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.

About the Job

We are seeking an 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 enable data efficiency by developing financial processes to consolidate financial information from many sources and work with tech team to be sure that solutions are working efficiently aligned with user’s requirements.

Key Responsibilities​

Develop Information processes for data ingestion, processing and consolidations aligned to financial user’s requirementsDevelop ETL processes such as Knime, Tableau Prep, Appian or AB-InitioDesign and develop complex financial workflows in Knime, Tableau Prep, Appian or AB-InitioDesign and develop technical requirements of FP&A tools (visualization software, planning platforms, ERP, databases, etc.)Interacts with key stakeholder groupsDiscover and propose opportunities for Information architecture to improve related speed, availability or qualityMonitor performance information architecturePartner closely with Tech team within an Agile framework

Experience

Proficiency with coding, desirable knowledge of workflow tools (Knime, Appian, Tableau Prep, or AB-Initio)Experience with information cleansing, transformation, and preparationContribute to improving operational efficiency by automating processes and identifying areas for optimizationKnowledge of Data Management and ERP systems with financial focus at least 3 yearsTroubleshoot technical issues and performance optimization

Education and Certifications

Bachelor’s degree in financial / mathematics / statistics / computer science related field

Skills

Capacity to maintain order in assigned tasksAbility to effectively interact with a large range of personalitiesWorking effectively with others to achieve common goals

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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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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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