Fp&A Intmd. Analyst Mortgage Nam

hace 9 horas

Heredia, Costa Rica Citi A tiempo completo

The Mortgage Revenue team is looking for an analyst to support Balance Sheet and Mortgage Portfolio forecasting and analysis

**Responsibilities**:

- Analyze of Citi's/Citi's competitors' financial performance
- Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
- Generate flash results/highlights for Board of Directors' reports and Executive Management reports
- Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes
- Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Aid with using metrics to evaluate proposed business decisions
- Execute time critical activities for client facing Financial Planning and Analysis teams
- Assist in the development of review with material for internal senior leadership internal 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.
- The analyst will cover primarily balance related activities, supporting the team with Monthly Forecast Analysis of balances, which is a critical component of forecasting processes.
Support will cover all forecasting cycles: Outlook, Plan and QMMF.
- The analyst will also work with other stakeholders such as Risk, Compliance, and BP&A.
Analyst will work with Risk and Compliance to deliver regular updates on Balance Sheet forecast.
Analyst will also work with BP&A team to support various planning process and various ad hoc analysis
- ** Qualifications**:

- 2-5 years of experience in accounting and/or finance
- Experience in financial services preferred
- Knowledge of financial, analytical, and reporting tools
- Demonstrated analytical skills and excellent research analysis
- Consistently demonstrates clear and concise written and verbal communication skills
- Presentation skills and ability to effectively interact with multiple levels of organization
- Excellent planning and time management skills
- Advanced English Required
- ** Education**:

- Bachelor's degree/University degree or equivalent experience in Finance or Accounting

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.
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View the **EEO Policy Statement**.
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