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Transformation Financial Analyst

hace 3 semanas

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

We are seeking a highly skilled Transformation Financial Analyst to join our FP&A Costa Rica team. As a key member of our team, you will play a crucial role in providing insights and analytics to senior management, enabling them to make informed strategic, operational, and tactical decisions.

In this role, you will have the opportunity to develop and improve your skills in project management, accounting, economics, banking, and finance. You will work closely with our team to identify and evaluate key elements of multiple dimensions and perspectives influencing benefits, and develop a deep understanding of the interrelatedness of these aspects.

Key Responsibilities
  • Create monthly reports that cover the Technical Book of Work and Citi Benefits
  • Synthesize and summarize Transformation project documents and deliverables
  • Track and update Transformation activities Citi-wide as they relate to potential benefits
  • Understand how work is coordinated across areas and how it impacts the overall organization and bank strategies to support benefit identification
  • Follow up on benefit action items directly with designated point of contacts across the bank
  • Assist in the standardization of processes, including the identification, articulation, and validation of benefits and outcomes
  • Support the review and tracking of outcomes of transformation efforts, having a deep understanding of benefits associated with outcomes
  • Provide transparency and understanding of transformation cost and related benefits to the firm through creation of dashboards and reports
  • Provide status reporting on ongoing parallel work efforts and deliverables
  • Support improvement programs from different perspectives (Reengineering, VOE, etc.)
  • Prepare presentations and analysis for the team and in support of the CFO
  • Provide recommendations and supporting documentation for new or proposed processes, business rules, and policy
  • Collaborate with Risk & Control to ensure FP&A CR complies with local and global policies to mitigate all kinds of risks derivative from our business nature
Qualifications

We are looking for a candidate with 8+ years of relevant experience and 4+ years of project management experience. A finance background is preferred, and excellent project management skills, focusing on organization/planning and stakeholder relationship management, are essential. Knowledge of project frameworks and planning with an understanding of the end-to-end project lifecycle is also required.

Bilingualism in English and Spanish is a must, and Portuguese is a plus. Medium-advanced MS Excel and PowerPoint skills are required, and VBA, Power BI, Confluence, Jira, and Tableau knowledge is a plus. The ability to synthesize and summarize project documents and deliverables is also essential.

A degree in Engineering, Business, Finance, Accounting, or a related field is required, and a postgraduate degree in Business Administration, Accounting, Finance, or a related field is desired.

Skills

Project management skills and the ability to understand and analyze project management language and documents are essential. An expert understanding of IT and Non-IT project management lifecycle is also required. The ability to synthesize and summarize project documents and deliverables is essential, and attention to detail, organization, and proactivity are also required.

The ability to collaborate within a team and across teams, work independently as an individual contributor, take an analytical and intellectual curious approach, challenge the status quo, think critically, and lead opportunities to reengineer/streamline processes is also essential. Outstanding communication, diplomacy, and presentation skills are required to influence colleagues in other areas, and the ability to convey complex ideas and data creatively is also required.

Strategic problem-solving skills and autonomy to resolve complex situations are essential, as well as the ability to partner with senior stakeholders across businesses and geographies. Adaptability and flexibility to work in an ambiguous environment and work as a change leader are also required.

Strong execution skills, the ability to understand and synthesize strategic direction, and the ability to translate it into the delivery of successful results are also essential. The ability to manage multiple deliverables, excellent time management, and prioritization skills, and the ability to delegate work are also required.