Senior Financial Planning and Analysis Expert
hace 13 horas
Citi's Financial Planning and Analysis (FP&A) team is committed to becoming an essential partner to the finance area through End-to-End process ownership and flawless execution by leveraging the best talent in order to drive value and productivity through innovation and standard practices.
Key Responsibilities- Support operating model with international FP&A teams to smoothly migrate activities into the site
- Develop analytical support working with local FP&A teams and their business partners
- Understand how the work impacts the overall organization and bank strategies to make judgements and recommendations based on analysis
- Applies analytical thinking and knowledge of data analysis tools/ methodologies when interpreting information and results
- Breakdown information in a systematic and communicable manner
- Work on Ad-hoc requests based on the business necessity
Specific activities include:
- Contribute in the analysis of key management review decks for Regions & Products
- Participation in time critical activities for FP&A teams
- Conducting monthly and quarterly analytical insights
- Focus will be addressing ad hoc strategic issues that are complementary to regular Planning and Analysis processes
- Development of materials for review with Business
- Participation in forward looking activities including annual budgeting and monthly estimate process
- Drive standardization of activities including the identification of productivity and efficiency
- Establish partnership with other locations to meet goals and deliverables
- Comply with Risk & Control policies and requirements
- Degree in Finance, Economics, Accounting, Industrial Engineer or a related field with at least 6-10 years of experience with more than 2-4 years of Planning and Analysis experience
- Understanding of Banking is preferable but not essential. Finance products and markets knowledge is required
- Intermediate financial analysis foundation creating forecasts and models
- Keen interest in business and economic environment
- Bilingual: English and Spanish. Portuguese is a plus
- Medium - Advanced MS Excel and PowerPoint skills
- VBA, Power BI and Tableau knowledge is a plus
Job Requirements
- Project management skills is a plus
- Attention to detail oriented and proactive
- Ability to collaborate within a team and across teams
- Ability to work independently as an individual contributor and potentially lead a group of individuals
- Strong analytical skills and intellectual curiosity
- Ability to challenge status quo, and identify opportunities to reengineer/streamline processes
- Developed communication, diplomacy & presentation skills
- Show initiative/proactivity to solve problems independently and have some latitude to solve complex situations
- Ability to partner with senior stakeholders across businesses and geographies
- Demonstrates adaptability and flexibility to work in an ambiguous environment and embrace changes
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