Strategic Financial Planning Analyst

hace 12 horas

San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Financial Planning & Analysis Analyst 2 plays a pivotal role in assisting senior management with insights on Citi's financial performance, collaborating closely with the Finance team.

This individual must have a deep understanding of how teams interact to achieve objectives and become an essential partner to Finance through end-to-end process ownership and flawless execution. Innovation and standard practices are leveraged, as well as development of working knowledge of Citi's business products and industry practices and standards.

Intellectual curiosity and a good understanding of accounting, economics, banking, and finance will be the baseline for continuous learning and career growth in the financial industry.

Key Responsibilities:

  • Participate in forward-looking activities including annual budgeting and monthly outlook estimate process.
  • Provide financial analytics support to specific managed segments within the Markets business in Brazil, including trend and variance analysis, research and interpretation of factual information, and detection and follow-up to resolution of inconsistencies in results.
  • Interact as needed with Traders and Regional Heads for the business, as well as with Brazil Markets Head and the Regional FP&A team, to gather business inputs for accurate Revenue forecasts.
  • Support first-level analysis for Expenses and Geographic Revenue Attribution (GRA) process for all managed segments within the Markets & Securities Services business in Brazil.
  • Have regular interaction with ICG Brazil Front Expenses team to leverage expense analysis performed for the Franchise, and with Regional Controllers for GRA revenue analysis and investigations.
  • Manage implementation of procedures and report development.
  • Support digitalization initiatives in the team, leveraging tools such as Knime, Tableau, Excel macros, and similar, to recommend and implement optimizations to processes and reports used in the team.
  • Adhere to key controls for financial planning, forward-looking, and close monitoring processes within the scope handled, providing evidence and assurance through records management of risk & control compliance.
  • Assess applicability of previous or similar experiences and evaluate options under circumstances not covered by procedures.
  • Work on ad-hoc requests based on business needs.

Qualifications:

  • Understanding of Banking and Finance products and markets is preferable but not essential.
  • Basic financial analysis foundation creating forecasts and models.
  • Keen interest in business and economic environment.
  • Bilingual English-Spanish is required.
  • Portuguese proficiency is a plus.
  • Intermediate MS Excel and PowerPoint skills is required.
  • Proficiency in other digital tools is a plus.
  • Attention to detail oriented and proactive.
  • Ability to collaborate as part of a team and to partner with senior stakeholders.
  • Ability to work independently as individual contributor with limited supervision.
  • Intermediate analytical skills and intellectual curiosity.
  • Ability to challenge status quo and identify opportunities to reengineer/streamline processes.
  • Good verbal and written communication skills.
  • Demonstrates adaptability and flexibility to work in an ambiguous environment and embrace change.

Education:

  • Degree in Finance, Economics, Accounting, Business Administration or related field with 3-6 years of 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

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