The Manager, Budgeting & Performance Monitoring is responsible for leading the preparation, consolidation, and monitoring of the bank’s annual budgets and forecasts. The role ensures timely performance tracking, variance analysis, and provides insights that support strategic and operational decision-making. The incumbent will coordinate planning cycles, strengthen cost discipline, and ensure alignment of financial plans with the bank’s strategic objectives.

Budgeting & Forecasting

• Lead preparation, consolidation, and submission of annual budgets in alignment with strategy.

• Develop periodic forecasts and scenario analyses to support decision-making.

• Coordinate budget discussions with departments and ensure adherence to guidelines.

Performance Monitoring & Analysis

• Track financial and operational KPIs and report variances against budget, forecast, and prior periods.

• Identify performance gaps and recommend corrective actions to management.

• Prepare monthly and quarterly performance dashboards for Executive Management.

Financial Modelling & Insights

• Develop financial models to support planning, pricing, and strategic initiatives.

• Translate financial data into actionable business insights.

• Support the Head of Finance & Strategy in performance improvement initiatives.

Governance, Controls & Compliance

• Ensure budgeting processes comply with internal policies and regulatory expectations.

• Maintain documentation, assumptions, and approvals for audit trail.

• Support internal and external audits related to budgeting processes.

Process Improvement

• Identify opportunities to enhance budgeting tools, templates, and systems.

• Drive automation and digitalization of planning and monitoring processes.

• Ensure accuracy and timeliness of performance reporting.

Collaboration & Communication

• Work with all departments to gather inputs and validate assumptions.

• Communicate performance results to senior management.

• Provide training on budgeting tools and performance reporting.

OTHER RESPONSIBILITIES:

• Any other duties as may be assigned by the Head of Finance and Strategy.

Education:

• Bachelor’s in Accounting, Finance, Economics, or related field.

• CPA/ACCA or equivalent qualification is an added advantage.

Experience:

• Minimum 3–5 years in budgeting, planning, or performance monitoring.

• Banking experience preferred.

Technical Skills:

• Strong financial modelling and analysis skills.

• Advanced Excel and budgeting/planning tools.

• Knowledge of financial performance frameworks.

Soft Skills:

• Analytical, detail-oriented, strong communication, and deadline-driven.

• Ability to work across teams.

• Team work

• Good Analytical Skills

• Communication Skills