Financial Planning and Analysis Lead

hace 7 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Citi's Financial Planning and Analysis (FP&A) mission is to become an essential partner to the finance area through end-to-end process ownership and flawless execution.

Key Responsibilities:

  1. Support the US Performance Management team within Corporate FP&A by preparing presentations and analyses
  2. Gain an in-depth understanding of each business line at Citi and their corresponding revenue drivers and metrics
  3. Create impactful visuals that explain key drivers and metrics to the executive management team
  4. Assist in large-scale transformation efforts across Global FP&A, including OneStream, Artificial Intelligence, Tableau, etc.
  5. Drive standardization of activities, including identifying productivity and efficiency

Qualifications:

  • Degree in Finance, Economics, Accounting, Industrial Engineer or a related field with at least 6-10 years of relevant experience and more than 4 years of Planning and Analysis experience
  • Postgraduate degree in Accounting, Finance or related field is desired
  • Understanding of banking is preferred but not essential; finance products and markets knowledge a plus
  • Strong financial analysis foundation creating forecasts and models
  • Bilingual: English and Spanish. Portuguese is a plus
  • Advanced MS Excel and PowerPoint skills required; VBA, Power BI and Tableau knowledge is a plus


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