Financial Planning Analyst

hace 2 meses


San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Financial Planning and Analysis Senior Analyst is an intermediate-level position at Citi responsible for providing management with in-depth analysis and insights into the company's financial results. The role requires coordination with the broader Finance team to achieve this objective.

**Key Responsibilities:**

Address strategic issues on an ad-hoc basis that complement the regular planning and analysis processes.

Generate flash results/highlights for Executive Management reports.

Develop/coordinate processes, such as the annual planning and periodic forecasting processes, and review results against plans monthly.

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-making processes.

Analyze key management review presentations for individual Clusters 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.

Develop and maintain appropriate documentation to ensure the integrity of financial, regulatory, and management information in line with established records management policies.

Standardize reporting requirements to ensure financial and management reporting is properly identified and addressed.

Review departmental processes and procedures for improvement and automation to maintain efficiency and accuracy of reporting.

This role requires the ability to operate with a limited level of direct supervision, exercise independence of judgment and autonomy, and act as a subject matter expert (SME) to senior stakeholders and/or other team members.



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