Financial Planning and Analysis Lead

hace 1 día


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Citi seeks a highly analytical and detail-oriented Financial Planning and Analysis (FP&A) Senior Analyst to join our team. As an FP&A Senior Analyst, you will play a critical role in providing management with analysis and insights of Citi's financial results.

Responsibilities

- Address strategic issues on an ad hoc basis that are complementary to the 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. 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.

Requirements

- 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.



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