Manager-Budgeting and Planning Unit

We are a part of The Jamaica National Group Limited and together, we represent a globally respected brand, boldly finding ways to enrich lives and build better communities. Our core values make us who we are and are demonstrated in everything we do; rooted in RESPECT we believe our everyday jobs contribute to something bigger than ourselves. We are dependable and pride ourselves in our authenticity and in the transparent solutions we create that bring value to our customers.

JN Bank is seeking an experienced and analytical finance professional to join its Finance Unit as Manager – Budgeting and Planning Unit. This role provides strategic leadership in budgeting, financial planning, performance analysis, and management reporting to support informed decision-making and ensure the Bank’s long-term stability, growth, and profitability. The successful candidate will play a key role in preparing the Bank’s annual budget, monitoring financial performance, analysing trends, and partnering with internal stakeholders to drive value and cost efficiency.

Job Category-Managerial

Contract- Permanent

Key Responsibilities

Financial Reporting & Analysis

• Prepare and analyse financial reports for the Board, sub-committees, ALCO, and senior management.
• Develop branch, product, and business segment profitability reports with actionable insights.
• Conduct financial impact assessments for new products, strategies, and business plans.
• Analyse trends, forecasts, and variances, and recommend corrective or optimisation actions.
• Translate complex financial data into clear insights for non-financial stakeholders.
• Prepare pricing, yield, and cash flow analyses to support strategic decisions.

Budgeting & Cost Management

• Lead the preparation of the Bank’s annual budget for approval by Executive Management and the Board.
• Monitor actual expenditure against budget and perform regular variance analyses.
• Engage department heads to address budget variances and recommend remedial actions.
• Prepare quarterly forecasts and support medium- and long-term business planning.
• Support cost containment initiatives through policy development and enforcement.

Leadership, Projects & Governance

• Supervise and develop team members within the Budgeting and Planning Unit.
• Represent the Finance Department on cross-functional projects and working groups.
• Identify opportunities for process improvement and automation within financial systems.
• Support continuous improvement of management accounting and reporting practices.

Required Qualifications & Experience

• Professional qualification: ACCA, CPA, CIMA or equivalent OR a Master’s degree in Accounting, Finance, or a related field.
• Minimum three (3) years’ experience in financial reporting and budgeting.
• At least three (3) years in a supervisory role, preferably within a financial institution.
• Strong working knowledge of accounting principles, budgeting, and financial reporting.
• Advanced proficiency in Excel and experience using reporting or business intelligence tools.

Key Competencies

• Strong analytical thinking and problem-solving skills
• Ability to influence and build relationships across the organisation
• Proven leadership and people development capability
• High level of accountability and performance focus
• Excellent communication skills with the ability to present financial information clearly
• Flexibility and comfort working in a dynamic, data-driven environment