Finance Transformation Office Lfo Fp&a Senior

hace 16 horas


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 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 and forecast cycles, 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.

**Qualifications**:

- 5-8 years of experience working with a variety of financial platforms
- Demonstrated presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Advanced English Required

**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.
- Regional: Support to the Regions for major forward looking reviews. In charge of the data to be presented in the CFO, CEO reviews and coordination with the regional teams of the slides to be presented (Asia, EMEA)
- Citi Executive Scorecard: Scorecard for Total Transformation, provide monthly update of the transformation effort and main comparisons to the Citi Executive Scorecards reporting
- Corporate: Continue communication with corporate, validation of the transformation numbers presented by corporate in any senior management forum, providing narrative of the variance or any adhoc analysis required by corporate
- Decision Support Area: Support to the Decision Support area in the senior management reviews: CFO reviews, CEO reviews, Earnings, QBR etc. Providing BAU slides, narratives and adhoc request require at the moment
- Milestones: Support to MEBI milestones (160, 360, 490, 500 and 510): Providing narrative and data for staffing adequacy requirements
- Regulatory requirements: Partnership with the ACT team in order to align one source of truth for X.1, X.2 (regulatory requirements) related to transformation and BAU resources
- **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


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