Financial Planning and Analysis Analyst

hace 4 días


San Francisco, Heredia, Costa Rica 11274 Citi Business Services Costa Rica, SRL A tiempo completo
Job Summary

The FP&A Lead Analyst is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and/or evaluating processes and data. This role identifies policy gaps and formulates policies, interprets data, and makes recommendations. The ideal candidate will have a good understanding of how the team interacts with others in accomplishing the objectives of the area and will develop working knowledge of industry practices and standards.

Responsibilities
  • Contributes to the annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, and quarterly outlooks in partnership with business FP&A and LFO teams.
  • Helps to create deposit reports and meets with the finance team to clearly summarize financial trends and provide insight to senior management.
  • Actively monitors deposit pricing (beta) trends.
  • Manages the implementation of procedures and development of analyses.
  • Prepares analytics in support of LFO and EMT Reviews.
  • Uses good understanding of how the team interacts with others in accomplishing the overall aims of the area.
  • Has working knowledge of industry practices and standards for deposits.
  • Delivers routine and defined outputs.
  • Escalates problems or issues relating to transactions, processes, reports, or procedures as appropriate.
Qualifications
  • A self-motivated and focused individual who can assist in projects.
  • Ability to achieve tasks within established deadlines.
  • Clear and concise communication skills.
  • Proven data management and analysis skills.
  • Intermediate Excel skills.
  • 0-2 years of relevant experience.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



  • San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    Financial Analyst Job DescriptionAmazon Support Services Costa Rica SRL is seeking a highly skilled Financial Analyst to join our LATAM FP&A team. As a key member of our finance operations, you will play a critical role in delivering financial planning and analysis activities that drive business growth and success.Key Responsibilities:Develop and report on...

  • Financial Analyst

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Moody's A tiempo completo

    About the RoleThe Financial Analyst at Moody's plays a crucial role in supporting the financial planning and analysis processes across the organization. This includes business partnering, working on cross-functional projects, and performing a broad range of financial activities such as planning, analysis, budgeting, and reporting.Key Responsibilities:Support...

  • Financial Planning

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Baxter A tiempo completo

    Our Mission at BaxterAt Baxter, we are driven by a shared purpose. Every role contributes to improving lives around the globe. There is a profound sense of achievement within our organization, knowing that our efforts lead to better outcomes for countless patients.For over 85 years, Baxter has been at the forefront of innovative medical solutions, with our...


  • San Francisco, Heredia, Costa Rica 11274 Citi Business Services Costa Rica, SRL A tiempo completo

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Specialist to join our team in Personal Banking Expense. As an FP&A Specialist, you will play a critical role in supporting the development of financial plans, forecasts, and analyses that drive business decisions.Key ResponsibilitiesDevelop and maintain financial models and...

  • Financial Planning

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Baxter A tiempo completo

    Our Mission and ValuesAt Baxter, we are driven by a shared mission to enhance lives and provide purpose. Every role within our organization contributes to a greater good, impacting individuals across the globe. There is a profound sense of achievement in knowing that our work leads to improved outcomes for countless patients.With over 85 years of experience,...

  • Financial Planning

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Baxter A tiempo completo

    Our Mission and ValuesAt Baxter, we are driven by a shared mission that transcends individual roles. Every contribution we make plays a crucial part in improving lives globally. The fulfillment derived from our work is palpable, as we strive to enhance the health outcomes of countless patients.With over 85 years of pioneering advancements in medical...


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

    {"The Role": "The Financial Analyst has the responsibility of providing support through all phases of the financial planning and analysis processes, including business partnering and working on cross-functional projects. The FA is a meticulous, proactive, and strategically minded individual of the finance team able to perform a broad range of financial...


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

    **Job Summary**We are seeking a highly skilled and experienced Financial Planning and Reporting Manager to join our team at British American Tobacco. As a key member of our finance team, you will be responsible for leading the planning and reporting functions, supporting our commercial planning and analysis team, and driving business growth and...


