs in day to day operations
• Keep OCI environments audit ready and compliant at all times
• Act as the single long term owner of OCI security operations
• Review of OCI security dashboards and vulnerability reports (e.g., Cloud Guard, logs, alerts)
• Assess new or recurring security findings and prioritize remediation actions
• Validate patch levels and plan or execute required patching activities
• Implement and verify network and security configuration changes in OCI
• Follow and update security SOPs and operational runbooks as needed
• Coordinate remediation actions with platform, application, and operations teams
• Respond to security queries, incidents, or audit evidence requests
• Reviewing upcoming changes or deployments for security and operational impact
• Document actions taken, risks identified, and controls validated
• Proactively identify improvement opportunities to strengthen OCI security posture
• Process, driving process standardization across the Group
• Understanding the needs of Internal and External stakeholders
• Creating and maintaining positive business relationship with business stakeholders
• Liaise with vendor’s consulting team and get the best required outcomes
• Improving key performance metrics to enhance performance
• Managing ad hoc projects and tasks as and when required

Expert Finance Systems

• Responsible for leading the Heavy-Duty New Units portfolio of Power Projects
• Requires specialized depth and/or breadth of expertise within PMX
• Lead a team of PFMs to lead project margin reviews, accounting and closing activities
• Advises management in the function and/or in the business
• Uses high level of judgment to make decisions and handle complex tasks or problems that impact the function.

Regional Project Finance Manager – EMEA

• Develop and execute financial strategies aligned with company goals
• Build and maintain models to forecast growth, cash flow, and profitability
• Prepare and present monthly, quarterly, and annual financial reports to investors
• Collaborate with the executive team to support capital raising activities
• Oversee bookkeeping, financial statements, audits, and tax compliance
• Lead budgeting processes, monitor expenditures, and identify areas for optimization
• Maintain healthy cash flow, manage burn rate, and advise on investment opportunities
• Build and manage the internal finance function or coordinate with outsourced accounting/finance partners

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