Financial Planning Specialist

hace 2 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

About the Role

Citi is seeking an experienced Financial Planning Specialist to join our team. As a key member of our Financial Planning and Analysis (FP&A) group, you will play a critical role in driving business success through data-driven insights.

Key Responsibilities:

  • Analyze financial performance and develop strategic recommendations to drive business growth
  • Collaborate with cross-functional teams to identify areas for process improvement and implement changes
  • Develop and maintain complex financial models to support business decisions
  • Provide timely and accurate financial reporting to senior management
  • Aid in the development of internal and external reports, presentations, and materials

Requirements:

  • 2-5 years of experience in accounting and/or finance, with a focus on financial planning and analysis
  • Experience working with financial services companies preferred
  • Advanced knowledge of financial modeling, data analysis, and reporting tools
  • Demonstrated analytical and problem-solving skills, with attention to detail and accuracy
  • Excellent written and verbal communication skills, with ability to present complex information to non-technical stakeholders


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