Financial Planning Analyst

hace 4 días


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

The 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 performance.

Key Responsibilities:

  • Analyzing Citi's/Citi's competitors' financial performance to identify trends and areas for improvement.
  • Developing and coordinating annual planning and periodic forecasting processes, reviewing results against plans on a monthly basis, including annual budget planning and monthly estimate process.
  • Generating flash results/highlights for Board of Directors' reports and Executive Management reports.
  • Conducting various ad hoc analyses and strategically addressing issues that are complementary to the regular Planning and Analysis processes.
  • Participating in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
  • Aiding with using metrics to evaluate proposed business decisions.
  • Executing time-critical activities for client-facing Financial Planning and Analysis teams.
  • Assisting in the development of review materials for internal senior leadership and external regulator reviews.
  • Exercising independence of judgment and autonomy while operating with a limited level of direct supervision.
  • Acting as a subject matter expert (SME) to senior stakeholders and/or other team members.
  • Avoiding risk by demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job 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.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The 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...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job 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...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job 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...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The 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...


  • 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 Analyst

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Imagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.-- Moody's Shared Services are the front line professionals including Finance, Technology, Legal, Compliance and Human Resources, that...


  • San Francisco, Heredia, Costa Rica Moody'S Investors Service A tiempo completo

    At 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,...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job 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...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    **Job Summary**We are seeking a Senior Financial Analyst to provide high-level support for financial planning and analysis processes. The ideal candidate will have 3-5 years of experience in financial planning or equivalent and be proficient in Microsoft Office (preferably Office 365). Excellent verbal and written English skills are essential.


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    We are looking for a talented Financial Planning and Analysis Professional to join our team at Zm Financial Systems. As a key member of our finance department, you will play a critical role in providing support to corporate business and IT finance management through all phases of the financial planning and analysis processes.Job Summary:The successful...

  • Senior Financial Analyst

    hace 4 semanas


    San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Imagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.-- Moody's Shared Services are the front line professionals including Finance, Technology, Legal, Compliance and Human Resources, that...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    **Job Summary**The Financial Planning and Analysis Senior Analyst is an intermediate level position at Citi. This role is responsible for providing management with analysis and insights of the company's financial results in coordination with the broader Finance team.This position is part of a larger effort to improve financial planning and analysis processes...


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Imagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.-Department- Finance-Business PlanningRole/Responsibilities- The Senior Financial Analyst has the responsibility of providing intermediate and...


  • San Francisco, Heredia, Costa Rica British American Tobacco A tiempo completo

    **At BAT, we strive to be a leader in the Financial Times Diversity Index and certified by the Global Equality Standard.****Our diverse team works together to meet our business goals and create a better tomorrow.****As a Senior Financial Analyst, you will be part of this dynamic team and contribute to our global success.****Your responsibilities will include...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    About the RoleWe are seeking a Senior Financial Analyst who will support and provide inputs into financial processes such as month end, forecast, budget, and strategic planning. The successful candidate will develop, consolidate, and maintain line of sight into the business unit P&L, as a key contributor to forecast, month-end, and budget reviews with...

  • Financial Analyst

    hace 4 semanas


    San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Imagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.- Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.Department- Finance- Moody's...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    **Company Overview**Moody's is a global leader in integrated risk assessment, empowering organizations to make informed decisions. As a Financial Analyst, you will be part of the Commercial Financial Planning & Analysis team, supporting business growth through strategic financial planning and analysis.**Job Description**The Financial Analyst plays a critical...


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower people to make better decisions and achieve brighter futures. Our team of financial experts is dedicated to bringing out the best in our products and people.We are seeking a Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in providing support to corporate...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Financial Planning and Analysis RoleWe are seeking an experienced Senior Financial Analyst to join our team, providing critical support for financial planning, analysis, and reporting. The ideal candidate will possess strong analytical and technical skills, with the ability to drive process improvements and foster effective partnerships with business...