Performance, Benefits & Insight Manager at Equity Bank Tanzania

The purpose of this role is to build and maintain the performance measurement architecture of the Business Excellence function, including:

• Transformation dashboards
• Benefits realisation tracking
• Productivity metrics
• Revenue leakage visibility
• Executive performance reporting

The role is responsible for making EBTL's transformation impact visible, credible, and evidence-based.

The role translates institutional data into insight that executives act on, not reports they file.

It defines:

• What is measured
• How it is measured
• The standard to which it is measured

The role establishes baselines before delivery begins, tracks value capture through implementation, and distinguishes between benefits claimed and benefits evidenced.

The role must build credible management information from fragmented, low-maturity data sources and defend its methodology and findings under challenge from senior stakeholders.

MAIN DUTIES AND RESPONSIBILITIES

Performance Measurement & KPI Architecture

KPI Architecture: Design and maintain the institution’s KPI architecture, defining what is measured, how, and to what standard across strategic and operational performance.

Balanced Scorecard Analytics: Track and analyse performance against the institutional Balanced Scorecard across:

• Financial perspective
• Customer perspective
• Process perspective
• Learning-and-growth perspective

Productivity Metrics: Define and track productivity metrics calibrated to the branch banking context rather than importing a generic framework.

Benefits Realisation & Value Capture

Benefits Realisation Tracking: Apply benefits realisation methodology by:

• Defining baselines
• Agreeing measurement methodology
• Tracking variance through delivery
• Tracking variance post-delivery

Revenue Leakage & Value Capture: Model and surface revenue leakage and value-capture opportunities, providing visibility into where value is lost or unrealised.

Cost-to-Serve Insight: Build cost-to-serve models and insights that inform:

• Efficiency decisions
• Pricing decisions
• Operating-model decisions

Business-Case Validation: Validate initiative business cases and confirm whether committed financial and operational outcomes are delivered.

Dashboards & Executive Insight

Executive Dashboard Design: Design performance dashboards that communicate effectively to non-technical executive audiences and are:

• Accurate
• Legible
• Actionable

Data-Backed Transformation Reporting: Produce data-backed reporting on transformation performance for executive and governance audiences.

• Narrative Translation: Turn data findings into clear, decision-ready insight, specifically a sentence an MD will act on.
• VoC / CX Intelligence Support: Support voice-of-customer and customer-experience intelligence through performance analysis and insight.

Data Foundations

Insight from Imperfect Data: Build management information and insight from fragmented, low-maturity data sources, defining methodology and defending it under challenge.

Data Access & Integrity: Operate within secured IT and Finance data access arrangements while maintaining:

• Data integrity
• Methodological transparency

QUALIFICATIONS

Education

Bachelor’s Degree in:

• Statistics
• Economics
• Finance
• Data Science
• Mathematics
• Data Analytics
• Industrial Engineering
• Accounting
• Or a quantitative equivalent

A postgraduate qualification is preferred but not mandatory where analytical output is demonstrably strong.

PROFESSIONAL QUALIFICATIONS

Advanced, verified proficiency in at least one BI tool, including:

• Power BI
• Tableau
• Or equivalent

SQL is a significant advantage where data sits in core banking systems.

A financial analysis or performance-management certification strengthens commercial credibility, including:

• CIMA part-qualified
• CFA Level 1
• Or equivalent

Lean Six Sigma Green Belt is advantageous.

Data-literacy certifications are acceptable supporting evidence, including:

• Google
• Microsoft
• DAMA

CRITICAL SKILLS

• Executive dashboard design that is legible and actionable, not merely accurate.
• Benefits realisation methodology, including:
• Baseline establishment
• Measurement
• Variance tracking through delivery
• Post-delivery variance tracking
• Revenue leakage identification.
• Cost-to-serve modelling.
• Productivity metric design for a branch-banking context.
• Financial modelling.
• Operational modelling.
• KPI architecture.
• Business-case validation.
• Narrative translation of findings into evidence-based executive storytelling for decision-making.

WORK EXPERIENCE

Minimum 6 years of experience in:

• Performance management
• Finance
• Analytics
• Strategy
• Transformation
• Experience must include direct responsibility for measuring financial and operational outcomes.
• Banking or financial-services experience is preferred.
• The candidate must understand the commercial mechanics of:

Deposits

• Lending
• NFI
• Cost-to-serve
• The requirement is not limited to understanding data architecture.
• Prior experience building management information from scratch is required.

BEHAVIOURAL REQUIREMENTS

The defining trait is commitment to being right rather than being liked, held with professionalism.

The successful candidate should demonstrate:

• Low ego, high backbone: Challenge respectfully, hold to the evidence, and resist intimidation.
• Maintain confidentiality, political neutrality, and disciplined stakeholder boundaries.
• Communicate with executive brevity while retaining analytical depth.

Distinguish:

• Fact
• Inference
• Opinion
• Document decisions and preserve audit trails.

Remain composed under:

• Hostility
• Ambiguity
• Shifting narratives
• Senior pressure
• Bring solutions with every escalation.
• Never become identified solely with control or obstruction.
• Sustain rigour and momentum through complex, multi-stakeholder environments without losing credibility or composure.
• Demonstrate intellectual honesty under pressure by holding the line between what the data says and what stakeholders want it to say.