Manager Planning & Reporting

Job Description

Role purpose

To lead strategic planning, financial and non-financial performance reporting, forecasting and data analytics for M-Pesa, ensuring timely, accurate and insightful reporting to support management decision-making, regulatory compliance and sustainable business growth.

Key accountabilities and decision ownership

• Lead the M-Pesa strategic planning and forecasting cycle, including annual budgets, rolling forecasts and long-term outlooks.
• Analyse revenues, costs, product margins and new service profitability to support strategic and commercial decisions.
• Monitor financial and non-financial key performance indicators (KPIs) and provide performance insights to senior management.
• Prepare and consolidate key management reports, dashboards and presentations (monthly, quarterly and ad-hoc).
• Prepare and submit non-financial regulatory reports to the Central Bank (BCC) in line with reporting requirements.
• Track M-Pesa operational metrics such as active customers, transaction volumes, agent/merchant performance and service usage trends.
• Ensure data accuracy by working closely with Finance Operations, Treasury, Commercial, IT and Data teams.
• Support business case development for new products, services and partnerships.
• Identify performance gaps, trends, and opportunities through structured data analysis and propose improvement actions.
• Strengthen data governance and reporting processes to improve data quality, consistency, and automation.
• Lead the M-Pesa strategic planning and forecasting cycle, including annual budgets, rolling forecasts and long-term outlooks.
• Analyse revenues, costs, product margins and new service profitability to support strategic and commercial decisions.
• Monitor financial and non-financial key performance indicators (KPIs) and provide performance insights to senior management.
• Prepare and consolidate key management reports, dashboards and presentations (monthly, quarterly and ad-hoc).
• Prepare and submit non-financial regulatory reports to the Central Bank (BCC) in line with reporting requirements.
• Track M-Pesa operational metrics such as active customers, transaction volumes, agent/merchant performance and service usage trends.
• Ensure data accuracy by working closely with Finance Operations, Treasury, Commercial, IT and Data teams.
• Support business case development for new products, services and partnerships.
• Identify performance gaps, trends, and opportunities through structured data analysis and propose improvement actions.
• Strengthen data governance and reporting processes to improve data quality, consistency, and automation.

Job Related Skill

• Strong financial analysis and business interpretation skills
• Advanced data analytics and reporting capabilities
• High attention to detail and strong problem-solving skills
• Ability to simplify complex data into clear insights
• Strong financial analysis and business interpretation skills
• Advanced data analytics and reporting capabilities
• High attention to detail and strong problem-solving skills
• Ability to simplify complex data into clear insights

Job Knowledge

• Strong understanding of mobile money / fintech business models
• Knowledge of planning, budgeting and forecasting methodologies
• Familiarity with BCC non-financial reporting frameworks
• Experience using data tools and platforms (Power BI, Excel, BICP, MDF, etc.)
• Understanding of operational and customer data in the telecom / fintech environment.

Job Experience

• Minimum 5–10 years of experience in planning, reporting or business analytics
• Experience in telecom, fintech or financial services preferred
• Proven track record in management reporting and data-driven insights
• Experience supporting strategic initiatives and performance improvement programs

Must have technical / professional qualifications

• Bachelor’s degree in finance, Economics, Statistics, Business Analytics or related field
• Professional qualification (ACCA, CIMA, CPA, or equivalent) is an advantage