Finance Business Analyst JD J Manda

Job Description Form
SECTION ONE Band Sub-Grade Job Number
Job Title : Finance Business Analyst
Division : Finance
Department : Finance Planning

Location : Head Office
Name of Analyst(s) :
Number of Incumbent(s) : 1
Name of Job Incumbent(s) :
Date of Analysis :
ORGANISATION STRUCTURE (Title only)
Incumbent Supervisor (2nd Level) : Financial Controller – Planning
Incumbent Supervisor (1st Level) Business Analysis and Planning Manager
Incumbent Job Title Finance Business Analyst
Subordinates (1st Level) : Nil
Subordinates (2nd Level) : Nil
Subordinates (3rd Level) : Nil
STATE THE MAIN PURPOSE OF THE JOB: (Please give a brief statement of why the job exists). Complete this
sentence last.
 To review the performance of the Bank against set budget and to provide feedback to Senior Management.
Josephine Manda jm 24-06-2022

…………………………………… ………………………………… ……………………………
Print Name Signature Date
Agreed by Supervisor
Howard Mupambadzi 24/06/2022
…………………………………… ………………………………… ……………………………
Agreed by Departmental Head

Paul Ngwarayi
…………………………………… ………………………………… 24.06.2022
……………………………
Page 1
SECTION TWO
DESCRIPTION OF TASKS/PROCESSES AND OPERATIONS

In column 1 please describe the Key Result Areas of your job, and the activities required to achieve these in chronological
order. In column 2, indicate the measurements/standards required to ensure the activity has been carried out to quality and
quantity standards. Columns 3, please indicate whether there is a further approval or control on the activity, and state what
that is (for example ‘Approved by the HR Manager’). If the job incumbent is responsible for the task, then leave this column
blank. Use present tense, and start with active verb (for example checks, writes, supervise).
KEY FINAL APPROVAL

KEY RESULT AREAS AND RELATED ACTIVITIES DELIVERABLES
1 BUDGETING AND FORECASTING FOR THE BANK Completed Annual Financial Controller
Master Budget and –Planning
forecast.
1.1 Prepares and distributes budget templates for input by
departmental heads bi-annually.
1.2 Monitors the business plan to ensure information obtained from
the budget meetings are correctly translated to financial
information.
1.3 Preparation of budgets for all business units including the
Bank’s consolidated position
1.4 Consolidates the budget input from various departments into
the Master Budget.
1.5 Uploading of the Budget into the HFM system
1.6 Preparation of periodic and monthly rolling forecasts for the
Bank and commenting on variances with the budget.
1.7 Expenditure control through appending budgets on all
requisitions raised within the bank. Monitoring and
recommending cost containment strategies for the Bank and
various business units.
2. PERFORMANCE REPORTING Monthly and Financial Controller
Quarterly Variance –Planning
Reports
Management Reporting
2.1 Prepares the Daily Income Statement report to monitor the Bank’s
daily generation against target and circulate to the Executive
Committee (Exco)
2.2 Preparation of monthly and adhoc management accounts’
performance and variance analysis reports for the Bank and
business units.
2.3 Prepares the weekly chairman’s report. Reviewing and analysing
financial and non-financial data in order to identify and articulate
business unit opportunities and challenges with a view to
improving business performance.
2.4 Prepares the weekly and monthly departmental revenue reports.
Identifying areas of performance variance and proposing suitable
intervention to various business units.
2.5 Prepares the weekly performance report, and conducts a monthly
deposit analysis for the Bank.
Developing and updating various Key Performance Indicators for
business units
2.6 Prepares periodic Board reports/ packs and financial reporting for
the Performance and Audit Board Committees.
2.7 Extraction of management information from the system to produce
weekly and monthly reports for business segments and liaises
with the Financial Accountant on identified discrepancies within
the same day.
Page 2
2.8 Prepares the monthly Performance Review Report and submits to
the Business Analysis and Planning Manager.
2.9 Prepares the finance input for the Assets and Liabilities (ALCO)
Performance Report and submits to the Business Analysis and
Planning Manager.
2.10 Prepares the monthly Department Performance Report and
submits to Business Analysis and Planning Manager.
Group Reporting
2.11 Prepares the Weekly income statement to monitor the Bank’s
overall performance following laid down templates and submit to
Business Analysis and Planning Manager
2.12 Prepares the monthly cash flow statement and submit to Business
Analysis and Planning Manager
2.13 Prepares the weekly forex revenue tracker to monitor the Bank’s
USD revenue generation against the target, following laid down
templates and submit to Business Analysis and Planning
Manager.
2.14 Prepares Econet Group/ Cassava weekly reports and submits to
2.15 Prepares the monthly OPCO Report and submit to Business
Analysis and Planning Manager
2.16 Prepares the quarterly performance report and submits to the
2.17 Prepares adhoc group reports and submit to Business Analysis
and Planning Manager
Cost Control
2.18 Development of cost management strategies that drive superior

