Manager - Financial Planning & Analysis

This role shapes Mayberry's financial strategy, strengthens resource allocation frameworks, and ensures world-class regulatory and Board-level reporting.

Manager – Financial Planning & Analysis

Mayberry Investments Limited, one of Jamaica's premier financial institutions, seeks a strategic finance leader to join its executive finance function as Manager – Financial Planning & Analysis.

This high-impact role reports to the CFO, supporting the Board of Directors, and Leadership Team, driving enterprise-wide financial planning, performance management, and strategic reporting across the organization operating in loans, asset management, investment banking, broking, and wealth management. In this leadership role, you will shape Mayberry's financial strategy, strengthen resource allocation frameworks, and ensure world-class regulatory and Board-level reporting. This position is ideal for a commercially astute professional with strong analytical depth, executive presence, and proven experience in regulated financial services environments.

Key Responsibilities

1. Strategic Planning & Budgeting

ž   Lead the annual strategic budgeting cycle from planning through Board approval

ž   Partner with business unit leaders to align financial plans with enterprise strategic priorities

ž   Develop multi-year financial forecasts incorporating business drivers and market trends

ž   Deliver executive-level presentations to the Board and strategic committees

2. Performance Management & Reporting

ž   Prepare monthly Board packages with KPI dashboards and insightful performance commentary

ž   Oversee quarterly and annual MD&A narratives for the Annual Report

ž   Produce regulatory financial reports for the Financial Services Commission (FSC)

ž   Analyze revenue and cost trends, identifying opportunities and risks

ž   Allocate financial performance across portfolios and business lines with accuracy

3. Regulatory Compliance & Governance

ž   Ensure compliance with Financial Institutions Act, Securities Act, and FSC requirements

ž   Support regulatory submissions and audit processes

ž   Maintain integrity of financial reporting and expense classification

4. Stakeholder Collaboration

ž   Partner with senior stakeholders to develop actionable business insights

ž   Translate complex financial analysis into clear recommendations for non-finance executives

ž   Build trusted relationships with business unit finance teams

Candidate Profile

1. Required Qualifications

ž   MBA in Finance, CA, CPA, ACCA, or equivalent professional qualification

ž   Minimum 4-5 years of progressive experience in FP&A, strategic finance, or similar roles within financial services

ž   Knowledge of Jamaican regulatory frameworks (Financial Institutions Act, Securities Act, FSC requirements)

ž   Advanced Excel proficiency with demonstrated financial modeling expertise

ž   Experience preparing Board-level materials and presenting to senior executives

2. Preferred Qualifications

ž   Experience within regulated financial institutions (banking, investment management, insurance)

ž   Background in both strategic planning and operational finance

ž   Familiarity with business intelligence tools (Power BI, Tableau, or similar)

ž   Experience with ERP systems and data integration

Core Competencies

ž   Strategic thinking with strong commercial acumen and financial judgment

ž   Exceptional attention to detail paired with ability to see the big picture

ž   Executive presence and stakeholder management capabilities

ž   Clear, compelling communication skills for both technical and non-technical audiences

ž   Self-directed leadership with results orientation and accountability mindset

ž   Intellectual curiosity and problem-solving ability

ž   Ability to work under pressure and meet tight deadlines