Financial Planning Analyst

hace 1 semana


San Francisco, Heredia, Costa Rica Citi A tiempo completo
Job Summary

Analyze Citi's financial performance and competitors to drive business growth and decision-making. Develop and coordinate annual planning, forecasting, and budgeting processes.

Key Responsibilities:

  • Analyze financial data to identify trends and opportunities for improvement
  • Develop and maintain financial models and forecasts
  • Coordinate quarterly competitor reviews and investment reports
  • Aid in the development of review materials for senior leadership and external regulators
  • Participate in time-critical activities for client-facing Financial Planning and Analysis teams
  • Exercise independence of judgment and autonomy in decision-making
  • Act as subject matter expert (SME) to senior stakeholders and team members

Qualifications and Requirements:

  • 2-5 years of experience in accounting and/or finance
  • Experience in financial services preferred
  • Demonstrated analytical skills and knowledge of financial tools
  • Excellent written and verbal communication skills
  • Bachelor's degree or equivalent experience

Salary Information:

The estimated salary range for this position is $80,000-$120,000 per year, depending on experience and qualifications.

About Citi:

Citi is an equal opportunity and affirmative action employer. We welcome qualified applicants from diverse backgrounds and perspectives.



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