Financial Planning and Analysis Senior Analyst
hace 3 días
The Financial Planning and Analysis Senior Analyst is an intermediate-level position responsible for providing management with in-depth analysis and insights of Citi's financial results. The overall objective is to utilize discipline-specific knowledge to generate and analyze reports, as well as contribute to the development of new techniques to improve processes and workflow.
Main Responsibilities- Act as the lead Operations Finance contact and interface with the Front Office Retail Bank Finance team.
- Prepare analytics in support of Retail Bank for their Front Office Finance and Leadership teams.
- Create financial reports and meet with finance teams to clearly summarize financial trends and provide insight to senior management.
- Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes.
- Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
- Generate flash results/highlights for Board of Directors' reports and Executive Management reports.
- Develop/coordinate processes (e.g. annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs).
- Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans, and monthly estimate outlook process.
- Oversee the estimation of risk capital and incorporate results into management report metrics for decision-making processes.
- Analyze key management review presentations for individual Regions and Products.
- Execute time-critical activities for client-facing Financial Planning and Analysis teams.
- Contribute to the development of review material for internal leadership and external regulator reviews.
To be successful in this role, you will need:
- 5-8 years of experience working with a variety of financial platforms.
- Excellent financial knowledge.
- Experience in financial planning and analysis.
- Demonstrated presentation skills.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Advanced English language proficiency.
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 and encourage applications from underrepresented groups.
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