Head - Budgeting, Analytics & Insights

Role overview

Finance House is seeking a senior finance leader to oversee enterprise budgeting, financial planning, analytics, performance tracking, and management reporting across the organization. This position acts as a strategic partner to executive leadership, helping improve profitability, operating efficiency, and growth through data-backed financial decisions.

The role owns the budgeting and forecasting cycle, business performance analysis, and reporting standards, while also driving automation and business intelligence initiatives. It involves close collaboration with business and functional leaders to identify opportunities, manage financial risk, allocate resources effectively, and support strategic priorities within a banking and financial services environment.

Budgeting and financial planning

• Direct the annual budget cycle, forecasting process, and long-range financial planning across all business units.
• Create reliable financial models, planning assumptions, and forecasting methods that strengthen visibility and accuracy.
• Work with business leaders to review, refine, and consolidate budgets so they align with overall strategy and financial goals.
• Track budget consumption and compare actual performance with approved plans, recommending corrective measures when needed.
• Lead rolling forecasts, scenario modelling, sensitivity analysis, and stress testing to support continuity and strategic planning.
• Help leadership assess investment proposals, expansion opportunities, and cost optimization initiatives.
• Prepare executive-ready budget reports, planning decks, and financial summaries for senior management.

Analytics and business insights

• Lead organization-wide financial and business analytics efforts that inform strategic and operational decisions.
• Analyze profitability, revenue movement, cost structure, operational efficiency, and performance trends across products and business lines.
• Translate financial and operational data into practical insights that support growth, performance improvement, and better use of resources.
• Spot key drivers, performance gaps, risks, and emerging trends, then present actionable recommendations to management.
• Carry out financial modelling, scenario assessment, and business case reviews for strategic and investment decisions.
• Build predictive and trend-based analytical approaches that improve forecast quality and performance monitoring.
• Encourage a stronger data-driven culture through effective use of analytics, reporting, and business intelligence platforms.

Management reporting and performance management

• Own the creation of dashboards, KPI scorecards, performance reports, and executive presentations.
• Ensure monthly, quarterly, and annual reporting is delivered on time, with accuracy and useful insight for senior management.
• Monitor key performance indicators across business units and provide clear commentary on financial and operational results.
• Perform variance analysis between actuals, budgets, and forecasts and flag areas needing management attention.
• Set up and maintain consistent performance management frameworks and reporting structures across the organization.
• Support executive leadership with insights and recommendations to improve profitability, efficiency, and overall business outcomes.

Reporting automation and business intelligence

• Lead improvements and automation in budgeting, analytics, and reporting processes to boost efficiency, scale, and accuracy.
• Drive the rollout and enhancement of Power BI dashboards and other business intelligence solutions.
• Partner with Technology and Data teams to improve data quality, reporting systems, and analytics capabilities.
• Cut down manual reporting effort through automation, workflow redesign, and digital transformation initiatives.
• Continuously improve reporting speed, visualization quality, and analytical depth through process and technology enhancements.

Stakeholder management and leadership

• Act as a strategic finance advisor and business partner to executive management and business heads.
• Build effective relationships across Finance, Treasury, Operations, Risk, Technology, and business teams to support shared goals.
• Lead, coach, and develop the Budgeting, Analytics & Insights team to strengthen technical and analytical capability.
• Promote accountability, collaboration, innovation, and continuous improvement within the function.
• Manage workload distribution, team development, and succession planning effectively.

Qualifications and experience

The role requires a bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or a similar field. A master's qualification such as an MBA is preferred. A professional accounting credential such as CA, CPA, ACCA, or CMA is mandatory.

Candidates should bring 12 to 15 years of experience in budgeting, FP&A, business analytics, and management reporting within banking or financial services, including at least 5 years in a senior leadership capacity. Strong experience in financial analytics, business intelligence, reporting automation, and performance management is essential, along with a proven record of driving strategic insight, process improvement, and data-led decisions.

Technical skills and domain knowledge

The position calls for strong capability in budgeting, forecasting, FP&A, business analytics, and management reporting. Advanced financial modelling, profitability analysis, KPI design, and performance management expertise is important, as are strong analytical and quantitative skills for interpreting complex financial and operational data. Advanced use of Power BI, Excel, and BI tools is also required, along with a solid understanding of banking and financial services business models, products, and performance drivers.

Additional information

This is a full-time onsite position based in Abu Dhabi Emirate, United Arab Emirates. The source did not specify salary, openings, start date, or application deadline.