91 Wealth Management jobs in Kenya

HFC Limited, the banking and property finance subsidiary of HF Group, has an exciting opportunity in our Finance Department. We are seeking a talented, dynamic, self-driven, and results-oriented individual who is committed to performance, excellence, and participating in our growth strategy.

The role provides insight and support in the departmental and executive decision process. The role complements the overall efforts of HFC towards attaining the Finance of the Future by building modelling and quantitative frameworks for the bank, supports the budgeting and planning process and finance business partnership.

Deadline:

Category: Finance

Subsidiary: HFC

Principle Accountabilities

• Assist in development of the annual budget and the medium-term strategic plan.
• Ensure timely budget variance reporting to all the departments.
• Preparation of ALCO, EXCO and board papers.
• Supporting ALM decisions with analysis and modeling.
• Updating and revising asset pricing models.
• Revenue assurance.
• Monitor the cash holding across the branch network for liquidity optimization.
• Ensure continuous revenue assurance and recommend opportunities to grow and diversify the business unit revenue.
• Preparation and timely distribution of segment reports to various departments.
• Prepare the monthly and annual budgets and rolling forecast for the business units and legal entities highlighting drivers expected to impact the business and the corrective actions required.
• Automating Finance Processes- Robotic Process Automation.
• Business performance analysis and presentation/sharing thereof to the leadership teams.
• Together with other departments develop the annual ICAAP.
• Help the head of unit to implement and monitor prudential capital management by setting capital KPIs for capital consumers and aligning ICAAP process with actual business strategy.
• Championing the FTP processes.
• Supporting partnerships between business unit and the finance department across all the departments.
• Budgeting and Budget control - Ensure the annual budgeting is done and continuously ensure budgetary discipline is adhered to by all departments.
• Conducting cost/benefit analysis as required and preparing comparative, analytical reports on the performance of the bank, Group and branches and reporting results to executive and management staff.
• Conduct quarterly competitor analysis.
• Any other duty as assigned from time to time by the Finance and HFC leadership.

Key Competencies and Skills

• Strong appreciation of accounting principles.
• Excellent Ms Excel skills.
• Strong Data & BI skills including SQL, EDW, PowerBI, Python, R.
• Team and or People Management.
• Strong business acumen.
• Results oriented.
• Excellent interpersonal skills.
• Highly analytical.
• Problem solving skills.
• Good communicator & excellent presentation skills.
• Team player.

Minimum Qualifications, Knowledge And Experience
Academic & Professional

• A business-related degree from a reputable institution preferably Finance, Accounting, Banking, data science or a related quantitative field.
• CPA(K)
• CFA, FRM, FRR, CIFA certifications will be an added advantage.

Experience

• A minimum of 7 years' experience in banking with hands on experience in performance measurement and management, finance or financial risk management.
• 2 year should be at supervisory or management level.
• Hands on experience in financial planning or performance management.
• Experience in senior management relations.

• Oversee the development, implementation, and maintenance of the company's financial plans and forecasts.
• Lead the annual budgeting process, collaborating with department heads to ensure alignment with strategic objectives.
• Develop robust financial models to support long-term financial planning, scenario analysis, and investment appraisal.
• Analyze financial performance against budget and forecast, identifying variances and providing insightful explanations.
• Prepare comprehensive financial reports and presentations for senior management and the board of directors.
• Monitor key financial metrics and provide recommendations for financial optimization.
• Identify financial risks and opportunities, developing strategies to mitigate risks and capitalize on opportunities.
• Ensure compliance with relevant financial regulations and reporting standards.
• Mentor and guide a team of financial analysts, fostering a culture of excellence.
• Continuously improve financial planning processes and systems.

• Master's degree in Finance, Accounting, Economics, or a related field.
• Professional certification such as CPA, ACCA, or CFA is highly desirable.
• Minimum of 7 years of progressive experience in financial planning, analysis, corporate finance, or a related field.
• Expertise in financial modeling, forecasting techniques, and budgeting processes.
• Strong command of financial software and advanced Excel skills.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Exceptional communication, presentation, and interpersonal skills.
• Proven leadership experience with the ability to manage and motivate a team.
• Ability to thrive in a remote work environment, demonstrating self-discipline and effective time management.
• In-depth knowledge of financial markets and economic principles.

• Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
• Develop and maintain robust financial models to support strategic decision-making, investment analysis, and scenario planning.
• Analyze financial performance against budget and forecast, identifying key drivers of variance and providing actionable insights.
• Prepare monthly and quarterly financial reports, dashboards, and presentations for senior management and the board of directors.
• Provide financial support and analysis to various business units, helping them achieve their financial objectives.
• Identify opportunities for cost savings, revenue enhancement, and operational efficiencies.
• Conduct market research and competitive analysis to inform financial strategies.
• Develop and track key performance indicators (KPIs) to measure business performance.
• Manage and mentor a team of financial analysts, fostering a high-performance culture.
• Ensure compliance with all accounting principles and financial regulations.
• Collaborate with accounting and treasury departments to ensure accurate financial reporting.
• Streamline financial processes and implement best practices in FP&A.
• Assist in merger and acquisition due diligence as needed.
• Stay updated on industry trends and economic conditions that may impact the business.
• Champion the use of financial planning tools and technologies.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certification (e.g., CPA, CFA) is highly preferred.
• Minimum of 7 years of progressive experience in financial planning and analysis, with at least 3 years in a management role.
• Proven expertise in financial modeling, forecasting, budgeting, and variance analysis.
• Strong understanding of corporate finance principles and accounting standards.
• Proficiency with financial planning software (e.g., Hyperion, Adaptive Insights) and ERP systems.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication, presentation, and interpersonal skills, with the ability to influence stakeholders at all levels.
• Demonstrated leadership abilities and experience managing teams.
• Ability to work effectively in a hybrid work environment, balancing remote and office-based responsibilities.
• High level of integrity and attention to detail.