Strategic Financial Planning Leader

hace 5 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Company Overview

Citi is a leading global bank with a rich history of innovation and customer-centric approach. As a pioneer in the financial industry, we strive to provide our clients with cutting-edge solutions and exceptional service.

Salary:$140,000 - $160,000 per annum, depending on experience and qualifications.

Job Description:

FP&A Sr Manager Role

The FP&A Sr Manager will play a critical role in supporting the Personal Banking and Wealth Management (PBWM) Operations & Technology (O&T) Business for North America (NAM). The successful candidate will be responsible for centralizing, leading, and reporting PBWM NAM automation initiatives. This involves working closely with PBWM management to develop a strategic path towards increased automation and standardization by leveraging Firm-provided automation tools.

Key Responsibilities:

  • Conduct analysis of Citi's financial performance and competitors' financial data.
  • Generate flash results/highlights of analytics for Board of Directors' reports and Executive Management reports.
  • Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
  • Develop and coordinate performance reporting/processes; review results against plans monthly.
  • Oversee the estimation of risk capital and incorporate results into management reports and decision processes.

Required Skills and Qualifications:

  • 6-10 years of relevant experience in Financial Planning and Analysis.
  • Previous supervisory experience.
  • Effective verbal and written communication skills.
  • Demonstrated presentation skills.
  • Demonstrated analytical skills.
  • Demonstrated organizational and project management skills.
  • Advanced English proficiency.

Benefits:

Citi offers a comprehensive benefits package, including health insurance, retirement savings plan, and employee assistance program. We also provide opportunities for professional development and career growth within the company.

Others:

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to diversity and inclusion in all aspects of our business.



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