Financial Data Insights Specialist

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

The Financial Data Insights Specialist is responsible for the data analytics pertaining to the working capital management solutions related to cash management. This includes utilizing data automation and analytics tools, as well as engagement with multiple internal stakeholders.

Strategy and Planning
  • Identify areas to improve efficiency and increase automation of datasets and reporting, pertaining to cash management products and solutions, in order to reduce turnaround time and enable more informed decision-making.
  • Support a digital vision for the enterprise by identifying opportunities for differentiating digital capabilities and solutions in the area of data analytics and MIS reporting.
  • Analyze data and perform market analysis to identify potential opportunities and justify requirements to drive the success of partnerships.
Business Performance and Management
  • Manage and prepare regular and ad-hoc data analytics reports and management presentation decks on a timely basis to communicate financial and non-financial progress/status of cash management products to internal and external parties.
  • Track and analyze data of cash management products to identify potential opportunities and justify requirements that will increase product utilization. This includes breaking down P&L and business drivers to produce clear insights, historical tracking, and forecasting purposes.
  • Develop in-depth data analytics and performance reports on an ongoing basis for all cash management products and solutions to develop appropriate strategies/campaigns to drive product usage and profitability.
  • Maintain cash management client-level profitability reporting to facilitate tracking and fulfillment of clients' earnings.
  • Process campaign-related rewards/rebates/interest for clients.
  • Perform market/competitive analysis on data results where required.
  • Utilize automation/AI tools to perform business data analysis in a streamlined and accurate manner.
Stakeholder Collaboration
  • Engage with internal stakeholders on data analytics requirements and output.
Regulatory Compliance
  • Adhere to standards and practices that demonstrate the core values of the bank, particularly in areas of data classification, data labeling, and data retention.
Additional Tasks
  • Extract data as required for analysis purposes, e.g., repricing.


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