Finance Rptg Sr. Analyst Pbwm Rel

hace 4 días


Heredia, Costa Rica Citi A tiempo completo

The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory guidelines for PBWM REL Business.

**Responsibilities**:

- Support the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting
- Assist with closing the books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at the end of each accounting period
- Perform analysis of financial results and conclude cause of variances such as accounting issues and economic events
- Produce metrics to senior management highlighting key issues and remediation status and maintain and enhance related operational and analytical procedures
- Assist in the development of process efficiencies and improvement efforts as well as data quality improvement projects
- Interpret policies, guidelines, and processes and resolve complex problems and transactions
- Assist with the management of one or more processes, reports, procedures, or products
- 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+ years of related experience in finance and accounting, understanding variance analysis
- Financial Services Industry and Project Management experience preferred
- Proficient in Microsoft Office with an emphasis on MS Excel
- Working knowledge of related industry practices and standards
- Ability to work with multiple functions
- Proven problem-solving skills
- Consistently demonstrates clear and concise written and verbal communication skills, ability to present the analysis
- Bachelor’s Degree/University degree or equivalent experience
- Intermediate/advanced English

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

C12
- **Job Family Group**:
Finance
- **Job Family**:
Financial Reporting
- **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 Analyst

    hace 7 días


    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 Sr Analyst

    hace 7 días


    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...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to provide regulatory analysis and reporting in coordination with the Finance team.Additionally, the Finance Reporting Senior Manager develops reporting and control procedures to...

  • Fp&A Sr Manager

    hace 7 días


    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 reports-...

  • Finance Rptg. Sr. Analyst

    hace 2 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...

  • Sr. Finance Analyst

    hace 5 días


    Heredia, Costa Rica British American Tobacco A tiempo completo

    **BAT is evolving at pace - truly like no other organization.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT COSTA RICA IS LOOKING FOR A SR. FINANCE ANALYST** **SENIORITY LEVEL**:Non-Manager **FUNCTION**: Finance **SALARY...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Intermediate Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team.The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...

  • Fp&a Lead Analyst

    hace 5 días


    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...

  • Finance Rptg Sr. Analyst

    hace 1 semana


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team.The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team.The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and timely submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory and...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team.The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...

  • Finance Rptg Analyst 2

    hace 1 semana


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Analyst 2 is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**: Manages one or more processes, reports, procedures or products, and considered analytical or procedural "expert" representing a unit or team on cross-function process or project deliverables. - Supervises day-to-day work of junior level employees. - Take responsibility for the accurate reporting of accounting reconciliations on Citi...


  • Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**:Manages one or more processes, reports, procedures or products, and considered analytical or procedural "expert" representing a unit or team on cross-function process or project deliverables.- Supervises day-to-day work of junior level employees.- Take responsibility for the accurate reporting of accounting reconciliations on Citi...

  • Finance Rptg. Analyst

    hace 2 días


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Analyst is an entry level position responsible for assisting in the generation, analysis, and submission of financial reports, in coordination with the broader Financial Reporting Team. The overall objective of this role is to ensure the timely and accurate delivery of reports in accordance with regulatory...

  • Finance Rptg Analyst 2

    hace 5 días


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Analyst 2 is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...