Financial Planning and Analysis Senior Analyst

hace 2 meses

San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Senior Financial Analyst for Financial Planning and Analysis at Citi will provide management with an analysis and insight of the company's financial results in coordination with the broader Finance team.

Main Responsibilities:

• Address strategic issues on an ad hoc basis that are complementary to regular planning and analysis processes.
• Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
• Generate flash results/highlights for Board of Directors' reports and Executive Management reports.
• Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs).
• Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process.
• Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes.
• Analyze key management review presentations for individual Regions and Products.
• Execute time critical activities for client facing Financial Planning and Analysis teams.
• Contribute to the development of review material for internal leadership 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:

• 5-8 years of experience working with a variety of financial platforms.
• Demonstrated presentation 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.

Additional Requirements:
• Advanced English is a mandatory requirement.
• Excellent communication skills.
• Excellent Analytical skills.
• 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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