Fp&a Sr. Lead

hace 2 semanas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

This role supports the Citi Global Wealth (CGW) business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets.

Examples of critical activities includes investment prioritization and approval; productivity and CGW finance transformation; BAU performance tracking and review; Quarterly Forecasting (QMMF) and outlook processes.


Specific areas of focus will be:

  • Support and challenge senior leaders on decision making regarding Citi BAU expense performance, return on the investments, and contribution to Citi's BAU, future and transformation agenda
  • Analyze investment spend and financial productivity, specifically gaining a deeper understanding of investments, outcomes and benefits and efficiency actions and savings across the firm
  • In depth analysis of investments providing insightful decision support analytics that will inform prioritization and funding
  • Develop enhanced governance process around productivity actions
  • Participate in work to drive organizational health including review of organizational construct and operating model
  • Participate in the quarterly earnings process including build out of materials, understanding financials and overall external messaging
  • Partner with key stakeholders (mainly lead financial officers, LFO's), to drive understanding and impact of investments and productivity actions
  • Act as a primary contact to Corporate FP&A in the required reporting and analysis of investments and productivity

Qualifications

  • Minimum 10 years of experience. Financial Services industry and Financial Planning & Analysis experience are required
  • Financial statements knowledge required
  • Exceptionally strong stakeholder management, influencing and executivelevel communication skills (written and verbal)
  • Exceptionally strong clear/critical thinking, problemsolving, and analytical skills, including data manipulation
  • Strategic thinker
  • High level of attention to detail
  • Comfortable with automation, business intelligence and business analytics tools and solutions
  • Comfortable with financial systems
  • Advanced Excel/PowerPoint skills
  • Superior time management and prioritization skills, ability to coordinate and manage, and ability to anticipate roadblocks and identify solution
  • Advanced English is a mandatory requirem

Education:

  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred
-
Job Family Group:

Finance

-
Job Family:

Financial Planning & Analysis

-
Time Type:

Full time

  • Citi is an equal opportunity and affirmative action employer.


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.

View the "
EEO is the Law" poster. View the
EEO is the Law Supplement.

View the
EEO Policy Statement.

View the **Pay Transparency Posting
  • Fp&a Sr Lead

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    This role supports the Citi Global Wealth (CGW) business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities...


  • San Francisco, Heredia, Costa Rica Baxter A tiempo completo

    This is where you save and sustain lives At Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients. Baxter's products and therapies are found in...

  • Fp&a Sr. Manager

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Responsibilities: Conduct management activities for a midsize team such as training, evaluations, hiring, disciplinary actions, and termination of team members Conduct analysis of Citi's/Citi's competitors' financial performance Generate flash results/highlights of analytics for Board of Directors' reports and Executive Management reports Participate in...

  • Fp&a Lead

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The Citi Global Wealth (CGW) Expense Lead Analyst reports into the CGW Expense Lead and supports the CGW business head and the broader CGW senior leadership team.Key ResponsibilitiesExpense management: Support the CGW business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief Operating...

  • Fp&a Team Lead

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Full-timeEmployee Status: RegularRole Type: HybridDepartment: FinanceSchedule: Full TimeShift: Day ShiftCompany Description:Experian is a global leader in providing information, analytical and marketing services to organizations and consumers to help manage the risk and reward of commercial and financial decisions.Experian unlocks the power of data to create...

  • Fp&a Lead Analyst

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi's US Personal Banking (USPB) business is a key market within our PBWM segment (Personal Bank and Wealth Management). The Marketing & Network Finance team is tasked with overseeing the budget and enhancing the financial analytics around our on-going marketing investments across USPB, including driving enhanced processes, analytical rigor and deepening...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Lead 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 overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on...

  • Fp&a Sr Manager

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Responsibilities: Conduct management activities for a midsize team such as training, evaluations, hiring, disciplinary actions, and termination of team members Conduct analysis of Citi's/Citi's competitors' financial performance Generate flash results/highlights of analytics for Board of Directors' reports and Executive Management reports Participate in...

  • Manager, Fp&a

    hace 2 semanas


    San Francisco, Heredia, Costa Rica BAXTER A tiempo completo

    This is where you save and sustain livesAt Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients.Baxter's products and therapies are found in almost...

  • Fp&a Team Lead

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Responsibilities: Provide strong analytical support working with local FP&A teams and business partners in country. Participation in forwardlooking activities Conduct supervisory actions such as training, evaluations, hiring, disciplinary actions, and termination of team members including annual budgeting and monthly estimates processes. Develop and maintain...

  • Sr Analyst, Fp&a

    hace 2 semanas


    San Francisco, Heredia, Costa Rica BAXTER A tiempo completo

    This is where you save and sustain livesAt Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients.Baxter's products and therapies are found in almost...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Costa Rica Financial Planning and Analysis (FP&A) is a strategic business advisor, ensuring optimization of resource allocation, driving performance assessment and informed decision making and leveraging best in class forward looking processes and toolsJob Purpose:If you are a person that has a desire to learn, have intellectual curiosity and good knowledge...

  • Fp&a Sr Analyst

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    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...


  • San Francisco, Heredia, Costa Rica BAXTER A tiempo completo

    This is where you save and sustain livesAt Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients.Baxter's products and therapies are found in almost...

  • Supervisor, Fp&a

    hace 2 semanas


    San Francisco, Heredia, Costa Rica BAXTER A tiempo completo

    This is where you save and sustain livesAt Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients.Baxter's products and therapies are found in almost...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Company DescriptionExperian is a global leader in providing information, analytical and marketing services to organizations and consumers to help manage the risk and reward of commercial and financial decisions.Experian unlocks the power of data to create opportunities for consumers, businesses and society. At life's big moments - from buying a home or car,...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    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...

  • Fp&a Manager

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Company DescriptionExperian is a global leader in providing information, analytical and marketing services to organizations and consumers to help manage the risk and reward of commercial and financial decisions.Experian unlocks the power of data to create opportunities for consumers, businesses and society. At life's big moments - from buying a home or car,...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Costa Rica Financial Planning and Analysis (FP&A) mission is to become an essential partner to the finance area through End-to-End process ownership and flawless execution by leveraging the best talent in order to drive value and productivity through innovation and standard practices.Responsibilities: Support the US Performance Management team within...

  • Fp&a Manager

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Full-timeEmployee Status: RegularRole Type: HybridDepartment: FinanceSchedule: Full TimeShift: Day ShiftCompany Description:Experian is a global leader in providing information, analytical and marketing services to organizations and consumers to help manage the risk and reward of commercial and financial decisions.Experian unlocks the power of data to create...