Uspb Ccar/Capital Planning Analyst

hace 1 día

Heredia, Costa Rica Citi A tiempo completo

**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.
**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
- Consistently demonstrates clear and concise written and verbal communication skills

**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.
**Key responsibilities**
- Work collaboratively with USPB Deposits partners to develop deliverables, such as NII/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
- 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
- Analyze macro-economic scenarios, consumer behaviors and trends, evaluate forecasting results, and document justification/rationale for overlays and adjustments to reflect business actions
- Work on Ad-hoc requests based on the business necessary
- Comply with Risk & Control policies and requirements
- Ensure there is a strong culture of high integrity, ethics and meritocracy

**Qualifications**
- +4 years of experience of financial analysis in a large corporate environment (minimum of 3 years banking experience and previous FP&A or similar Finance experience)
- Excellent quantitative/analytical skills, written and verbal communication skills with a strong attention to details
- Show initiative/proactivity to solve problems independently and flexibility to solve complex problems
- Ability to translate financial schedules, complex consumer behavior and business trends into meaningful and actionable presentation observations
- Experience working effectively in a fast paced environment within a matrix organization
- Advanced MS Excel and PowerPoint skills.
VBA, Power BI and Tableau knowledge is a plus

**Education**
- Degree in Finance, Economics, or Accounting (MBA preferred)
- **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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