Financial Planning and Analysis Professional

hace 1 semana


San Francisco, Heredia, Costa Rica Citi A tiempo completo

About the Role

The Financial Planning and Analysis (FP&A) Analyst is an intermediate level position at Citi, responsible for providing management with in-depth analysis and insights into the company's financial results. This role coordinates with the broader Finance team to ensure seamless execution of tasks.

Main Responsibilities

  • Contribute to the estimation of risk capital and incorporate results into management reports and decision processes.
  • Assist with the analysis of Citi's and competitors' financial performance.
  • Aid in the annual planning and periodic forecasting processes and review results against plans monthly; participate in annual budget and monthly estimate process.
  • Use metrics to assist in the evaluation of proposed business decisions.
  • Analyze key management review presentations for individual Regions and Products.
  • Participate in time-critical activities for client-facing Financial Planning and Analysis Teams.

Qualifications and Requirements

  • 0-2 years of experience in accounting and/or finance.
  • Demonstrated knowledge of financial, analytical, and reporting tools.
  • Demonstrated analytical skills.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Advanced English Skills Required.

Education and Training

Bachelor's degree/University degree or equivalent experience.



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