Financial Planning Analyst

hace 4 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo
About the Role

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.


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