FP&A Business Analyst

hace 1 mes


San Francisco, Heredia, Costa Rica 11274 Citi Business Services Costa Rica, SRL A tiempo completo
FP&A Lead Analyst Job Description

The FP&A Lead Analyst is a developing professional role that requires a strong understanding of financial planning and analysis. This role involves monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. The successful candidate will have excellent data management and analysis skills, with the ability to interpret data and make recommendations. They will also have strong communication skills, with the ability to clearly and concisely communicate complex financial information to senior management.

Responsibilities:
  • Contribute to the development of the annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, and quarterly outlooks in partnership with business FP&A and LFO teams.
  • Help to create deposit reports and meet with the finance team to clearly summarize financial trends and provide insight to senior management.
  • Actively monitor deposit pricing (beta) trends.
  • Manage the implementation of procedures and development of analyses.
  • Prepare analytics in support of LFO and EMT Reviews.
  • Use a good understanding of how the team interacts with others in accomplishing the overall aims of the area.
  • Have a working knowledge of industry practices and standards for deposits.
  • Deliver routine and defined outputs.
  • Escalate problems or issues relating to transactions, processes, reports, or procedures as appropriate.
  • Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
Qualifications:
  • A self-motivated and focused individual who can assist in projects.
  • The ability to achieve tasks within established deadlines.
  • Clear and concise communication skills.
  • Proven data management and analysis skills.
  • Intermediate Excel skills.
  • 0-2 years of relevant experience.


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