MIS / Management Reporting & Planning Lead

About the role

A leading institution in the UAE, building a digital-first, AI-enabled financial services organisation from the ground up, is looking for an MIS / Management Reporting & Planning Lead. You will deliver management information, financial performance reporting, budgeting, forecasting and business analysis that supports executive decision-making, working closely with Finance, Business and Executive stakeholders.

Key responsibilities

• Produce the periodic management pack with commentary on performance against budget and forecast, variances, trends and drivers.
• Own the annual budget process, coordinate inputs across the business and consolidate a coherent plan.
• Produce the rolling forecast, updating the outlook for actuals, trends and emerging risks and opportunities.
• Own cost-centre reporting, giving budget holders accurate, timely views of spend against plan.
• Prepare board MI, translating detailed financials into concise, decision-ready insight.
• Build scenario and sensitivity analysis to support strategic, financial and capital planning.
• Analyse and challenge business cases and investment proposals, testing assumptions and returns.
• Define and maintain reporting hierarchies, KPIs and data definitions, and reconcile management information to the general ledger and financial statements.
• Partner with product control, financial control and the business to align plans, targets and reporting.
• Develop and maintain planning models, improve reporting efficiency and self-service through better data models and automation, and build an AI-enabled operating model.

Required profile

• 8+ years in management reporting, planning or FP&A within banking or financial services, including leadership of a team.
• Experience building management reporting and planning processes in a regulated environment; strong preference for having stood up such functions in a new or newly licensed bank or similar greenfield build.
• Strong knowledge of banking economics, performance drivers and financial reporting and capital planning standards.
• Preferred: bachelor's degree in finance, economics, accounting or a quantitative discipline; postgraduate qualification preferred; recognised professional qualification (CFA, ACA, ACCA, CPA); CBUAE Fit & Proper approval for a controlled function.

Required skills

• Management packs, cost-centre reporting, board MI, budgeting, rolling forecasts and scenario analysis.
• Business-case evaluation and advanced data modelling.
• Experience of automated or AI-enabled reporting, budgeting, forecasting and scenario analysis.