Financial Planning and Analysis Specialist

hace 3 semanas


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

About the Role:

The FP&A Analyst will contribute to the development and implementation of financial plans and strategies to support the Balance Sheet Management function. This includes creating forecasts, analyzing data, and identifying trends to inform business decisions.

Responsibilities:

  1. Assist in the preparation of 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, and quarterly outlooks in partnership with business FP&A and LFO teams.
  2. Help create deposit reports and meet with the finance team to summarize financial trends and provide insights to senior management.
  3. Monitor deposit pricing trends and implement procedures to manage and analyze data.
  4. Develop and implement analyses to support LFO and EMT Reviews.
  5. Prepare analytics to support senior management decisions.

Qualifications:

  • Ability to work independently and as part of a team.
  • Excellent data analysis and communication skills.
  • Intermediate Excel skills.
  • Proven ability to meet deadlines and achieve results.


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