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 processes
- Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
- Develop/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 process
- Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
- Analyze key management review presentations for individual Regions and Products
- Execute time critical activities for client facing Financial Planning and Analysis teams
- Contribute to the development of review material for internal leadership and external regulator reviews
- Has 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 platforms
- Proficient with Microsoft Office applications
- Demonstrated presentation skills
- Consistently 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.
USPB Financial Planning and Analysis – C12 Assistant Vice President.
Description
Job Purpose:
An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the finance division. The purpose of the role will be to support the USPB – Balance Sheet Financial Planning and Analysis (FP&A) team with the performance of key activities (as described below).
Job Background/Context:
Citi is the leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management.
The Mumbai FP&A team is an integral part of the larger Global FP&A team with ~600 employees. The Financial Planning and Analysis Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader finance team. The role is within the USPB – Balance Sheet FP&A team, and requires in-depth understanding of forward-looking processes (planning, outlook, QMMF, etc.) The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.
Key Responsibilities
- Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations.
- Analyze key products within USPB, namely Branded Card, Retail Services and Retail Banking.
- Manage all forecast processes, review and analysis for USPB business.
- Load P&L / Balance Sheet details for Outlook, Plan, CCAR / QMMF across products, coordinate across LFO teams for overlays on model runs, forecast workshops, manage weekly Risk and Opportunities, and overall product dynamics.
- Prepare MRM documentation across segments / products working with LFO teams for overlays, model management.
- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
- Develop and deliver financial analysis supporting various business initiatives.
- Work with CFO and model development team on model convergence efforts
- Build excellent relationship across finance, controllers, and business organizations.
- Responsible to collect & review inputs received from various teams and challenge them if necessary/required.
- Has the ability to operate with a limited level of direct supervision.
- Acts as systems and processes subject matter expert (SME) to senior finance stakeholders and other team members.
- Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
- Prepare presentations and analysis for the team supporting the CFO/LFOs
- Drive FP&A transformation efforts as part of continuous process improvements
- Drive finance initiatives effectively
Development Value:
- Opportunity to join one the leading financial institutions in the world which prides itself on people development and mobility.
- The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within USPB business.
- Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.)
- Opportunity to work closely with the senior management.
Qualifications
Knowledge/Experience:
- 7+ years of experience in accounting and/or finance, experience in financial services preferred.
- Professional degree equivalent to CA/MBA/BMS would be preferable.
- Understanding of FP&A processes and management reporting, experience in financial services preferred.
- Experienced in Microsoft Office (excellent PowerPoint and Excel skills)
Skills:
- Effective communication skills.
- Strong analytical and problem-solving skills.
- The candidate will need to be a self-starter with a focus on timely and accurate delivery.
- Attention to detail is an essential part of the job.
- Adaptability, multitasking and project management skills.
- Demonstrate an ability to learn and desire to develop and improve by challenging status quo.
- Ability to self-motivate and initiate change.
- Interpersonal skills (ability to work with colleagues at all levels across multiple locations).
Competencies:
- Ability to think strategically and ‘connect the dots’, yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment.
- Ability to influence key partners and be persuasive while working with cross-functional groups.
- Ability to communicate effectively with senior management.
Additional Notes:
Job Location: Mumbai
Candidate should be willing to work afternoon shifts, 1 pm to 10 pm.
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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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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Citi Mumbai, Maharashtra, IND Office
Bandra Kurla Complex Road, Mumbai, Maharashtra, India, 400051
