Strategic Financial Planning and Analysis Lead

hace 1 semana


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.


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

    Job SummaryWe are seeking a seasoned Strategic Financial Planning and Analysis Lead to join our team at Citi. This role will play a pivotal part in driving business growth and informing strategic decisions through insightful financial analysis.


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

    Citi seeks a skilled Financial Planning and Analysis Lead Analyst to provide in-depth analysis and insight of the company's financial results.This senior professional role is responsible for coordinating with the broader Finance team to contribute to directional strategy and advise on significant business/product decisions.The overall objective is to...


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

    Citi Financial Planning and Analysis LeadThe Citi Financial Planning and Analysis Lead is a senior position within the Institutional Clients Group (ICG) Executive Decision Support (EDS) team. This role is responsible for providing strategic financial analysis and insights to Citi's senior management, working closely with the broader Finance team.Key...


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

    Job Description:We are seeking a highly skilled Strategic Financial Planning and Analysis Director to join our team at Citi.About the Role:The Strategic Financial Planning and Analysis Director will be responsible for providing management with analysis and insight of Citi's financial results, contributing to directional strategy and utilizing in-depth...


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

    About Moody'sAs a global integrated risk assessment firm, Moody's empowers organizations to make informed decisions by providing critical insights into their financial health.Job SummaryThe Senior Manager provides strategic support throughout the financial planning and analysis processes, including business partnering and cross-functional project...


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

    Join Our Team as a Strategic Planning and Reporting LeadWe are seeking a highly skilled Strategic Planning and Reporting Lead to join our team at British American Tobacco. As a key member of our Commercial Planning & Analysis team, you will be responsible for leading the development and implementation of strategic plans and reports that drive business growth...


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

    **Overview**:Citi is seeking a highly skilled Strategic Financial Planning and Analysis Leader to join the Functions and Management FP&A team. This role will provide financial, analytical, and strategic support to the Functions LFO team, driving forward-looking processes, analyzing financials, and coordinating variance reporting.**Estimated Salary:**...


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

    Citi is seeking a highly skilled Financial Planning and Analysis professional to join our team in Costa Rica. As an expert in this field, you will play a crucial role in providing insightful analysis and strategic recommendations to senior management.


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

    The Senior Financial Planning and Analysis Lead at Citi is a strategic professional role responsible for providing management with in-depth analysis and insights of the company’s financial results.**Key Responsibilities:**• Develop and maintain financial models and reports to summarize financial trends and provide insights to senior management•...


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

    About Zm Financial SystemsWe empower people to make better decisions and achieve brighter futures. Our mission is to bring out the best in our products and our people.Role OverviewThe Senior Financial Analyst provides intermediate and advanced support through all phases of the financial planning and analysis processes, including business partnering and...


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

    About BaxterWe are a leading global medical products company, committed to saving and sustaining lives.Estimated Salary$90,000 - $120,000 per year.Job DescriptionThis role leads a team within the Financial planning and analysis process for ISC (Integrated Supply Chain) and provides decision support.Main ResponsibilitiesAct as Team Lead for a group of four...


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

    Job OverviewZm Financial Systems 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. We strive for excellence in everything we do, from delivering exceptional financial planning and analysis solutions to fostering a culture of innovation and collaboration.


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

    About the RoleWe are seeking an experienced Financial Planning and Analysis Expert to join our team at Citi. This senior professional role is responsible for providing insightful analysis and strategic guidance to senior management on financial performance and trends.


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

    This role as US Personal Banking (USPB) Comprehensive Capital Analysis and Review (CCAR)/Capital Planning Analyst involves planning and executing Capital Planning / CCAR / Financial Planning and Analysis activities to produce financial projections for USPB products. Key responsibilities include supporting efforts to enhance the Capital Planning / CCAR / FP&A...


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

    Baxter is a global leader in medical innovation, committed to saving and sustaining lives. We are seeking an exceptional Financial Planning and Analysis Senior Manager to join our team.Estimated Annual Salary: $120,000 - $160,000About UsWe are a company that values innovation, collaboration, and excellence. Our mission is to drive healthcare forward by...


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

    **Unlock Your Career Potential at British American Tobacco**We are seeking a highly skilled Strategic Financial Planning and Reporting Lead to join our team in Heredia, Costa Rica. As a key member of our DBS-GBS Finance team, you will play a pivotal role in the financial management and control of overhead expenses within the Research and Development...


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

    Moody's Investors Service empowers professionals to drive informed decision-making and achieve success.This role offers a challenging opportunity for individuals to excel in financial planning and analysis, leveraging their analytical skills to drive business growth and profitability.We are seeking an experienced Strategic Financial Planning Professional to...


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

    About CitiCiti is a leading global financial services company with a rich history of innovation and customer-centricity.Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Senior Analyst to join our team. In this role, you will be responsible for providing strategic analysis and insights to support business decision-making.Key...


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

    Citi seeks an accomplished Financial Planning and Analysis Senior Analyst to join the Technology Executive Decision Support FP&A team. This role is responsible for providing critical financial insights to support key business decisions.Responsibilities:Provide in-depth financial analysis to inform strategic business initiatives across Technology and Data...


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

    OverviewThe Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with analysis and insight into Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide...