Fp&a Lead
hace 6 meses
The Institutional Clients Group (ICG) Executive Decision Support (EDS) Financial Planning and Analysis Lead 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 the evaluation of financial reports of Citi’s current and projected performance.
**Responsibilities**:
- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Advise on directional strategy and provide guidance on significant business/product decisions
- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts,, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
- Prepare analytics in support of CEO Reviews, including business initiatives
- Execute analysis of product profitability and provide guidance on significant business and product decisions
- Develop and maintain relationships with key partners and senior management to influence behavior and decision making
- Prepare presentations and analysis for the team supporting the CFO
- 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**:
- 6-10 years of relevant experience
- Experience in Financial Planning and Analysis
- Demonstrated presentation skills
- Clear and concise written and verbal communication skills to convey clear and simple messages with a focus on what matters to drive impact
- Strong analytical skills and attention to detail
- A deep understanding of financial processes, expenses, allocations and data visualization and analytics
- Advanced English
**Education**:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **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 Team Lead, Manager Ii
hace 6 meses
Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo4+ years of building financial and operational reports/data sets that inform business decision-making experience - 4+ years of creating process improvements with automation and analysis experience - 4+ years of directly managing and leading a team of 3+ members experience - Knowledge of standard software including Excel, Access, Oracle, Essbase, SQL and VBA...
-
Manager, Fp&a
hace 6 meses
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 Team Lead
hace 6 meses
Heredia, Costa Rica Experian A tiempo completoFull-time Employee Status: Regular Role Type: Hybrid Department: Finance Schedule: Full Time Shift: Day Shift **Company 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...
-
Supervisor, Fp&a
hace 7 meses
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 Lead
hace 6 meses
Heredia, Costa Rica Citi A tiempo completoThe Financial Planning and Analysis Lead 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 the...
-
Fp&a Sr. Manager
hace 6 meses
Heredia, Costa Rica Citi A tiempo completo**Responsibilities**: - Conduct management activities for a mid-size 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...
-
Fp&a Manager
hace 7 meses
Heredia, Costa Rica Experian A tiempo completoFull-time Employee Status: Regular Role Type: Hybrid Department: Finance Schedule: Full Time Shift: Day Shift **Company 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...
-
Fp&a Manager
hace 7 meses
Heredia, Costa Rica Experian A tiempo completoCompany 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 opportunities for consumers, businesses and society. At life’s big moments - from buying a home...
-
Corporate Fp&a Senior Analyst C12
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoCosta 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...
-
Sr. Manager, Fp&a
hace 6 meses
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...
-
Sr Manager Fp&a Mpt Manufacturing
hace 6 meses
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...
-
Sr FP&A Specialist
hace 6 meses
Heredia, Costa Rica Huntsman A tiempo completoDescription : Sr FP&A Specialist Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals with 2023 revenues of approximately $6 billion. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end...
-
Fp & a Lead Analyst - C13
hace 6 meses
Heredia, Costa Rica Citi A tiempo completoCiti's Client organization is focused on strengthening how we deliver for clients across the bank. The Client organization, inclusive of firm-wide Marketing, takes a comprehensive view of our client relationships, ensuring that we deliver one Citi in a consistent and disciplined way through a centralized view of our client strategy, segmentation and coverage...
-
Supervisor - Isc Fp&a Coe
hace 6 meses
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. Analyst - C12 Us Shared Services (Hybrid)
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoThe 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 Group Manager
hace 6 meses
Heredia, Costa Rica Citi A tiempo completoThis Institutional Client Group (ICG) Finance Transformation team will play a critical role in achieving ICG Finance and Citi Finance's transformation agenda. The team reports to the ICG CFO, and collaborates closely with partners across ICG Finance, as well as the Model Risk, Capital Planning group, Corporate FP&A team, and Finance Transformation Office....
-
Fp & a Intmd Analyst C11 - Branded Cards Revenues
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoCosta 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. Be part of the FP&A Costa Rica team with a role that gives you the...
-
Fp & a Sr. Analyst - C12 Eds Us Personal Banking
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoThe 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 Analyst 2
hace 6 meses
Heredia, Costa Rica 11274 Citi Business Services Costa Rica, SRL A tiempo completoThe FP&A Lead Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines...
-
Specialist, Fp&a
hace 6 meses
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...