Uspb Ccar/capital Planning Analyst

hace 4 semanas

Heredia, Costa Rica Citi A tiempo completo

This role as US Personal Banking (USPB) Comprehensive Capital Analysis and Review (CCAR)/Capital Planning Analyst is expected to plan and execute Capital Planning / CCAR / FP&A activities to produce financial projections for USPB products (Branded Cards, Retail Services or Retail & Mortgage), working closely with FP&A product teams and Corporate FP&A.

**Key responsibilities**
- Support efforts to enhance the Capital Planning / CCAR / FP&A model framework,, alignment of Strategic Plan and CCAR forecasting, standardization of supporting processes, tools/templates
- Execute the quarterly multi-year forecasting process and annual Recovery and Resolution planning activities
- Support changes to the quarterly forecasting process, such as alignment between businesses, integration and standardization of processes, tools/templates, etc.
- Perform analysis of capital allocations and help drive capital optimization strategies through enhancements of capital allocation methodologies
- Work collaboratively with US consumer product partners and modeling teams to enhance regression models
- Analyze macro-economic scenarios, consumer behaviors and trends, evaluate forecasting results, and document justification/rationale for overlays and adjustments to reflect business actions
- Work collaboratively with USPB product partners to develop deliverables, such as P&L results, forecasting analysis, trend comparisons
- Prepare analytics and results to support presentations for senior management reviews (such as product LFOs, USPB CFO, etc.) and provide explanations of results in comparison to other forecasts and scenarios
- Work collaboratively with USPB Long-term planning team members and help execute activities under tight deadlines
- Support responses to requests from Model Validation teams, Internal Audit, Regulators, etc.
- Act as a change agent and work collaboratively with a broader team is very important; identifying gaps and streamlining processes are primary elements of the role
- Be a very quick learner, ready to dive into details, gain good business knowledge of Citi’s consumer business, and become a FP&A expert
- 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**
- Bachelor's degree in Economics, Finance, Accounting, or related field
- 4 + years of experience of financial analysis in a large corporate environment
- 3 + years banking experience and previous FP&A or similar Finance experience preferred
- Financial product knowledge, particularly in Consumer Banking is preferred
- Ability to translate financial schedules, complex consumer behavior and business trends into meaningful and actionable presentation observations
- Excellent quantitative/analytical skills, written and verbal communication skills with a strong attention to details
- Change agent mentality to drive process enhancements and simplification and demonstrated ability to lead
- Ability to work independently with a proven track record of solving problems and delivering solutions
- Experience working effectively in a fast paced and rapidly changing environment within a matrix organization
- Excellent Excel & PowerPoint skills (VBA and Access a plus)
- Knowledge of systems like Hyperion, SAS, Essbase, etc. is a plus
- Advanced English

**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.
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:

- 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**.

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