Financial Planning Analyst
hace 4 días
This is an exciting opportunity to join Citi's Finance team as a Financial Planning Analyst. As a key member of the Retail Services department, you will play a vital role in analyzing financial performance and developing planning processes.
Key Responsibilities:
- Analyze Citi's and competitors' financial performance to identify trends and opportunities.
- Develop and coordinate annual planning and periodic forecasting processes, reviewing results against plans on a monthly basis.
- Generate flash results and highlights for Board of Directors' reports and Executive Management reports.
- Conduct various ad hoc analyses and strategically address issues that are complementary to regular Planning and Analysis processes.
- Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
- Aid in 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 materials for internal senior leadership and external regulator reviews.
Requirements:
- 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.
- Consistent communication skills.
- Advanced English proficiency.
-
Financial Planning Analyst
hace 19 horas
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob OverviewThe Financial Planning Analyst will be responsible for analyzing Citi's financial performance and that of its competitors.This includes developing and coordinating the annual planning and periodic forecasting processes, reviewing results against plans on a monthly basis, and generating flash results/highlights for Board of Directors' reports and...
-
Financial Planning Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoAt Zm Financial Systems, we empower organizations to make better decisions and achieve brighter futures. Our team of experts provides support through all phases of the financial planning and analysis processes.About the RoleThe Associate Financial Analyst role has the responsibility of becoming a major contributor to our Finance team. You will provide...
-
Financial Planning Analyst
hace 2 semanas
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our ICG O&T Latam Regional Team. As a key member of the team, you will be responsible for providing analytical support and insights to drive business growth and decision-making.
-
Financial Planning Analyst
hace 2 semanas
San Francisco, Heredia, Costa Rica Citi A tiempo completoThe role of a Financial Planning and Analysis Analyst at Citi involves providing critical financial insights to management. This position requires intermediate-level skills in financial analysis and reporting.Key responsibilities include:Supporting the US Consumer Marketing organizationAiding in annual planning, forecasting, and budgeting processesAnalyzing...
-
Financial Planning Analyst
hace 2 semanas
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob Overview:The Financial Planning and Analysis Analyst plays a critical role in providing management with timely and accurate analysis of Citi's financial results. This intermediate-level position requires the ability to work collaboratively with the broader Finance team to create reports and analyses that gauge Citi's alignment with forecasted...
-
Financial Planning Analyst
hace 2 semanas
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob SummaryWe are seeking a highly analytical and detail-oriented Financial Planning Analyst to join our team. In this role, you will be responsible for analyzing financial performance data and developing insights that inform business decisions.Your primary focus will be on conducting financial analysis, preparing reports, and presenting findings to senior...
-
Financial Planning Analyst
hace 2 semanas
San Francisco, Heredia, Costa Rica Citi A tiempo completoAbout the RoleThe Financial Planning and Analysis Intermediate Analyst plays a crucial role in providing management with insights into Citi's financial performance. This position requires analytical thinking, data analysis expertise, and knowledge of financial methodologies to create and analyze reports that gauge Citi's alignment with forecasted...
-
Financial Planning Analyst
hace 1 semana
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob DescriptionThe Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with in-depth analysis and insight of Citi's financial results. The overall objective is to utilize disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to...
-
Senior Financial Planning Analyst
hace 4 días
San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl A tiempo completoJob OverviewWe are seeking a highly skilled and experienced Senior Financial Planning Analyst to join our Finance Operations, Accounting & Analysis team at Amazon Support Services Costa Rica Srl. As a key member of our team, you will be responsible for performing financial reporting, analyzing financial data, and developing business insights that drive...
-
Financial Planning Analyst
hace 1 semana
San Francisco, Heredia, Costa Rica Citi A tiempo completoThe Financial Planning and Analysis Senior Analyst role at Citi involves providing critical analysis and insights to senior management on the company's financial results. This position requires an in-depth understanding of financial processes, data visualization, and analytics.Key Responsibilities:Create detailed financial reports and present findings to the...
-
Strategic Financial Planning Analyst
hace 1 semana
San Francisco, Heredia, Costa Rica Citi A tiempo completo**Job Overview:**Citi seeks a skilled Strategic Financial Planning Analyst to support the company's financial planning and analysis efforts. This role will be responsible for analyzing financial performance, developing and coordinating annual planning processes, and generating reports for senior stakeholders.**Responsibilities:**Analyze Citi's and...
-
Financial Planning Analyst
hace 1 semana
San Francisco, Heredia, Costa Rica Moody'S A tiempo completo**Job Overview**We are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our Corporate Finance group, you will play a crucial role in preparing monthly reports, variance analysis, and commentaries that will help identify key focus areas for management.In this role, you will assist in inputting forecast and budget...
-
Financial Planning Specialist
hace 2 semanas
San Francisco, Heredia, Costa Rica Moody'S Investors Service A tiempo completoAt Moody's Investors Service, we empower people to make better decisions and achieve brighter futures. Our finance team is dedicated to providing high-quality financial planning and analysis services to support our business goals.The Senior Financial Analyst plays a critical role in supporting all phases of the financial planning and analysis processes,...
-
Financial Planning Analyst Position
hace 4 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoThe Financial Planning and Analysis team at Citi is seeking an entry-level analyst to assist in providing management with analysis and insight of the company's financial results. This role requires coordination with the broader Finance team to utilize knowledge and create reports that gauge Citi's alignment with forecasted performance.Key...
-
Business Intelligence Analyst
hace 1 semana
San Francisco, Heredia, Costa Rica Citi A tiempo completoThe Financial Planning and Analysis (FP&A) team at Citi is responsible for providing strategic financial guidance to the organization. We are seeking a talented Business Intelligence Analyst to support our efforts in analyzing and interpreting complex financial data.The successful candidate will be a detail-oriented individual with strong analytical skills,...
-
Financial Planning Analyst
hace 7 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob OverviewCiti is a leading global bank seeking an experienced Financial Planning Analyst to join our team in Mexico. As a key member of our FP&A department, you will be responsible for analyzing financial performance, developing forecasting models, and generating insightful reports for senior leadership.About the RoleAnalyze Citi's financial performance...
-
Financial Planning Analyst
hace 2 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoAt Citi, our Financial Planning and Analysis team is responsible for driving value and productivity through innovation and standard practices. We are seeking a highly analytical individual to join our team as an Fp & A Intmd. Analyst - Hybrid.About the RoleThe ideal candidate will have a degree in Finance, Economics, Accounting, or a related field with at...
-
Financial Planning Analyst
hace 2 semanas
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob SummaryCiti is seeking a skilled Financial Planning Analyst to join our team in Retail Services. As a key member of our finance team, you will play a critical role in analyzing financial performance, developing planning processes, and providing strategic insights to senior stakeholders.ResponsibilitiesAnalyze financial data to identify trends and...
-
Business Financial Planning Analyst
hace 2 días
San Francisco, Heredia, Costa Rica Object Technology Solution A tiempo completoAbout Object Technology Solutions, Inc.">At Object Technology Solutions, Inc., we strive to deliver exceptional value to our clients through our innovative solutions and talented team members. With offices across the US and globally, we serve companies of all sizes, from start-ups to Fortune 500s.">Job Description">We are seeking a Business Financial...
-
Business Intelligence Analyst
hace 3 días
San Francisco, Heredia, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completoAbout the RoleWe are looking for an experienced Financial Analyst to join our team. In this role, you will be responsible for performing business-specific financial planning and analysis activities, including developing and reporting on financial and operational performance metrics.ResponsibilitiesDevelop and report on financial and operational performance...