Strategic Capital Planning Analyst

hace 17 horas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

This is a key role in Citi's US Personal Banking (USPB) Comprehensive Capital Analysis and Review (CCAR)/Capital Planning team. The successful candidate will be responsible for planning and executing financial projections for USPB products, working closely with FP&A product teams and Corporate FP&A.

Key Responsibilities:
  • Spearhead efforts to enhance the Capital Planning / CCAR / FP&A model framework, aligning Strategic Plan and CCAR forecasting, standardizing supporting processes, tools/templates
  • Lead the quarterly multi-year forecasting process and annual Recovery and Resolution planning activities
  • Collaborate with US consumer product partners and modeling teams to enhance regression models
  • Analyze macro-economic scenarios, consumer behaviors, and trends, evaluate forecasting results, and document justification/rationale for overlays and adjustments to reflect business actions
  • Develop deliverables, such as P&L results, forecasting analysis, trend comparisons, to support senior management reviews
  • Prepare analytics and results to present to senior stakeholders
Requirements:
  • Bachelor's degree in Economics, Finance, Accounting, or related field
  • 4+ years of experience in financial analysis in a large corporate environment
  • 3+ years banking experience and previous FP&A or similar Finance experience preferred
  • Financial product knowledge, particularly in Consumer Banking, is preferred
  • Ability to translate financial schedules, complex consumer behavior, and business trends into meaningful and actionable presentation observations
  • Excellent quantitative/analytical skills, written and verbal communication skills with a strong attention to detail
  • Change agent mentality to drive process enhancements and simplification
About Citi:

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.



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