  • San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    Job Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our Amazon Air team in Heredia, Costa Rica. As a key member of our Finance Operations, Accounting & Analysis (FOAA) team, you will play a critical role in delivering financial insights and analysis to support business decisions.Key Responsibilities:Develop and...

  • Senior Financial Analyst

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    Job Title: Senior Financial AnalystAmazon Support Services Costa Rica SRL is seeking a highly skilled Senior Financial Analyst to join our Finance Operations, Accounting & Analysis (FOAA) team. As a key member of our team, you will play a critical role in supporting our Amazon Air team by performing business-specific financial planning and analysis...


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

    Job SummaryWe are seeking a highly skilled Finance Planning and Reporting Assistant Manager to join our team at British American Tobacco. As a key member of our finance team, you will play a crucial role in ensuring the effective management of our planning and reporting functions, supporting strategic decisions with accurate data and insights, and...

  • Senior Financial Analyst

    hace 1 semana


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our North America FP&A team. As a key member of our team, you will play a critical role in supporting region-wide planning functions and collaborating with cross-functional teams to drive business growth.Main Responsibilities:Manage non-technology OPEX costs...

  • Senior Financial Analyst

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    About the RoleWe are seeking a highly skilled Financial Analyst Senior to join our North America FP&A team. As a key member of our team, you will play a critical role in supporting region-wide planning functions and collaborating with cross-functional teams to drive business growth and improvement.Main ResponsibilitiesCost Management: Manage all aspects of...


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

    Senior Financial AnalystAt Moody's, we're seeking a highly skilled Senior Financial Analyst to join our Finance team. As a key member of our team, you'll play a critical role in supporting the execution of financial planning and analysis processes, projects, and ad-hoc requests.Key Responsibilities:Ownership of timely end-to-end month-end reporting,...

  • Senior Financial Analyst

    hace 1 semana


    San Francisco, Heredia, Costa Rica Baxter A tiempo completo

    About the RoleBaxter is a leading healthcare company that is deeply connected by its mission to save and sustain lives. As a Senior Financial Analyst, you will play a critical role in supporting the company's financial planning and analysis (FP&A) organization.Key ResponsibilitiesLiaise with cross-functional leads to support the creation of budgets,...


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

    Position OverviewThe FP&A division at Experian is seeking a proficient Senior Financial Analyst to bolster our North American operations. Key responsibilities encompass month-end closing activities, revenue and expense forecasting, annual budgeting processes, tracking business performance indicators, and executing ad hoc analyses. This position emphasizes...


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

    Position OverviewThe FP&A division at Experian is seeking a proficient Senior Financial Analyst to enhance support for the North American operations. Key responsibilities encompass month-end closing activities, revenue and expenditure forecasting, annual budget preparation, performance metric oversight, and executing ad hoc analyses. This position emphasizes...


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

    Position OverviewThe FP&A team at Experian in Costa Rica is seeking a proficient Senior Financial Analyst to assist the North America division. Key responsibilities encompass month-end closing activities, revenue and expense forecasting, annual budgeting processes, performance metric monitoring, and conducting various analyses as needed. This position...

  • Senior Financial Analyst

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Moody's A tiempo completo

    {"The Role": "The Senior Financial Analyst at Moody's plays a pivotal part in the Finance team, providing advanced support throughout the financial planning and analysis processes.", "Key Responsibilities": "Key responsibilities include:Ownership of timely end-to-end month-end reporting, identification of key financial variance drivers, and communication of...

  • Financial Analyst

    hace 4 días


    San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    Financial Analyst Job DescriptionAmazon Support Services Costa Rica SRL is seeking a highly skilled Financial Analyst to join our dynamic team. As a Financial Analyst, you will play a critical role in supporting our Finance Operations, Accounting & Analysis (FOAA) team.Key Responsibilities:Perform financial reporting and support monthly P&L analysis and...