Performance, Benefits & Insight Manager

Responsibilities

• KPI Architecture: Design and maintain the institution’s KPI architecture, defining what is measured, how, and to what standard across strategic and operational performance.
• Balanced Scorecard Analytics: Track and analyse performance against the institutional Balanced Scorecard.
• Productivity Metrics: Define and track productivity metrics calibrated to the branch banking context rather than importing a generic framework.
• Benefits Realisation Tracking: Apply benefits realisation methodology by Defining baselines and Agreeing measurement methodology.
• Revenue Leakage & Value Capture: Model and surface revenue leakage and value-capture opportunities, providing visibility into where value is lost or unrealised.
• Cost-to-Serve Insight: Build cost-to-serve models and insights that inform Efficiency decisions and Pricing decisions.
• Business-Case Validation: Validate initiative business cases and confirm whether committed financial and operational outcomes are delivered.
• Data-Backed Transformation Reporting: Produce data-backed reporting on transformation performance for executive and governance audiences.
• Narrative Translation: Turn data findings into clear, decision-ready insight, specifically a sentence an MD will act on.
• VoC / CX Intelligence Support: Support voice-of-customer and customer-experience intelligence through performance analysis and insight.

Requirements

• Advanced, verified proficiency in at least one BI tool, including Power BI, Tableau Or equivalent.
• SQL is a significant advantage where data sits in core banking systems.
• A financial analysis or performance-management certification strengthens commercial credibility, including: (CIMA part-qualified, CFA Level 1, Or equivalent).
• Lean Six Sigma Green Belt is advantageous.
• Data-literacy certifications are acceptable supporting evidence, including Google, Microsoft, DAMA
• Minimum 6 years of experience in Performance management, Finance, Analytics, Strategy, Transformation.
• Experience must include direct responsibility for measuring financial and operational outcomes.
• Banking or financial-services experience is preferred.
• The requirement is not limited to understanding data architecture.
• Prior experience building management information from scratch is required.

Qualifications

• Bachelor’s Degree in Statistics, Economics, Finance, Data Science, Mathematics, Data Analytics, Industrial Engineering, Accounting Or a quantitative equivalent.
• A postgraduate qualification is preferred but not mandatory where analytical output is demonstrably strong.

Skills