Financial Planning Analyst

hace 2 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Job Overview

Citi is seeking a highly skilled Financial Planning Analyst to join our team in Uspb Capital Markets. This role will be responsible for analyzing financial performance, developing and coordinating planning processes, and generating reports for senior management.

Key Responsibilities:

  • Analyze Citi's financial performance and competitors' market trends
  • Develop and coordinate annual planning and forecasting processes
  • Generate flash results and highlight key findings for Board of Directors' reports and Executive Management reports
  • Conduct ad-hoc analyses and address strategic issues
  • Participate in competitor reviews, annotated supplements, and investment reports
  • Evaluate business decisions using metrics
  • Execute time-sensitive activities for client-facing teams
  • Assist in review material development for internal leadership and regulator reviews

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

Education:

Bachelor's degree or equivalent experience

This role requires strong analytical skills, attention to detail, and excellent communication skills. If you have a passion for finance and analysis, we encourage you to apply.

Salary Range: $80,000 - $120,000 per year

About Us:

Citi is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary, benefits package, and opportunities for career growth and development.



  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    OverviewExperian is a leading global information services company that helps individuals and organizations make informed decisions. We are seeking a talented Financial Planning Analyst II to join our North America FP&A team.SalaryThe estimated salary for this role is $80,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionWe...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    At Citi, we're committed to being a global leader in the financial industry. As a Financial Planning Analyst, you will play a key role in providing management with analysis and insights on our financial results. Using your expertise, you will create reports and analyses that gauge our alignment with forecasted performance.ResponsibilitiesContribute to risk...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job Title: Expert Financial Planning AnalystJob Summary:We are seeking an Expert Financial Planning Analyst to support our region-wide planning and reporting functions. This role will collaborate with finance teams across the North America region to improve and streamline planning and reporting functions through standardization of common functions.Key...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Job Summary:We are seeking a highly motivated and experienced Strategic Financial Planning Analyst to join our team at Citi. In this role, you will be responsible for analyzing financial performance, developing planning and forecasting processes, and generating insights to drive business decisions.About the Role:As a Strategic Financial Planning Analyst, you...


  • San Francisco, Heredia, Costa Rica Baxter A tiempo completo

    **Unlock Career Growth Opportunities with Baxter**Baxter is a leading healthcare company committed to saving and sustaining lives. We are seeking a highly skilled Senior Financial Planning Analyst to join our team in the Americas Region.This role will be part of our best-in-class Financial Planning & Analysis (FP&A) organization, acting as an extension of...

  • Financial Analyst

    hace 1 mes


    San Francisco, Heredia, Costa Rica British American Tobacco A tiempo completo

    **British American Tobacco: Where Innovation Meets Excellence**We're a global leader in the tobacco industry, and our Financial Planning & Analysis team plays a vital role in driving our business forward.About the Role:This is an exciting opportunity for a highly skilled Financial Analyst to join our FP&A team. As a key member of this team, you will be...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the RoleCiti is a leading global bank seeking an experienced Financial Planning Analyst to join our USPB Deposits Balance Sheet team. This is an intermediate-level position responsible for providing management with in-depth analysis and insight into Citi's financial results.Key Responsibilities:Work collaboratively with USPB Deposits partners to...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is a leading global bank with a presence in over 160 countries. We offer a competitive salary of $70,000 - $90,000 per annum, commensurate with experience and qualifications.Job Description:The Senior Financial Planning Analyst will play a key role in tracking expense changes between periods and coordinating across business and function teams to get a...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job Title:Senior Financial Planning AnalystCompany Overview:Experian is a global leader in providing information, analytical and marketing services to organizations and consumers. We help manage the risk and reward of commercial and financial decisions.Our mission is to unlock the power of data to create opportunities for consumers, businesses and society.As...


  • 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...

  • Fp&A Expense Analyst

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the RoleCiti is seeking a skilled Fp&A Expense Analyst to join our Marketing Finance team. As an expert in financial planning and analysis, you will play a critical role in supporting the team's efforts to strengthen how we deliver for clients across the bank.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is seeking a highly skilled Financial Planning and Analysis Analyst 2 to join our team in New York. This exciting role offers a competitive salary of $95,000 - $115,000 per year.**Job Summary:**The Financial Planning and Analysis Analyst 2 will be responsible for providing management with insightful analysis and reporting on Citi's financial results. As...


  • San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl A tiempo completo

    About the RoleWe are seeking a highly skilled Financial Operations Analyst to join our team at Amazon Support Services Costa Rica Srl. As a key member of our Finance Operations, Accounting & Analysis (FOAA) team, you will play a critical role in supporting our business goals and objectives.The successful candidate will have a strong background in financial...


  • San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    About the RoleAmazon Support Services Costa Rica SRL is seeking an experienced Financial Analyst to support our LATAM FP&A team. As a key member of our Finance Operations, Accounting & Analysis (FOAA) team, you will play a critical role in delivering great experiences for our customers.Key ResponsibilitiesDevelop and report on financial and operational...


  • San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl A tiempo completo

    Key Responsibilities:As a Financial Analyst at Amazon Support Services Costa Rica Srl, you will be responsible for performing financial reporting and supporting monthly P&L analysis and financial forecasts. You will also develop and report on financial and operational performance metrics, and support in monthly/quarterly financial closing activity in close...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    About the RoleWe are seeking a detail-oriented Financial Planning and Analysis (FP&A) professional to join our team at Moody's. The successful candidate will provide support throughout all phases of financial planning and analysis processes.The role involves collaborating with various stakeholders, including local, regional, and global contacts, to foster...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the Role:Citi is seeking a skilled Corporate Financial Planning and Strategy Analyst to join our team. This role will be based in a major financial hub, such as New York or London.Key Responsibilities:Analyze Citi's and competitors' financial performance to inform strategic business decisionsDevelop and maintain annual planning and periodic forecasting...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    About the RoleAt Moody's, we are seeking a highly skilled Senior Financial Analyst to support our Finance organization in executing financial planning and analysis processes, projects, and ad-hoc requests.


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Role SummaryExperian is seeking a strong Expert Financial Analyst Cost to support region-wide planning and reporting functions. This role will collaborate with finance teams across the North America region to improve and streamline planning and reporting functions through standardization of common functions.Key Responsibilities- Lead monthly meetings with...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    As a Financial Planning and Analysis Senior Analyst at Citi, you will provide management with in-depth analysis and insight of financial results. Your expertise will be utilized to generate and analyze reports, contributing to process improvements and development of new techniques.About the RoleThe Financial Planning and Analysis Senior Analyst plays a key...