Job Description
To support the Coutts International Private Banking business in all aspects of finance and performance management including: Management of the planning and forecasting process - Based on historical trends, recent actuals and in full consultation with the business and Sales Management to ensure the plan/forecast for Front Office is prepared- Monthly Management Reporting : Delivery of monthly management accounts within tight timescales to the Coutts International business as well as Wealth International- In conjunction with Shared Services Finance and Wealth UK Decision Support provide comprehensive financial information by Client Group and Private Banker- Evaluation of proposed new products and strategic initiatives : To support the business on all new projects and products, ensuring strategic fit to overall business development-
Requirements
· Qualified Accountant (or equivalent with experience) · Excellent knowledge of Banking and Wealth Management products, systems and processes- · Experience in Decision Support or Controlling, preferably in Wealth Management or Banking industry- · High level of numeracy and analytical/problem skills- · Proven communication/interpersonal skills- · Excellent written and verbal communication skills- · Good computer literacy skills- · Setting and agreeing priorities, efficient use of resources and tracking of performance against plans- · Good working knowledge of the business, it's structure, processes and products · Willingness to travel occasionally- · Ability to manage any resources under control of this role · Ability to deal effectively with the senior management of the bank-
Responsibilities
· To act in accordance with the relevant regulatory requirements and standards- · Ensure that appropriate Coutts and RBSG policies and procedures are followed for all client, business and bank responsibilities- · Accepted partner for Managers in Coutts International about performance management and other financial aspects · Management reports are produced in a timely fashion, fully communicating the business results and expanding on any points that need further analysis · Compilation of annual plan and quarterly forecasts for Front Office- Production of fully documented plans/forecasts that meet the requirements of Group, WMD and the business- · Ensuring the business is fully supported with quality analysis for both routine reporting and any ad hoc initiatives as they occur- Results are presented at appropriate monthly briefings · Close co-operation within Finance functions of Wealth International, Sales Management and UK Finance · Achievement of individual set objectives and fulfilment of Personal Development-
Scope of the role
Monthly Reporting · Manage the review and issue of monthly management reporting · Develop new MI/analyses as appropriate- Plan and Forecast · Manage the process to ensure that all models, processes etc- are in place- · Challenge input back to the business to ensure that plans/forecast are realistic but not understated- · Prepare a commentary that addresses all key issues in the forecast- · Ensure full reporting and back up documentation is available- Construct, advise and review business cases- Attend all appropriate meetings/briefings, challenge business development Any ad hoc work, as appropriate-
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