Strategic Financial Planning and Analysis Lead

hace 1 mes


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Citi is seeking a highly skilled Strategic Financial Planning and Analysis Lead to join our Finance team.

Job Summary

The Financial Planning and Analysis Senior Analyst provides management with in-depth analysis and insights of Citi's financial results, working closely with the broader Finance team. This role involves utilizing advanced disciplinary knowledge to generate and analyze reports, as well as contributing to the development of new techniques to enhance processes and workflows.

Key Responsibilities

  • Lead Operations Finance contact and interface with the Front Office Retail Bank Finance team, providing analytics support for Retail Bank's Front Office Finance and Leadership teams.
  • Prepare comprehensive financial reports and meet with finance teams to clearly summarize financial trends and provide strategic insights to senior management.
  • Address strategic issues on an ad hoc basis that complement 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-making processes.
  • Analyze key management review presentations for individual Regions and Products.


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