Financial Planning and Analysis Senior Analyst

hace 4 semanas

San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Financial Planning and Analysis Senior Analyst role at Citi is an intermediate-level position that provides management with in-depth analysis and insights into the company's financial results. This position works closely with the broader Finance team to achieve the overall objective of utilizing disciplinary knowledge to generate and analyze reports, as well as contribute to the development of new techniques to improve processes and workflow.

Key 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
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgment and autonomy.
• Acts as SME to senior stakeholders and/or other team members.

Qualifications:

• 5-8 years of experience working with a variety of financial platforms
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Advanced English Skills Required

Education:

• Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Finance
Job Family: Financial Planning & Analysis
Time Type: Full time
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.

View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

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