Financial Planning

hace 4 semanas


Heredia, Costa Rica Citi A tiempo completo

Be part of the FP&A Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions.

If you have a desire to learn, intellectual curiosity and good knowledge in accounting, economics, finance and/or banking, this position will give you a valuable opportunity to be continuously learning about the business, the industry and its macroeconomic environment.

In addition, in this entry level position you will develop the ability to identify and evaluate key elements of multiple dimensions and perspectives influencing performance. In time, you will improve your understanding of the interrelatedness of all these aspects to provide a high-end quantitative/qualitative analysis.

**Learn and build a career in the banking business while improving your quantitative and analytical skills by tackling challenges in a dynamic environment**

**Responsibilities**:

- Develop basic analytical support working with local FP&A teams and their business partners
- Develop a good knowledge of processes, procedures and systems to perform assigned tasks
- Support standardization of activities including the identification of productivity and efficiency
- Establish partnership with other locations to meet goals and deliverables
- Comply with Risk & Control policies and requirements
- Aid in the annual planning and periodic forecasting processes and review results against plans monthly
- Work on Ad-hoc requests based on the business necessity. Specific activities include:

- Contribute in the analysis of key management review decks for Regions & Products
- Participation in time critical activities for FP&A teams
- Support monthly and quarterly analytical insights. Focus will be addressing ad hoc strategic issues that are complementary to regular Planning and Analysis processes
- Development of materials for review with Business
- Participation in forward looking activities including annual budgeting and monthly estimate process

**Qualifications**
- Basic experience in accounting and/or finance field
- Demonstrated analytical skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Bilingual: English and Spanish. Portuguese is a plus
- Keen interest in business and economic environment

**Education**
Recent graduate or about to graduate from Finance, Economics, Accounting, Industrial Engineer or a related field

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


  • Avp, Financial Planning

    hace 2 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    The Assistant Vice President oversees the financial planning and analysis processes by managing the core planning functions and providing strong leadership by partnering with different teams and working on cross functional projects. Key Responsibilities: Support the execution of financial planning and analysis processes, projects, and ad-hoc requests as...


  • Heredia, Costa Rica Moody's A tiempo completo

    The Manager is a managerial role, with overall line management responsibility for a small team that provides intermediate and advanced support through all phases of the financial planning and analysis processes including business partnering and working on cross functional projects. The Manager, is in charge of business forecasting and corresponding budgets...

  • Financial Planning

    hace 2 semanas


    Heredia, Costa Rica British American Tobacco A tiempo completo

    BAT is evolving at pace - truly like no other organisation. To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our values every day. Come be a part of this journey! BAT COSTA RICA IS LOOKING FOR A FINANCIAL PLANNING & REPORTING ANALYST SENIORITY LEVEL: Experienced – Non-Management Level ...


  • Heredia, Costa Rica Moody's A tiempo completo

    The Senior Manager provides advanced support through all phases of the financial planning and analysis processes including business partnering and working on cross functional projects. Also leading and driving improvements in FP&A processes to support business strategies - Key Responsibilities: - Own and lead the preparation and communication of monthly...


  • Heredia, Costa Rica Moody's A tiempo completo

    The Manager is a managerial role, with overall line management responsible for a small team that provides intermediate and advanced support through all phases of the financial planning and analysis processes including business partnering and working on cross functional projects. The Manager, is in charge of business forecasting and corresponding budgets as...

  • Senior Financial Analyst

    hace 2 semanas


    Heredia, Costa Rica Experian A tiempo completo

    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 power of data to create opportunities for consumers, businesses and society. At life’s big moments - from buying a home...

  • Financial Planning

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in 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 knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Expert Financial Analyst

    hace 2 semanas


    Heredia, Costa Rica Experian A tiempo completo

    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 power of data to create opportunities for consumers, businesses and society. At life’s big moments - from buying a home...

  • Financial Analyst

    hace 1 mes


    Heredia, Costa Rica Moody's A tiempo completo

    The Role The Financial Analyst role has the responsibility of providing support through all phases of the financial planning and analysis processes, including participation in ad-hoc project work. These results are reviewed by the manager and senior team members. The FA will conduct and process large amounts of financial data on a regular basis to create...

  • Financial Analyst

    hace 4 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions. **The Role** The Financial Analyst has the responsibility of providing support through all phases of the financial planning and analysis processes, including business partnering and working on cross functional projects. The FA is a detail-oriented,...

  • Financial Analyst

    hace 3 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    Support the execution of financial planning and analysis processes, projects, and ad-hoc requests as required by the Finance organization by embracing the following responsibilites: - Provide support on the analytical, forecasting, month end and variance analysis reporting and Ad Hoc projects based on business needs - Provide intermediate/advance support to...

  • Financial Analyst

    hace 4 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. **The Role** The Financial Analyst...

  • Financial Analyst

    hace 4 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    Support senior members of the team in the execution of financial planning and analysis processes, projects, and ad-hoc requests as required by the Finance organization - Provide support on the analytical, forecasting, month end and variance analysis reporting and Ad Hoc projects based on business needs - Collaborate in the preparation of the monthly reports...

  • Financial Analyst

    hace 1 semana


    Heredia, Costa Rica Moody's A tiempo completo

    Support senior members of the team in the execution of financial planning and analysis processes, projects, and ad-hoc requests as required by the Finance organization by embracing the following responsibilites: - Ensure reporting integrity through maintenance and administration of existing Power BI reporting solutions. - Implement best practices for...

  • Financial Analyst

    hace 3 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.  If you are excited about this...

  • Manager, Planning

    hace 2 días


    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...

  • Financial Analyst

    hace 1 mes


    Heredia, Costa Rica Moody's A tiempo completo

    At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.  If you are excited about this...

  • Financial Analyst

    hace 2 semanas


    Heredia, Costa Rica Moody's A tiempo completo

    At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.  If you are excited about this...


  • Heredia, Costa Rica Moody's A tiempo completo

    The Senior Manager will be facing off with the business, supporting Sales, Global Customer Support, Consulting Services, Analytical Services, and Marketing for the RMS operating unit within Moody’s Analytics. Responsibilities include: OPEX & PnL Management: - Drive the annual budgeting and Quarterly forecasting process, - Month-end Accruals, expense...


  • Heredia, Costa Rica Moody's A tiempo completo

    The AVP, FP&A will be business facing supporting Sales, Global Customer Support, Consulting Services, Analytical Services, and Marketing for the RMS operating unit within Moody’s Analytics. OPEX & PnL Management: - Drive the annual budgeting and Quarterly forecasting process, - Month-end Accruals, expense review and Variance analysis, - Compensation...