Strategic Financial Planning and Analysis Professional

hace 1 mes


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Job Summary:

We are seeking a highly skilled Financial Planning and Analysis (FP&A) Professional to join our team at Citi in the U.S. Personal Banking division.

About the Role:

This is a key position responsible for providing strategic financial analysis and planning support to senior management, business leaders, and other stakeholders within the organization.

Key Responsibilities:

  • Analyze Citi's financial performance and that of its competitors;
  • Develop and coordinate the annual planning and periodic forecasting processes, reviewing results against plans monthly, including annual budget planning and monthly estimate process;
  • Generate flash results/highlights for Board of Directors' reports and Executive Management reports;
  • Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes;
  • Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports;
  • Aid with using metrics to evaluate proposed business decisions;
  • Execute time-critical activities for client-facing Financial Planning and Analysis teams;
  • Assist in developing review materials for internal senior leadership and external regulator reviews;
  • Exercise independence of judgment and autonomy, operating with a limited level of direct supervision;
  • Act as Subject Matter Expert (SME) to senior stakeholders and/or other team members.

Requirements:

  • 2-5 years of experience in accounting and/or finance;
  • Experience in financial services preferred;
  • Knowledge of financial, analytical, and reporting tools;
  • Demonstrated analytical skills;
  • Clear and concise written and verbal communication skills;
  • Bachelor's degree/University degree or equivalent experience.

Preferred Qualifications:

  • Advanced English (Speaking, Reading, Writing) skills;
  • Previous experience in FP&A roles is highly preferred;
  • Experience in forecasting and financial analysis;
  • Tableau preferred.

Compensation: $90,000 - $120,000 per annum, depending on experience.



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