performance by conducting a quarterly cost benefit analysis for all
projects rolled out within the year.
2.19 Prepares the monthly Cost Analysis including recommendations
and submits to the Business Analysis and Planning Manager
3 PROJECT AND PRODUCT PROFITABILITY ANALYSIS Respective reports Financial Controller

and proposals –Planning
3.1 Reviews all new projects and submits profitability reports. -
Evaluates and making recommendations on various business
cases such as branch rollout and new products including
calculation of payback periods where high capital expenditure is
involved.
3.2 Preparation of project budgets, and analysis of branch, product
and segment profitability reports.
3.3 Checks that there are no revenue leakages by monitoring
product revenue lines. Conducts an in-depth analysis on
projects and investments to determine ROI on potential
projects.
3.4 Reviews the product pricing and cost structures and submits
recommendations to the Business Analysis and Planning
Manager.Evaluating of the viability of new and existing products,
customers, markets and channels with a view to supporting
strategic decision making
4. ENVIRONMENTAL SCANNING /COMPETITOR ANALYSIS Supervision of staff Financial Controller
in line with Human –Planning
Resources Policies
4.1 Prepares the monthly competitor analysis (Interest Earning Assets,
Deposits and Capital Levels) for input into ALCO and submits it to
the Business Analysis and Planning Manager.
Page 3
4.2 Prepares the Half year and Full Competitor Analysis for submission
to the Business Analysis and Planning Manager. Performing
competitor analysis and industry benchmarking reports and
providing advice on how the Bank can improve its performance.
5. Board Reporting
5.1 Prepares Reviews the Finance input to the Quarterly Board ALCO
and submits to the Business Analysis and Planning Manager
5.2Prepares the Quarterly Board Audit report and submit to the
5.3Prepares Quarterly CFO and CEO input to the Main Board report and
submit to the Business Analysis and Planning Manager
Page 4
SECTION THREE
KEY DECISIONS MADE

Please state approximately 2-3 major decisions that are made in the job. These normally flow from agreed
departmental/individual objectives. Start the sentences with the word ‘Decides’…
 Decides on the financial model to use for evaluation of capital projects, new products profitability making suitable
recommendations.
 Decides on how management reports are presented.
SUPERVISORY CONTROLS
Supervision received
Describe the supervisory control received, from whom & how often it is received (for example: receives supervision from
the Line Supervisor on a daily basis)
 Receives supervision from the Business Planning and Analysis Manager.
Supervision Given
Describe the supervision given, to whom and how often (for example: supervises the artisans through daily meetings and
planning sessions)
 N/A
KEY CONTACTS and purpose (if applicable)

These are external to the Company only (such as the Head of Zimra, or CEO Zesa)
 Other Local Banks

 Econet Group
 Cassava Group
PLANNING
State specific long term & short term deadlines, if any, which must be met (for example: incumbent must ensure that all
month end statements are ready by 28th of each month).
 Daily, weekly, monthly, quarterly, and annual performance reporting
Page 5
EDUCATION
State the minimum level of formal school education required for this job to be carried out at the relevant competence level.
(This may not equate to the standard of education of the present incumbent)

POST SCHOOL QUALIFICATIONS
State the minimum level of formal post school qualifications required for this job to be carried out at the relevant
competence level. (For example: a Degree, Diploma, Certificate, City & Guilds Apprenticeship qualifications).
 Chartered Accountant and a Member of the Profession or CIMA or ACCA.
EXPERIENCE
State the minimum length and type of relevant experience required for this job to be carried out at a minimum level of
competence (for example: three years’ experience in the design and maintenance of certain equipment may be required
for a technical position).
 4 to 6 years’ experience Management Accounting within the financial services sector,
SUMMARY OF INDICATORS OF THE JOB SIZE IN THE ORGANISATION (these are for top and senior management
positions only)
Holds full responsibility for:
HAZARDS AND SAFETY REQUIREMENTS

State only specific hazards that would lead to safety training or the wearing of safety equipment on a continual basis (for
example: job holder is required to wear full safety equipment - mask, overalls and boots for the 8 hour shift)
 N/A
Page 6

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Job Description Form

SECTION ONE Band Sub-Grade Job Number

Job Title : Finance Business Analyst

Department : Finance Planning

Josephine Manda jm 24-06-2022

Agreed by Departmental Head

DESCRIPTION OF TASKS/PROCESSES AND OPERATIONS

KEY FINAL APPROVAL

2.18 Development of cost management strategies that drive superior

3 PROJECT AND PRODUCT PROFITABILITY ANALYSIS Respective reports Financial Controller

KEY DECISIONS MADE

 Receives supervision from the Business Planning and Analysis Manager.

KEY CONTACTS and purpose (if applicable)

 Other Local Banks

 Daily, weekly, monthly, quarterly, and annual performance reporting

 Chartered Accountant and a Member of the Profession or CIMA or ACCA.

 4 to 6 years’ experience Management Accounting within the financial services sector,

HAZARDS AND SAFETY REQUIREMENTS

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