Financial Planning Expert

hace 6 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

**Job Summary**

The Financial Planning and Analysis Senior Analyst is an intermediate level position at Citi. This role is responsible for providing management with analysis and insights of the company's financial results in coordination with the broader Finance team.

This position is part of a larger effort to improve financial planning and analysis processes across the organization. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to enhance processes and workflow.

**Responsibilities**:

  • Address strategic issues on an ad hoc basis that are complementary to the 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., the 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 processes
  • Analyze key management review presentations for individual Regions and Products
  • Execute time critical activities for client facing Financial Planning and Analysis teams
  • Contribute to the development of review material for internal leadership and external regulator reviews

**Requirements**:

  • 5-8 years of experience working with a variety of financial platforms
  • Knowledge in Financial Analysis
  • Demonstrated presentation skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Advanced English knowledge


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