Financial Planning and Analysis Specialist

hace 4 semanas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

**Job Summary**:

Citi is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our Finance department, you will be responsible for analyzing financial performance, developing and coordinating planning processes, and generating reports for senior leadership.

**Responsibilities**:

• Analyze financial performance of Citi and its competitors
• Develop and coordinate annual planning and periodic forecasting processes
• Generate flash results and highlights for Board of Directors' reports and Executive Management reports
• Conduct ad hoc analyses and strategically address issues
• Participate in Quarterly Competitor Reviews 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 developing review materials for internal senior leadership and external regulator reviews

**Requirements**:

• 3-5 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 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**:

• Previous experience in Financial Planning and Analysis or Financial Experience with Financial Planning and Analysis training/certificates required
• Proficient in Excel required
• Advanced English required
• Tableau preferred

**Citi is an Equal Opportunity Employer**:

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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