The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

Responsibilities:

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processesContribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment ReportsGenerate flash results/highlights for Board of Directors’ reports and Executive Management reportsDevelop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook processOversee the estimation of risk capital and incorporate results into management report metrics for decision processesAnalyze key management review presentations for individual Regions and ProductsExecute time critical activities for client facing Financial Planning and Analysis teamsContribute to the development of review material for internal leadership and external regulator reviewsHas the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

5-8 years of experience working with a variety of financial platformsProficient with Microsoft Office applicationsDemonstrated presentation skillsConsistently demonstrates clear and concise written and verbal communication skills

Education:

Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Descripción de puesto adicional

Finance Analysis & Insights Analyst – C12

About the Job

We are seeking a Financial Analyst to report to FP&A Central Manager.

This individual will develop Finance information Initiatives to enhance finance process related to information for reach shorten local closing and setup for IPO needs.

This role will ensure data quality, consistency, and integrity in financial requirements and contribute to improving operational efficiency by automating processes and identifying areas for optimization.

Key Responsibilities​

Monitoring month’s end process for US + Local GAAP and execute activities to ensure correct and timely executionValidate and upload planning scenarios and process US + Local GAAP: execute activities to ensure correct executionDevelop requirements for: customized financial views, business drivers (non-financial information), managerial reporting (charge-outs, capital, RWA, TP), and Investors’ viewConfigure and execute customizations on digital tools for any IPO readiness askIterate and review process flows with Controllership, Expenses, Treasury, and Taxes teamsWork with Technology teams in the development of financial projects and complete any documentation requirementDevelop automation opportunities related to EUC; implement FX process to quantify impact vs USGAAP PlanReport project updatesPropose and execute process automations and be aware about what technological capabilities can be implemented to improve information processes

Experience

Experience in data analysis, preferably in banking of financial institutions.​Identify patterns, trends, and risks in data to generate actionable insights that support decision-making and reporting.​Development Initiatives to expand information tools across financial teams.Financial data manipulation and information systems with advanced SAS, Knime, Tableau Prep, Tableau Viz and General Ledger SystemsDelivering forecasting, budgeting and variance analysis and data interpretation of resultsDesire knowledge of financial regulations, corporate reporting standards and variation analysis.​

Education and Certifications

Bachelor’s degree in finance, accounting or related field

Skills

Strong interpersonal skills and the ability to build and maintain relationships with the internal and external teamsAbility to collaborate effectively with cross-functional teamsAdjusting to changes and overcoming challenges

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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