Strategic Financial Planning and Analysis Professional
hace 2 semanas
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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